DSM CAPITAL PARTNERS LLC Diversified Active

Location: Palm Beach Gardens, FL

CIK: 0001214639 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $6.749B (100.0% shares, 0.0% debt)

Holdings (47)

NVDA NVIDIA CORPORATION 15.3%

Value $1.03B Shares 5,524,019 Est. Cost $91.89 Unrealized +102.6%

MSFT MICROSOFT CORP 11.8%

Value $796M Shares 1,646,502 Est. Cost $148.53 Unrealized +237.0%

GOOGL ALPHABET INC 9.1%

Value $611M Shares 1,952,576 Est. Cost $130.37 Unrealized +119.1%

AVGO BROADCOM INC 8.6%

Value $580M Shares 1,676,167 Est. Cost $258.11 Unrealized +38.3%

AMZN AMAZON COM INC 8.1%

Value $546M Shares 2,363,635 Est. Cost $121.84 Unrealized +87.8%

ANET ARISTA NETWORKS INC 5.4%

Value $365M Shares 2,783,018 Est. Cost $102.72 Unrealized +34.0%

META META PLATFORMS INC 4.8%

Value $322M Shares 487,342 Est. Cost $460.40 Unrealized +44.9%

INTU INTUIT 4.1%

Value $279M Shares 421,838 Est. Cost $405.91 Unrealized +62.8%

UBER UBER TECHNOLOGIES INC 3.4%

Value $231M Shares 2,831,670 Est. Cost $74.64 Unrealized +20.6%

RDDT REDDIT INC 2.7%

Value $185M Shares 805,398 Est. Cost $204.18 Unrealized +3.0%

GEV GE VERNOVA INC 2.7%

Value $185M Shares 283,208 Est. Cost $354.89 Unrealized +71.6%

HWM HOWMET AEROSPACE INC 2.7%

Value $179M Shares 873,695 Est. Cost $108.75 Unrealized +83.0%

GE GE AEROSPACE 2.5%

Value $170M Shares 553,125 Est. Cost $183.14 Unrealized +64.2%

V VISA INC 2.5%

Value $167M Shares 477,371 Est. Cost $112.35 Unrealized +203.0%

DXCM DEXCOM INC 2.3%

Value $156M Shares 2,355,093 Est. Cost $79.23 Unrealized -18.4%

MA MASTERCARD INCORPORATED 1.9%

Value $126M Shares 219,859 Est. Cost $370.50 Unrealized +50.9%

BKNG BOOKING HOLDINGS INC 1.9%

Value $125M Shares 23,353 Est. Cost $5027.47 Unrealized +2.2%

NFLX NETFLIX INC 1.8%

Value $122M Shares 1,304,137 Est. Cost $108.24 Unrealized -0.4%

ORCL ORACLE CORP 1.6%

Value $108M Shares 554,837 Est. Cost $242.70 Unrealized -1.9%

ABT ABBOTT LABS 1.5%

Value $103M Shares 821,350 Est. Cost $111.25 Unrealized +14.4%

ADSK AUTODESK INC 1.4%

Value $91.49M Shares 309,064 Est. Cost $202.84 Unrealized +49.2%

CDNS CADENCE DESIGN SYSTEM INC 1.3%

Value $86.94M Shares 278,150 Est. Cost $281.64 Unrealized +15.9%

NOW SERVICENOW INC 0.7%

Value $49.98M Shares 326,267 Est. Cost $173.74 Unrealized -1.3%

PINS PINTEREST INC 0.7%

Value $46.05M Shares 1,778,687 Est. Cost $36.26 Unrealized -20.6%

IWF ISHARES TR 0.5%

Value $33.43M Shares 70,639 Est. Cost $472.61 Unrealized —

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%

Value $13.54M Shares 44,571 Est. Cost $149.64 Unrealized —

