13F Filings History of DSM CAPITAL PARTNERS LLC

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$6,749,049,833
Signature - Title
Russell Katz - Chief Compliance Officer
Location
Palm Beach Gardens, FL
Summary
This page shows a list of all the recent 13F filings made by DSM CAPITAL PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DSM CAPITAL PARTNERS LLC reported 47 stock holdings with total value $6,749,049,833 as of Q4 2025. Top holdings included NVDA, MSFT, GOOGL, AVGO, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $6,749,049,833 +$348,746,553 -$327,199,541 +$21,547,012 NVDA, MSFT, GOOGL, AVGO, AMZN 13F-HR 12 Feb 2026, 13:22
Q3 2025 41 $7,015,410,052 +$1,156,461,293 -$1,505,201,131 -$348,739,838 NVDA, MSFT, AMZN, AVGO, META 13F-HR 22 Oct 2025, 16:57
Q2 2025 39 $6,765,988,725 +$379,546,921 -$649,394,428 -$269,847,507 NVDA, MSFT, AMZN, META, ANET 13F-HR 24 Jul 2025, 16:41
Q1 2025 39 $5,722,381,092 +$621,514,340 -$790,449,223 -$168,934,883 NVDA, MSFT, AMZN, META, ANET 13F-HR 13 May 2025, 10:08
Q4 2024 40 $6,476,542,468 +$834,870,689 -$1,172,742,345 -$337,871,656 NVDA, MSFT, AMZN, ANET, GOOGL 13F-HR 31 Jan 2025, 17:05
Q3 2024 99 $6,552,083,437 +$403,039,616 -$767,596,545 -$364,556,929 NVDA, MSFT, AMZN, ANET, AAPL 13F-HR 14 Nov 2024, 07:01
Q2 2024 102 $6,904,235,824 +$1,581,028,503 -$1,359,239,404 +$221,789,099 NVDA, MSFT, AMZN, GOOGL, ANET 13F-HR 14 Aug 2024, 07:01
Q1 2024 115 $7,317,249,489 +$893,782,022 -$1,152,348,420 -$258,566,398 NVDA, MSFT, AMZN, GOOGL, ANET 13F-HR 13 May 2024, 07:01
Q4 2023 129 $6,538,731,565 +$297,727,430 -$579,604,348 -$281,876,918 MSFT, AMZN, NVDA, GOOGL, INTU 13F-HR 12 Feb 2024, 07:00
Q3 2023 57 $5,926,927,605 +$414,805,866 -$647,144,328 -$232,338,462 MSFT, GOOGL, NVDA, AMZN, ADBE 13F-HR 13 Nov 2023, 07:00
Q2 2023 58 $6,183,545,889 +$381,406,246 -$812,595,428 -$431,189,182 MSFT, AMZN, NVDA, GOOGL, ADBE 13F-HR 11 Aug 2023, 07:00
Q1 2023 56 $6,114,583,076 +$708,460,730 -$1,043,094,195 -$334,633,465 MSFT, AMZN, V, GOOGL, INTU 13F-HR 12 May 2023, 07:00
Q4 2022 58 $6,012,849,000 +$746,806,993 -$955,430,153 -$208,623,160 MSFT, GOOGL, AMZN, V, INTU 13F-HR 13 Feb 2023, 07:00
Q3 2022 61 $5,901,768,000 +$1,264,321,181 -$549,178,183 +$715,142,998 MSFT, GOOGL, SCHW, AMZN, V 13F-HR 14 Nov 2022, 07:01
Q2 2022 57 $5,959,306,000 +$880,964,116 -$705,200,807 +$175,763,309 MSFT, GOOGL, SCHW, META, AMZN 13F-HR 12 Aug 2022, 07:01
Q1 2022 56 $7,485,223,000 +$189,698,315 -$1,209,427,964 -$1,019,729,649 MSFT, GOOGL, SCHW, AMZN, META 13F-HR 13 May 2022, 07:00
Q4 2021 62 $9,547,505,000 +$405,295,332 -$1,002,058,088 -$596,762,756 MSFT, GOOGL, META, AMZN, SCHW 13F-HR 14 Feb 2022, 07:00
Q3 2021 66 $9,646,557,000 +$2,141,067,172 -$2,445,183,003 -$304,115,831 MSFT, GOOGL, META, AMZN, ADBE 13F-HR 12 Nov 2021, 07:00
Q2 2021 62 $10,379,900,000 +$514,342,620 -$694,441,250 -$180,098,630 GOOGL, MSFT, META, PYPL, ADBE 13F-HR 13 Aug 2021, 07:00
Q1 2021 68 $9,401,027,000 +$282,571,237 -$526,342,399 -$243,771,162 GOOGL, MSFT, META, BABA, PYPL 13F-HR 14 May 2021, 07:00
Q4 2020 68 $9,333,574,000 +$658,916,629 -$909,840,918 -$250,924,289 MSFT, GOOGL, BABA, META, PYPL 13F-HR 12 Feb 2021, 07:00
Q3 2020 47 $9,005,133,000 +$240,824,244 -$593,606,952 -$352,782,708 BABA, MSFT, ADBE, PYPL, META 13F-HR 13 Nov 2020, 07:00
