Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q2 2024
Top Holdings777 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.1M | $493.6M | 5.8% | $199.56 | +121.48% | 22 qtrssince 2019-Q1 | Increased 63 |
NVIDIA CORP | 3.3M | $402.8M | 4.8% | $113.36 | +8.94% | 22 qtrssince 2019-Q1 | Increased 92 |
APPLE INC | 1.8M | $389.6M | 4.6% | $121.92 | +71.12% | 22 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 1.2M | $241.4M | 2.8% | $128.33 | +50.59% | 22 qtrssince 2019-Q1 | Increased 55 |
UNITEDHEALTH GROUP INC | 325,604 | $165.8M | 2.0% | $339.03 | +45.52% | 22 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 821,295 | $149.6M | 1.8% | $104.59 | +73.04% | 22 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 279,614 | $141M | 1.7% | $216.19 | +132.09% | 22 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 653,817 | $132.2M | 1.6% | $106.21 | +83.51% | 22 qtrssince 2019-Q1 | Increased 48 |
HOME DEPOT INC | 376,763 | $129.7M | 1.5% | $221.03 | +50.24% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 637,594 | $116.9M | 1.4% | $102.84 | +77.23% | 22 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 433,651 | $113.8M | 1.3% | $185.05 | +39.45% | 22 qtrssince 2019-Q1 | Increased 48 |
GOLDMAN SACHS GROUP INC | 247,299 | $111.9M | 1.3% | $260.14 | +68.56% | 22 qtrssince 2019-Q1 | Increased 49 |
ELI LILLY & CO | 118,394 | $107.2M | 1.3% | $246.97 | +261.03% | 22 qtrssince 2019-Q1 | Increased 48 |
ISHARES INC MSCI WORLD ETF | 724,332 | $106.8M | 1.3% | $104.74 | +37.68% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD GROWTH ETF | 269,713 | $100.9M | 1.2% | $34.93 | +76.80% | 8 qtrssince 2022-Q3 | Decreased 0 |
VANGUARD VALUE ETF | 572,350 | $91.8M | 1.1% | $117.05 | +32.65% | 8 qtrssince 2022-Q3 | Decreased 0 |
BROADCOM INC | 55,854 | $89.7M | 1.1% | $48.78 | +223.08% | 22 qtrssince 2019-Q1 | Decreased 0 |
CATERPILLAR INC | 268,523 | $89.4M | 1.1% | $179.20 | +80.62% | 22 qtrssince 2019-Q1 | Increased 49 |
MCDONALDS CORP | 334,973 | $85.4M | 1.0% | $214.49 | +14.74% | 22 qtrssince 2019-Q1 | Increased 47 |
CHEVRON CORP | 543,749 | $85.1M | 1.0% | $100.30 | +43.18% | 22 qtrssince 2019-Q1 | Increased 48 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $8.5B across 777 positions as of Q2 2024. Top holdings: MSFT (5.8%), NVDA (4.8%), AAPL (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 28 new positions, 22 exits, 519 increased. Top move: NVDA (INCREASED, conviction 92). Portfolio: $8.5B across 777 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer