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DSM Capital Partners’s DexCom DXCM Stock Holding History

DSM Capital Partners’s Portfolio DXCM Stock Details DXCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.5M Sell
1,359,135
-564,685
-29% -$37.6M 1.57% 20
2026
Q1 		$121M Sell
1,923,820
-431,273
-18% -$30M 2.14% 14
2025
Q4 		$156M Sell
2,355,093
-178,446
-7% -$11.5M 2.32% 15
2025
Q3 		$170M Buy
2,533,539
+1,098,243
+77% +$86.9M 2.43% 13
2025
Q2 		$125M Buy
1,435,296
+1,027,633
+252% +$80.6M 1.85% 17
2025
Q1 		$27.8M Buy
+407,663
New +$33.3M 0.49% 27
2024
Q4 		– Sell
-226
Closed -$15.2K – 62
2024
Q3 		$15.2K Hold
226
– – ﹤0.01% 97
2024
Q2 		$25.6K Hold
226
– – ﹤0.01% 85
2024
Q1 		$31.3K Hold
226
– – ﹤0.01% 89
2023
Q4 		$28K Buy
+226
New +$23.1K ﹤0.01% 96

Other funds holding DXCM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DSM Capital Partners's DXCM Position: Q2 2026 in Review

DSM Capital Partners reduced its DexCom (DXCM) stake by 29% in Q2 2026, selling an estimated $37.6M and leaving 1,359,135 shares worth $91.5M. The position accounts for 1.57% of the portfolio, ranked #20.

DSM Capital Partners first reported a position in DXCM in Q4 2023 and has held it in 10 quarters since. The position peaked at $170M in Q3 2025. 971 funds tracked by Wall St. Rank hold DXCM as of Q2 2026.

  • DSM Capital Partners held 1,359,135 shares of DexCom worth $91.5M as of Q2 2026.
  • DSM Capital Partners sold 564,685 DexCom shares in Q2 2026, an estimated $37.6M.
  • DexCom made up 1.57% of DSM Capital Partners's portfolio in Q2 2026, its #20 holding.
  • DSM Capital Partners first reported a position in DexCom in Q4 2023 and has held it in 10 quarters since.
  • DSM Capital Partners's DexCom position peaked at $170M in Q3 2025.
  • 971 funds tracked by Wall St. Rank held DexCom as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.