Sumitomo Mitsui DS Asset Management Company, Ltd
Sector Allocation
- Technology41.0%$6.1B
- Financials13.7%$2.0B
- Healthcare8.8%$1.3B
- Consumer Discretionary7.5%$1.1B
- Industrials7.1%$1.0B
- Other6.3%$933.5M
- Consumer Staples3.8%$563.0M
- Real Estate3.4%$495.5M
- Energy2.9%$434.2M
- Materials2.2%$318.7M
AUM History
13fpro.ai/research/fund/sumitomo-mitsui-ds-asset-management-company-ltd-1411530
Conviction and streaks
Concentrating · top 10 = 31.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$940.4MAAPL
$801.4MMSFT
$731.4MAMZN
$447.0MGOOGL
$438.3MGOOG
$277.9MAVGO
$272.9MMETA
$264.5MGS
$259.5MCAT
$254.1MJPM
$232.1MMU
$207.2MV
$178.2MLLY
$174.2MAMD
$166.6MJNJ
$160.8MTSLA
$148.2MUNH
$137.6MAMGN
$136.8MGLDM
$135.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sumitomo-mitsui-ds-asset-management-company-ltd-1411530
Sumitomo Mitsui DS Asset Management Company, Ltd 13F holdings — Q3 2026
$14.8B portfolio (+2.0% QoQ) · 772 holdings · Q3 2026 13F · top 10 are 32% of the stock portfolio
$940.4M
6.4% of stocks
+1%This quarter-2.5%Since filed11+ qtrsHeld$801.4M
5.4% of stocks
+2%This quarter+2.4%Since filed11+ qtrsHeld$731.4M
5.0% of stocks
+0.7%This quarter-1.4%Since filed11+ qtrsHeld$447.0M
3.0% of stocks
+3%This quarter-5.6%Since filed11+ qtrsHeld$438.3M
3.0% of stocks
-0.0%This quarter-5.7%Since filed11+ qtrsHeld$277.9M
1.9% of stocks
+1%This quarter-5.7%Since filed11+ qtrsHeld$272.9M
1.9% of stocks
+3%This quarter-3.8%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$264.5M
1.8% of stocks
+0.9%This quarter-7.4%Since filed11+ qtrsHeld$259.5M
1.8% of stocks
+0.1%This quarter-1.0%Since filed11+ qtrsHeld$254.1M
1.7% of stocks
+0.1%This quarter-5.3%Since filed11+ qtrsHeld
All holdings — Sumitomo Mitsui DS Asset Management Company, Ltd (Q3 2026)
772 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $232.1M | 1.6% | 702K | -0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MICRON TECHNOLOGY INC | Technology | $207.2M | 1.4% | 195K | +9% | 11+ qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | VISA INC. | Financials | $178.2M | 1.2% | 496K | +0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ELI LILLY & Co | Healthcare | $174.2M | 1.2% | 151K | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ADVANCED MICRO DEVICES INC | Technology | $166.6M | 1.1% | 272K | +3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | JOHNSON & JOHNSON | Healthcare | $160.8M | 1.1% | 607K | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Tesla, Inc. | Consumer Discretionary | $148.2M | 1.0% | 418K | +3% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | UNITEDHEALTH GROUP INC | Healthcare | $137.6M | 0.9% | 375K | +0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMGEN INC | Healthcare | $136.8M | 0.9% | 324K | +0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | World Gold Trustetf/fund | Financials | $135.4M | 0.9% | 1.65M | -22% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $119.7M | 0.8% | 1.33M | -3% | — | — | 13F |
| 22 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $115.4M | 0.8% | 534K | -1% | — | — | 13F |
| 23 | CHEVRON CORP | Energy | $112.7M | 0.8% | 552K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | HOME DEPOT, INC. | Consumer Discretionary | $111.6M | 0.8% | 392K | +1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES INC - MSCI WORLD ETFetf/fund | — | $111.1M | 0.8% | 539K | +2% | — | — | 13F |
