DSM CAPITAL PARTNERS LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in DSM CAPITAL PARTNERS LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 16.06% | 908.278 M $ | 5208018 | 2021/03/31 | -66.841 M $ | -6.49 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 10.09% | 570.756 M $ | 1541875 | 2017/06/30 | -186.796 M $ | -23.46 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 8.96% | 506.645 M $ | 1761877 | 2015/12/31 | -49.674 M $ | -8.13 % |
| 2026/03/31 | AVGO | BROADCOM INC | 8.84% | 499.894 M $ | 1615114 | 2023/12/31 | -61.331 M $ | -10.57 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 7.20% | 407.439 M $ | 1956303 | 2018/12/31 | -53.300 M $ | -9.77 % |
| 2026/03/31 | ANET | ARISTA NETWORKS INC | 5.83% | 329.872 M $ | 2686694 | 2024/12/31 | -22.960 M $ | -6.30 % |
| 2026/03/31 | META | META PLATFORMS INC | 5.07% | 286.725 M $ | 501154 | 2023/12/31 | -42.867 M $ | -13.33 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 3.64% | 205.744 M $ | 235701 | 2024/09/30 | 62.116 M $ | 33.56 % |
| 2026/03/31 | HWM | HOWMET AEROSPACE INC | 3.14% | 177.394 M $ | 769737 | 2024/03/31 | 22.227 M $ | 12.41 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 2.73% | 154.703 M $ | 2150746 | 2023/12/31 | -27.694 M $ | -11.97 % |
| 2026/03/31 | V | VISA INC | 2.43% | 137.637 M $ | 455389 | 2012/03/31 | -23.138 M $ | -13.82 % |
| 2026/03/31 | INTU | INTUIT | 2.36% | 133.776 M $ | 309394 | 2018/03/31 | -97.040 M $ | -34.73 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 2.35% | 133.078 M $ | 1384070 | 2023/12/31 | 3.117 M $ | 2.55 % |
| 2026/03/31 | DXCM | DEXCOM INC | 2.14% | 120.816 M $ | 1923820 | 2023/12/31 | -8.408 M $ | -5.38 % |
| 2026/03/31 | ORCL | ORACLE CORP | 2.02% | 114.313 M $ | 777056 | 2023/12/31 | -26.521 M $ | -24.52 % |
| 2026/03/31 | RDDT | REDDIT INC | 2.02% | 114.211 M $ | 848206 | 2025/09/30 | -76.690 M $ | -41.42 % |
| 2026/03/31 | GE | GE AEROSPACE | 1.89% | 106.725 M $ | 376098 | 2024/06/30 | -13.419 M $ | -7.88 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 1.86% | 105.440 M $ | 211023 | 2020/03/31 | -15.658 M $ | -12.48 % |
| 2026/03/31 | ADSK | AUTODESK INC | 1.83% | 103.508 M $ | 432363 | 2022/09/30 | -17.496 M $ | -19.12 % |
| 2026/03/31 | BKNG | BOOKING HOLDINGS INC | 1.70% | 95.983 M $ | 22797 | 2023/12/31 | -121.130 M $ | -96.86 % |
| 2026/03/31 | CDNS | CADENCE DESIGN SYSTEM INC | 1.34% | 75.541 M $ | 271858 | 2023/12/31 | -9.655 M $ | -11.10 % |
| 2026/03/31 | SPOT | SPOTIFY TECHNOLOGY S A | 1.24% | 69.987 M $ | 144331 | 2025/09/30 | -311.637 K $ | -16.50 % |
| 2026/03/31 | PSTG | EVERPURE INC | 1.23% | 69.359 M $ | 1174778 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NOW | SERVICENOW INC | 0.88% | 49.677 M $ | 475149 | 2025/09/30 | -15.870 M $ | -31.75 % |
| 2026/03/31 | ENTG | ENTEGRIS INC | 0.74% | 41.683 M $ | 355538 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BSX | BOSTON SCIENTIFIC CORP | 0.63% | 35.413 M $ | 564349 | 2025/06/30 | -154.002 K $ | -34.19 % |
| 2026/03/31 | TER | TERADYNE INC | 0.55% | 31.377 M $ | 105841 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FICO | FAIR ISAAC CORP | 0.42% | 23.909 M $ | 22396 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.25% | 14.284 M $ | 42266 | 2021/09/30 | 1.518 M $ | 11.21 % |
| 2026/03/31 | SYK | STRYKER CORPORATION | 0.17% | 9.505 M $ | 28927 | 2023/12/31 | -432.569 K $ | -6.51 % |
| 2026/03/31 | IWF | ISHARES TR | 0.10% | 5.499 M $ | 12897 | 2024/09/30 | -3.313 M $ | -9.91 % |
| 2026/03/31 | MELI | MERCADOLIBRE INC | 0.08% | 4.725 M $ | 2733 | 2023/12/31 | -799.527 K $ | -14.16 % |
| 2026/03/31 | ASML | ASML HLDG NV | 0.08% | 4.335 M $ | 3282 | 2025/09/30 | 773.740 K $ | 23.46 % |
| 2026/03/31 | TSEM | TOWER SEMICONDUCTOR LTD | 0.06% | 3.346 M $ | 19068 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GRAB | GRAB HOLDINGS LIMITED | 0.05% | 2.676 M $ | 731172 | 2025/06/30 | -1.603 M $ | -26.65 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.01% | 501.009 K $ | 3425 | 2025/12/31 | -75.622 K $ | -17.70 % |
| 2026/03/31 | ARM | ARM HOLDINGS PLC | 0.01% | 412.994 K $ | 2730 | 2025/12/31 | 108.954 K $ | 38.40 % |
| 2026/03/31 | SHOP | SHOPIFY INC | 0.01% | 392.988 K $ | 3313 | 2025/09/30 | -132.047 K $ | -26.31 % |
| 2026/03/31 | INTC | INTEL CORP | 0.00% | 252.600 K $ | 5724 | 2025/12/31 | 57.919 K $ | 19.59 % |
| 2026/03/31 | MRVL | MARVELL TECHNOLOGY INC | 0.00% | 229.103 K $ | 2313 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HEI | HEICO CORP NEW | 0.00% | 221.279 K $ | 807 | 2025/12/31 | -37.832 K $ | -15.26 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.00% | 205.679 K $ | 717 | 2025/12/31 | -21.686 K $ | -8.59 % |
| 2026/03/31 | S | SENTINELONE INC | 0.00% | 139.465 K $ | 10828 | 2025/12/31 | -21.810 K $ | -14.13 % |
| 2026/03/31 | AVPT | AVEPOINT INC | 0.00% | 110.449 K $ | 11614 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IBN | ICICI BANK LIMITED | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SUSA | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | ABT | ABBOTT LABS | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AVAV | AEROVIRONMENT INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | KVYO | KLAVIYO INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MDB | MONGODB INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PINS | PINTEREST INC | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.00% | 0.000 $ | 0 | 2018/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | HDB | HDFC BANK LTD | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |