DSM CAPITAL PARTNERS LLC

Palm Beach Gardens, FL · CIK 1214639 · 13F filing filed 2026-08-03

SEC-registered investment adviser since 2001 · limited liability company

Assets managed$7.6bn
Staff25 · 11 in investment roles
Main clients (by assets)High net worth individuals 16%, State and local governments 16%, Private funds 15%
Private funds2 · $543.8m gross assets
Websitedsmcapital.com
Form ADV · 2026-05-29SEC adviser record

Legal entityDSM CAPITAL PARTNERS LLC (US)

Others nearbyPalm Beach Gardens, FL, Greenwich, CT

As an employer

Offices in1 country
Private fundsother private 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Palm Beach Gardens, FL (main office)United States	United States	about 9
Greenwich, CTUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$5.8bn reported value +3.2% vs Q1 2026

70positions

67.7%in top 10

32 new 13 added 25 reduced 6 sold out vs Q1 2026

Also in the report of:

PERSONAL CFO SOLUTIONS, LLC – $2.6m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	4,702,822	$941.0m16.12%	16.12%	Reduced -505.2k	-505,196 -9.7%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,528,522	$546.2m9.36%	9.36%	Reduced -233.4k	-233,355 -13.2%
3	BROADCOM INC COM AVGO	AVGO	1,414,647	$534.4m9.15%	9.15%	Reduced -200.5k	-200,467 -12.4%
4	ARISTA NETWORKS INC COM SHS ANET	ANET	2,632,116	$447.1m7.66%	7.66%	Reduced -54.6k	-54,578 -2.0%
5	MICROSOFT CORP COM MSFT	MSFT	847,829	$316.3m5.42%	5.42%	Reduced -694.0k	-694,046 -45.0%
6	AMAZON COM INC COM AMZN	AMZN	1,324,786	$315.7m5.41%	5.41%	Reduced -631.5k	-631,517 -32.3%
7	META PLATFORMS INC CL A META	META	548,698	$309.1m5.29%	5.29%	Added +47.5k	+47,544 9.5%
8	GE VERNOVA INC COM GEV	GEV	191,962	$225.5m3.86%	3.86%	Reduced -43.7k	-43,739 -18.6%
9	HOWMET AEROSPACE INC COM HWM	HWM	646,621	$173.9m2.98%	2.98%	Reduced -123.1k	-123,116 -16.0%
10	REDDIT INC CL A RDDT	RDDT	825,061	$143.2m2.45%	2.45%	Reduced -23.1k	-23,145 -2.7%
11	PURE STORAGE INC CL A P	P	1,695,275	$133.6m2.29%	2.29%	Added +520.5k	+520,497 44.3%
12	AMPHENOL CORP CL A APH	APH	710,204	$125.2m2.14%	2.14%	New
13	GE AEROSPACE COM NEW GE	GE	333,572	$124.7m2.14%	2.14%	Reduced -42.5k	-42,526 -11.3%
14	UBER TECHNOLOGIES INC COM UBER	UBER	1,564,094	$112.9m1.93%	1.93%	Reduced -586.7k	-586,652 -27.3%
15	ORACLE CORP COM ORCL	ORCL	715,341	$104.8m1.80%	1.80%	Reduced -61.7k	-61,715 -7.9%
16	TERADYNE INC COM TER	TER	196,967	$95.3m1.63%	1.63%	Added +91.1k	+91,126 86.1%
17	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	250,103	$93.9m1.61%	1.61%	Reduced -21.8k	-21,755 -8.0%
18	BOOKING HOLDINGS INC COM BKNG	BKNG	523,243	$93.3m1.60%	1.60%	Reduced -46.7k	-46,682 -8.2%
19	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	265,207	$92.8m1.59%	1.59%	New
20	DEXCOM INC COM DXCM	DXCM	1,359,135	$91.5m1.57%	1.57%	Reduced -564.7k	-564,685 -29.4%
21	DELL TECHNOLOGIES INC CL C DELL	DELL	211,754	$91.4m1.56%	1.56%	New
22	NETFLIX INC COM NFLX	NFLX	1,239,364	$88.5m1.52%	1.52%	Reduced -144.7k	-144,706 -10.5%
23	ATI INC COM ATI	ATI	441,048	$86.9m1.49%	1.49%	New
24	ENTEGRIS INC COM ENTG	ENTG	482,799	$86.8m1.49%	1.49%	Added +127.3k	+127,261 35.8%
25	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	158,437	$75.7m1.30%	1.30%	Added +116.2k	+116,171 274.9%
26	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	163,443	$75.0m1.29%	1.29%	Added +19.1k	+19,112 13.2%
27	COHERENT CORP COM COHR	COHR	179,782	$70.9m1.21%	1.21%	New
28	AUTODESK INC COM ADSK	ADSK	330,503	$64.3m1.10%	1.10%	Reduced -101.9k	-101,860 -23.6%
29	SERVICENOW INC COM NOW	NOW	598,708	$59.4m1.02%	1.02%	Added +123.6k	+123,559 26.0%
