DSM CAPITAL PARTNERS LLC

Long Only Manager

DSM CAPITAL PARTNERS LLC is a Long Only Manager based in Palm Beach Gardens, FL led by Eric Fuller Woodworth, reporting $7.1B in AUM as of Q3 2025 with 56% Technology concentration, 73% concentrated in top 10 holdings, 15% allocation to NVDA, and 56% technology allocation.

CIOEric Fuller Woodworth

Portfolio Value: $7.0B
Positions: 41
Top Holding: NVDA at 15.15%
Last Reported: Q3 2025

Address7111 Fairway Drive, Suite 350, Palm Beach Gardens, FL, 33418, United States

Top Holdings

Largest long holdings in DSM CAPITAL PARTNERS LLC's portfolio (73% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$1.1B	15.15%	-$96.0M Sold	0.02% 5.7M shares	Q1 2021 Held for 4y 8m
2 Microsoft MSFT	Software - Infrastructure Technology	$855.4M	12.19%	+$139.3M Bought	0.02% 1.7M shares	Q2 2017 Held for 8y 5m
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$531.5M	7.58%	-$67.1M Sold	0.02% 2.4M shares	Q4 2018 Held for 6y 11m
4 Broadcom Inc. AVGO	Semiconductors Technology	$527.3M	7.52%	+$231.4M Bought	0.03% 1.6M shares	Q4 2023 Held for 1y 11m
5 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$502.8M	7.17%	-$41.5M Sold	0.03% 684.7K shares	Q4 2023 Held for 1y 11m
6 Arista Networks ANET	Computer Hardware Technology	$427.4M	6.09%	-$303.4M Sold	0.23% 2.9M shares	Q1 2023 Held for 2y 8m
7 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$422.6M	6.02%	-$133.5M Sold	0.01% 1.7M shares	≤ Q2 2013 Held for 12y 5m+
8 Intuit INTU	Software - Application Technology	$317.9M	4.53%	+$6.6M Bought	0.17% 465.5K shares	Q1 2018 Held for 7y 8m
9 Uber Technologies UBER	Software - Application Technology	$291.3M	4.15%	+$34.0M Bought	0.14% 3.0M shares	Q4 2023 Held for 1y 11m
10 Reddit RDDT	Internet Content & Information Communication Services	$182.6M	2.60%	+$182.6M New	0.42% 793.9K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in DSM CAPITAL PARTNERS LLC's latest filing

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Market Value

$7.0B

Prior: $6.8B

Q/Q Change

+3.69%

+$249.4M

Net Flows % of MV

-6.55%

Increased Positions

Position	Shares Δ	Change
1 Reddit RDDT	New	0 → 793.9K +$182.6M
2 Wix.com WIX	New	0 → 8.9K +$1.6M
3 Spotify Technology SPOT	New	0 → 394.0 +$275.0K
4 Grab Holdings Limited GRAB	+11,597.22%	11.6K → 1.4M +$8.1M
5 Oracle ORCL	+1,060.82%	53.1K → 615.9K +$158.3M

Decreased Positions

Position	Shares Δ	Change
1 Fortinet FTNT	Sold	2.5M → 0 −$267.3M
2 Fiserv FI	Sold	1.1M → 0 −$196.7M
3 Dynatrace DT	Sold	3.3M → 0 −$181.7M
4 NVO Novo Nordisk NVO	Sold	1.8M → 0 −$121.5M
5 Synopsys SNPS	Sold	101.8K → 0 −$52.2M