DSM CAPITAL PARTNERS LLC
Palm Beach Gardens FL · SEC CIK 0001214639
$58.38亿2026Q2 申报市值
70持仓数
67.7%前十大占比 · 第一大 16.1%
28 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
APH 新建仓+$1.25亿
KEYS 新建仓+$9,284.10万
DELL 新建仓+$9,136.34万
ATI 新建仓+$8,693.06万
COHR 新建仓+$7,091.86万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$2.59亿
V 减仓-$1.52亿
AMZN 减仓-$1.51亿
INTU 清仓-$1.34亿
NVDA 减仓-$1.01亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $9.41亿 | 16.12% | 4,702,822 | -505,196 | -9.7% | -$1.01亿 | 减仓 |
| GOOGL | ALPHABET INC | $5.46亿 | 9.36% | 1,528,522 | -233,355 | -13.2% | -$8,339.41万 | 减仓 |
| AVGO | BROADCOM INC | $5.34亿 | 9.15% | 1,414,647 | -200,467 | -12.4% | -$7,572.64万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $4.47亿 | 7.66% | 2,632,116 | -54,578 | -2.0% | -$927.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.16亿 | 5.42% | 847,829 | -694,046 | -45.0% | -$2.59亿 | 减仓 |
| AMZN | AMAZON COM INC | $3.16亿 | 5.41% | 1,324,786 | -631,517 | -32.3% | -$1.51亿 | 减仓 |
| META | META PLATFORMS INC | $3.09亿 | 5.29% | 548,698 | 47,544 | 9.5% | $2,678.11万 | 加仓 |
| GEV | GE VERNOVA INC | $2.26亿 | 3.86% | 191,962 | -43,739 | -18.6% | -$5,138.72万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1.74亿 | 2.98% | 646,621 | -123,116 | -16.0% | -$3,310.10万 | 减仓 |
| RDDT | REDDIT INC | $1.43亿 | 2.45% | 825,061 | -23,145 | -2.7% | -$401.75万 | 减仓 |
| P | EVERPURE INC | $1.34亿 | 2.29% | 1,695,275 | 520,497 | 44.3% | $4,100.99万 | 加仓 |
| APH | AMPHENOL CORP | $1.25亿 | 2.14% | 710,204 | 710,204 | — | $1.25亿 | 新建仓 |
| GE | GE AEROSPACE | $1.25亿 | 2.14% | 333,572 | -42,526 | -11.3% | -$1,589.32万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.13亿 | 1.93% | 1,564,094 | -586,652 | -27.3% | -$4,233.28万 | 减仓 |
| ORCL | ORACLE CORP | $1.05亿 | 1.80% | 715,341 | -61,715 | -7.9% | -$904.43万 | 减仓 |
| TER | TERADYNE INC | $9,530.03万 | 1.63% | 196,967 | 91,126 | 86.1% | $4,409.03万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $9,386.87万 | 1.61% | 250,103 | -21,755 | -8.0% | -$816.51万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $9,326.29万 | 1.60% | 523,243 | -46,682 | -8.2% | -$832.06万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $9,284.10万 | 1.59% | 265,207 | 265,207 | — | $9,284.10万 | 新建仓 |
| DXCM | DEXCOM INC | $9,153.77万 | 1.57% | 1,359,135 | -564,685 | -29.4% | -$3,803.15万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $9,136.34万 | 1.56% | 211,754 | 211,754 | — | $9,136.34万 | 新建仓 |
| NFLX | NETFLIX INC. | $8,849.06万 | 1.52% | 1,239,364 | -144,706 | -10.5% | -$1,033.20万 | 减仓 |
| ATI | ATI INC | $8,693.06万 | 1.49% | 441,048 | 441,048 | — | $8,693.06万 | 新建仓 |
| ENTG | ENTEGRIS INC | $8,683.62万 | 1.49% | 482,799 | 127,261 | 35.8% | $2,288.92万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,566.48万 | 1.30% | 158,437 | 116,171 | 274.9% | $5,547.98万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $7,504.14万 | 1.29% | 163,443 | 19,112 | 13.2% | $877.49万 | 加仓 |
| COHR | COHERENT CORP | $7,091.86万 | 1.21% | 179,782 | 179,782 | — | $7,091.86万 | 新建仓 |
| ADSK | AUTODESK INC | $6,425.63万 | 1.10% | 330,503 | -101,860 | -23.6% | -$1,980.36万 | 减仓 |
| NOW | SERVICENOW INC | $5,943.97万 | 1.02% | 598,708 | 123,559 | 26.0% | $1,226.69万 | 加仓 |
| NTAP | NETAPP INC | $4,064.86万 | 0.70% | 262,656 | 262,656 | — | $4,064.86万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,185.08万 | 0.37% | 511,968 | -52,381 | -9.3% | -$223.56万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,758.41万 | 0.30% | 34,237 | -176,786 | -83.8% | -$9,079.73万 | 减仓 |
| ASML | ASML HLDG NV | $885.10万 | 0.15% | 4,449 | 1,167 | 35.6% | $232.17万 | 加仓 |
