Filed: 7/10/2025ACC: 0000950123-25-006259
📋 What this filing means
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LTD filed this quarterly 13F‑HR report disclosing 759 equity positions with a total reported market value of $11.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
759
Positions
$11.09B
Total AUM (reported)
80.65M
Total Shares
Allocation by class
COM$8.21B74.0%
CL A$625.93M5.6%
COM CL A$260.84M2.4%
COM NEW$219.20M2.0%
SHS$167.74M1.5%
CAP STK CL A$165.51M1.5%
CAP STK CL C$129.01M1.2%
Portfolio Concentration
Top 3$1.71B15.4%
4–10$1.53B13.8%
11–25$1.67B15.0%
Rest$6.18B55.7%
Top 3 weight
15.4%
Top 10 weight
29.3%
Voting Authority Distribution
Total shares with voting rights: 80.65M
Sole
Full voting authority
80.65M
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)
Sole759
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings759
Rows:
MICROSOFT CORP
SOLEShares1.27M
TypeSH
Market value$634.14M
5.72%
Sole
1.27M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.93M
TypeSH
Market value$620.13M
5.59%
Sole
3.93M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.24M
TypeSH
Market value$458.65M
4.13%
Sole
2.24M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.51M
TypeSH
Market value$331.15M
2.99%
Sole
1.51M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares331.92K
TypeSH
Market value$244.99M
2.21%
Sole
331.92K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares719.16K
TypeSH
Market value$208.49M
1.88%
Sole
719.16K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares285.19K
TypeSH
Market value$201.84M
1.82%
Sole
285.19K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares726.56K
TypeSH
Market value$200.28M
1.81%
Sole
726.56K
Shared
0.00
None
0.00
VISA INC
SOLEShares504.75K
TypeSH
Market value$179.21M
1.62%
Sole
504.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares939.19K
TypeSH
Market value$165.51M
1.49%
Sole
939.19K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares393.07K
TypeSH
Market value$144.12M
1.30%
Sole
393.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares727.25K
TypeSH
Market value$129.01M
1.16%
Sole
727.25K
Shared
0.00
None
0.00
TESLA INC
SOLEShares377.84K
TypeSH
Market value$120.02M
1.08%
Sole
377.84K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares306.65K
TypeSH
Market value$119.04M
1.07%
Sole
306.65K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares365.62K
TypeSH
Market value$114.06M
1.03%
Sole
365.62K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares347.15K
TypeSH
Market value$110.73M
1.00%
Sole
347.15K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares251.65K
TypeSH
Market value$110.32M
0.99%
Sole
251.65K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares366.31K
TypeSH
Market value$107.98M
0.97%
Sole
366.31K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares2.15M
TypeSH
Market value$106.33M
0.96%
Sole
2.15M
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares363.06K
TypeSH
Market value$106.08M
0.96%
Sole
363.06K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares130.94K
TypeSH
Market value$102.07M
0.92%
Sole
130.94K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares371.09K
TypeSH
Market value$101.19M
0.91%
Sole
371.09K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares1.54M
TypeSH
Market value$100.61M
0.91%
Sole
1.54M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares559.95K
TypeSH
Market value$98.97M
0.89%
Sole
559.95K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares1.26M
TypeSH
Market value$97.37M
0.88%
Sole
1.26M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.27M | SH | $634.14M 5.72% | 1.27M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.93M | SH | $620.13M 5.59% | 3.93M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.24M | SH | $458.65M 4.13% | 2.24M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.51M | SH | $331.15M 2.99% | 1.51M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 331.92K | SH | $244.99M 2.21% | 331.92K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 719.16K | SH | $208.49M 1.88% | 719.16K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 285.19K | SH | $201.84M 1.82% | 285.19K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 726.56K | SH | $200.28M 1.81% | 726.56K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 504.75K | SH | $179.21M 1.62% | 504.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 939.19K | SH | $165.51M 1.49% | 939.19K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 393.07K | SH | $144.12M 1.30% | 393.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 727.25K | SH | $129.01M 1.16% | 727.25K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 377.84K | SH | $120.02M 1.08% | 377.84K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 306.65K | SH | $119.04M 1.07% | 306.65K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 365.62K | SH | $114.06M 1.03% | 365.62K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 347.15K | SH | $110.73M 1.00% | 347.15K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 251.65K | SH | $110.32M 0.99% | 251.65K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 366.31K | SH | $107.98M 0.97% | 366.31K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 2.15M | SH | $106.33M 0.96% | 2.15M | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 363.06K | SH | $106.08M 0.96% | 363.06K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 130.94K | SH | $102.07M 0.92% | 130.94K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 371.09K | SH | $101.19M 0.91% | 371.09K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 1.54M | SH | $100.61M 0.91% | 1.54M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 559.95K | SH | $98.97M 0.89% | 559.95K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 1.26M | SH | $97.37M 0.88% | 1.26M | 0.00 | 0.00 |
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