DSM CAPITAL PARTNERS LLC — 13F holdings

DSM CAPITAL PARTNERS LLC reported 70 holdings worth $5.84B in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $941M (16.1%)
2. GOOGL ALPHABET INC — $546M (9.4%)
3. AVGO BROADCOM INC — $534M (9.2%)
4. ANET ARISTA NETWORKS INC — $447M (7.7%)
5. MSFT MICROSOFT CORP — $316M (5.4%)
6. AMZN AMAZON COM INC — $316M (5.4%)
7. META META PLATFORMS INC — $309M (5.3%)
8. GEV GE VERNOVA INC — $226M (3.9%)
9. HWM HOWMET AEROSPACE INC — $174M (3.0%)
10. RDDT REDDIT INC — $143M (2.5%)