Long-term investor
Dsm Capital Partners LLC @dsmcapitalpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001214639).
Record
- Tracked since 2025-06-30 (448 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +9.5% · all +9.5%
- Max drawdown n/a · win rate 0% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 16.1% · long · since 2025-06-30
- GOOGL · 9.4% · long · since 2025-06-30
- AVGO · 9.2% · long · since 2025-06-30
- 040413205 · 7.7% · long · since 2025-06-30
- MSFT · 5.4% · long · since 2025-06-30
- AMZN · 5.4% · long · since 2025-06-30
- META · 5.3% · long · since 2025-06-30
- GEV · 3.9% · long · since 2025-06-30
- HWM · 3.0% · long · since 2025-06-30
- RDDT · 2.5% · long · since 2025-09-30
- P · 2.3% · long · since 2026-03-31
- APH · 2.1% · long · since 2026-06-30