Sumitomo Mitsui DS Asset Management Company, Ltd

13F filer · CIK 0001411530

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$14.5BU.S. long equity reported on 13F

Positions72816 new · 23 closed

Net flow last quarter+$220MBuys minus sells

Top 10 positions weight29.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 2026728 positions
NVDANvidia Corp	$814M	5.62%	0.02%	-1.4%	Q2 2013
AAPLApple Inc.	$685M	4.73%	0.02%	+1.6%	Q2 2013
MSFTMicrosoft Corp	$528M	3.64%	0.02%	+2.5%	Q2 2013
GOOGLAlphabet Inc.	$455M	3.14%	0.01%	+25.3%	Q4 2015
AMZNAmazon Com Inc	$416M	2.87%	0.02%	+8.1%	Q2 2013
CATCaterpillar Inc	$333M	2.30%	0.07%	-1.0%	Q2 2013
GSGoldman Sachs Group Inc	$291M	2.01%	0.10%	-1.1%	Q2 2013
AVGOBroadcom Inc.	$286M	1.97%	0.02%	+2.5%	Q1 2016
GOOGAlphabet Inc.	$285M	1.96%	Not reported	-3.0%	Q4 2015
JPMJPMorgan Chase & Co	$230M	1.59%	0.03%	-0.3%	Q2 2013
MUMicron Technology Inc	$206M	1.42%	0.02%	+9.5%	Q2 2013
METAMeta Platforms, Inc.	$204M	1.41%	Not reported	-0.7%	Q2 2013
LLYELI LILLY & Co	$178M	1.23%	0.02%	+0.4%	Q2 2013
TSLATesla, Inc.	$170M	1.17%	0.01%	+1.5%	Q3 2013
VVisa Inc.	$169M	1.16%	0.03%	-0.2%	Q2 2013
GLDMWorld Gold Trust	$167M	1.16%	0.62%	+31.5%	Q4 2021
UNHUnitedhealth Group Inc	$155M	1.07%	0.04%	-0.2%	Q2 2013
AMDAdvanced Micro Devices Inc	$154M	1.06%	0.02%	-2.9%	Q1 2017
JNJJohnson & Johnson	$152M	1.05%	0.02%	+0.4%	Q2 2013
HDHome Depot, Inc.	$137M	0.95%	0.04%	-0.1%	Q2 2013
AXPAmerican Express Co	$122M	0.84%	0.05%	-1.3%	Q2 2013
AMGNAmgen Inc	$116M	0.80%	0.06%	-0.9%	Q2 2013
