Sumitomo Mitsui DS Asset Management Company, Ltd
โขCIK: 1411530โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Technology33.5%
Other26.4%
Financial10.9%
Consumer9.9%
Healthcare7.5%
Industrial4.6%
Communication1.7%
Materials1.4%
๐ช Exited Positionssold since Q3 2025
+553 more exited positions
Changes from Q3 2025
NEW1 new position
โ136 increased
โ63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023