Latest imported 13F data

Sumitomo Mitsui DS Asset Management Company, Ltd

โ€ขCIK: 1411530โ€ขFiling: Q4 2025

Sumitomo Mitsui DS Asset Management Company, Ltd, with $12.7B in AUM, has recently adjusted its portfolio by adding PNC and MU, reflecting a strategic shift towards financials and technology. The fund, known for its active management style, has notably cut positions in RYAN and ATHM by 93%, while increasing exposure to tech giants like NVDA, MSFT, and AAPL, highlighting a focus on growth and innovation.

Total AUM
$12.7B
QoQ Performance
+3.0%
Positions
748
Top 10 Concentration
35.8%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
MSFT
NVDA6.0%
MSFT5.1%
AAPL4.9%
AMZN2.9%
GOOGL2.4%
AVGO2.1%
GOOGL2.0%
GS2.0%

๐Ÿ“ˆ Biggest Buys

NFLX
NETFLIX INC
+912.9%
0.4% of portfolio
NOW
SERVICENOW INC
+432.5%
0.3% of portfolio
BND
VANGUARD BD INDEX FDS
+33.5%
0.5% of portfolio
GOOGL
ALPHABET INC
+5.9%
2.0% of portfolio
MRK
MERCK & CO INC
+21.4%
0.6% of portfolio

๐Ÿ“‰ Biggest Sells

IAU*
ISHARES GOLD TR
-59.6%
0.1% of portfolio
V
VISA INC
-7.3%
1.3% of portfolio
VWOB
VANGUARD WHITEHALL FDS
-17.4%
0.4% of portfolio
JPM
JPMORGAN CHASE & CO.
-4.1%
1.8% of portfolio
GLDM
WORLD GOLD TR
-6.9%
1.0% of portfolio

Sector Breakdown

Technology33.5%
Other25.4%
Financial10.6%
Consumer9.9%
Healthcare7.5%
Industrial4.6%
Energy1.9%
Communication1.7%

๐Ÿšช Exited Positionssold since Q3 2025

FISV
FISERV INC
SOLD
$18.4M
IDXX
IDEXX LABS INC
SOLD
$17.5M
ZTS
ZOETIS INC
SOLD
$16.6M
MSTR
STRATEGY INC
SOLD
$15.1M
MELI
MERCADOLIBRE INC
SOLD
$11.0M
+553 more exited positions

Changes from Q3 2025

NEW1 new position
โ†‘136 increased
โ†“63 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022