SYK STRYKER CORPORATION 0.1%

Value $6.645M Shares 18,906 Est. Cost $379.21 Unrealized -4.2%

GRAB GRAB HOLDINGS LIMITED 0.1%

Value $6.013M Shares 1,204,929 Est. Cost $5.30 Unrealized +4.2%

HDB HDFC BANK LTD 0.1%

Value $5.875M Shares 160,785 Est. Cost $45.91 Unrealized —

MELI MERCADOLIBRE INC 0.1%

Value $5.646M Shares 2,803 Est. Cost $2086.36 Unrealized +0.7%

IBN ICICI BANK LIMITED 0.1%

Value $5.347M Shares 179,445 Est. Cost $20.84 Unrealized —

ASML ASML HOLDING N V 0.0%

Value $3.298M Shares 3,083 Est. Cost $968.09 Unrealized —

SPOT SPOTIFY TECHNOLOGY S A 0.0%

Value $1.889M Shares 3,253 Est. Cost $634.11 Unrealized -1.4%

SUSA ISHARES TR 0.0%

Value $1.223M Shares 8,775 Est. Cost $139.34 Unrealized —

SHOP SHOPIFY INC 0.0%

Value $502K Shares 3,118 Est. Cost $144.60 Unrealized +11.0%

BSX BOSTON SCIENTIFIC CORP 0.0%

Value $450K Shares 4,724 Est. Cost $101.25 Unrealized -3.2%

PLTR PALANTIR TECHNOLOGIES INC 0.0%

Value $427K Shares 2,403 Est. Cost $181.03 Unrealized 0.0%

INTC INTEL CORP 0.0%

Value $296K Shares 8,011 Est. Cost $37.76 Unrealized 0.0%

ARM ARM HOLDINGS PLC 0.0%

Value $284K Shares 2,596 Est. Cost $109.31 Unrealized —

KVYO KLAVIYO INC 0.0%

Value $264K Shares 8,130 Est. Cost $28.01 Unrealized 0.0%

AVAV AEROVIRONMENT INC 0.0%

Value $259K Shares 1,069 Est. Cost $314.38 Unrealized 0.0%

GOOG ALPHABET INC 0.0%

Value $253K Shares 805 Est. Cost $286.33 Unrealized 0.0%

HEI HEICO CORP NEW 0.0%

Value $248K Shares 766 Est. Cost $315.99 Unrealized 0.0%

MDB MONGODB INC 0.0%

Value $230K Shares 547 Est. Cost $363.83 Unrealized 0.0%

ADP AUTOMATIC DATA PROCESSING IN 0.0%

Value $213K Shares 829 Est. Cost $188.68 Unrealized +40.4%

PANW PALO ALTO NETWORKS INC 0.0%

Value $209K Shares 1,133 Est. Cost $191.42 Unrealized +5.4%

S SENTINELONE INC 0.0%

Value $154K Shares 10,288 Est. Cost $16.38 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	5,524,019	$1.03B	15.3%	$91.89	+102.6%	COM	67066G104
MSFT	MICROSOFT CORP	1,646,502	$796M	11.8%	$148.53	+237.0%	COM	594918104
GOOGL	ALPHABET INC	1,952,576	$611M	9.1%	$130.37	+119.1%	CAP STK CL A	02079K305
AVGO	BROADCOM INC	1,676,167	$580M	8.6%	$258.11	+38.3%	COM	11135F101
AMZN	AMAZON COM INC	2,363,635	$546M	8.1%	$121.84	+87.8%	COM	023135106
ANET	ARISTA NETWORKS INC	2,783,018	$365M	5.4%	$102.72	+34.0%	COM SHS	040413205
META	META PLATFORMS INC	487,342	$322M	4.8%	$460.40	+44.9%	CL A	30303M102
INTU	INTUIT	421,838	$279M	4.1%	$405.91	+62.8%	COM	461202103
UBER	UBER TECHNOLOGIES INC	2,831,670	$231M	3.4%	$74.64	+20.6%	COM	90353T100
RDDT	REDDIT INC	805,398	$185M	2.7%	$204.18	+3.0%	CL A	75734B100
