StockDriftsStockDriftsTop 44 Dsm Capital Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 16.06% | 5.21M | $908.3M | -5.72%(-316.00K) | $27.62(+717.77%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 10.09% | 1.54M | $570.8M | -6.35%(-104.63K) | $153.47(+164.03%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 8.96% | 1.76M | $506.6M | -9.77%(-190.70K) | $84.60(+375.91%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 8.84% | 1.62M | $499.9M | -3.64%(-61.05K) | $258.02(+61.53%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.2% | 1.96M | $407.4M | -17.23%(-407.33K) | $110.70(+144.01%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC | 5.83% | 2.69M | $329.9M | -3.46%(-96.32K) | $45.18(+211.42%) | 2026-03-31 | |
| META | META PLATFORMS INC | 5.07% | 501.2K | $286.7M | +2.83%(+13.81K) | $447.73(+37.72%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.64% | 235.7K | $205.7M | -16.77%(-47.51K) | $375.50(+182.97%) | 2026-03-31 | |
| HWM | HOWMET AEROSPACE INC | 3.14% | 769.7K | $177.4M | -11.90%(-103.96K) | $109.06(+150.41%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 2.73% | 2.15M | $154.7M | -24.05%(-680.92K) | $72.76(+2.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.59% | +66.79% |
| Top 20 Holdings Unweighted | +12.00% | +40.51% |
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