| 26 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $110.7M | 0.8% | 222K | +4% | |||
| 27 | $AXP | AMERICAN EXPRESS CO | Financials | $110.0M | 0.7% | 362K | -0.0% | |||
| 28 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $109.0M | 0.7% | 670K | +1% | |||
| 29 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $105.1M | 0.7% | 1.21M | +0.6% | |||
| 30 | $CSCO | CISCO SYSTEMS, INC. | Technology | $101.8M | 0.7% | 946K | +0.8% | |||
| 31 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $99.9M | 0.7% | 1.42M | +3% | |||
| 32 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $98.9M | 0.7% | 277K | +0.0% | |||
| 33 | $INTC | INTEL CORP | Technology | $97.1M | 0.7% | 807K | +7% | |||
| 34 | $WMT | Walmart Inc. | Consumer Staples | $94.6M | 0.6% | 911K | +3% | |||
| 35 | $MRK | Merck & Co., Inc. | Healthcare | $91.5M | 0.6% | 630K | -9% | |||
| 36 | $SHW | SHERWIN WILLIAMS CO | Materials | $90.0M | 0.6% | 278K | +0.2% | |||
| 37 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $86.3M | 0.6% | 594K | +1% | |||
| 38 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $84.1M | 0.6% | 225K | +646% | |||
| 39 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $83.2M | 0.6% | 378K | +0.0% | |||
| 40 | $CRM | Salesforce, Inc. | Technology | $83.0M | 0.6% | 362K | +0.4% | |||
| 41 | $MCD | MCDONALDS CORP | Consumer Discretionary | $81.9M | 0.6% | 355K | +0.4% | |||
| 42 | $PLTR | Palantir Technologies Inc. | Technology | $79.3M | 0.5% | 424K | -0.5% | |||
| 43 | $ABBV | AbbVie Inc. | Healthcare | $76.3M | 0.5% | 292K | -10% | |||
| 44 | $KO | COCA COLA CO | Consumer Staples | $75.7M | 0.5% | 880K | +0.8% | |||
| 45 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $75.4M | 0.5% | 1.39M | -5% | |||
| 46 | $WELL | WELLTOWER INC. | Real Estate | $68.1M | 0.5% | 296K | +4% | |||
| 47 | $MA | Mastercard Inc | Financials | $67.2M | 0.5% | 122K | +1% | |||
| 48 | $PM | Philip Morris International Inc. | Consumer Staples | $66.8M | 0.5% | 350K | +2% | |||
| 49 | $BA | BOEING CO | Industrials | $64.9M | 0.4% | 349K | +0.6% | |||
| 50 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $61.2M | 0.4% | 120K | +3% | |||
| 51 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $60.6M | 0.4% | 287K | +72% | |||
| 52 | $LRCX | LAM RESEARCH CORP | Technology | $60.5M | 0.4% | 184K | +2% | |||
| 53 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $60.4M | 0.4% | 66K | +3% | |||
| 54 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $59.1M | 0.4% | 223K | +262% | |||
| 55 | $APH | AMPHENOL CORP /DE/ | Technology | $55.8M | 0.4% | 662K | +102% | |||
| 56 | $KLAC | KLA CORP | Technology | $53.8M | 0.4% | 276K | +8% | |||
| 57 | $STX | Seagate Technology Holdings plc | Technology | $53.7M | 0.4% | 58K | +6% | |||
| 58 | $EQIX | EQUINIX INC | Real Estate | $52.9M | 0.4% | 52K | +5% | |||
| 59 | $DIS | Walt Disney Co | Communication Services | $52.6M | 0.4% | 501K | +0.4% | |||
| 60 | $SNDK | Sandisk Corp | Technology | $52.3M | 0.3% | 30K | +161% | |||
| 61 | $MMM | 3M CO | Healthcare | $51.7M | 0.3% | 315K | +0.2% | |||
