DSM CAPITAL PARTNERS LLC - Portfolio Stock Holdings

DSM CAPITAL PARTNERS LLC disclosed 54 stock positions in a recent SEC 13F filing. $5,474,071,770 of stock holdings were filed, with the largest holdings including NVDA, MSFT, and GOOGL. This filing represented positions held on March 31, 2026, and was filed on April 29, 2026.

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.