30	NETAPP INC COM NTAP	NTAP	262,656	$40.6m0.70%	0.70%	New
31	BOSTON SCIENTIFIC CORP COM BSX	BSX	511,968	$21.9m0.37%	0.37%	Reduced -52.4k	-52,381 -9.3%
32	MASTERCARD INCORPORATED CL A MA	MA	34,237	$17.6m0.30%	0.30%	Reduced -176.8k	-176,786 -83.8%
33	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	4,449	$8.9m0.15%	0.15%	Added +1.2k	+1,167 35.6%
34	STRYKER CORPORATION COM SYK	SYK	25,544	$8.0m0.14%	0.14%	Reduced -3.4k	-3,383 -11.7%
35	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	19,046	$5.0m0.09%	0.09%	Reduced -22	-22 -0.1%
36	VISA INC COM CL A V	V	13,688	$4.7m0.08%	0.08%	Reduced -441.7k	-441,701 -97.0%
37	MARVELL TECHNOLOGY INC COM MRVL	MRVL	2,941	$876.1k0.02%	0.02%	Added +628	+628 27.1%
38	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,263	$733.7k0.01%	0.01%	New
39	INTEL CORP COM INTC	INTC	4,931	$688.5k0.01%	0.01%	Reduced -793	-793 -13.8%
40	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	1,940	$687.9k0.01%	0.01%	Reduced -790	-790 -28.9%
41	ASTERA LABS INC COM ALAB	ALAB	1,229	$593.6k0.01%	0.01%	New
42	DATADOG INC CL A COM DDOG	DDOG	2,086	$543.1k0.01%	0.01%	New
43	ALPHABET INC CAP STK CL C GOOG	GOOG	1,529	$540.2k0.01%	0.01%	Added +812	+812 113.2%
44	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	4,462	$520.6k0.01%	0.01%	Added +1.0k	+1,037 30.3%
45	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	4,112	$469.5k0.01%	0.01%	Added +799	+799 24.1%
46	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	1,576	$428.6k0.01%	0.01%	New
47	HEICO CORP NEW COM HEI	HEI	1,155	$411.4k0.01%	0.01%	Added +348	+348 43.1%
48	LUMENTUM HLDGS INC COM LITE	LITE	470	$403.3k0.01%	0.01%	New
49	ISHARES TR RUS 1000 GRW ETF IWF	IWF	3,131	$388.8k0.01%	0.01%	Reduced -48.5k	-48,457 -93.9%
50	MONGODB INC CL A MDB	MDB	1,002	$336.6k0.01%	0.01%	New
51	COHU INC COM COHU	COHU	4,466	$330.1k0.01%	0.01%	New
52	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	807	$307.0k0.01%	0.01%	New
53	FORMFACTOR INC COM FORM	FORM	1,907	$305.0k0.01%	0.01%	New
54	BWX TECHNOLOGIES INC COM BWXT	BWXT	1,506	$293.1k0.01%	0.01%	New
55	PALO ALTO NETWORKS INC COM PANW	PANW	831	$283.4k0.00%	0.00%	New
56	SYNOPSYS INC COM SNPS	SNPS	615	$274.3k0.00%	0.00%	New
57	SNOWFLAKE INC CL A SNOW	SNOW	1,056	$268.8k0.00%	0.00%	New
58	BILLIONTOONE INC CL A BLLN	BLLN	2,229	$267.4k0.00%	0.00%	New
59	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	339	$258.7k0.00%	0.00%	New
60	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	1,882	$231.6k0.00%	0.00%	New
61	QUALCOMM INC COM QCOM	QCOM	1,227	$226.7k0.00%	0.00%	New
62	FIGURE TECHNOLOGY SOLUTIO COM CL A FIGR	FIGR	7,131	$219.0k0.00%	0.00%	New
63	SAILPOINT INC COM SAIL	SAIL	14,425	$211.2k0.00%	0.00%	New
64	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	531	$211.2k0.00%	0.00%	New
65	FORTINET INC COM FTNT	FTNT	1,374	$211.1k0.00%	0.00%	New
66	APPLIED OPTOELECTRONICS INC COM AAOI	AAOI	1,415	$209.6k0.00%	0.00%	New
67	AEROVIRONMENT INC COM AVAV	AVAV	1,264	$208.6k0.00%	0.00%	New
68	KLAVIYO INC COM SER A KVYO	KVYO	13,813	$208.6k0.00%	0.00%	New
69	SAMSARA INC COM CL A IOT	IOT	6,298	$204.2k0.00%	0.00%	New
70	JOBY AVIATION INC COMMON STOCK JOBY	JOBY	11,110	$99.1k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUIT INTU	INTU	309,394	$133.8m309.4k shares
FAIR ISAAC CORP FICO	FICO	22,396	$23.9m22.4k shares
MERCADOLIBRE INC MELI	MELI	2,733	$4.7m2.7k shares
GRAB HOLDINGS LIMITED GRAB	GRAB	731,172	$2.7m731.2k shares
SENTINELONE INC S	S	10,828	$139.5k10.8k shares
AVEPOINT INC AVPT	AVPT	11,614	$110.4k11.6k shares