Meiji Yasuda Asset Management Co Ltd.
•CIK: 1491685•Filing: Q4 2025
**Meiji Yasuda Asset Management Co Ltd.** manages $2.1B across a diversified portfolio of 546 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding $95.7M in NVDA, $79.9M in AAPL, and $79.2M in MSFT. Key allocations also include substantial positions in GOOGL ($58.7M), AMZN ($46.0M), and major financial institutions like JPM ($25.2M). This structure suggests a core strategy focused on established market leaders across technology and industrials.
Total AUM
$2.1B
QoQ Performance
-1.0%
Positions
545
Top 10 Concentration
27.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA4.6%
AAPL3.8%
MSFT3.8%
GOOGL2.8%
AMZN2.2%
ABBV1.8%
AVGO1.6%
META1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.8%
Technology23.4%
Healthcare7.9%
Consumer7.5%
Financial6.9%
Industrial2.3%
Consumer Staples2.1%
Energy2.0%
🚪 Exited Positionssold since Q3 2025
—
SMURFIT WESTROCK PLC
SOLD
$4.1M
+339 more exited positions
Changes from Q3 2025
NEW1 new position
↑80 increased
↓118 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023