Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q4 2025
Top Holdings770 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 4.1M | $767.7M | 6.0% | $120.17 | +56.06% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.3M | $650.9M | 5.1% | $245.02 | +98.95% | 28 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 2.3M | $622.9M | 4.9% | $143.51 | +88.92% | 28 qtrssince 2019-Q1 | Increased 58 |
AMAZON.COM INC | 1.6M | $362.7M | 2.9% | $145.37 | +59.96% | 28 qtrssince 2019-Q1 | Increased 54 |
ALPHABET INC-CL A | 978,431 | $306.2M | 2.4% | $121.50 | +158.32% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 759,834 | $263M | 2.1% | $178.72 | +95.76% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 818,555 | $256.9M | 2.0% | $130.44 | +141.15% | 28 qtrssince 2019-Q1 | Increased 56 |
GOLDMAN SACHS GROUP INC | 284,471 | $250.1M | 2.0% | $307.73 | +187.40% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 363,321 | $239.8M | 1.9% | $316.69 | +110.28% | 28 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO | 711,055 | $229.1M | 1.8% | $126.67 | +154.17% | 28 qtrssince 2019-Q1 | Decreased 0 |
CATERPILLAR INC | 307,405 | $176.1M | 1.4% | $205.16 | +177.53% | 28 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 388,191 | $174.6M | 1.4% | $252.55 | +79.94% | 28 qtrssince 2019-Q1 | Increased 48 |
VISA INC-CLASS A SHARES | 481,334 | $168.8M | 1.3% | $209.56 | +66.36% | 28 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 146,267 | $157.2M | 1.2% | $352.59 | +203.33% | 28 qtrssince 2019-Q1 | Increased 48 |
AMERICAN EXPRESS CO | 361,265 | $133.6M | 1.1% | $161.70 | +130.40% | 28 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD MINISHARES TRUST | 1.5M | $131.3M | 1.0% | $46.34 | +85.35% | 17 qtrssince 2021-Q4 | Decreased 0 |
HOME DEPOT INC | 378,502 | $130.2M | 1.0% | $231.04 | +49.91% | 28 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 366,251 | $120.9M | 1.0% | $348.20 | -4.61% | 28 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 577,158 | $119.4M | 0.9% | $134.76 | +53.54% | 28 qtrssince 2019-Q1 | Increased 43 |
MCDONALDS CORP | 365,037 | $111.6M | 0.9% | $223.07 | +38.09% | 28 qtrssince 2019-Q1 | Decreased 0 |
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
Portfolio allocation by GICS sector
Behavioral investing profile
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