DSM CAPITAL PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
6/30/2026
Date filed
8/3/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$5,838,436
Net value change ($000)
+181,717 (3.2%)
New positions
32
Sold out positions
6
Turnover %
11.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
APH 125,223 NEW
ANET 117,272 35.6%
KEYS 92,841 NEW
DELL 91,363 NEW
ATI 86,931 NEW
COHR 70,919 NEW
PSTG 64,212 92.6%
TER 63,923 203.7%
TSM 61,381 429.7%
ENTG 45,153 108.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -254,499 -44.6%
INTU -133,776 -100.0%
V -132,941 -96.6%
AMZN -91,689 -22.5%
MA -87,856 -83.3%
NFLX -44,587 -33.5%
UBER -41,838 -27.0%
ADSK -39,252 -37.9%
DXCM -29,278 -24.2%
FICO -23,909 -100.0%
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