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DSM CAPITAL PARTNERS LLC - Portfolio Stock Holdings

DSM CAPITAL PARTNERS LLC disclosed 76 stock positions in a recent SEC 13F filing. $5,838,242,560 of stock holdings were filed, with the largest holdings including NVDA, GOOGL, and AVGO. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $7,564,870,000 and has 25 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other.

Report Period:

June 30, 2026

No. of Stocks:

76

Est. Stock Holding Value:

$5,838,242,560

Top Stock Holdings By Sector

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Portfolio Stock Holdings - DSM CAPITAL PARTNERS LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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