Filed: 1/28/2025ACC: 0000950123-25-000621
📋 What this filing means
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD filed this quarterly 13F‑HR report disclosing 778 equity positions with a total reported market value of $9.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
778
Positions
$9.79B
Total AUM (reported)
76.11M
Total Shares
Allocation by class
COM$7.29B74.4%
CL A$482.25M4.9%
COM CL A$203.02M2.1%
COM NEW$174.07M1.8%
CAP STK CL A$169.02M1.7%
CAP STK CL C$131.06M1.3%
SHS$130.58M1.3%
Portfolio Concentration
Top 3$1.50B15.4%
4–10$1.27B13.0%
11–25$1.60B16.3%
Rest$5.42B55.4%
Top 3 weight
15.4%
Top 10 weight
28.3%
Voting Authority Distribution
Total shares with voting rights: 76.11M
Sole
Full voting authority
76.11M
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)
Sole778
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings778
Rows:
APPLE INC
SOLEShares2.08M
TypeSH
Market value$520.65M
5.32%
Sole
2.08M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.17M
TypeSH
Market value$492.79M
5.03%
Sole
1.17M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.66M
TypeSH
Market value$491.05M
5.02%
Sole
3.66M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.37M
TypeSH
Market value$299.58M
3.06%
Sole
1.37M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares305.63K
TypeSH
Market value$178.95M
1.83%
Sole
305.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares892.89K
TypeSH
Market value$169.02M
1.73%
Sole
892.89K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares327.07K
TypeSH
Market value$165.45M
1.69%
Sole
327.07K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares664.77K
TypeSH
Market value$159.35M
1.63%
Sole
664.77K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares644.20K
TypeSH
Market value$149.35M
1.53%
Sole
644.20K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares381.97K
TypeSH
Market value$148.58M
1.52%
Sole
381.97K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares252.34K
TypeSH
Market value$144.49M
1.48%
Sole
252.34K
Shared
0.00
None
0.00
VISA INC
SOLEShares455.19K
TypeSH
Market value$143.86M
1.47%
Sole
455.19K
Shared
0.00
None
0.00
TESLA INC
SOLEShares347.58K
TypeSH
Market value$140.37M
1.43%
Sole
347.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares688.18K
TypeSH
Market value$131.06M
1.34%
Sole
688.18K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares330.53K
TypeSH
Market value$110.51M
1.13%
Sole
330.53K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares273.67K
TypeSH
Market value$99.28M
1.01%
Sole
273.67K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares235.71K
TypeSH
Market value$96.75M
0.99%
Sole
235.71K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares567.85K
TypeSH
Market value$96.14M
0.98%
Sole
567.85K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares616.62K
TypeSH
Market value$95.88M
0.98%
Sole
616.62K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares326.93K
TypeSH
Market value$94.77M
0.97%
Sole
326.93K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares121.40K
TypeSH
Market value$93.72M
0.96%
Sole
121.40K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares315.26K
TypeSH
Market value$93.57M
0.96%
Sole
315.26K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares1.38M
TypeSH
Market value$87.40M
0.89%
Sole
1.38M
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares504.94K
TypeSH
Market value$84.65M
0.86%
Sole
504.94K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares244.28K
TypeSH
Market value$83.04M
0.85%
Sole
244.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 2.08M | SH | $520.65M 5.32% | 2.08M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.17M | SH | $492.79M 5.03% | 1.17M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.66M | SH | $491.05M 5.02% | 3.66M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.37M | SH | $299.58M 3.06% | 1.37M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 305.63K | SH | $178.95M 1.83% | 305.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 892.89K | SH | $169.02M 1.73% | 892.89K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 327.07K | SH | $165.45M 1.69% | 327.07K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 664.77K | SH | $159.35M 1.63% | 664.77K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 644.20K | SH | $149.35M 1.53% | 644.20K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 381.97K | SH | $148.58M 1.52% | 381.97K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 252.34K | SH | $144.49M 1.48% | 252.34K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 455.19K | SH | $143.86M 1.47% | 455.19K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 347.58K | SH | $140.37M 1.43% | 347.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 688.18K | SH | $131.06M 1.34% | 688.18K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 330.53K | SH | $110.51M 1.13% | 330.53K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 273.67K | SH | $99.28M 1.01% | 273.67K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 235.71K | SH | $96.75M 0.99% | 235.71K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 567.85K | SH | $96.14M 0.98% | 567.85K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 616.62K | SH | $95.88M 0.98% | 616.62K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 326.93K | SH | $94.77M 0.97% | 326.93K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 121.40K | SH | $93.72M 0.96% | 121.40K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 315.26K | SH | $93.57M 0.96% | 315.26K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 1.38M | SH | $87.40M 0.89% | 1.38M | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 504.94K | SH | $84.65M 0.86% | 504.94K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 244.28K | SH | $83.04M 0.85% | 244.28K | 0.00 | 0.00 |
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