DSM CAPITAL PARTNERS LLC ADSK — AUTODESK COM

Ownership history in DSM CAPITAL PARTNERS LLC  ·  27 quarters on record

AI Ownership Summary

DSM CAPITAL PARTNERS LLC reported AUTODESK COM (ADSK) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.16% in 2023 Q4. The latest visible filing shows ADSK at 1.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ADSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DSM CAPITAL PARTNERS LLC's position in AUTODESK COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ADSK was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.16% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ADSK stock page DSM CAPITAL PARTNERS LLC fund profile DSM CAPITAL PARTNERS LLC full holdings
How DSM CAPITAL PARTNERS LLC held ADSK — position size vs. price
% of Fund (quarterly)    ADSK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 432,363 +123,299 +39.9% 1.83% $103.5M 2026-04-29 $235.87
2025 Q4 ADDED — — — 309,064 +2,345 +0.8% 1.36% $91.5M 2026-02-12 $223.49
2025 Q3 REDUCED 25.2% -5.2% ✅ 306,719 -103,376 -25.2% 1.39% $97.4M 2025-10-22 $308.15
2025 Q2 REDUCED 11.0% +4.0% ❌ 410,095 -50,729 -11.0% 1.88% $127.0M 2025-07-24 $301.10
2025 Q1 REDUCED 13.5% +18.2% ❌ 460,824 -71,704 -13.5% 2.11% $120.6M 2025-05-13 $297.01
2024 Q4 REDUCED 5.0% -11.4% ✅ 532,528 -28,227 -5.0% 2.43% $157.4M 2025-01-31 $311.34
2024 Q3 REDUCED 5.7% +8.0% ❌ 560,755 -34,026 -5.7% 2.36% $154.5M 2024-11-14 $306.65
2024 Q2 REDUCED 17.5% +11.3% ❌ 594,781 -126,126 -17.5% 2.13% $147.2M 2024-08-14 $246.22
2024 Q1 REDUCED 15.1% -5.6% ✅ 720,907 -128,072 -15.1% 2.57% $187.7M 2024-05-13 $216.65
2023 Q4 REDUCED 8.7% +6.5% ❌ 848,979 -81,291 -8.7% 3.16% $206.7M 2024-02-12 $262.04
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ADSK

As of 2026 Q1 — sorted by position size

Seilern Investment Management Ltd 5.86% NIGHTVIEW CAPITAL, LLC 3Y 7Y 5.6% Tensor Edge Capital, LLC 5.31% Ninety One North America, Inc. 3Y 7Y 3.23% Ninety One UK Ltd 3Y 7Y 2.23% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 2.03% Abacus FCF Advisors LLC 3Y 7Y 1.58% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 1.04% Hummer Financial Advisory Services Inc 3Y 1.04% Bell Asset Management Ltd 3Y 7Y 1.02%

FAQ About DSM CAPITAL PARTNERS LLC and ADSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has DSM CAPITAL PARTNERS LLC reported owning ADSK?

DSM CAPITAL PARTNERS LLC reported ADSK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ADSK position in DSM CAPITAL PARTNERS LLC's portfolio?

The largest reported portfolio weight for ADSK was 3.16% in 2023 Q4.

What is the latest reported ADSK position on this page?

The most recent filing on this page is 2026 Q1, when DSM CAPITAL PARTNERS LLC reported 432,363 shares, equal to 1.83% of portfolio, with an estimated market value of $103.5M.

What does the chart on this ADSK ownership page compare?

The chart compares DSM CAPITAL PARTNERS LLC's quarterly ADSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DSM CAPITAL PARTNERS LLC time their ADSK position?

Based on 13F filing dates vs. subsequent ADSK price moves, DSM CAPITAL PARTNERS LLC correctly timed 11 out of 25 reported position changes (44%). The annualised alpha on ADSK relative to SPY over the holding period was -8.8%.

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