CSCOCisco Systems, Inc.	$110M	0.76%	0.02%	+13.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$107M	0.74%	Not reported	+2.8%	Q2 2013
IBMInternational Business Machines Corp	$106M	0.73%	0.04%	-0.2%	Q2 2013
INTCIntel Corp	$106M	0.73%	0.02%	-6.5%	Q2 2013
WMTWalmart Inc.	$101M	0.69%	0.01%	+1.2%	Q2 2013
SHWSherwin Williams Co	$95.7M	0.66%	0.11%	-1.1%	Q2 2013
MCDMcdonalds Corp	$95.5M	0.66%	0.05%	-4.9%	Q2 2013
TRVTravelers Companies, Inc.	$91.6M	0.63%	0.13%	-1.6%	Q2 2013
XOMExxonMobil Holdings Corp	$90.5M	0.62%	0.02%	-7.1%	Q2 2013
CVXChevron Corp	$90M	0.62%	0.03%	-8.2%	Q2 2013
MRKMerck & Co., Inc.	$89.3M	0.62%	0.03%	+0.5%	Q2 2013
PGPROCTER & GAMBLE Co	$85.9M	0.59%	0.03%	-0.3%	Q2 2013
AMATApplied Materials Inc	$84.4M	0.58%	0.01%	+2.2%	Q2 2013
BACBank of America Corp	$83.5M	0.58%	0.02%	-0.3%	Q2 2013
ABBVAbbVie Inc.	$81.7M	0.56%	0.02%	+1.1%	Q2 2013
LRCXLam Research Corp	$78M	0.54%	0.01%	+1.6%	Q2 2013
KLACKla Corp	$77.3M	0.53%	0.02%	+1.0%	Q2 2013
BABoeing Co	$75.1M	0.52%	0.04%	-1.0%	Q2 2013
KOCoca Cola Co	$70.9M	0.49%	0.02%	+6.5%	Q2 2013
WELLWelltower Inc.	$64.3M	0.44%	0.04%	+2.8%	Q3 2015
PMPhilip Morris International Inc.	$62M	0.43%	0.02%	+1.7%	Q2 2013
MAMastercard Inc	$61.7M	0.43%	0.01%	-0.5%	Q2 2013
COSTCostco Wholesale Corp	$60.4M	0.42%	0.01%	+1.7%	Q2 2013
APHAmphenol Corp	$57.7M	0.40%	0.03%	-0.3%	Q2 2013
GEGeneral Electric Co	$57.7M	0.40%	0.01%	+0.5%	Q3 2021
CRMSalesforce, Inc.	$56.4M	0.39%	0.04%	-4.4%	Q2 2013
STXSeagate Technology Holdings plc	$53M	0.37%	0.02%	-15.4%	Q2 2013
EQIXEquinix Inc	$52M	0.36%	0.05%	-3.2%	Q2 2013

