MEIJI YASUDA ASSET MANAGEMENT CO LTD.

PrivateCIK: 1491685
Location

TOKYO, M0

๐Ÿ“‹ What this filing means

MEIJI YASUDA ASSET MANAGEMENT CO LTD. filed this quarterly 13Fโ€‘HR report disclosing 548 equity positions with a total reported market value of $2.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

548
Positions
$2.00B
Total AUM (reported)
17.23M
Total Shares

Allocation by class

TOTAL AUM$2.00B548 positions
COM$1.66B82.7%
CL A$75.15M3.8%
COM NEW$73.08M3.6%
CAP STK CL A$52.37M2.6%
SHS$33.06M1.7%
COM CL A$30.61M1.5%
SH BEN INT NEW$11.06M0.6%

Portfolio Concentration

Top 310.6%4โ€“1011.6%11โ€“2513.8%Rest63.9%TOP 1022.3%0%100%
Top 3$212.75M10.6%
4โ€“10$233.21M11.6%
11โ€“25$276.44M13.8%
Rest$1.28B63.9%

Top 3 weight

10.6%

Top 10 weight

22.3%

Voting Authority Distribution

Total shares with voting rights: 17.23M

Sole

Full voting authority

17.23M

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
Other548
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings548
Rows:

NVIDIA CORPORATION

DFND
COM
Shares491.01K
TypeSH
Market value$85.63M
4.27%
Sole
491.01K
Shared
0.00
None
0.00

APPLE INC

DFND
COM
Shares277.55K
TypeSH
Market value$70.44M
3.52%
Sole
277.55K
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COM
Shares153.10K
TypeSH
Market value$56.67M
2.83%
Sole
153.10K
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL A
Shares182.13K
TypeSH
Market value$52.37M
2.61%
Sole
182.13K
Shared
0.00
None
0.00

AMAZON COM INC

DFND
COM
Shares185.30K
TypeSH
Market value$38.59M
1.93%
Sole
185.30K
Shared
0.00
None
0.00

BROADCOM INC

DFND
COM
Shares98.85K
TypeSH
Market value$30.60M
1.53%
Sole
98.85K
Shared
0.00
None
0.00

EXXON MOBIL CORP

DFND
COM
Shares173.48K
TypeSH
Market value$29.43M
1.47%
Sole
173.48K
Shared
0.00
None
0.00

ABBVIE INC

DFND
COM
Shares131.88K
TypeSH
Market value$28.68M
1.43%
Sole
131.88K
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

DFND
COM
Shares567.16K
TypeSH
Market value$28.47M
1.42%
Sole
567.16K
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares43.81K
TypeSH
Market value$25.07M
1.25%
Sole
43.81K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

DFND
COM
Shares100.42K
TypeSH
Market value$24.55M
1.23%
Sole
100.42K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

DFND
COM
Shares75.82K
TypeSH
Market value$22.30M
1.11%
Sole
75.82K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

DFND
COM
Shares145.91K
TypeSH
Market value$21.07M
1.05%
Sole
145.91K
Shared
0.00
None
0.00

COCA COLA CO

DFND
COM
Shares271.76K
TypeSH
Market value$20.67M
1.03%
Sole
271.76K
Shared
0.00
None
0.00

WALMART INC

DFND
COM
Shares163.55K
TypeSH
Market value$20.33M
1.01%
Sole
163.55K
Shared
0.00
None
0.00

VISA INC

DFND
COM CL A
Shares63.73K
TypeSH
Market value$19.26M
0.96%
Sole
63.73K
Shared
0.00
None
0.00

PEPSICO INC

DFND
COM
Shares115.84K
TypeSH
Market value$17.99M
0.90%
Sole
115.84K
Shared
0.00
None
0.00

NEXTERA ENERGY INC

DFND
COM
Shares191.32K
TypeSH
Market value$17.77M
0.89%
Sole
191.32K
Shared
0.00
None
0.00

ROBERT HALF INC.

DFND
COM
Shares695.45K
TypeSH
Market value$17.66M
0.88%
Sole
695.45K
Shared
0.00
None
0.00

EDISON INTL

DFND
COM
Shares238.69K
TypeSH
Market value$17.47M
0.87%
Sole
238.69K
Shared
0.00
None
0.00

TESLA INC

DFND
COM
Shares46.70K
TypeSH
Market value$17.36M
0.87%
Sole
46.70K
Shared
0.00
None
0.00

REALTY INCOME CORP

DFND
COM
Shares279.59K
TypeSH
Market value$17.11M
0.85%
Sole
279.59K
Shared
0.00
None
0.00

HOME DEPOT INC

DFND
COM
Shares44.34K
TypeSH
Market value$14.58M
0.73%
Sole
44.34K
Shared
0.00
None
0.00

AMCOR PLC

DFND
COM NEW
Shares359.67K
TypeSH
Market value$14.30M
0.71%
Sole
359.67K
Shared
0.00
None
0.00

ELI LILLY & CO

DFND
COM
Shares15.24K
TypeSH
Market value$14.02M
0.70%
Sole
15.24K
Shared
0.00
None
0.00
Page 1 of 22
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MEIJI YASUDA ASSET MANAGEMENT CO LTD. 13F Holdings โ€” 548 Positions | Finecho