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CIK: 0001411530
Total reported value
$14.5B
$14.5B
771 檔
9.8%
As reported in its official Q1 2024 Form 13F filing, Sumitomo Mitsui DS Asset Management Company, Ltd's tracked investment portfolio stood at $14.5B with 771 total positions.
During Q1 2024, Sumitomo Mitsui DS Asset Management Company, Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 771 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | -0.50% | +4.87% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.84% | -0.06% | -0.29% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.62% | -0.20% | -0.28% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.70% | +0.15% | +25.76% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.95% | +0.25% | +1.98% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 1.81% | -0.08% | +3.93% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.64% | -0.28% | +2.30% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | -0.08% | +3.91% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.77% | +5.44% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.49% | -0.04% | +2.83% | |
| 11 | URTH | Ishares Msci World ETF | ETF-Other | 1.36% | +0.15% | -7.40% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.24% | +0.02% | +7.06% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.19% | +0.03% | +2.04% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.19% | +0.49% | +6.34% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.18% | -0.02% | — | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.27% | +5.47% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.16% | -0.01% | -5.92% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.16% | -0.18% | +6.30% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.13% | +1.74% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.06% | -0.05% | +0.82% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.05% | -0.37% | +3.65% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.12% | -0.81% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.10% | +6.19% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | -0.12% | +6.75% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.13% | +4.75% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.90% | -0.05% | +4.36% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.36% | +2.61% | |
| 28 | AXP | American Express Co | Stock-Financials | 0.84% | -0.06% | +4.79% | |
| 29 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.84% | +0.07% | +11.44% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.07% | +3.46% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.75% | -0.16% | +8.83% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | -0.01% | +6.15% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.60% | EXIT | |
| 34 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.66% | -0.04% | +7.29% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.03% | +4.58% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.64% | -0.04% | +6.52% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.63% | -0.14% | +4.18% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.06% | +5.75% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.06% | +3.17% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.51% | +0.47% | +41.78% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.19% | +99.47% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.50% | -0.04% | +5.26% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.01% | +5.23% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.09% | +4.73% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.47% | -0.06% | +3.80% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | — | +4.97% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.45% | -0.07% | +2.00% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.45% | -0.03% | -1.50% | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.44% | +0.02% | -4.01% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.43% | +0.07% | +1.58% |
According to official SEC Form 13F filings, Sumitomo Mitsui DS Asset Management Company, Ltd reported a total U.S. public equity portfolio value of $14.5B across 771 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 9.8% of total reported equity market value during Q1 2024.
During Q1 2024, Sumitomo Mitsui DS Asset Management Company, Ltd's top holdings by market value included MSFT (5.6%)、AAPL (3.8%)、NVDA (3.6%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q1 2024, Sumitomo Mitsui DS Asset Management Company, Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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