Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Sumitomo Mitsui DS Asset Management Company, Ltd manages $12.7B across 770 positions as of Q4 2025. Top holdings: NVDA (6.0%), MSFT (5.1%), AAPL (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 35 new positions, 22 exits, 431 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $12.7B across 770 positions.
Top holdings by portfolio weight
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Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile