DSM CAPITAL PARTNERS LLC

All 13F Filings

Location
Palm Beach Gardens, FL
Most recent 13F
Q4 2025
Holdings value ($000)
6,749,050
Description
Palm Beach Gardens Florida based execution centric trading manager with a manager led operating structure and a high accountability and controls oriented investment mandate. The approach emphasizes derivatives risk framing and exposure limits, model based security selection, and multi sleeve portfolio balancing for execution focused market strategies. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through governance continuity discipline and mandate continuity.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/12/2026 47 6,749,050 13F-HR DSM CAPITAL PARTNERS LLC
Q3 2025 10/22/2025 41 7,015,410 13F-HR DSM CAPITAL PARTNERS LLC
Q2 2025 7/24/2025 39 6,765,989 13F-HR DSM CAPITAL PARTNERS LLC
Q1 2025 5/13/2025 39 5,722,381 13F-HR DSM CAPITAL PARTNERS LLC
Q4 2024 1/31/2025 40 6,476,542 13F-HR DSM CAPITAL PARTNERS LLC
Q3 2024 11/14/2024 99 6,552,083 13F-HR DSM CAPITAL PARTNERS LLC
Q2 2024 8/14/2024 102 6,904,236 13F-HR DSM CAPITAL PARTNERS LLC
Q1 2024 5/13/2024 115 7,317,249 13F-HR DSM CAPITAL PARTNERS LLC
Q4 2023 2/12/2024 129 6,538,732 13F-HR DSM CAPITAL PARTNERS LLC
Q3 2023 11/13/2023 57 5,926,928 13F-HR DSM CAPITAL PARTNERS LLC
Q2 2023 8/11/2023 58 6,183,546 13F-HR DSM CAPITAL PARTNERS LLC
Q1 2023 5/12/2023 56 6,114,583 13F-HR DSM CAPITAL PARTNERS LLC
Q4 2022 2/13/2023 58 6,012,849 13F-HR DSM CAPITAL PARTNERS LLC
Q3 2022 11/14/2022 61 5,901,768 13F-HR DSM CAPITAL PARTNERS LLC
Q2 2022 8/12/2022 57 5,959,306 13F-HR DSM CAPITAL PARTNERS LLC
Q1 2022 5/13/2022 56 7,485,223 13F-HR DSM CAPITAL PARTNERS LLC
Q4 2021 2/14/2022 62 9,547,505 13F-HR DSM CAPITAL PARTNERS LLC
Q3 2021 11/12/2021 66 9,646,557 13F-HR DSM CAPITAL PARTNERS LLC
Q2 2021 8/13/2021 62 10,379,900 13F-HR DSM CAPITAL PARTNERS LLC
Q1 2021 5/14/2021 68 9,401,027 13F-HR DSM CAPITAL PARTNERS LLC
Q4 2020 2/12/2021 68 9,333,574 13F-HR DSM CAPITAL PARTNERS LLC
Q3 2020 11/13/2020 47 9,005,133 13F-HR DSM CAPITAL PARTNERS LLC
Q2 2020 8/13/2020 49 8,400,648 13F-HR DSM CAPITAL PARTNERS LLC
Q1 2020 5/14/2020 50 6,605,866 13F-HR DSM CAPITAL PARTNERS LLC
Q4 2019 2/13/2020 48 7,553,339 13F-HR DSM CAPITAL PARTNERS LLC
Q1 2014 5/13/2014 74 4,790,613 13F-HR DSM CAPITAL PARTNERS LLC
Q4 2013 2/13/2014 80 4,991,790 13F-HR DSM CAPITAL PARTNERS LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 6.716 M 99.5% 0 299.5 K -299.5 K
ETFs 33.43 K 0.5% 33.11 K 0 33.11 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
6,749,050
Holdings
47
QoQ value change ($000)
-266,360 (-3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.