Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q3 2025
Top Holdings757 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 4.1M | $772M | 6.3% | $120.17 | +51.32% | 27 qtrssince 2019-Q1 | Increased 65 |
MICROSOFT CORP | 1.3M | $686.8M | 5.6% | $241.39 | +112.79% | 27 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 2.3M | $576.4M | 4.7% | $141.94 | +78.73% | 27 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 1.5M | $338.5M | 2.7% | $143.68 | +54.63% | 27 qtrssince 2019-Q1 | Increased 54 |
META PLATFORMS INC-CLASS A | 351,632 | $258.2M | 2.1% | $305.08 | +143.47% | 27 qtrssince 2019-Q1 | Increased 56 |
BROADCOM INC | 765,061 | $252.4M | 2.0% | $177.93 | +84.39% | 27 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL A | 1M | $244.3M | 2.0% | $121.50 | +100.73% | 27 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 741,669 | $233.9M | 1.9% | $126.67 | +146.89% | 27 qtrssince 2019-Q1 | Increased 50 |
GOLDMAN SACHS GROUP INC | 285,432 | $227.3M | 1.8% | $307.73 | +160.02% | 27 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 772,788 | $188.2M | 1.5% | $119.54 | +104.29% | 27 qtrssince 2019-Q1 | Increased 51 |
VISA INC-CLASS A SHARES | 519,206 | $177.2M | 1.4% | $209.56 | +61.61% | 27 qtrssince 2019-Q1 | Increased 49 |
TESLA INC | 385,969 | $171.6M | 1.4% | $251.39 | +76.31% | 27 qtrssince 2019-Q1 | Increased 49 |
HOME DEPOT INC | 386,741 | $156.7M | 1.3% | $231.04 | +74.94% | 27 qtrssince 2019-Q1 | Decreased 0 |
CATERPILLAR INC | 308,035 | $147M | 1.2% | $205.16 | +130.50% | 27 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 366,667 | $126.6M | 1.0% | $348.20 | -1.53% | 27 qtrssince 2019-Q1 | Increased 47 |
SPDR GOLD MINISHARES TRUST | 1.7M | $126.3M | 1.0% | $46.34 | +63.60% | 16 qtrssince 2021-Q4 | Increased 51 |
AMERICAN EXPRESS CO | 362,631 | $120.5M | 1.0% | $161.70 | +110.69% | 27 qtrssince 2019-Q1 | Increased 44 |
MCDONALDS CORP | 365,619 | $111.1M | 0.9% | $223.07 | +35.02% | 27 qtrssince 2019-Q1 | Increased 42 |
ELI LILLY & CO | 144,647 | $110.4M | 0.9% | $344.56 | +120.05% | 27 qtrssince 2019-Q1 | Increased 47 |
VANGUARD GROWTH ETF | 229,229 | $109.9M | 0.9% | $36.61 | +117.62% | 13 qtrssince 2022-Q3 | Decreased 0 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $12.3B across 757 positions as of Q3 2025. Top holdings: NVDA (6.3%), MSFT (5.6%), AAPL (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 16 new positions, 18 exits, 460 increased. Top move: NVDA (INCREASED, conviction 65). Portfolio: $12.3B across 757 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