Filed: 4/28/2025ACC: 0000950123-25-003781
📋 What this filing means
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD filed this quarterly 13F‑HR report disclosing 771 equity positions with a total reported market value of $9.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
771
Positions
$9.81B
Total AUM (reported)
78.67M
Total Shares
Allocation by class
COM$7.27B74.1%
CL A$499.67M5.1%
COM CL A$223.48M2.3%
COM NEW$186.83M1.9%
CAP STK CL A$143.20M1.5%
SHS$131.12M1.3%
CAP STK CL C$110.36M1.1%
Portfolio Concentration
Top 3$1.35B13.7%
4–10$1.27B12.9%
11–25$1.53B15.6%
Rest$5.67B57.8%
Top 3 weight
13.7%
Top 10 weight
26.7%
Voting Authority Distribution
Total shares with voting rights: 78.67M
Sole
Full voting authority
78.67M
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)
Sole771
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings771
Rows:
APPLE INC
SOLEShares2.15M
TypeSH
Market value$476.70M
4.86%
Sole
2.15M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.22M
TypeSH
Market value$458.87M
4.68%
Sole
1.22M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.80M
TypeSH
Market value$411.96M
4.20%
Sole
3.80M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.43M
TypeSH
Market value$272.37M
2.78%
Sole
1.43M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares319.45K
TypeSH
Market value$184.12M
1.88%
Sole
319.45K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares345.92K
TypeSH
Market value$181.17M
1.85%
Sole
345.92K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares692.06K
TypeSH
Market value$169.76M
1.73%
Sole
692.06K
Shared
0.00
None
0.00
VISA INC
SOLEShares483.68K
TypeSH
Market value$169.51M
1.73%
Sole
483.68K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares268.77K
TypeSH
Market value$146.83M
1.50%
Sole
268.77K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares397.26K
TypeSH
Market value$145.59M
1.48%
Sole
397.26K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares926.03K
TypeSH
Market value$143.20M
1.46%
Sole
926.03K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares692.76K
TypeSH
Market value$115.99M
1.18%
Sole
692.76K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares706.37K
TypeSH
Market value$110.36M
1.12%
Sole
706.37K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares345.32K
TypeSH
Market value$107.87M
1.10%
Sole
345.32K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares124.78K
TypeSH
Market value$103.06M
1.05%
Sole
124.78K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares591.10K
TypeSH
Market value$98.88M
1.01%
Sole
591.10K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares559.95K
TypeSH
Market value$96.73M
0.99%
Sole
559.95K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares180.54K
TypeSH
Market value$96.15M
0.98%
Sole
180.54K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares290.83K
TypeSH
Market value$95.92M
0.98%
Sole
290.83K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares623.61K
TypeSH
Market value$95.52M
0.97%
Sole
623.61K
Shared
0.00
None
0.00
TESLA INC
SOLEShares362.24K
TypeSH
Market value$93.88M
0.96%
Sole
362.24K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares348.98K
TypeSH
Market value$93.65M
0.95%
Sole
348.98K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares251.65K
TypeSH
Market value$93.32M
0.95%
Sole
251.65K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares296.86K
TypeSH
Market value$92.49M
0.94%
Sole
296.86K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares260.87K
TypeSH
Market value$91.09M
0.93%
Sole
260.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 2.15M | SH | $476.70M 4.86% | 2.15M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.22M | SH | $458.87M 4.68% | 1.22M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.80M | SH | $411.96M 4.20% | 3.80M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.43M | SH | $272.37M 2.78% | 1.43M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 319.45K | SH | $184.12M 1.88% | 319.45K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 345.92K | SH | $181.17M 1.85% | 345.92K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 692.06K | SH | $169.76M 1.73% | 692.06K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 483.68K | SH | $169.51M 1.73% | 483.68K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 268.77K | SH | $146.83M 1.50% | 268.77K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 397.26K | SH | $145.59M 1.48% | 397.26K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 926.03K | SH | $143.20M 1.46% | 926.03K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 692.76K | SH | $115.99M 1.18% | 692.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 706.37K | SH | $110.36M 1.12% | 706.37K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 345.32K | SH | $107.87M 1.10% | 345.32K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 124.78K | SH | $103.06M 1.05% | 124.78K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 591.10K | SH | $98.88M 1.01% | 591.10K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 559.95K | SH | $96.73M 0.99% | 559.95K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 180.54K | SH | $96.15M 0.98% | 180.54K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 290.83K | SH | $95.92M 0.98% | 290.83K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI WORLD ETF | 623.61K | SH | $95.52M 0.97% | 623.61K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 362.24K | SH | $93.88M 0.96% | 362.24K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 348.98K | SH | $93.65M 0.95% | 348.98K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 251.65K | SH | $93.32M 0.95% | 251.65K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 296.86K | SH | $92.49M 0.94% | 296.86K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 260.87K | SH | $91.09M 0.93% | 260.87K | 0.00 | 0.00 |
Page 1 of 31
…