Dsm Capital Partners LLC - Q42025 Holdings

Dsm Capital Partners LLC holds 47 stocks with a total portfolio value of $ 6.75B as of Q42025. In Q42025, Dsm Capital Partners LLC added 10 new positions, increased stakes in 13 stocks, reduced 24 holdings, and fully exited 4 positions. The largest holding is Nvidia Corporation (NVDA), representing 15.26% of the total portfolio.