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Home > Institutional Investor > Dsm Capital Partners Llc > Profile

Instuitional Investor - Dsm Capital Partners Llc

Fund Profile
Filing Period:
Fund Name: Dsm Capital Partners Llc
Portfolio Value $5,838,436,459
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 4,702,822 $940,987,661 16.12%
2.
Alphabet Inc.
 GOOGL 1,528,522 $546,247,822 9.36%
3.
Broadcom Inc.
 AVGO 1,414,647 $534,383,007 9.15%
4.
Arista Networks Inc.
 ANET 2,632,116 $447,143,942 7.66%
5.
Microsoft Corp
 MSFT 847,829 $316,257,171 5.42%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.