DSM CAPITAL PARTNERS LLC

Q2 2025 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
6/30/2025
Date filed
7/24/2025
Form type
13F-HR
Num holdings
39
Total value ($000)
$6,765,989
Net value change ($000)
+1,043,608 (18.2%)
New positions
2
Sold out positions
2
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2025 Next filing: 10/22/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 281,704 40.3%
AVGO 164,285 198.1%
MSFT 136,622 24.8%
DXCM 97,448 350.0%
META 84,107 18.2%
NFLX 81,314 270.4%
ANET 76,192 17.4%
AMZN 69,269 13.1%
INTU 65,307 22.2%
UBER 61,922 33.8%
Top Reduces (Value $000, Stocks/ETFs)
AJG -136,565 -100.0%
AMD -130,870 -100.0%
V -22,317 -12.2%
NVO -21,266 -14.9%
FISV -20,689 -9.5%
ABT -8,251 -7.3%
MA -3,537 -3.2%
LAMR -719 -43.8%
LLY -495 -7.6%
IWF -14 -4.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type