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Funds (13F)

Dsm Capital Partners LLC

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+12.9%
S&P 500 +14.1%
Last 12 months
−7.6%
S&P 500 +12.1%
Sharpe ratio
0.61
S&P 500 0.78
Biggest drop
−35.3%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$49.5k
Dsm Capital Partners LLCS&P 500 $10,000 in Dsm Capital Partners LLC from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Dsm Capital Partners LLC's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Dsm Capital Partners LLC's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+12.9%+14.1%
Total return+395%+470%
Last 12 months−7.6%+12.1%
Last 3 months−6.5%—
Last month−12.4%—
This year so far−4.5%—
Volatility a year19.8%16.0%
Sharpe ratio0.610.78
Biggest drop−35.3%−31.8%
Beta to the S&P 5001.111.00
Alpha a year (t-statistic)−1.8% (−0.72)—
Share of weeks up57%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
NVDA16.1%——
GOOGL9.4%——
AVGO9.2%——
ANET7.7%——
MSFT5.4%——
AMZN5.4%——
META5.3%——
GEV3.9%——
HWM3.0%——
RDDT2.5%——
P2.3%——
APH2.1%——
GE2.1%——
UBER1.9%——
ORCL1.8%——
TER1.6%——
CDNS1.6%——
BKNG1.6%——
KEYS1.6%——
DXCM1.6%——
DELL1.6%——
NFLX1.5%——
ATI1.5%——
ENTG1.5%——
TSM1.3%——
SPOT1.3%——
COHR1.2%——
ADSK1.1%——
NOW1.0%——
NTAP0.7%——
BSX0.4%——
MA0.3%——
ASML0.1%——
SYK0.1%——
TSEM0.1%——
V0.1%——
MRVL0.0%——
AMD0.0%——
INTC0.0%——
ARM0.0%——
ALAB0.0%——
DDOG0.0%——
PLTR0.0%——
SHOP0.0%——
CRDO0.0%——
HEI0.0%——
LITE0.0%——
MDB0.0%——
COHU0.0%——
MTSI0.0%——
FORM0.0%——
BWXT0.0%——
PANW0.0%——
SNPS0.0%——
SNOW0.0%——
BLLN0.0%——
CRWD0.0%——
GWRE0.0%——
QCOM0.0%——
FIGR0.0%——
SAIL0.0%——
ISRG0.0%——
FTNT0.0%——
AAOI0.0%——
AVAV0.0%——
KVYO0.0%——
IOT0.0%——
JOBY0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+12.9%+14.1%0.610.78−35.3%1.11−1.8% (−0.72)
2018 onwards5 Jan 2018 to 2 Nov 2026+11.2%+13.9%0.470.66−35.3%1.11−2.9% (−0.91)
Last three years3 Nov 2023 to 2 Nov 2026+15.2%+21.8%0.561.16−23.7%1.40−10.6% (−2.00)
Last year7 Nov 2025 to 2 Nov 2026−3.3%+14.2%−0.200.84−15.9%1.69−21.4% (−1.91)
DateCompanyAction
7 Aug 2026SNPSBought
7 Aug 2026SNOWBought
7 Aug 2026SAILBought
7 Aug 2026QCOMBought
7 Aug 2026PANWBought
7 Aug 2026NTAPBought
7 Aug 2026MTSIBought
7 Aug 2026MDBBought
7 Aug 2026LITEBought
7 Aug 2026KVYOBought
7 Aug 2026KEYSBought
7 Aug 2026JOBYBought
7 Aug 2026ISRGBought
7 Aug 2026IOTBought
7 Aug 2026GWREBought
7 Aug 2026FTNTBought
7 Aug 2026FORMBought
7 Aug 2026FIGRBought
7 Aug 2026DELLBought
7 Aug 2026DDOGBought
7 Aug 2026CRWDBought
7 Aug 2026CRDOBought
7 Aug 2026COHUBought
7 Aug 2026COHRBought
7 Aug 2026BWXTBought

Dated at the rebalance that made the change.

DateCompanyAction
7 Aug 2026SSold
7 Aug 2026MELISold
7 Aug 2026INTUSold
7 Aug 2026GRABSold
7 Aug 2026FICOSold
7 Aug 2026AVPTSold
1 May 2026PINSSold
1 May 2026PANWSold
1 May 2026MDBSold
1 May 2026KVYOSold
1 May 2026HDBSold
1 May 2026AVAVSold
1 May 2026ADPSold
1 May 2026ABTSold
13 Feb 2026WIXSold
13 Feb 2026BROSold
13 Feb 2026ARESSold
13 Feb 2026APOSold
24 Oct 2025SNPSSold
24 Oct 2025NVOSold
24 Oct 2025LLYSold
24 Oct 2025LAMRSold
24 Oct 2025FTNTSold
24 Oct 2025FISVSold
24 Oct 2025DTSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest