DSM CAPITAL PARTNERS LLC

Q3 2025 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
41
Total value ($000)
$7,015,410
Net value change ($000)
+249,421 (3.7%)
New positions
9
Sold out positions
7
Turnover %
16.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AVGO 280,109 113.3%
RDDT 182,590 NEW
MSFT 167,692 24.4%
ORCL 161,611 1393.2%
NVDA 81,581 8.3%
PINS 62,698 NEW
NFLX 48,770 43.8%
UBER 46,293 18.9%
DXCM 45,195 36.1%
BKNG 44,814 41.7%
Top Reduces (Value $000, Stocks/ETFs)
FTNT -267,311 -100.0%
FISV -196,659 -100.0%
DT -181,714 -100.0%
NVO -121,543 -100.0%
ANET -85,716 -16.7%
AMZN -66,574 -11.1%
SNPS -52,182 -100.0%
META -44,232 -8.1%
INTU -41,187 -11.5%
ADSK -29,518 -23.3%
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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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type