| 62 | $ANET | Arista Networks, Inc. | Technology | $50.5M | 0.3% | 248K | -5% | |||
| 63 | $GE | GENERAL ELECTRIC CO | Industrials | $49.6M | 0.3% | 159K | +3% | |||
| 64 | $SNPS | SYNOPSYS INC | Technology | $49.4M | 0.3% | 783K | -12% | |||
| 65 | $PLD | Prologis, Inc. | Real Estate | $48.8M | 0.3% | 376K | +6% | |||
| 66 | $MRVL | Marvell Technology, Inc. | Technology | $47.5M | 0.3% | 180K | +8% | |||
| 67 | $PANW | Palo Alto Networks Inc | Technology | $46.9M | 0.3% | 118K | +1% | |||
| 68 | $ORCL | ORACLE CORP | Technology | $46.8M | 0.3% | 341K | +6% | |||
| 69 | $BNY | Bank of New York Mellon Corp | Financials | $45.4M | 0.3% | 314K | +1% | |||
| 70 | $NFLX | NETFLIX INC | Communication Services | $43.2M | 0.3% | 621K | +1% | |||
| 71 | $NEE | NEXTERA ENERGY INC | Utilities | $41.9M | 0.3% | 553K | +2% | |||
| 72 | $ETN | Eaton Corp plc | Industrials | $39.9M | 0.3% | 93K | -5% | |||
| 73 | $GEV | GE Vernova Inc. | Industrials | $38.7M | 0.3% | 41K | +3% | |||
| 74 | $TXN | TEXAS INSTRUMENTS INC | Technology | $37.8M | 0.3% | 135K | +4% | |||
| 75 | — | ISHARES TR - U.S. REAL ES ETF | — | $37.7M | 0.3% | 397K | -27% | |||
| 76 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $37.7M | 0.3% | 56K | +3% | |||
| 77 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $36.5M | 0.3% | 456K | +0.9% | |||
| 78 | — | ISHARES INC - CORE MSCI EMKT | — | $35.3M | 0.2% | 435K | -11% | |||
| 79 | $WDC | WESTERN DIGITAL CORP | Technology | $34.6M | 0.2% | 76K | +4% | |||
| 80 | $RTX | RTX Corp | Industrials | $34.6M | 0.2% | 186K | +3% | |||
| 81 | $MS | MORGAN STANLEY | Financials | $34.4M | 0.2% | 183K | +1% | |||
| 82 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $33.8M | 0.2% | 497K | +2% | |||
| 83 | $C | CITIGROUP INC | Financials | $33.3M | 0.2% | 257K | +0.7% | |||
| 84 | $NOW | ServiceNow, Inc. | Technology | $32.7M | 0.2% | 244K | -13% | |||
| 85 | $LIN | LINDE PLC | Materials | $32.3M | 0.2% | 68K | +2% | |||
| 86 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $32.2M | 0.2% | 79K | +0.3% | |||
| 87 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $32.0M | 0.2% | 242K | -0.4% | |||
| 88 | $FTNT | Fortinet, Inc. | Technology | $31.9M | 0.2% | 178K | -5% | |||
| 89 | $ACN | Accenture plc | Technology | $31.9M | 0.2% | 174K | +14% | |||
| 90 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $31.7M | 0.2% | 534K | +65% | |||
| 91 | $TT | Trane Technologies plc | Technology | $31.0M | 0.2% | 69K | -0.8% | |||
| 92 | $ADI | ANALOG DEVICES INC | Technology | $30.9M | 0.2% | 78K | +3% | |||
| 93 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $30.5M | 0.2% | 58K | -8% | |||
| 94 | $PH | Parker-Hannifin Corp | Industrials | $30.2M | 0.2% | 32K | +1% | |||
| 95 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $29.9M | 0.2% | 323K | +35% | |||
| 96 | $PWR | QUANTA SERVICES, INC. | Industrials | $29.6M | 0.2% | 46K | -1% | |||
| 97 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $29.1M | 0.2% | 166K | +11% | |||
| 98 | $QCOM | QUALCOMM INC/DE | Technology | $28.8M | 0.2% | 156K | +2% | |||
| 99 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $28.5M | 0.2% | 192K | +2% | |||
| 100 | $IAU | ISHARES GOLD TRUST | Financials | $28.3M | 0.2% | 362K | +18% | |||
