Filed: 11/13/2023ACC: 0000950123-23-010239
📋 What this filing means
MEIJI YASUDA ASSET MANAGEMENT CO LTD. filed this quarterly 13F‑HR report disclosing 602 equity positions with a total reported market value of $2.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
602
Positions
$2.14B
Total AUM (reported)
25.66M
Total Shares
Allocation by class
COM$1.78B83.2%
CL A$82.21M3.8%
COM NEW$51.42M2.4%
SHS$51.11M2.4%
CAP STK CL A$37.42M1.8%
COM CL A$19.44M0.9%
CL B$15.21M0.7%
Portfolio Concentration
Top 3$180.64M8.4%
4–10$210.98M9.9%
11–25$269.19M12.6%
Rest$1.48B69.1%
Top 3 weight
8.4%
Top 10 weight
18.3%
Voting Authority Distribution
Total shares with voting rights: 25.66M
Sole
Full voting authority
25.66M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other602
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings602
Rows:
MICROSOFT CORP
DFNDShares230.45K
TypeSH
Market value$72.76M
3.40%
Sole
230.45K
Shared
0.00
None
0.00
APPLE INC
DFNDShares411.49K
TypeSH
Market value$70.45M
3.30%
Sole
411.49K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares285.99K
TypeSH
Market value$37.42M
1.75%
Sole
285.99K
Shared
0.00
None
0.00
PROLOGIS INC.
DFNDShares319.30K
TypeSH
Market value$35.83M
1.68%
Sole
319.30K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares79.33K
TypeSH
Market value$34.51M
1.61%
Sole
79.33K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares236.80K
TypeSH
Market value$30.10M
1.41%
Sole
236.80K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
DFNDShares199.78K
TypeSH
Market value$29.14M
1.36%
Sole
199.78K
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares186.59K
TypeSH
Market value$27.81M
1.30%
Sole
186.59K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares234.80K
TypeSH
Market value$27.61M
1.29%
Sole
234.80K
Shared
0.00
None
0.00
PEPSICO INC
DFNDShares153.32K
TypeSH
Market value$25.98M
1.22%
Sole
153.32K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
DFNDShares163.89K
TypeSH
Market value$22.99M
1.08%
Sole
163.89K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares41.88K
TypeSH
Market value$21.12M
0.99%
Sole
41.88K
Shared
0.00
None
0.00
WALMART INC
DFNDShares128.56K
TypeSH
Market value$20.56M
0.96%
Sole
128.56K
Shared
0.00
None
0.00
EQUINIX INC
DFNDShares28.24K
TypeSH
Market value$20.51M
0.96%
Sole
28.24K
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares117.08K
TypeSH
Market value$19.74M
0.92%
Sole
117.08K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares61.76K
TypeSH
Market value$18.54M
0.87%
Sole
61.76K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
DFNDShares118.77K
TypeSH
Market value$18.50M
0.87%
Sole
118.77K
Shared
0.00
None
0.00
VISA INC
DFNDShares79.14K
TypeSH
Market value$18.20M
0.85%
Sole
79.14K
Shared
0.00
None
0.00
ESSEX PPTY TR INC
DFNDShares78.39K
TypeSH
Market value$16.62M
0.78%
Sole
78.39K
Shared
0.00
None
0.00
MCDONALDS CORP
DFNDShares62.65K
TypeSH
Market value$16.51M
0.77%
Sole
62.65K
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares52.87K
TypeSH
Market value$15.97M
0.75%
Sole
52.87K
Shared
0.00
None
0.00
TESLA INC
DFNDShares62K
TypeSH
Market value$15.51M
0.73%
Sole
62K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares274.92K
TypeSH
Market value$15.39M
0.72%
Sole
274.92K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares262.82K
TypeSH
Market value$15.06M
0.70%
Sole
262.82K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
DFNDShares96.24K
TypeSH
Market value$13.96M
0.65%
Sole
96.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 230.45K | SH | $72.76M 3.40% | 230.45K | 0.00 | 0.00 |
APPLE INCDFND | COM | 411.49K | SH | $70.45M 3.30% | 411.49K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 285.99K | SH | $37.42M 1.75% | 285.99K | 0.00 | 0.00 |
PROLOGIS INC.DFND | COM | 319.30K | SH | $35.83M 1.68% | 319.30K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 79.33K | SH | $34.51M 1.61% | 79.33K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 236.80K | SH | $30.10M 1.41% | 236.80K | 0.00 | 0.00 |
PROCTER AND GAMBLE CODFND | COM | 199.78K | SH | $29.14M 1.36% | 199.78K | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 186.59K | SH | $27.81M 1.30% | 186.59K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 234.80K | SH | $27.61M 1.29% | 234.80K | 0.00 | 0.00 |
PEPSICO INCDFND | COM | 153.32K | SH | $25.98M 1.22% | 153.32K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSDFND | COM | 163.89K | SH | $22.99M 1.08% | 163.89K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 41.88K | SH | $21.12M 0.99% | 41.88K | 0.00 | 0.00 |
WALMART INCDFND | COM | 128.56K | SH | $20.56M 0.96% | 128.56K | 0.00 | 0.00 |
EQUINIX INCDFND | COM | 28.24K | SH | $20.51M 0.96% | 28.24K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 117.08K | SH | $19.74M 0.92% | 117.08K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 61.76K | SH | $18.54M 0.87% | 61.76K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 118.77K | SH | $18.50M 0.87% | 118.77K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 79.14K | SH | $18.20M 0.85% | 79.14K | 0.00 | 0.00 |
ESSEX PPTY TR INCDFND | COM | 78.39K | SH | $16.62M 0.78% | 78.39K | 0.00 | 0.00 |
MCDONALDS CORPDFND | COM | 62.65K | SH | $16.51M 0.77% | 62.65K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 52.87K | SH | $15.97M 0.75% | 52.87K | 0.00 | 0.00 |
TESLA INCDFND | COM | 62K | SH | $15.51M 0.73% | 62K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 274.92K | SH | $15.39M 0.72% | 274.92K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 262.82K | SH | $15.06M 0.70% | 262.82K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 96.24K | SH | $13.96M 0.65% | 96.24K | 0.00 | 0.00 |
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