Sumitomo Mitsui DS Asset Management Company, Ltd Q2 2018 Filing

Filed July 31, 2018

Portfolio Value

$6.5T

Holdings

779

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (779 positions)

#StockSharesValue% PortfolioType
1
TSLATESLA INC
540,971$185.5B2.85%
2
MUMICRON TECHNOLOGY INC
3,337,420$175.0B2.69%
3
NVDANVIDIA CORP
713,564$169.0B2.60%
4
AVGOBROADCOM INC
646,010$156.7B2.41%
5
AMZNAMAZON COM INC
77,102$131.1B2.01%
6
MCHPMICROCHIP TECHNOLOGY INC
1,397,768$127.1B1.95%
7
TTDTHE TRADE DESK INC
1,279,900$120.1B1.84%
8
ONON SEMICONDUCTOR CORP
4,914,735$109.3B1.68%
9
LRCXEURLAM RESEARCH CORP
625,885$108.2B1.66%
10
METAFACEBOOK INC
521,035$101.2B1.55%
11
AMATAPPLIED MATLS INC
2,152,399$99.4B1.53%
12
PTCPTC INC
1,049,175$98.4B1.51%
13
BIDUNBAIDU INC
372,916$90.6B1.39%
14
TRIPTRIPADVISOR INC
1,575,105$87.7B1.35%
15
GOOGLALPHABET INC
77,614$87.6B1.35%
16
CRTOCRITEO S A
2,612,825$85.8B1.32%
17
ORCLORACLE CORP
1,944,051$85.7B1.32%
18
YELPYELP INC
2,096,725$82.1B1.26%
19
GOOGALPHABET INC
69,711$77.8B1.19%
20
AAPLAPPLE INC
410,986$76.1B1.17%
21
CRMSALESFORCE COM INC
545,255$74.4B1.14%
22
CDNSCADENCE DESIGN SYSTEM INC
1,641,989$71.1B1.09%
23
SPLKCHFSPLUNK INC
702,403$69.6B1.07%
24
BABAALIBABA GROUP HLDG LTD
372,091$69.0B1.06%
25
SNAPSNAP INC
4,944,984$64.7B0.99%
26
ANETEURARISTA NETWORKS INC
243,420$62.7B0.96%
27
T77LENDINGTREE INC NEW
288,020$61.6B0.95%
28
PYPLPAYPAL HLDGS INC
670,817$55.9B0.86%
29
MSFTMICROSOFT CORP
562,420$55.5B0.85%
30
WDCWESTERN DIGITAL CORP
710,787$55.0B0.84%
31
SPGSIMON PPTY GROUP INC NEW
314,819$53.6B0.82%
32
UNHUNITEDHEALTH GROUP INC
210,548$51.7B0.79%
33
STTSPDR SERIES TRUST
1,455,167$51.6B0.79%
34
OVEROVERSTOCK COM INC DEL
1,447,159$48.7B0.75%
35
ELVANTHEM INC
196,497$46.8B0.72%
36
VVISA INC
346,606$45.9B0.70%
37
MRVLMARVELL TECHNOLOGY GROUP LTD
2,033,090$43.6B0.67%
38
FUODOLBY LABORATORIES INC
697,420$43.0B0.66%
39
MAMASTERCARD INCORPORATED
218,307$42.9B0.66%
40
NUANEURNUANCE COMMUNICATIONS INC
3,047,405$42.3B0.65%
41
RDFNREDFIN CORP
1,820,469$42.0B0.65%
42
EMBISHARES TR
393,134$42.0B0.64%
43
WDAYWORKDAY INC
325,687$39.4B0.61%
44
JNJJOHNSON & JOHNSON
313,978$38.1B0.58%
45
BRK/BBERKSHIRE HATHAWAY INC DEL
200,777$37.5B0.58%
46
INTCINTEL CORP
751,391$37.4B0.57%
47
TXNTEXAS INSTRS INC