Q1 2026Reported Apr 24, 2026733 positions
NVDANvidia Corp	$719M	5.82%	0.02%	+0.2%	Q2 2013
AAPLApple Inc.	$592M	4.79%	0.02%	+1.7%	Q2 2013
MSFTMicrosoft Corp	$511M	4.14%	0.02%	+2.7%	Q2 2013
AMZNAmazon Com Inc	$336M	2.72%	0.02%	+2.7%	Q2 2013
GOOGLAlphabet Inc.	$292M	2.37%	0.01%	+4.0%	Q4 2015
GSGoldman Sachs Group Inc	$246M	1.99%	0.10%	+2.3%	Q2 2013
GOOGAlphabet Inc.	$238M	1.93%	Not reported	+1.4%	Q4 2015
AVGOBroadcom Inc.	$228M	1.85%	0.02%	-2.9%	Q1 2016
CATCaterpillar Inc	$224M	1.81%	0.07%	+2.9%	Q2 2013
METAMeta Platforms, Inc.	$208M	1.69%	Not reported	+0.2%	Q2 2013
JPMJPMorgan Chase & Co	$207M	1.67%	0.03%	-1.0%	Q2 2013
VVisa Inc.	$149M	1.20%	0.03%	+2.3%	Q2 2013
GLDMWorld Gold Trust	$149M	1.20%	0.50%	+4.3%	Q4 2021
TSLATesla, Inc.	$148M	1.20%	0.01%	+2.5%	Q3 2013
JNJJohnson & Johnson	$146M	1.18%	0.02%	+3.6%	Q2 2013
LLYELI LILLY & Co	$136M	1.10%	0.02%	+1.3%	Q2 2013
HDHome Depot, Inc.	$128M	1.03%	0.04%	+2.8%	Q2 2013
CVXChevron Corp	$122M	0.99%	0.03%	-6.2%	Q2 2013
XOMExxonMobil Holdings Corp	$121M	0.98%	0.02%	-1.4%	Q2 2013
MCDMcdonalds Corp	$115M	0.93%	0.05%	+1.8%	Q2 2013
AMGNAmgen Inc	$114M	0.92%	0.06%	+2.9%	Q2 2013
AXPAmerican Express Co	$111M	0.90%	0.05%	+1.5%	Q2 2013
WMTWalmart Inc.	$109M	0.88%	0.01%	+2.7%	Q2 2013
UNHUnitedhealth Group Inc	$101M	0.82%	0.04%	+1.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$100M	0.81%	Not reported	+2.3%	Q2 2013
IBMInternational Business Machines Corp	$91.9M	0.74%	0.04%	+2.5%	Q2 2013
SHWSherwin Williams Co	$90M	0.73%	0.11%	+2.5%	Q2 2013
PGPROCTER & GAMBLE Co	$84.8M	0.69%	0.03%	+3.6%	Q2 2013
MRKMerck & Co., Inc.	$83.2M	0.67%	0.03%	-4.4%	Q2 2013
TRVTravelers Companies, Inc.	$82.3M	0.67%	0.13%	+2.3%	Q2 2013
HONHoneywell International Inc	$74.6M	0.60%	0.05%	+2.2%	Q2 2013
BACBank of America Corp	$71.6M	0.58%	0.02%	-0.4%	Q2 2013
CRMSalesforce, Inc.	$70.3M	0.57%	0.04%	+1.9%	Q2 2013
ABBVAbbVie Inc.	$69.8M	0.56%	0.02%	+1.5%	Q2 2013
BABoeing Co	$69.7M	0.56%	0.04%	+3.0%	Q2 2013
CSCOCisco Systems, Inc.	$64.5M	0.52%	0.02%	+2.4%	Q2 2013
COSTCostco Wholesale Corp	$63.3M	0.51%	0.01%	+3.5%	Q2 2013
KOCoca Cola Co	$62.3M	0.50%	0.02%	+1.7%	Q2 2013
MAMastercard Inc	$60.4M	0.49%	0.01%	+1.2%	Q2 2013
NFLXNetflix Inc	$58.1M	0.47%	0.01%	+2.3%	Q2 2013
PMPhilip Morris International Inc.	$55.8M	0.45%	0.02%	-0.8%	Q2 2013
AMDAdvanced Micro Devices Inc	$55.6M	0.45%	0.02%	+4.4%	Q1 2017
PLTRPalantir Technologies Inc.	$55.5M	0.45%	0.02%	+5.5%	Q2 2021
MUMicron Technology Inc	$55.1M	0.45%	0.01%	+2.4%	Q2 2013
WELLWelltower Inc.	$54.5M	0.44%	0.04%	+4.0%	Q3 2015
EQIXEquinix Inc	$50.5M	0.41%	0.05%	-1.4%	Q2 2013
NEENextera Energy Inc	$48.6M	0.39%	0.03%	-8.0%	Q2 2013
DISWalt Disney Co	$48.4M	0.39%	0.03%	+1.9%	Q2 2013
MMM3m Co	$46.1M	0.37%	0.06%	+2.1%	Q2 2013
PLDPrologis, Inc.	$45.2M	0.37%	0.04%	+1.9%	Q2 2013

