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Disclosed positions
DSM CAPITAL PARTNERS LLC: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- NVIDIA CORPORATION
- Ticker
- NVDA
- Class
- COM
- Reported value
- $940,987,661
- Reported amount
- 4,702,822
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-003020Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| NVIDIA CORPORATION | NVDA | COM | $940,987,661 | 4,702,822 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $546,247,822 | 1,528,522 | SH | None |
| BROADCOM INC | AVGO | COM | $534,383,007 | 1,414,647 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $447,143,942 | 2,632,116 | SH | None |
| MICROSOFT CORP | MSFT | COM | $316,257,171 | 847,829 | SH | None |
| AMAZON COM INC | AMZN | COM | $315,749,519 | 1,324,786 | SH | None |
| META PLATFORMS INC | META | CL A | $309,076,242 | 548,698 | SH | None |
| GE VERNOVA INC | GEV | COM | $225,528,651 | 191,962 | SH | None |
| HOWMET AEROSPACE INC | HWM | COM | $173,850,522 | 646,621 | SH | None |
| REDDIT INC | RDDT | CL A | $143,214,088 | 825,061 | SH | None |
| EVERPURE INC | P | CL A | $133,570,678 | 1,695,275 | SH | None |
| AMPHENOL CORP | APH | CL A | $125,223,169 | 710,204 | SH | None |
| GE AEROSPACE | GE | COM NEW | $124,665,745 | 333,572 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $112,865,031 | 1,564,094 | SH | None |
| ORACLE CORP | ORCL | COM | $104,833,246 | 715,341 | SH | None |
| TERADYNE INC | TER | COM | $95,300,272 | 196,967 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $93,868,740 | 250,103 | SH | None |
| BOOKING HOLDINGS INC | BKNG | COM | $93,262,877 | 523,243 | SH | None |
| KEYSIGHT TECHNOLOGIES INC | KEYS | COM | $92,841,014 | 265,207 | SH | None |
| DEXCOM INC | DXCM | COM | $91,537,742 | 1,359,135 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $91,363,381 | 211,754 | SH | None |
| NETFLIX INC. | NFLX | COM | $88,490,590 | 1,239,364 | SH | None |
| ATI INC | ATI | COM | $86,930,561 | 441,048 | SH | None |
| ENTEGRIS INC | ENTG | COM | $86,836,228 | 482,799 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $75,664,758 | 158,437 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $75,041,355 | 163,443 | SH | None |
| COHERENT CORP | COHR | COM | $70,918,605 | 179,782 | SH | None |
| AUTODESK INC | ADSK | COM | $64,256,296 | 330,503 | SH | None |
| SERVICENOW INC | NOW | COM | $59,439,730 | 598,708 | SH | None |
| NETAPP INC | NTAP | COM | $40,648,642 | 262,656 | SH | None |
| BOSTON SCIENTIFIC CORP | BSX | COM | $21,850,794 | 511,968 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $17,584,123 | 34,237 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $8,851,019 | 4,449 | SH | None |
| STRYKER CORPORATION | SYK | COM | $8,042,273 | 25,544 | SH | None |
| TOWER SEMICONDUCTOR LTD | TSEM | SHS NEW | $4,964,149 | 19,046 | SH | None |
| VISA INC | V | COM CL A | $4,696,216 | 13,688 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $876,094 | 2,941 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $733,689 | 1,263 | SH | None |
| INTEL CORP | INTC | COM | $688,516 | 4,931 | SH | None |
| ARM HOLDINGS PLC | ARM | SPONSORED ADS | $687,866 | 1,940 | SH | None |
| ASTERA LABS INC | ALAB | COM | $593,632 | 1,229 | SH | None |
| DATADOG INC | DDOG | CL A COM | $543,111 | 2,086 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $540,242 | 1,529 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $520,582 | 4,462 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $469,508 | 4,112 | SH | None |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $428,593 | 1,576 | SH | None |
| HEICO CORP NEW | HEI | COM | $411,399 | 1,155 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $403,288 | 470 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $388,776 | 3,131 | SH | None |
| MONGODB INC | MDB | CL A | $336,572 | 1,002 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.