| 101 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $27.9M | 0.2% | 609K | -2% | |||
| 102 | $SPGI | S&P Global Inc. | Financials | $27.9M | 0.2% | 71K | +0.2% | |||
| 103 | $GLW | CORNING INC /NY | Materials | $27.8M | 0.2% | 181K | +15% | |||
| 104 | $DDOG | Datadog, Inc. | Technology | $27.4M | 0.2% | 100K | -19% | |||
| 105 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $27.3M | 0.2% | 582K | -22% | |||
| 106 | $PEP | PEPSICO INC | Consumer Staples | $26.3M | 0.2% | 207K | -2% | |||
| 107 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $26.2M | 0.2% | 153K | +9% | |||
| 108 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $26.0M | 0.2% | 130K | +5% | |||
| 109 | $SNPS | SYNOPSYS INC | Technology | $25.5M | 0.2% | 59K | +3% | |||
| 110 | $T | AT&T INC. | Communication Services | $25.3M | 0.2% | 1.04M | -3% | |||
| 111 | $ABT | ABBOTT LABORATORIES | Healthcare | $25.3M | 0.2% | 256K | +3% | |||
| 112 | $DELL | Dell Technologies Inc. | Technology | $25.3M | 0.2% | 47K | +2% | |||
| 113 | $VRT | Vertiv Holdings Co | Technology | $25.3M | 0.2% | 105K | -3% | |||
| 114 | $ARES | Ares Management Corp | Financials | $24.7M | 0.2% | 212K | -2% | |||
| 115 | $UNP | UNION PACIFIC CORP | Industrials | $24.4M | 0.2% | 90K | +2% | |||
| 116 | $DE | DEERE & CO | Industrials | $24.4M | 0.2% | 36K | +1% | |||
| 117 | $SYK | STRYKER CORP | Healthcare | $23.8M | 0.2% | 86K | +0.9% | |||
| 118 | $PFE | PFIZER INC | Healthcare | $23.7M | 0.2% | 830K | -5% | |||
| 119 | $SCHW | SCHWAB CHARLES CORP | Financials | $23.2M | 0.2% | 237K | +0.7% | |||
| 120 | $BLK | BlackRock, Inc. | Financials | $23.0M | 0.2% | 22K | +2% | |||
| 121 | $MSI | Motorola Solutions, Inc. | Technology | $22.8M | 0.1% | 51K | +8% | |||
| 122 | $CEG | Constellation Energy Corp | Utilities | $22.6M | 0.1% | 89K | +0.8% | |||
| 123 | $COP | CONOCOPHILLIPS | Energy | $22.6M | 0.1% | 181K | +0.9% | |||
| 124 | $ECL | ECOLAB INC. | Materials | $21.9M | 0.1% | 80K | -0.8% | |||
| 125 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $21.5M | 0.1% | 81K | -0.0% | |||
| 126 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $21.2M | 0.1% | 13K | +0.1% | |||
| 127 | $DHR | DANAHER CORP /DE/ | Healthcare | $21.0M | 0.1% | 95K | +4% | |||
| 128 | $KEYS | Keysight Technologies, Inc. | Technology | $21.0M | 0.1% | 58K | +67% | |||
| 129 | $NEM | NEWMONT Corp /DE/ | Materials | $20.6M | 0.1% | 179K | -0.4% | |||
| 130 | $O | REALTY INCOME CORP | Real Estate | $20.4M | 0.1% | 375K | +4% | |||
| 131 | $SNOW | Snowflake Inc. | Technology | $20.2M | 0.1% | 59K | +3% | |||
| 132 | $WM | WASTE MANAGEMENT INC | Utilities | $19.8M | 0.1% | 97K | +3% | |||
| 133 | $MSCI | MSCI Inc. | Financials | $19.2M | 0.1% | 36K | -8% | |||
| 134 | — | VANGUARD WORLD FD - INF TECH ETF | — | $19.2M | 0.1% | 153K | +17% | |||
| 135 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $18.9M | 0.1% | 116K | -2% | |||
| 136 | $UBER | Uber Technologies, Inc | Technology | $18.9M | 0.1% | 276K | +0.6% | |||
| 137 | $AWK | American Water Works Company, Inc. | Utilities | $18.8M | 0.1% | 145K | -0.0% | |||
| 138 | $PSA | Public Storage | Real Estate | $18.8M | 0.1% | 67K | +7% | |||
| 139 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $18.2M | 0.1% | 292K | -7% | |||