Q4 2025Reported Feb 3, 2026738 positions
NVDANvidia Corp	$768M	6.04%	0.02%	-0.5%	Q2 2013
MSFTMicrosoft Corp	$651M	5.12%	0.02%	+1.5%	Q2 2013
AAPLApple Inc.	$623M	4.90%	0.02%	+1.2%	Q2 2013
AMZNAmazon Com Inc	$363M	2.85%	0.01%	+1.9%	Q2 2013
GOOGLAlphabet Inc.	$306M	2.41%	0.01%	-2.6%	Q4 2015
AVGOBroadcom Inc.	$263M	2.07%	0.02%	-0.7%	Q1 2016
GOOGAlphabet Inc.	$257M	2.02%	Not reported	+5.9%	Q4 2015
GSGoldman Sachs Group Inc	$250M	1.97%	0.10%	-0.3%	Q2 2013
METAMeta Platforms, Inc.	$240M	1.89%	Not reported	+3.3%	Q2 2013
JPMJPMorgan Chase & Co	$229M	1.80%	0.03%	-4.1%	Q2 2013
CATCaterpillar Inc	$176M	1.39%	0.07%	-0.2%	Q2 2013
TSLATesla, Inc.	$175M	1.37%	0.01%	+0.6%	Q3 2013
VVisa Inc.	$169M	1.33%	0.03%	-7.3%	Q2 2013
LLYELI LILLY & Co	$157M	1.24%	0.02%	+1.1%	Q2 2013
AXPAmerican Express Co	$134M	1.05%	0.05%	-0.4%	Q2 2013
GLDMWorld Gold Trust	$131M	1.03%	0.54%	-7.0%	Q4 2021
HDHome Depot, Inc.	$130M	1.02%	0.04%	-2.1%	Q2 2013
UNHUnitedhealth Group Inc	$121M	0.95%	0.04%	-0.1%	Q2 2013
JNJJohnson & Johnson	$119M	0.94%	0.02%	+1.0%	Q2 2013
MCDMcdonalds Corp	$112M	0.88%	0.05%	-0.2%	Q2 2013
IBMInternational Business Machines Corp	$110M	0.86%	0.04%	+0.5%	Q2 2013
AMGNAmgen Inc	$103M	0.81%	0.06%	-0.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$103M	0.81%	Not reported	+3.5%	Q2 2013
CRMSalesforce, Inc.	$97.9M	0.77%	0.04%	-1.2%	Q2 2013
CVXChevron Corp	$96.2M	0.76%	0.03%	-3.2%	Q2 2013
WMTWalmart Inc.	$95.2M	0.75%	0.01%	+1.5%	Q2 2013
SHWSherwin Williams Co	$88.8M	0.70%	0.11%	-0.4%	Q2 2013
XOMExxonMobil Holdings Corp	$86.9M	0.68%	0.02%	+0.8%	Q2 2013
PGPROCTER & GAMBLE Co	$81.2M	0.64%	0.02%	+0.4%	Q2 2013
BACBank of America Corp	$81.1M	0.64%	0.02%	+1.2%	Q2 2013
TRVTravelers Companies, Inc.	$79.9M	0.63%	0.13%	+0.3%	Q2 2013
MRKMerck & Co., Inc.	$76.1M	0.60%	0.03%	+21.4%	Q2 2013
BABoeing Co	$73.8M	0.58%	0.03%	+1.0%	Q2 2013
ABBVAbbVie Inc.	$72.3M	0.57%	0.02%	+10.5%	Q2 2013
MAMastercard Inc	$68.2M	0.54%	0.01%	+1.8%	Q2 2013
PLTRPalantir Technologies Inc.	$63.9M	0.50%	0.02%	+2.7%	Q2 2021
HONHoneywell International Inc	$63M	0.50%	0.05%	-0.2%	Q2 2013
CSCOCisco Systems, Inc.	$62.5M	0.49%	0.02%	+0.8%	Q2 2013
KOCoca Cola Co	$56.4M	0.44%	0.02%	+1.9%	Q2 2013
AMDAdvanced Micro Devices Inc	$56.1M	0.44%	0.02%	-0.7%	Q1 2017
DISWalt Disney Co	$56.1M	0.44%	0.03%	+1.4%	Q2 2013
ORCLOracle Corp	$55.9M	0.44%	0.01%	-7.8%	Q2 2013
NFLXNetflix Inc	$55.4M	0.44%	0.01%	+1.3%	Q2 2013
PMPhilip Morris International Inc.	$54.5M	0.43%	0.02%	-4.1%	Q2 2013
COSTCostco Wholesale Corp	$52.9M	0.42%	0.01%	+0.1%	Q2 2013
MMM3m Co	$49.8M	0.39%	0.06%	-0.1%	Q2 2013
WELLWelltower Inc.	$49.2M	0.39%	0.04%	+6.8%	Q3 2015
INTUIntuit Inc.	$46.6M	0.37%	0.03%	+9.7%	Q2 2013
GEGeneral Electric Co	$46.1M	0.36%	0.01%	+2.6%	Q3 2021
NEENextera Energy Inc	$45.6M	0.36%	0.03%	+35.2%	Q2 2013

