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Dsm Capital Partners Llc
kapitalforvalter · portefølje $5.84 mia. · 70 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 03.08.2026; ændring — mod 31.03.2026 · 76
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| NVIDIA Corporation US:NVDA | 4 702 822 | $941 mio. | 16.12% | −505 196 |
| Alphabet Inc. US:GOOGL | 1 528 522 | $546 mio. | 9.36% | −233 355 |
| Broadcom Inc. US:AVGO | 1 414 647 | $534 mio. | 9.15% | −200 467 |
| Arista Networks US:ANET | 2 632 116 | $447 mio. | 7.66% | −54 578 |
| Microsoft Corporation US:MSFT | 847 829 | $316 mio. | 5.42% | −694 046 |
| Amazon.com, Inc. US:AMZN | 1 324 786 | $316 mio. | 5.41% | −631 517 |
| Meta Platforms, Inc. US:META | 548 698 | $309 mio. | 5.29% | +47 544 |
| GE Vernova LLC US:GEV | 191 962 | $226 mio. | 3.86% | −43 739 |
| Howmet Aerospace Inc US:HWM | 646 621 | $174 mio. | 2.98% | −123 116 |
| Reddit, Inc. US:RDDT | 825 061 | $143 mio. | 2.45% | −23 145 |
| Everpure, Inc. US:P | 1 695 275 | $134 mio. | 2.29% | +520 497 |
| Amphenol Corporation US:APH | 710 204 | $125 mio. | 2.14% | ny |
| GE Aerospace US:GE | 333 572 | $125 mio. | 2.14% | −42 526 |
| Uber Technologies Inc US:UBER | 1 564 094 | $113 mio. | 1.93% | −586 652 |
| Oracle Corporation US:ORCL | 715 341 | $105 mio. | 1.80% | −61 715 |
| Teradyne Inc US:TER | 196 967 | $95.3 mio. | 1.63% | +91 126 |
| Cadence Design Systems Inc US:CDNS | 250 103 | $93.9 mio. | 1.61% | −21 755 |
| Booking Holdings Inc US:BKNG | 523 243 | $93.3 mio. | 1.60% | +500 446 |
| Keysight Technologies, Inc. US:KEYS | 265 207 | $92.8 mio. | 1.59% | ny |
| DexCom Inc US:DXCM | 1 359 135 | $91.5 mio. | 1.57% | −564 685 |
| Dell Technologies Inc. US:DELL | 211 754 | $91.4 mio. | 1.56% | ny |
| Netflix Inc US:NFLX | 1 239 364 | $88.5 mio. | 1.52% | −144 706 |
| Allegheny Technologies Incor… US:ATI | 441 048 | $86.9 mio. | 1.49% | ny |
| Entegris Inc US:ENTG | 482 799 | $86.8 mio. | 1.49% | +127 261 |
| Taiwan Semiconductor Manufac… US:TSM | 158 437 | $75.7 mio. | 1.30% | +116 171 |
| SPOTIFY TECHNOLOGY S A CUSIP L8681T102 | 163 443 | $75.0 mio. | 1.29% | +19 112 |
| Coherent Inc US:COHR | 179 782 | $70.9 mio. | 1.21% | ny |
| Autodesk Inc US:ADSK | 330 503 | $64.3 mio. | 1.10% | −101 860 |
| ServiceNow Inc US:NOW | 598 708 | $59.4 mio. | 1.02% | +123 559 |
| NetApp Inc US:NTAP | 262 656 | $40.6 mio. | 0.70% | ny |
| Boston Scientific Corp US:BSX | 511 968 | $21.9 mio. | 0.37% | −52 381 |
| Mastercard Inc US:MA | 34 237 | $17.6 mio. | 0.30% | −176 786 |
| ASML HLDG NV CUSIP N07059210 | 4 449 | $8.85 mio. | 0.15% | +1 167 |
| STRYKER CORP US:SYK | 25 544 | $8.04 mio. | 0.14% | −3 383 |
