DSM CAPITAL PARTNERS LLC
Palm Beach Gardens FL · SEC CIK 0001214639
$56.57亿2026Q1 申报市值
44持仓数
71.6%前十大占比 · 第一大 16.1%
7 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
P 新建仓+$6,935.89万
SPOT 加仓+$6,840.99万
ENTG 新建仓+$4,168.33万
BSX 加仓+$3,511.65万
ORCL 加仓+$3,269.06万
2026Q1 卖出最多 按季末市值估算
ABT 清仓-$1.03亿
AMZN 减仓-$8,483.50万
NVDA 减仓-$5,511.06万
GOOGL 减仓-$5,483.74万
GE 减仓-$5,023.49万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -821,350 | -100.0% | -$1.03亿 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -1,778,687 | -100.0% | -$4,605.02万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -160,785 | -100.0% | -$587.51万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -179,445 | -100.0% | -$534.75万 | 清仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -8,775 | -100.0% | -$122.28万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -829 | -100.0% | -$21.32万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVPT | AVEPOINT INC | $11.04万 | 0.00% | 11,614 | 11,614 | — | $11.04万 | 新建仓 |
| S | SENTINELONE INC | $13.95万 | 0.00% | 10,828 | 540 | 5.2% | $6,955 | 加仓 |
| GOOG | ALPHABET INC | $20.57万 | 0.00% | 717 | -88 | -10.9% | -$2.52万 | 减仓 |
| HEI | HEICO CORP NEW | $22.13万 | 0.00% | 807 | 41 | 5.4% | $1.12万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $22.91万 | 0.00% | 2,313 | 2,313 | — | $22.91万 | 新建仓 |
| INTC | INTEL CORP | $25.26万 | 0.00% | 5,724 | -2,287 | -28.5% | -$10.09万 | 减仓 |
| SHOP | SHOPIFY INC | $39.30万 | 0.01% | 3,313 | 195 | 6.3% | $2.31万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $41.30万 | 0.01% | 2,730 | 134 | 5.2% | $2.03万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $50.10万 | 0.01% | 3,425 | 1,022 | 42.5% | $14.95万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $267.61万 | 0.05% | 731,172 | -473,757 | -39.3% | -$173.40万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $334.61万 | 0.06% | 19,068 | 19,068 | — | $334.61万 | 新建仓 |
| ASML | ASML HLDG NV | $433.50万 | 0.08% | 3,282 | 199 | 6.5% | $26.28万 | 加仓 |
| MELI | MERCADOLIBRE INC | $472.54万 | 0.08% | 2,733 | -70 | -2.5% | -$12.10万 | 减仓 |
| IWF | ISHARES TR | $549.93万 | 0.10% | 12,897 | -57,742 | -81.7% | -$2,462.12万 | 减仓 |
| SYK | STRYKER CORPORATION | $950.51万 | 0.17% | 28,927 | 10,021 | 53.0% | $329.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,428.38万 | 0.25% | 42,266 | -2,305 | -5.2% | -$77.90万 | 减仓 |
| FICO | FAIR ISAAC CORP | $2,390.86万 | 0.42% | 22,396 | 22,396 | — | $2,390.86万 | 新建仓 |
| TER | TERADYNE INC | $3,137.75万 | 0.55% | 105,841 | 105,841 | — | $3,137.75万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3,541.29万 | 0.63% | 564,349 | 559,625 | 11,846.4% | $3,511.65万 | 加仓 |
| ENTG | ENTEGRIS INC | $4,168.33万 | 0.74% | 355,538 | 355,538 | — | $4,168.33万 | 新建仓 |
| NOW | SERVICENOW INC | $4,967.68万 | 0.88% | 475,149 | 148,882 | 45.6% | $1,556.56万 | 加仓 |
| P | EVERPURE INC | $6,935.89万 | 1.23% | 1,174,778 | 1,174,778 | — | $6,935.89万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $6,998.73万 | 1.24% | 144,331 | 141,078 | 4,336.9% | $6,840.99万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $7,554.12万 | 1.34% | 271,858 | -6,292 | -2.3% | -$174.84万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $9,598.27万 | 1.70% | 22,797 | -556 | -2.4% | -$234.09万 | 减仓 |
| ADSK | AUTODESK INC | $1.04亿 | 1.83% | 432,363 | 123,299 | 39.9% | $2,951.77万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.05亿 | 1.86% | 211,023 | -8,836 | -4.0% | -$441.50万 | 减仓 |
| GE | GE AEROSPACE | $1.07亿 | 1.89% | 376,098 | -177,027 | -32.0% | -$5,023.49万 | 减仓 |
| RDDT | REDDIT INC | $1.14亿 | 2.02% | 848,206 | 42,808 | 5.3% | $576.41万 | 加仓 |
| ORCL | ORACLE CORP | $1.14亿 | 2.02% | 777,056 | 222,219 | 40.1% | $3,269.06万 | 加仓 |
| DXCM | DEXCOM INC | $1.21亿 | 2.14% | 1,923,820 | -431,273 | -18.3% | -$2,708.39万 | 减仓 |
| NFLX | NETFLIX INC. | $1.33亿 | 2.35% | 1,384,070 | 79,933 | 6.1% | $768.56万 | 加仓 |
| INTU | INTUIT | $1.34亿 | 2.36% | 309,394 | -112,444 | -26.7% | -$4,861.85万 | 减仓 |
| V | VISA INC | $1.38亿 | 2.43% | 455,389 | -21,982 | -4.6% | -$664.38万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.55亿 | 2.73% | 2,150,746 | -680,924 | -24.0% | -$4,897.89万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1.77亿 | 3.14% | 769,737 | -103,958 | -11.9% | -$2,395.82万 | 减仓 |
| GEV | GE VERNOVA INC | $2.06亿 | 3.64% | 235,701 | -47,507 | -16.8% | -$4,146.89万 | 减仓 |
| META | META PLATFORMS INC | $2.87亿 | 5.07% | 501,154 | 13,812 | 2.8% | $790.23万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $3.30亿 | 5.83% | 2,686,694 | -96,324 | -3.5% | -$1,182.67万 | 减仓 |
| AMZN | AMAZON COM INC | $4.07亿 | 7.20% | 1,956,303 | -407,332 | -17.2% | -$8,483.50万 | 减仓 |
| AVGO | BROADCOM INC | $5.00亿 | 8.84% | 1,615,114 | -61,053 | -3.6% | -$1,889.65万 | 减仓 |
| GOOGL | ALPHABET INC | $5.07亿 | 8.96% | 1,761,877 | -190,699 | -9.8% | -$5,483.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $5.71亿 | 10.09% | 1,541,875 | -104,627 | -6.4% | -$3,872.98万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9.08亿 | 16.06% | 5,208,018 | -316,001 | -5.7% | -$5,511.06万 | 减仓 |