Sumitomo Mitsui DS Asset Management Company, Ltd

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$12.7B

Total Positions

770

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA6.04%

MSFT5.12%

AAPL4.90%

AMZN2.85%

GOOGL2.41%

AVGO2.07%

GOOG2.02%

GS1.97%

META1.89%

JPM1.80%

Other15.43%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

NRG28Q held

NRG Energy Inc

Avg $41.41 · $2.9M est. P&L

Est. P&L

+286.19%

MU28Q held

Micron Technology Inc

Avg $78.78 · $34M est. P&L

Est. P&L

+271.47%

CLS4Q held

CELESTICA INC

Avg $82.69 · $2.6M est. P&L

Est. P&L

+262.08%

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 770 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	4.1M	$767.7M	6.0%	—	$120.17	+56.06%	28 qtrs	Decreased 0
MSFT Microsoft Corp	1.3M	$650.9M	5.1%	—	$245.02	+98.95%	28 qtrs	Increased 62
AAPL Apple Inc	2.3M	$622.9M	4.9%	—	$142.53	+91.41%	28 qtrs	Increased 58
AMZN Amazon.com Inc	1.6M	$362.7M	2.9%	—	$145.37	+59.96%	28 qtrs	Increased 54
GOOGL Alphabet Inc	978,431	$306.2M	2.4%	—	$121.50	+158.32%	28 qtrs	Decreased 0
AVGO Broadcom Inc	759,834	$263M	2.1%	—	$178.72	+95.76%	28 qtrs	Decreased 0
GOOG Alphabet Inc	818,555	$256.9M	2.0%	—	$130.44	+141.15%	28 qtrs	Increased 56
GS Goldman Sachs Group Inc/The	284,471	$250.1M	2.0%	—	$307.73	+187.40%	28 qtrs	Decreased 0
META Meta Platforms Inc	363,321	$239.8M	1.9%	—	$316.69	+110.28%	28 qtrs	Increased 50
JPM JPMORGAN CHASE & CO.	711,055	$229.1M	1.8%	—	$126.67	+154.17%	28 qtrs	Decreased 0
CAT Caterpillar Inc	307,405	$176.1M	1.4%	—	$205.38	+180.48%	28 qtrs	Decreased 0
TSLA Tesla Inc	388,191	$174.6M	1.4%	—	$252.55	+79.94%	28 qtrs	Increased 48
V Visa Inc	481,334	$168.8M	1.3%	—	$210.02	+68.03%	28 qtrs	Decreased 0
LLY Eli Lilly & Co	146,267	$157.2M	1.2%	—	$349.12	+208.76%	28 qtrs	Increased 48
AXP American Express Co	361,265	$133.6M	1.1%	—	$161.70	+130.40%	28 qtrs	Decreased 0
GLDM WORLD GOLD TR	1.5M	$131.3M	1.0%	—	$46.80	+83.54%	16 qtrs	Decreased 0
HD Home Depot Inc/The	378,502	$130.2M	1.0%	—	$231.04	+49.91%	28 qtrs	Decreased 0
UNH UnitedHealth Group Inc	366,251	$120.9M	1.0%	—	$348.20	-4.61%	28 qtrs	Decreased 0
JNJ Johnson & Johnson	577,158	$119.4M	0.9%	—	$134.76	+53.54%	28 qtrs	Increased 43
MCD McDonald's Corp	365,037	$111.6M	0.9%	—	$223.07	+38.09%	28 qtrs	Decreased 0
VUG VANGUARD INDEX FDS	228,416	$111.4M	0.9%	—	$223.16	+120.33%	14 qtrs	Decreased 0
VTV VANGUARD INDEX FDS	575,021	$109.8M	0.9%	—	$120.25	+59.98%	14 qtrs	Decreased 0
IBM International Business Machines Corp	369,836	$109.5M	0.9%	—	$133.25	+125.40%	28 qtrs	Increased 42
VGK VANGUARD INTL EQUITY INDEX F	1.2M	$103.5M	0.8%	—	$43.99	+90.84%	14 qtrs	Decreased 0
AMGN Amgen Inc	315,229	$103.2M	0.8%	—	$224.47	+45.42%	28 qtrs	Decreased 0
Showing 25 of 770 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

JBLJabil Inc

Q1 2024 → Q4 2025+1,084 shares+$1.5M

CPRTCopart Inc

Q1 2024 → Q4 2025+37,458 shares+$668,739

CBRECBRE Group Inc

Q1 2024 → Q4 2025+10,723 shares+$3.6M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer