DSM CAPITAL PARTNERS LLC Portfolio Holdings
Q3 2025•41 long positions•$7.0B portfolio value
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Holding48 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $1.1B 15.15% | -$96.0M Sold | 0.023% 5.7M shares | 6.2M → 5.7M −$96.0M | -8.28% | $4.54T Mega Cap | Q1 2021 Held for 4y 8m | |
Software - Infrastructure Technology | $855.4M 12.19% | +$139.3M Bought | 0.022% 1.7M shares | 1.4M → 1.7M +$139.3M | +19.45% | $3.85T Mega Cap | Q2 2017 Held for 8y 5m | |
Specialty Retail Consumer Cyclical | $531.5M 7.58% | -$67.1M Sold | 0.023% 2.4M shares | 2.7M → 2.4M −$67.1M | -11.2% | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $527.3M 7.52% | +$231.4M Bought | 0.034% 1.6M shares | 896.9K → 1.6M +$231.4M | +78.22% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $502.8M 7.17% | -$41.5M Sold | 0.027% 684.7K shares | 741.1K → 684.7K −$41.5M | -7.62% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
Computer Hardware Technology | $427.4M 6.09% | -$303.4M Sold | 0.233% 2.9M shares | 5.0M → 2.9M −$303.4M | -41.51% | $183.14B Large Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $422.6M 6.02% | -$133.5M Sold | 0.014% 1.7M shares | 2.3M → 1.7M −$133.5M | -24.02% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $317.9M 4.53% | +$6.6M Bought | 0.167% 465.5K shares | 455.9K → 465.5K +$6.6M | +2.1% | $190.40B Large Cap | Q1 2018 Held for 7y 8m | |
Software - Application Technology | $291.3M 4.15% | +$34.0M Bought | 0.143% 3.0M shares | 2.6M → 3.0M +$34.0M | +13.23% | $204.31B Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $182.6M 2.6% | +$182.6M New | 0.424% 793.9K shares | 0 → 793.9K +$182.6M | New | $43.0B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $173.2M 2.47% | +$158.3M Bought | 0.022% 615.9K shares | 53.1K → 615.9K +$158.3M | +1,060.82% | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $172.3M 2.46% | +$31.4M Bought | 0.218% 878.1K shares | 718.2K → 878.1K +$31.4M | +22.26% | $79.1B Large Cap | Q1 2024 Held for 1y 8m | |
Medical - Devices Healthcare | $170.5M 2.43% | +$73.9M Bought | 0.646% 2.5M shares | 1.4M → 2.5M +$73.9M | +76.52% | $26.4B Large Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $168.8M 2.41% | -$2.8M Sold | 0.053% 561.1K shares | 570.5K → 561.1K −$2.8M | -1.66% | $319.00B Mega Cap | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $168.6M 2.4% | +$14.8M Bought | 0.025% 493.9K shares | 450.5K → 493.9K +$14.8M | +9.63% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $160.2M 2.28% | +$60.4M Bought | 0.031% 133.6K shares | 83.2K → 133.6K +$60.4M | +60.6% | $509.45B Mega Cap | Q4 2023 Held for 1y 11m | |
Travel Services Consumer Cyclical | $152.3M 2.17% | +$52.1M Bought | 0.087% 28.2K shares | 18.6K → 28.2K +$52.1M | +51.93% | $174.99B Large Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $135.1M 1.93% | +$25.3M Bought | 0.026% 237.4K shares | 193.0K → 237.4K +$25.3M | +23.06% | $514.21B Mega Cap | Q1 2020 Held for 5y 8m | |
Renewable Utilities Utilities | $121.9M 1.74% | +$729.3K Bought | 0.073% 198.2K shares | 197.0K → 198.2K +$729.3K | +0.6% | $167.39B Large Cap | Q3 2024 Held for 1y 2m | |
Medical - Devices Healthcare | $111.5M 1.59% | +$8.1M Bought | 0.048% 832.8K shares | 772.3K → 832.8K +$8.1M | +7.82% | $233.12B Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $97.4M 1.39% | -$32.8M Sold | 0.144% 306.7K shares | 410.1K → 306.7K −$32.8M | -25.21% | $67.7B Large Cap | Q3 2022 Held for 3y 2m | |