Q2 2020 49 $8,400,648,000 +$739,612,067 -$792,240,606 -$52,628,539 MSFT, ADBE, BABA, PYPL, GOOGL 13F-HR 13 Aug 2020, 07:00
Q1 2020 50 $6,605,866,000 +$536,882,628 -$734,523,280 -$197,640,652 MSFT, ADBE, BABA, GOOGL, V 13F-HR 14 May 2020, 07:00
Q4 2019 48 $7,553,339,000 +$447,342,461 -$186,780,521 +$260,561,940 MSFT, BABA, ADBE, GOOGL, V 13F-HR 13 Feb 2020, 07:00
Q3 2019 51 $6,501,497,000 +$71,928,147 -$286,207,811 -$214,279,664 MSFT, ADBE, BABA, GOOGL, V 13F-HR 13 Nov 2019, 06:05
Q2 2019 51 $6,858,815,000 +$583,006,049 -$898,464,185 -$315,458,136 MSFT, ADBE, BABA, GOOGL, V 13F-HR 14 Aug 2019, 07:00
Q1 2019 53 $6,783,351,000 +$571,128,935 -$656,572,391 -$85,443,456 BABA, MSFT, ADBE, V, GOOGL 13F-HR 13 May 2019, 07:00
Q4 2018 56 $5,801,563,000 +$862,433,686 -$874,481,193 -$12,047,507 MSFT, V, BABA, ADBE, GOOGL 13F-HR 14 Feb 2019, 07:00
Q3 2018 57 $6,713,667,000 +$420,006,410 -$404,869,749 +$15,136,661 BABA, META, MSFT, V, ADBE 13F-HR 13 Nov 2018, 16:16
Q2 2018 55 $6,554,616,000 +$238,678,544 -$1,229,978,700 -$991,300,156 META, BABA, V, ADBE, GOOGL 13F-HR 14 Aug 2018, 07:02
Q1 2018 49 $7,245,664,000 +$1,212,853,040 -$1,228,225,674 -$15,372,634 BABA, META, V, SCHW, ADBE 13F-HR 14 May 2018, 07:00
Q4 2017 41 $7,182,525,000 +$755,974,592 -$938,388,154 -$182,413,562 BABA, META, V, REGN, GOOGL 13F-HR 14 Feb 2018, 07:00
Q3 2017 42 $7,053,316,000 +$631,811,083 -$873,000,529 -$241,189,446 BABA, META, REGN, V, RCL 13F-HR 13 Nov 2017, 07:00
Q2 2017 39 $6,742,315,000 +$1,258,555,631 -$1,286,270,667 -$27,715,036 BABA, META, REGN, GOOGL, RCL 13F-HR 14 Aug 2017, 07:00
Q1 2017 39 $6,127,708,000 +$448,235,336 -$778,553,163 -$330,317,827 META, BABA, GOOGL, V, RCL 13F-HR 15 May 2017, 07:04
Q4 2016 39 $5,773,768,000 +$435,150,154 -$350,826,338 +$84,323,816 META, BABA, GOOGL, V, MNST 13F-HR 13 Feb 2017, 06:13
Q3 2016 41 $6,204,440,000 +$880,690,920 -$931,663,394 -$50,972,474 META, BABA, GOOGL, AGN, MNST 13F-HR 14 Nov 2016, 06:13
Q2 2016 37 $5,811,084,000 +$493,394,564 -$691,027,779 -$197,633,215 META, AGN, GOOGL, BABA, MNST 13F-HR 15 Aug 2016, 14:43
Q1 2016 37 $6,095,247,000 +$412,836,515 -$449,325,732 -$36,489,217 META, AGN, GOOGL, BABA, CTSH 13F-HR 13 May 2016, 08:00
Q4 2015 40 $6,380,098,000 +$1,499,779,352 -$932,434,221 +$567,345,131 AGN, PCLN, GOOGL, BABA, CELG 13F-HR 12 Feb 2016, 06:02
Q3 2015 40 $5,369,259,000 +$1,161,954,860 -$1,355,309,542 -$193,354,682 PCLN, AGN, CELG, V, CTSH 13F-HR 13 Nov 2015, 08:00
Q2 2015 42 $5,860,980,000 +$1,486,552,649 -$1,390,707,393 +$95,845,256 CELG, BIIB, PCLN, AGN, BABA 13F-HR 13 Aug 2015, 06:11
Q1 2015 41 $5,827,585,000 +$1,292,788,572 -$983,086,709 +$309,701,863 CELG, PCLN, TWX, BIIB, B108PS 13F-HR 14 May 2015, 08:28
Q4 2014 47 $5,421,370,000 +$861,716,754 -$830,838,160 +$30,878,594 CELG, BIIB, TWX, ALXN, PCLN 13F-HR 12 Feb 2015, 09:08
Q3 2014 77 $5,037,820,000 +$724,067,472 -$621,861,352 +$102,206,120 CELG, ALXN, BIIB, PCLN, MNST 13F-HR 13 Nov 2014, 06:52
Q2 2014 77 $4,919,524,000 +$1,021,504,261 -$508,369,444 +$513,134,817 CELG, MON, PCLN, ALXN, TWX 13F-HR 13 Aug 2014, 07:05
Q1 2014 74 $4,790,613,000 +$919,291,109 -$890,865,971 +$28,425,138 CELG, GOOGL, MON, PCLN, TWX 13F-HR 13 May 2014, 13:42
Q4 2013 80 $4,991,790,000 $0 $0 $0 CELG, MON, TCEHY, TWX, PCLN 13F-HR 13 Feb 2014, 06:03