Institutional Fund
Dsm Capital Partners LLC
Palm Beach Gardens, FLCIK 12146395 filings on record
Portfolio Value
$5.66B
Q1 2026
Holdings
44
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-16.2%
from $6.75B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation16.1%
- Microsoft Corp10.1%
- Alphabet Inc9.0%
- Broadcom Inc8.8%
- Amazon Com Inc7.2%
- Arista Networks Inc5.8%
- Other43.0%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 5.21M | $908.28M | 16.1% | −316.0K | Reduced |
| 2 | Microsoft Corp | 1.54M | $570.76M | 10.1% | −104.6K | Reduced |
| 3 | Alphabet Inc | 1.76M | $506.65M | 9.0% | −190.7K | Reduced |
| 4 | Broadcom Inc | 1.62M | $499.89M | 8.8% | −61.1K | Reduced |
| 5 | Amazon Com Inc | 1.96M | $407.44M | 7.2% | −407.3K | Reduced |
| 6 | Arista Networks Inc | 2.69M | $329.87M | 5.8% | −96.3K | Reduced |
| 7 | Meta Platforms Inc | 501.2K | $286.73M | 5.1% | +13.8K | Added |
| 8 | Ge Vernova Inc | 235.7K | $205.74M | 3.6% | −47.5K | Reduced |
| 9 | Howmet Aerospace Inc | 769.7K | $177.39M | 3.1% | −104.0K | Reduced |
| 10 | Uber Technologies Inc | 2.15M | $154.70M | 2.7% | −680.9K | Reduced |
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