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CIK: 0001411530
Total reported value
$14.5B
$14.5B
777 檔
11.7%
During the Q2 2024 filing period, Sumitomo Mitsui DS Asset Management Company, Ltd (CIK: 0001411530) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $14.5B across 777 reported positions.
During Q2 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 777 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.83% | -0.50% | +3.11% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.75% | -0.20% | +910.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.60% | -0.06% | +2.70% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.85% | +0.15% | +3.87% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.96% | +0.25% | +2.49% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.77% | +1.34% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | -0.28% | +2.61% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.08% | +1.74% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.53% | -0.08% | -0.48% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | +0.03% | +1.73% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.34% | -0.04% | +1.24% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.32% | +0.02% | +3.30% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.13% | +2.14% | |
| 14 | URTH | Ishares Msci World ETF | ETF-Other | 1.26% | +0.15% | -4.20% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.19% | -0.01% | -0.70% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.08% | -0.02% | -1.46% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | +0.12% | -6.17% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.06% | +0.49% | +3.17% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.01% | -0.27% | +0.31% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.37% | +1.55% | |
| 21 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.00% | -0.05% | +0.02% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.00% | -0.12% | +3.26% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.97% | -0.18% | +3.55% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.94% | -0.10% | +3.15% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.36% | +10.51% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.83% | -0.06% | +3.11% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.13% | +3.59% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.05% | +2.85% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.07% | +3.83% | |
| 30 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.73% | +0.07% | -6.44% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.03% | +2.77% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.60% | EXIT | |
| 33 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.67% | -0.16% | -4.45% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.66% | -0.01% | +3.11% | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.58% | -0.14% | -1.98% | |
| 36 | BA | Boeing Co/the | Stock-Industrials | 0.58% | -0.04% | +1.11% | |
| 37 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.57% | -0.04% | +2.83% | |
| 38 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.57% | -0.04% | +14.65% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.19% | +3.81% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.09% | +3.40% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.55% | +0.47% | +13.47% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.01% | +3.99% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.06% | +3.55% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.49% | -0.06% | +3.91% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.46% | -0.03% | -0.25% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.45% | +0.02% | -5.17% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.45% | +0.07% | -2.82% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | — | +9.05% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | — | +3.47% | |
| 50 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.03% | +10.51% |
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 777 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 11.7% of total reported equity market value during Q2 2024.
During Q2 2024, Sumitomo Mitsui DS Asset Management Company, Ltd's top holdings by market value included MSFT (5.8%)、NVDA (4.8%)、AAPL (4.6%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q2 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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