GEV	GE VERNOVA INC	283,208	$185M	2.7%	$354.89	+71.6%	COM	36828A101
HWM	HOWMET AEROSPACE INC	873,695	$179M	2.7%	$108.75	+83.0%	COM	443201108
GE	GE AEROSPACE	553,125	$170M	2.5%	$183.14	+64.2%	COM NEW	369604301
V	VISA INC	477,371	$167M	2.5%	$112.35	+203.0%	COM CL A	92826C839
DXCM	DEXCOM INC	2,355,093	$156M	2.3%	$79.23	-18.4%	COM	252131107
MA	MASTERCARD INCORPORATED	219,859	$126M	1.9%	$370.50	+50.9%	CL A	57636Q104
BKNG	BOOKING HOLDINGS INC	23,353	$125M	1.9%	$5027.47	+2.2%	COM	09857L108
NFLX	NETFLIX INC	1,304,137	$122M	1.8%	$108.24	-0.4%	COM	64110L106
ORCL	ORACLE CORP	554,837	$108M	1.6%	$242.70	-1.9%	COM	68389X105
ABT	ABBOTT LABS	821,350	$103M	1.5%	$111.25	+14.4%	COM	002824100
ADSK	AUTODESK INC	309,064	$91.49M	1.4%	$202.84	+49.2%	COM	052769106
CDNS	CADENCE DESIGN SYSTEM INC	278,150	$86.94M	1.3%	$281.64	+15.9%	COM	127387108
NOW	SERVICENOW INC	326,267	$49.98M	0.7%	$173.74	-1.3%	COM	81762P102
PINS	PINTEREST INC	1,778,687	$46.05M	0.7%	$36.26	-20.6%	CL A	72352L106
IWF	ISHARES TR	70,639	$33.43M	0.5%	$472.61	—	RUS 1000 GRW ETF	464287614
TSM	TAIWAN SEMICONDUCTOR MFG LTD	44,571	$13.54M	0.2%	$149.64	—	SPONSORED ADS	874039100
SYK	STRYKER CORPORATION	18,906	$6.645M	0.1%	$379.21	-4.2%	COM	863667101
GRAB	GRAB HOLDINGS LIMITED	1,204,929	$6.013M	0.1%	$5.30	+4.2%	CLASS A ORD	G4124C109
HDB	HDFC BANK LTD	160,785	$5.875M	0.1%	$45.91	—	SPONSORED ADS	40415F101
MELI	MERCADOLIBRE INC	2,803	$5.646M	0.1%	$2086.36	+0.7%	COM	58733R102
IBN	ICICI BANK LIMITED	179,445	$5.347M	0.1%	$20.84	—	ADR	45104G104
ASML	ASML HOLDING N V	3,083	$3.298M	0.0%	$968.09	—	N Y REGISTRY SHS	N07059210
SPOT	SPOTIFY TECHNOLOGY S A	3,253	$1.889M	0.0%	$634.11	-1.4%	SHS	L8681T102
SUSA	ISHARES TR	8,775	$1.223M	0.0%	$139.34	—	ESG OPTIMIZED	464288802
SHOP	SHOPIFY INC	3,118	$502K	0.0%	$144.60	+11.0%	CL A SUB VTG SHS	82509L107
BSX	BOSTON SCIENTIFIC CORP	4,724	$450K	0.0%	$101.25	-3.2%	COM	101137107
PLTR	PALANTIR TECHNOLOGIES INC	2,403	$427K	0.0%	$181.03	0.0%	CL A	69608A108
INTC	INTEL CORP	8,011	$296K	0.0%	$37.76	0.0%	COM	458140100
ARM	ARM HOLDINGS PLC	2,596	$284K	0.0%	$109.31	—	SPONSORED ADS	042068205
KVYO	KLAVIYO INC	8,130	$264K	0.0%	$28.01	0.0%	COM SER A	49845K101
AVAV	AEROVIRONMENT INC	1,069	$259K	0.0%	$314.38	0.0%	COM	008073108
GOOG	ALPHABET INC	805	$253K	0.0%	$286.33	0.0%	CAP STK CL C	02079K107
HEI	HEICO CORP NEW	766	$248K	0.0%	$315.99	0.0%	COM	422806109
MDB	MONGODB INC	547	$230K	0.0%	$363.83	0.0%	CL A	60937P106
ADP	AUTOMATIC DATA PROCESSING IN	829	$213K	0.0%	$188.68	+40.4%	COM	053015103
PANW	PALO ALTO NETWORKS INC	1,133	$209K	0.0%	$191.42	+5.4%	COM	697435105
S	SENTINELONE INC	10,288	$154K	0.0%	$16.38	0.0%	CL A	81730H109