| 140 | $IBKR | Interactive Brokers Group, Inc. | Financials | $18.0M | 0.1% | 211K | -0.6% | |||
| 141 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $17.9M | 0.1% | 86K | +0.9% | |||
| 142 | $CB | Chubb Ltd | Financials | $17.8M | 0.1% | 55K | +0.5% | |||
| 143 | $VLO | VALERO ENERGY CORP/TX | Energy | $17.7M | 0.1% | 46K | +0.1% | |||
| 144 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $17.5M | 0.1% | 288K | +112% | |||
| 145 | $VTR | Ventas, Inc. | Real Estate | $17.3M | 0.1% | 204K | +11% | |||
| 146 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $17.1M | 0.1% | 88K | -0.6% | |||
| 147 | $SPOT | Spotify Technology S.A. | Communication Services | $17.1M | 0.1% | 35K | +0.5% | |||
| 148 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $16.9M | 0.1% | 28K | +1% | |||
| 149 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $16.9M | 0.1% | 251K | -5% | |||
| 150 | $APP | AppLovin Corp | Technology | $16.6M | 0.1% | 57K | +0.3% |
What changed in Q3 2026
Against the previous quarter's 13F: 28 new, 430 added to, 143 trimmed, 23 sold out. Share-count changes; largest moves by dollar size first.
New positions (28)
- ISHARES TR - IBOXX HI YD ETF$6.1M
first bought this quarter
- TEVA PHARMACEUTICAL INDS LTD - SHS$5.1M
first bought this quarter
$SCISERVICE CORP INTERNATIONAL$4.3M
first bought this quarter
$SUNBSunbelt Rentals Holdings, Inc.$3.1M
first bought this quarter
$NVTnVent Electric plc$3.0M
first bought this quarter
$ATIATI INC$2.9M
first bought this quarter
+22 more in the Excel export
Added to (430)
- VANGUARD INDEX FDS - MRNGSTR TTL STK+646%
now $84.1M
$CRWDCrowdStrike Holdings, Inc.+262%
now $59.1M · held 11+ qtrs
$SNDKSandisk Corp+161%
now $52.3M · held 4 qtrs, 4 adds in a row
$APHAMPHENOL CORP /DE/+102%
now $55.8M · held 11+ qtrs
$HONHONEYWELL INTERNATIONAL INC+72%
now $60.6M · held 11+ qtrs
now $207.2M · held 11+ qtrs, 10 adds in a row
+424 more in the Excel export
Trimmed (143)
now $135.4M · held 11+ qtrs
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-77%
now $6.2M
$HONAHoneywell Aerospace Inc.-74%
now $6.8M
- ISHARES TR - JPMORGAN USD EMG-76%
now $5.2M
- ISHARES TR - U.S. REAL ES ETF-27%
now $37.7M
$MRKMerck & Co., Inc.-9%
now $91.5M · held 11+ qtrs
+137 more in the Excel export
Holdings by quarter
Every 13F Sumitomo Mitsui DS Asset Management Company, Ltd has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sumitomo Mitsui DS Asset Management Company, Ltd?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 23, 2026.
Average quality of Sumitomo Mitsui DS Asset Management Company, Ltd's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-2.7%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 9% over the last 4
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Sumitomo Mitsui DS Asset Management Company, Ltd disclosed 772 positions worth $14.8B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 6.4% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 28 new positions and exited 23 and a full exit from $AVB. The portfolio is most concentrated in Technology (41.0% of disclosed assets). All figures are sourced directly from Sumitomo Mitsui DS Asset Management Company, Ltd’s Form 13F-HR filing with the SEC under CIK 1411530.
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