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CIK: 0001411530
Total reported value
$14.8B
$14.8B
767 檔
19.6%
As reported in its official Q2 2026 Form 13F filing, Sumitomo Mitsui DS Asset Management Company, Ltd's tracked investment portfolio stood at $14.8B with 767 total positions.
In Q2 2026, Sumitomo Mitsui DS Asset Management Company, Ltd displayed an active expansion posture, initiating 15 new positions and adding to 108 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 767 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.62% | +0.74% | -1.40% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.73% | +0.69% | +1.58% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | +1.31% | +2.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.14% | -0.18% | +25.25% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | +0.15% | +8.07% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 2.30% | -0.58% | -0.99% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.01% | -0.25% | -1.13% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | -0.12% | +2.47% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.96% | -0.08% | -2.98% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.02% | -0.29% | |
| 11 | MU | Micron Technology Inc | Stock-Tech | 1.42% | -0.02% | +9.48% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | +0.38% | -0.73% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | -0.05% | +0.36% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | -0.17% | +1.53% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | +0.05% | -0.18% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.16% | -0.24% | +31.51% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.07% | -0.14% | -0.18% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.06% | +0.07% | -2.90% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | +0.04% | +0.40% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.20% | -0.12% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.84% | -0.10% | -1.33% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | -0.01% | +482.96% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.81% | -0.03% | +3.28% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.80% | +0.13% | -0.85% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | -0.07% | +12.98% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | +0.01% | +2.80% | |
| 27 | URTH | Ishares Msci World ETF | ETF-Other | 0.74% | +0.01% | +29.05% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.74% | -0.03% | +1.39% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.73% | -0.17% | -0.23% | |
| 30 | INTC | Intel CORP | Stock-Tech | 0.73% | -0.07% | -6.45% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.70% | -0.02% | +264.45% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.05% | +1.18% | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.66% | -0.05% | -1.09% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.66% | -0.11% | -4.90% | |
| 35 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.63% | +0.04% | -1.64% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.62% | EXIT | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.62% | +0.14% | -8.24% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | — | +0.48% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.01% | -0.25% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | -0.17% | +2.21% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | -0.07% | -0.25% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.04% | +1.06% | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | -0.13% | +1.55% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.53% | -0.17% | +910.44% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.52% | -0.08% | -0.97% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | +0.02% | +6.48% | |
| 47 | WELL | Welltower Inc | Stock-Real Estate | 0.44% | +0.02% | +2.76% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | +0.02% | +1.65% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | +0.02% | -0.48% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.01% | +1.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1% | +9.48% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +25.25% | Add |
| 3 | AMD | Advanced Micro Devices | +0.6% | -2.90% | Trim |
| 4 | CAT | Caterpillar Inc | +0.5% | -0.99% | Trim |
| 5 | BND | Vanguard Total Bond Market | +0.5% | +264.45% | Add |
| 6 | INTC | Intel CORP | +0.4% | -6.45% | Trim |
| 7 | IYR | Ishares US Real Estate ETF | +0.4% | NEW | New buy |
| 8 | MRVL | Marvell Technology Inc | +0.3% | +88.65% | Add |
| 9 | AMAT | Applied Materials Inc | +0.3% | +2.21% | Add |
| 10 | ✓ | +0.3% | NEW | New buy | |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | -0.18% | Trim |
| 12 | ✓ | +0.3% | NEW | New buy | |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +12.98% | Add |
| 14 | LRCX | Lam Research CORP | +0.2% | +1.55% | Add |
| 15 | KLAC | Kla CORP | +0.2% | +910.44% | Add |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 17 | IEMG | Ishares Core Msci Emerging | +0.2% | +155.58% | Add |
| 18 | STX | Seagate Technology Holdings plc | +0.2% | -15.39% | Trim |
| 19 | SNDK | Sandisk CORP | +0.2% | +160.44% | Add |
| 20 | AMZN | Amazon.com Inc | +0.2% | +8.07% | Add |
| 21 | URTH | Ishares Msci World ETF | +0.2% | +29.05% | Add |
| 22 | GLW | Corning Inc | +0.2% | +35.98% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | +0.36% | Add |
| 24 | WDC | Western Digital CORP | +0.1% | -16.28% | Trim |
| 25 | AVGO | Broadcom Inc | +0.1% | +2.47% | Add |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -3.80% | Trim |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +3.25% | Add |
| 28 | DDOG | Datadog Inc - Class A | +0.1% | -4.59% | Trim |
| 29 | DELL | Dell Technologies -c | +0.1% | -3.09% | Trim |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 31 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +39.42% | Add |
| 32 | TXN | Texas Instruments Inc | +0.1% | +0.93% | Add |
| 33 | IAU | Ishares Gold Trust | +0.1% | +143.64% | Add |
| 34 | BAM | Brookfield Asset Mgmt-a | +0.1% | NEW | New buy |
| 35 | ALAB | Astera Labs Inc | +0.1% | +61.43% | Add |
| 36 | APH | Amphenol Corp-cl A | +0.1% | -0.32% | Trim |
| 37 | FNV | Franco-nevada CORP | +0.1% | +1719.47% | Add |
| 38 | ROK | Rockwell Automation Inc | +0.1% | +85.36% | Add |
| 39 | ✓ | +0.1% | NEW | New buy | |
| 40 | GE | General Electric | +0.1% | +0.52% | Add |
| 41 | FTNT | Fortinet Inc | +0.1% | -16.93% | Trim |
| 42 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +41.82% | Add |
| 43 | DCI | Donaldson Co Inc | +0.1% | +2174.41% | Add |
| 44 | GEV | GE Vernova Inc | 0% | +0.56% | Add |
| 45 | ANET | Arista Networks Inc | 0% | -2.68% | Trim |
| 46 | QCOM | Qualcomm Inc | 0% | +3.32% | Add |
| 47 | MSI | Motorola Solutions Inc | 0% | +68.95% | Add |
| 48 | VGT | Vanguard Info Tech ETF | 0% | +946.19% | Add |
| 49 | CVS | Cvs Health CORP | 0% | +5.52% | Add |
| 50 | FTAI | FTAI Aviation Ltd. | 0% | +184.98% | Add |
According to official SEC Form 13F filings, Sumitomo Mitsui DS Asset Management Company, Ltd reported a total U.S. public equity portfolio value of $14.8B across 767 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 19.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
IYR
市值: $55.8M
Top Position Liquidated / Trimmed
HON
前期市值: $74.6M
During Q2 2026, Sumitomo Mitsui DS Asset Management Company, Ltd's top holdings by market value included NVDA (5.6%)、AAPL (4.7%)、MSFT (3.6%). The largest single position, NVDA, represented 5.6% of total portfolio value.
In Q2 2026, Sumitomo Mitsui DS Asset Management Company, Ltd made 199 total portfolio adjustments, initiating 15 new buys, adding to 108 positions, trimming 69 holdings, and fully liquidating 7 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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