Institutional manager
DSM CAPITAL PARTNERS LLC
Holds positions in 28 of the S&P 500, worth $5.33bn as reported for the quarter ended 31-mar-2026.
Positions held28of 488 index companies covered
Reported value$5.33bnS&P 500 positions only
Top ten weight76%how concentrated the book is
Filing entities1single filer
Largest positions
The 28 biggest by reported value.
NvidiaNVDA5.2m$908mInformation TechnologyMicrosoftMSFT1.5m$571mInformation TechnologyAlphabet Inc. (Class A)GOOGL1.8m$507mCommunication ServicesBroadcomAVGO1.6m$500mInformation TechnologyAmazonAMZN2.0m$407mConsumer DiscretionaryArista NetworksANET2.7m$330mInformation TechnologyMeta PlatformsMETA501,154$287mCommunication ServicesGE VernovaGEV235,701$206mIndustrialsHowmet AerospaceHWM769,737$177mIndustrialsUberUBER2.2m$155mIndustrialsVisa Inc.V455,389$138mFinancialsIntuitINTU309,394$134mInformation TechnologyNetflixNFLX1.4m$133mCommunication ServicesDexcomDXCM1.9m$121mHealth CareOracle CorporationORCL777,056$114mInformation TechnologyGE AerospaceGE376,098$107mIndustrialsMastercardMA211,023$105mFinancialsAutodeskADSK432,363$104mInformation TechnologyBooking HoldingsBKNG22,797$96mConsumer DiscretionaryCadence Design SystemsCDNS271,858$76mInformation TechnologyServiceNowNOW475,149$50mInformation TechnologyBoston ScientificBSX564,349$35mHealth CareTeradyneTER105,841$31mInformation TechnologyFair IsaacFICO22,396$24mInformation TechnologyStryker CorporationSYK28,927$10mHealth CarePalantir TechnologiesPLTR3,425$501,009Information TechnologyIntelINTC5,724$252,600Information TechnologyMarvell TechnologyMRVL2,313$229,103Information Technology
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.