Data as of Q4 2025 (Dec 31, 2025)

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%
GOOG2.0%
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
GOOG
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%
Other26.4%
Financial10.9%
Consumer9.9%
Healthcare7.5%
Industrial4.6%
Communication1.7%
Materials1.4%

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
MIGA
STRATEGY INC
SOLD
$15.1M
MLB1
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 2023