Software - Application Technology | $92.5M 1.32% | -$861.6K Sold | 0.097% 263.5K shares | 265.9K → 263.5K −$861.6K | -0.92% | $95.7B Large Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $62.7M 0.894% | +$62.7M Bought | 0.287% 1.9M shares | — | — | $21.9B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $43.3M 0.618% | +$43.3M Bought | 0.023% 47.1K shares | — | — | $190.98B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $14.2M 0.203% | +$2.5M Bought | — 51.0K shares | 42.0K → 51.0K +$2.5M | +21.29% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $9.3M 0.132% | +$3.7M Bought | 0.008% 4.0K shares | 2.4K → 4.0K +$3.7M | +66.16% | $118.48B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $8.2M 0.116% | +$8.1M Bought | 0.033% 1.4M shares | 11.6K → 1.4M +$8.1M | +11,597.22% | $24.5B Large Cap | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $6.9M 0.099% | +$5.3M Bought | 0.005% 18.7K shares | 4.5K → 18.7K +$5.3M | +315.69% | $141.33B Large Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $6.8M 0.097% | +$4.5M Bought | — 198.5K shares | 66.9K → 198.5K +$4.5M | +196.69% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $6.5M 0.093% | +$679.6K Bought | — 216.6K shares | 194.1K → 216.6K +$679.6K | +11.58% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $3.3M 0.047% | +$3.3M Bought | — 3.4K shares | — | — | — — | Q3 2025 Held for 2 months | |
Asset Management Financial Services | $1.7M 0.024% | -$553.2K Sold | 0.005% 10.6K shares | 14.1K → 10.6K −$553.2K | -24.57% | $35.1B Large Cap | Q1 2022 Held for 3y 8m | |
Asset Management - Global Financial Services | $1.7M 0.024% | +$302.5K Bought | 0.002% 12.4K shares | 10.2K → 12.4K +$302.5K | +22.34% | $76.2B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $1.6M 0.022% | +$1.6M New | 0.016% 8.9K shares | 0 → 8.9K +$1.6M | New | $9.9B Mid Cap | Q3 2025 Held for 2 months | |
Staffing & Employment Services Industrials | $1.0M 0.015% | -$237.7K Sold | 0.001% 3.6K shares | 4.4K → 3.6K −$237.7K | -18.54% | $118.89B Large Cap | Q3 2018 Held for 7y 2m | |
Insurance - Brokers Financial Services | $635.6K 0.009% | +$635.6K Bought | 0.002% 6.8K shares | — | — | $30.9B Large Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $388.3K 0.006% | +$109.2K Bought | 0.0% 4.0K shares | 2.9K → 4.0K +$109.2K | +39.15% | $144.66B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $319.9K 0.005% | +$3.7K Bought | — 683.0 shares | 675.0 → 683.0 +$3.7K | +1.19% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $311.9K 0.004% | +$311.9K Bought | 0.0% 1.5K shares | — | — | $137.82B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $296.0K 0.004% | +$296.0K Bought | 0.0% 2.0K shares | — | — | $193.14B Large Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $275.0K 0.004% | +$275.0K New | 0.0% 394.0 shares | 0 → 394.0 +$275.0K | New | $143.63B Large Cap | Q3 2025 Held for 2 months | |
Information Technology Services Technology | - — | -$196.7M Sold | — - shares | 1.1M → 0 −$196.7M | Sold | $95.7B Large Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | - — | -$52.2M Sold | — - shares | 101.8K → 0 −$52.2M | Sold | $74.3B Large Cap | Q4 2023 Held for 1y 11m | |
Software - Application Technology | - — | -$181.7M Sold | — - shares | 3.3M → 0 −$181.7M | Sold | $16.7B Large Cap | Q4 2023 Held for 1y 11m | |
REIT - Specialty Real Estate | - — | -$920.5K Sold | — - shares | 7.6K → 0 −$920.5K | Sold | $12.5B Large Cap | Q3 2015 Held for 10y 2m | |
Unknown Unknown | - — | -$121.5M Sold | — - shares | 1.8M → 0 −$121.5M | Sold | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | - — | -$6.0M Sold | — - shares | 7.7K → 0 −$6.0M | Sold | $698.51B Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | - — | -$267.3M Sold | — - shares | 2.5M → 0 −$267.3M | Sold | $79.9B Large Cap | Q3 2023 Held for 2y 2m |
