SEC 13F Intelligence

Managers / Q4 2023 · view latest →

DSM CAPITAL PARTNERS LLC

CIK 0001214639 · 7111 FAIRWAY DRIVE, SUITE 350, PALM BEACH GARDENS, FL, 33418 · 561-618-4000

Reported Value
$6.5B
Q4 2023
Positions
129
Filings on Record
30
2019–present window
Filed
Feb 12, 2024
original filing

Summary

Dsm Capital Partners Llc reported $6.5B in U.S.-listed holdings across 129 positions for Q4 2023.

Its largest position, MSFT, represents 12.4% of the portfolio.

Compared with Q3 2023, the fund opened 76 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $5.8BQ4 ’18Q1 ’19: $6.8BQ2 ’19: $6.9BQ3 ’19: $6.5BQ4 ’19: $7.6BQ4 ’19Q1 ’20: $6.6BQ2 ’20: $8.4BQ3 ’20: $9.0BQ4 ’20: $9.3BQ4 ’20Q1 ’21: $9.4BQ2 ’21: $10.4BQ3 ’21: $9.6BQ4 ’21: $9.5BQ4 ’21Q1 ’22: $7.5BQ2 ’22: $6.0BQ3 ’22: $5.9BQ4 ’22: $6.0BQ4 ’22Q1 ’23: $6.1BQ2 ’23: $6.2BQ3 ’23: $5.9BQ4 ’23: $6.5BQ4 ’23Q1 ’24: $7.3BQ2 ’24: $6.9BQ3 ’24: $6.6BQ4 ’24: $6.5BQ4 ’24Q1 ’25: $5.7BQ2 ’25: $6.8BQ3 ’25: $7.0BQ4 ’25: $6.7BQ4 ’25Q1 ’26: $5.7Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$5.7B44Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$6.7B47Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$7.0B41Oct 22, 202513F-HRchanges · EDGAR ↗
Q2 2025$6.8B39Jul 24, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.7B39May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$6.5B40Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$6.6B99Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$6.9B102Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$7.3B115May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$6.5B129Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$5.9B57Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$6.2B58Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$6.1B56May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$6.0B58Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$5.9B61Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$6.0B57Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$7.5B56May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$9.5B62Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$9.6B66Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$10.4B62Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$9.4B68May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$9.3B68Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$9.0B47Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$8.4B49Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$6.6B50May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$7.6B48Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$6.5B51Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$6.9B51Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$6.8B53May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$5.8B56Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.