DSM Capital Partners LLC
DSM Capital Partners LLC is an SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded in 2001 and is known for specializing in growth equity investing for institutional investors such as pension funds, endowments, foundations, and high-net-worth individuals. DSM maintains a focused employee base and provides professional portfolio management services.
Investment Strategy
DSM Capital Partners focuses on a concentrated, long-only growth equity strategy. The firm invests primarily in large-cap and mid-cap companies globally, applying a bottom-up, fundamental research-driven approach centered on identifying businesses with strong long-term growth prospects, high-quality management teams, and resilient business models. The investment process emphasizes high conviction positions and seeks companies that can compound value over time, with an emphasis on risk management and capital preservation.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 15.15% | $1.06B | 5,697,455 | $29.82 | $186.58 | +$81.6M |
M MSFT | MICROSOFT CORP | 12.19% | $855.4M | 1,651,420 | $158.47 | $517.95 | +$167.7M |
A AMZN | AMAZON COM INC | 7.58% | $531.5M | 2,420,528 | $108.83 | $219.57 | -$66.6M |
A AVGO | BROADCOM INC | 7.52% | $527.3M | 1,598,432 | $265.95 | $329.91 | +$280.1M |
M META | META PLATFORMS INC | 7.17% | $502.8M | 684,662 | $504.25 | $734.38 | -$44.2M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
B Bryant Burciaga | Equity Research Analyst | FL , United States | |
E Eric Woodworth | Deputy CIO, Portfolio Manager, and Senior Analyst | Pleasantville, NY , United States | |
 | Portfolio Manager and Analyst | West Palm Beach, FL , United States |