| SYK | STRYKER CORPORATION | $804.23万 | 0.14% | 25,544 | -3,383 | -11.7% | -$106.51万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $496.41万 | 0.09% | 19,046 | -22 | -0.1% | -$5,734 | 减仓 |
| V | VISA INC | $469.62万 | 0.08% | 13,688 | -441,701 | -97.0% | -$1.52亿 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $87.61万 | 0.02% | 2,941 | 628 | 27.2% | $18.71万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $73.37万 | 0.01% | 1,263 | 1,263 | — | $73.37万 | 新建仓 |
| INTC | INTEL CORP | $68.85万 | 0.01% | 4,931 | -793 | -13.9% | -$11.07万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $68.79万 | 0.01% | 1,940 | -790 | -28.9% | -$28.01万 | 减仓 |
| ALAB | ASTERA LABS INC | $59.36万 | 0.01% | 1,229 | 1,229 | — | $59.36万 | 新建仓 |
| DDOG | DATADOG INC | $54.31万 | 0.01% | 2,086 | 2,086 | — | $54.31万 | 新建仓 |
| GOOG | ALPHABET INC | $54.02万 | 0.01% | 1,529 | 812 | 113.2% | $28.69万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.06万 | 0.01% | 4,462 | 1,037 | 30.3% | $12.10万 | 加仓 |
| SHOP | SHOPIFY INC | $46.95万 | 0.01% | 4,112 | 799 | 24.1% | $9.12万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $42.86万 | 0.01% | 1,576 | 1,576 | — | $42.86万 | 新建仓 |
| HEI | HEICO CORP NEW | $41.14万 | 0.01% | 1,155 | 348 | 43.1% | $12.40万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $40.33万 | 0.01% | 470 | 470 | — | $40.33万 | 新建仓 |
| IWF | ISHARES TR | $38.88万 | 0.01% | 3,131 | -48,457 | -93.9% | -$601.69万 | 减仓 |
| MDB | MONGODB INC | $33.66万 | 0.01% | 1,002 | 455 | 83.2% | $15.28万 | 重新持有 |
| COHU | COHU INC | $33.01万 | 0.01% | 4,466 | 4,466 | — | $33.01万 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $30.70万 | 0.01% | 807 | 807 | — | $30.70万 | 新建仓 |
| FORM | FORMFACTOR INC | $30.50万 | 0.01% | 1,907 | 1,907 | — | $30.50万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $29.31万 | 0.01% | 1,506 | 1,506 | — | $29.31万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $28.34万 | 0.00% | 831 | -302 | -26.7% | -$10.30万 | 重新持有 |
| SNPS | SYNOPSYS INC | $27.43万 | 0.00% | 615 | 615 | — | $27.43万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $26.88万 | 0.00% | 1,056 | 1,056 | — | $26.88万 | 新建仓 |
| BLLN | BILLIONTOONE INC | $26.74万 | 0.00% | 2,229 | 2,229 | — | $26.74万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.87万 | 0.00% | 339 | 339 | — | $25.87万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $23.16万 | 0.00% | 1,882 | 1,882 | — | $23.16万 | 新建仓 |
| QCOM | QUALCOMM INC | $22.67万 | 0.00% | 1,227 | 1,227 | — | $22.67万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $21.90万 | 0.00% | 7,131 | 7,131 | — | $21.90万 | 新建仓 |
| SAIL | SAILPOINT INC | $21.12万 | 0.00% | 14,425 | 14,425 | — | $21.12万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.12万 | 0.00% | 531 | 531 | — | $21.12万 | 新建仓 |
| FTNT | FORTINET INC | $21.11万 | 0.00% | 1,374 | 1,374 | — | $21.11万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $20.96万 | 0.00% | 1,415 | 1,415 | — | $20.96万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $20.86万 | 0.00% | 1,264 | 195 | 18.2% | $3.22万 | 重新持有 |
| KVYO | KLAVIYO INC | $20.86万 | 0.00% | 13,813 | 5,683 | 69.9% | $8.58万 | 重新持有 |
| IOT | SAMSARA INC | $20.42万 | 0.00% | 6,298 | 6,298 | — | $20.42万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $9.91万 | 0.00% | 11,110 | 11,110 | — | $9.91万 | 新建仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -309,394 | -100.0% | -$1.34亿 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -22,396 | -100.0% | -$2,390.86万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -2,733 | -100.0% | -$472.54万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -731,172 | -100.0% | -$267.61万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -10,828 | -100.0% | -$13.95万 | 清仓 |
| AVPT | AVEPOINT INC | $0 | 0.00% | 0 | -11,614 | -100.0% | -$11.04万 | 清仓 |