332,397$36.6B0.56%
48
FEYECHFFIREEYE INC
2,320,235$35.7B0.55%
49
FTVFORTIVE CORP
453,367$35.0B0.54%
50
PEGAPEGASYSTEMS INC
628,790$34.5B0.53%
51
VRSKVERISK ANALYTICS INC
314,137$33.8B0.52%
52
WFCWELLS FARGO CO NEW
570,304$31.6B0.49%
53
FITBIT INC
4,820,195$31.5B0.48%
54
KLACKLA-TENCOR CORP
304,853$31.3B0.48%
55
JPMJPMORGAN CHASE & CO
299,215$31.2B0.48%
56
XLNXEURXILINX INC
462,379$30.2B0.46%
57
TRMBTRIMBLE INC
899,351$29.5B0.45%
58
DISDISNEY WALT CO
280,239$29.4B0.45%
59
PEPPEPSICO INC
252,914$27.5B0.42%
60
XOMEXXON MOBIL CORP
326,670$27.0B0.41%
61
TWLOTWILIO INC
481,385$27.0B0.41%
62
MDTMEDTRONIC PLC
314,075$26.9B0.41%
63
CVXCHEVRON CORP NEW
205,657$26.0B0.40%
64
WELLWELLTOWER INC
403,910$25.3B0.39%
65
NKENIKE INC
314,591$25.1B0.38%
66
CMECME GROUP INC
146,698$24.0B0.37%
67
VWOBVANGUARD WHITEHALL FDS INC
318,294$24.0B0.37%
68
BKNGBOOKING HLDGS INC
11,836$24.0B0.37%
69
4I1PHILIP MORRIS INTL INC
294,629$23.8B0.37%
70
TSMTAIWAN SEMICONDUCTOR MFG LTD
620,111$22.7B0.35%
71
SBUXSTARBUCKS CORP
451,293$22.0B0.34%
72
HDHOME DEPOT INC
112,617$22.0B0.34%
73
BABOEING CO
64,437$21.6B0.33%
74
BACBANK AMER CORP
763,977$21.5B0.33%
75
TJXTJX COS INC NEW
223,429$21.3B0.33%
76
XYZSQUARE INC
344,076$21.2B0.33%
77
PFEPFIZER INC
579,452$21.0B0.32%
78
KIMKIMCO RLTY CORP
1,194,559$20.3B0.31%
79
ABTABBOTT LABS
327,370$20.0B0.31%
80
BDXBECTON DICKINSON & CO
82,951$19.9B0.31%
81
PSAPUBLIC STORAGE
85,333$19.4B0.30%
82
HCP INC
731,074$18.9B0.29%
83
TAT&T INC
564,005$18.1B0.28%
84
CSCOCISCO SYS INC
419,935$18.1B0.28%
85
SYMCEURSYMANTEC CORP
836,925$17.3B0.27%
86
KOCOCA COLA CO
390,429$17.1B0.26%
87
MAAMID AMER APT CMNTYS INC
168,293$16.9B0.26%
88
LPTUSDLIBERTY PPTY TR
372,004$16.5B0.25%
89
ARCPEURVEREIT INC
2,201,585$16.4B0.25%
90
BACVERIZON COMMUNICATIONS INC
323,163$16.3B0.25%
91
PGPROCTER AND GAMBLE CO
207,428$16.2B0.25%
92
BRXBRIXMOR PPTY GROUP INC
926,885$16.2B0.25%
93
MRKMERCK & CO INC
261,400$15.9B0.24%
94
CORNERSTONE ONDEMAND INC
332,725$15.8B0.24%
95
AMTAMERICAN TOWER CORP NEW
108,961$15.7B0.24%
96
MCDMCDONALDS CORP
96,450$15.1B0.23%
97
ABEVAMBEV SA
3,251,614$15.1B0.23%
98
ACXIOM CORP
493,465$14.8B0.23%
99
NIELSEN HLDGS PLC
467,126$14.4B0.22%
100
DOWDUPONT INC
213,260$14.1B0.22%
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