| TOWER SEMICONDUCTOR LTD CUSIP M87915274 | 19 046 | $4.96 mio. | 0.09% | −22 |
| Visa Inc. Class A US:V | 13 688 | $4.70 mio. | 0.08% | −441 701 |
| Marvell Technology, Inc. US:MRVL | 2 941 | $876 t. | 0.02% | +628 |
| Advanced Micro Devices Inc US:AMD | 1 263 | $734 t. | 0.01% | ny |
| Intel Corporation US:INTC | 4 931 | $689 t. | 0.01% | −793 |
| Arm Holdings plc American De… US:ARM | 1 940 | $688 t. | 0.01% | −790 |
| Astera Labs, Inc. US:ALAB | 1 229 | $594 t. | 0.01% | ny |
| Datadog, Inc. US:DDOG | 2 086 | $543 t. | 0.01% | ny |
| Alphabet Inc. US:GOOG | 1 529 | $540 t. | 0.01% | +812 |
| Palantir Technologies Inc. US:PLTR | 4 462 | $521 t. | 0.01% | +1 037 |
| Shopify Inc US:SHOP | 4 112 | $470 t. | 0.01% | +799 |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 1 576 | $429 t. | 0.01% | ny |
| Heico Corporation US:HEI | 1 155 | $411 t. | 0.01% | +348 |
| Lumentum Holdings Inc. US:LITE | 470 | $403 t. | 0.01% | ny |
| iShares Russell 1000 Growth… US:IWF · ETF | 3 131 | $389 t. | 0.01% | −9 766 |
| MongoDB US:MDB | 1 002 | $337 t. | 0.01% | ny |
| COHU INC US:COHU | 4 466 | $330 t. | 0.01% | ny |
| MACOM Technology Solutions H… US:MTSI | 807 | $307 t. | 0.01% | ny |
| FormFactor Inc US:FORM | 1 907 | $305 t. | 0.01% | ny |
| BWX Technologies Inc US:BWXT | 1 506 | $293 t. | 0.01% | ny |
| Palo Alto Networks Inc US:PANW | 831 | $283 t. | 0.00% | ny |
| Synopsys Inc US:SNPS | 615 | $274 t. | 0.00% | ny |
| Snowflake Inc. US:SNOW | 1 056 | $269 t. | 0.00% | ny |
| BillionToOne, Inc. Class A US:BLLN | 2 229 | $267 t. | 0.00% | ny |
| CrowdStrike Holdings, Inc. US:CRWD | 339 | $259 t. | 0.00% | ny |
| Guidewire Software Inc US:GWRE | 1 882 | $232 t. | 0.00% | ny |
| QUALCOMM INC/DE US:QCOM | 1 227 | $227 t. | 0.00% | ny |
| Figure Technology Solutions,… US:FIGR | 7 131 | $219 t. | 0.00% | ny |
| SailPoint, Inc. US:SAIL | 14 425 | $211 t. | 0.00% | ny |
| Intuitive Surgical Inc US:ISRG | 531 | $211 t. | 0.00% | ny |
| Fortinet, Inc. US:FTNT | 1 374 | $211 t. | 0.00% | ny |
| Applied Opt US:AAOI | 1 415 | $210 t. | 0.00% | ny |
| AeroVironment Inc US:AVAV | 1 264 | $209 t. | 0.00% | ny |
| Klaviyo, Inc. US:KVYO | 13 813 | $209 t. | 0.00% | ny |
| Samsara Inc US:IOT | 6 298 | $204 t. | 0.00% | ny |
| JOBY AVIATION INC CUSIP G65163100 | 11 110 | $99.1 t. | 0.00% | ny |
| AvePoint, Inc. US:AVPT | 0 (var 11 614) | — | — | solgt |
| Fair Isaac Corporation US:FICO | 0 (var 22 396) | — | — | solgt |
| Intuit Inc US:INTU | 0 (var 309 394) | — | — | solgt |
| MercadoLibre Inc. US:MELI | 0 (var 2 733) | — | — | solgt |
| SentinelOne Inc US:S | 0 (var 10 828) | — | — | solgt |
| GRAB HOLDINGS LIMITED CUSIP G4124C109 | 0 (var 731 172) | — | — | solgt |
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