EdgeMarket › What Dsm Capital Partners Llc reported owning
What Dsm Capital Partners Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.7BPositions
44Quarter
2026-03-31Shown below
44largest by value
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| RDDT Reddit, Inc. | 114.2M | 2.0% | 848.2K | 153.29 | -29.8% |
| GE GENERAL ELECTRIC CO | 106.7M | 1.9% | 376.1K | 348.37 | +30.7% |
| MA Mastercard Inc | 105.4M | 1.9% | 211.0K | 580.63 | -2.0% |
| ADSK Autodesk, Inc. | 103.5M | 1.8% | 432.4K | 253.82 | -12.1% |
| BKNG Booking Holdings Inc. | 96.0M | 1.7% | 22.8K | 209.62 | -7.1% |
| CDNS CADENCE DESIGN SYSTEMS INC | 75.5M | 1.3% | 271.9K | 319.02 | -7.7% |
| SPOT Spotify Technology S.A. | 70.0M | 1.2% | 144.3K | 533.72 | -24.2% |
| P Everpure, Inc. | 69.4M | 1.2% | 1.2M | 108.55 | +95.5% |
| NOW ServiceNow, Inc. | 49.7M | 0.9% | 475.1K | 128.48 | -27.8% |
| ENTG ENTEGRIS INC | 41.7M | 0.7% | 355.5K | 143.66 | +80.9% |
| BSX BOSTON SCIENTIFIC CORP | 35.4M | 0.6% | 564.3K | 50.37 | -52.5% |
| TER TERADYNE, INC | 31.4M | 0.6% | 105.8K | 375.74 | +243.1% |
| FICO FAIR ISAAC CORP | 23.9M | 0.4% | 22.4K | 1,172.67 | -12.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 14.3M | 0.3% | 42.3K | 418.95 | +83.3% |
| SYK STRYKER CORP | 9.5M | 0.2% | 28.9K | 329.45 | -15.9% |
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| SHOP SHOPIFY INC. | 393.0K | 0.0% | 3.3K | 149.25 | +8.7% |
| INTC INTEL CORP | 252.6K | 0.0% | 5.7K | 90.07 | +282.6% |
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| HEI HEICO CORP | 221.3K | 0.0% | 807 | 355.04 | +15.6% |
| GOOG Alphabet Inc. | 205.7K | 0.0% | 717 | 341.75 | +70.7% |
| S SentinelOne, Inc. | 139.5K | 0.0% | 10.8K | 21.19 | +26.6% |
| AVPT AvePoint, Inc. | 110.4K | 0.0% | 11.6K | 13.37 | -10.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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