Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q4 2024
Top Holdings778 positions
Apple Inc | 2.1M | $520.6M | 5.3% | $110.72 | +124.54% | 24 qtrssince 2019-Q1 | Increased 66 |
Microsoft Corp | 1.2M | $492.8M | 5.0% | $211.08 | +96.97% | 24 qtrssince 2019-Q1 | Increased 62 |
NVIDIA Corp | 3.7M | $491.1M | 5.0% | $27.86 | +380.74% | 24 qtrssince 2019-Q1 | Increased 67 |
Amazon.com Inc | 1.4M | $299.6M | 3.1% | $129.93 | +68.85% | 24 qtrssince 2019-Q1 | Increased 59 |
Facebook Inc | 305,629 | $178.9M | 1.8% | $247.22 | +135.49% | 24 qtrssince 2019-Q1 | Increased 51 |
Alphabet Inc | 892,887 | $169M | 1.7% | $92.47 | +103.52% | 24 qtrssince 2019-Q1 | Increased 50 |
UnitedHealth Group Inc | 327,068 | $165.5M | 1.7% | $334.51 | +44.73% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 664,775 | $159.4M | 1.6% | $108.24 | +113.83% | 24 qtrssince 2019-Q1 | Decreased 0 |
Broadcom Inc | 644,200 | $149.4M | 1.5% | $70.22 | +225.40% | 24 qtrssince 2019-Q1 | Increased 53 |
Home Depot Inc/The | 381,966 | $148.6M | 1.5% | $221.13 | +67.98% | 24 qtrssince 2019-Q1 | Decreased 0 |
Goldman Sachs Group Inc/The | 252,339 | $144.5M | 1.5% | $263.30 | +110.05% | 24 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 455,188 | $143.9M | 1.5% | $190.31 | +63.91% | 24 qtrssince 2019-Q1 | Increased 49 |
Tesla Inc | 347,585 | $140.4M | 1.4% | $173.21 | +133.15% | 24 qtrssince 2019-Q1 | Increased 51 |
Alphabet Inc | 688,178 | $131.1M | 1.3% | $87.30 | +116.88% | 24 qtrssince 2019-Q1 | Increased 50 |
salesforce.com Inc | 330,528 | $110.5M | 1.1% | $207.61 | +59.19% | 24 qtrssince 2019-Q1 | Decreased 0 |
Caterpillar Inc | 273,667 | $99.3M | 1.0% | $186.05 | +90.92% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 235,713 | $96.7M | 1.0% | $34.90 | +94.50% | 10 qtrssince 2022-Q3 | Decreased 0 |
Vanguard Value ETF | 567,850 | $96.1M | 1.0% | $114.20 | +42.92% | 10 qtrssince 2022-Q3 | Decreased 0 |
ISHARES INC | 616,617 | $95.9M | 1.0% | $104.37 | +45.69% | 24 qtrssince 2019-Q1 | Decreased 0 |
McDonald's Corp | 326,926 | $94.8M | 1.0% | $210.33 | +32.10% | 24 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $9.8B across 778 positions as of Q4 2024. Top holdings: AAPL (5.3%), MSFT (5.0%), NVDA (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 19 new positions, 16 exits, 562 increased. Top move: NVDA (INCREASED, conviction 67). Portfolio: $9.8B across 778 positions.
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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
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