Q3 2025Reported Oct 24, 2025728 positions
NVDANvidia Corp	$772M	6.25%	0.02%	+5.4%	Q2 2013
MSFTMicrosoft Corp	$687M	5.56%	0.02%	+4.0%	Q2 2013
AAPLApple Inc.	$576M	4.67%	0.02%	+1.3%	Q2 2013
AMZNAmazon Com Inc	$338M	2.74%	0.01%	+2.1%	Q2 2013
METAMeta Platforms, Inc.	$258M	2.09%	Not reported	+5.9%	Q2 2013
AVGOBroadcom Inc.	$252M	2.04%	0.02%	+5.3%	Q1 2016
GOOGLAlphabet Inc.	$244M	1.98%	0.01%	+7.0%	Q4 2015
JPMJPMorgan Chase & Co	$234M	1.90%	0.03%	+3.1%	Q2 2013
GSGoldman Sachs Group Inc	$227M	1.84%	0.10%	+0.1%	Q2 2013
GOOGAlphabet Inc.	$188M	1.52%	Not reported	+6.3%	Q4 2015
VVisa Inc.	$177M	1.44%	0.03%	+2.9%	Q2 2013
TSLATesla, Inc.	$172M	1.39%	0.01%	+2.2%	Q3 2013
HDHome Depot, Inc.	$157M	1.27%	0.04%	-1.6%	Q2 2013
CATCaterpillar Inc	$147M	1.19%	0.07%	+0.5%	Q2 2013
UNHUnitedhealth Group Inc	$127M	1.03%	0.04%	+0.3%	Q2 2013
GLDMWorld Gold Trust	$126M	1.02%	0.68%	+7.6%	Q4 2021
AXPAmerican Express Co	$120M	0.98%	0.05%	+4.5%	Q2 2013
MCDMcdonalds Corp	$111M	0.90%	0.05%	+0.7%	Q2 2013
LLYELI LILLY & Co	$110M	0.89%	0.02%	+10.5%	Q2 2013
JNJJohnson & Johnson	$106M	0.86%	0.02%	+1.3%	Q2 2013
IBMInternational Business Machines Corp	$104M	0.84%	0.04%	+0.5%	Q2 2013
CVXChevron Corp	$101M	0.82%	0.03%	+7.0%	Q2 2013
BRK.BBerkshire Hathaway Inc	$99.1M	0.80%	Not reported	+3.0%	Q2 2013
SHWSherwin Williams Co	$95.2M	0.77%	0.11%	-0.5%	Q2 2013
AMGNAmgen Inc	$89.1M	0.72%	0.06%	+0.3%	Q2 2013
CRMSalesforce, Inc.	$88.7M	0.72%	0.04%	+0.8%	Q2 2013
ORCLOracle Corp	$87.5M	0.71%	0.01%	+8.7%	Q2 2013
WMTWalmart Inc.	$86.8M	0.70%	0.01%	+0.8%	Q2 2013
PGPROCTER & GAMBLE Co	$86.7M	0.70%	0.02%	+1.2%	Q2 2013
XOMExxonMobil Holdings Corp	$80.8M	0.65%	0.02%	+1.4%	Q2 2013
TRVTravelers Companies, Inc.	$76.7M	0.62%	0.12%	0.0%	Q2 2013
BACBank of America Corp	$75.2M	0.61%	0.02%	+6.2%	Q2 2013
BABoeing Co	$72.7M	0.59%	0.04%	+0.4%	Q2 2013
NFLXNetflix Inc	$69.9M	0.57%	0.01%	+2.9%	Q2 2013
HONHoneywell International Inc	$68.1M	0.55%	0.05%	+0.3%	Q2 2013
MAMastercard Inc	$66.7M	0.54%	0.01%	+5.8%	Q2 2013
ABBVAbbVie Inc.	$66.3M	0.54%	0.02%	+2.0%	Q2 2013
PLTRPalantir Technologies Inc.	$63.9M	0.52%	0.01%	+8.2%	Q2 2021
PMPhilip Morris International Inc.	$57.5M	0.47%	0.02%	+8.5%	Q2 2013
COSTCostco Wholesale Corp	$56.7M	0.46%	0.01%	+2.1%	Q2 2013
DISWalt Disney Co	$55.7M	0.45%	0.03%	+0.4%	Q2 2013
CSCOCisco Systems, Inc.	$55.1M	0.45%	0.02%	+4.1%	Q2 2013
KOCoca Cola Co	$52.5M	0.43%	0.02%	+1.0%	Q2 2013
MRKMerck & Co., Inc.	$50M	0.40%	0.02%	+1.8%	Q2 2013
MMM3m Co	$48.2M	0.39%	0.06%	+1.2%	Q2 2013
NOWServiceNow, Inc.	$47.3M	0.38%	0.02%	+13.6%	Q4 2013
WELLWelltower Inc.	$44.2M	0.36%	0.04%	+7.0%	Q3 2015
GEGeneral Electric Co	$43.9M	0.36%	0.01%	+3.3%	Q3 2021
INTUIntuit Inc.	$43.8M	0.36%	0.02%	+16.9%	Q2 2013
BKNGBooking Holdings Inc.	$43.8M	0.35%	0.03%	+14.8%	Q1 2018

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