Sumitomo Mitsui DS Asset Management Company, Ltd Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$11.1B
Holdings
759
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (759 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | COINCOINBASE GLOBAL INC | 24,663 | $8.6B | 77.93% | |
| 202 | TFCTRUIST FINL CORP | 200,385 | $8.6B | 77.67% | |
| 203 | GDGENERAL DYNAMICS CORP | 29,491 | $8.6B | 77.55% | |
| 204 | CSLCARLISLE COS INC | 23,031 | $8.6B | 77.53% | |
| 205 | JCIJOHNSON CTLS INTL PLC | 80,955 | $8.6B | 77.09% | |
| 206 | MARMARRIOTT INTL INC NEW | 31,291 | $8.5B | 77.07% | |
| 207 | APDAIR PRODS & CHEMS INC | 30,285 | $8.5B | 77.01% | |
| 208 | TRMBTRIMBLE INC | 111,268 | $8.5B | 76.22% | |
| 209 | ROPROPER TECHNOLOGIES INC | 14,819 | $8.4B | 75.73% | |
| 210 | EQREQUITY RESIDENTIAL | 124,351 | $8.4B | 75.66% | |
| 211 | AZOAUTOZONE INC | 2,252 | $8.4B | 75.37% | |
| 212 | VLTOVERALTO CORP | 81,686 | $8.2B | 74.34% | |
| 213 | VSTVISTRA CORP | 41,353 | $8.0B | 72.26% | |
| 214 | AEPAMERICAN ELEC PWR CO INC | 76,929 | $8.0B | 71.96% | |
| 215 | ADSKAUTODESK INC | 25,706 | $8.0B | 71.74% | |
| 216 | NSCNORFOLK SOUTHN CORP | 30,942 | $7.9B | 71.41% | |
| 217 | FCXFREEPORT-MCMORAN INC | 182,101 | $7.9B | 71.17% | |
| 218 | DDOMINION ENERGY INC | 138,871 | $7.8B | 70.76% | |
| 219 | RSGREPUBLIC SVCS INC | 31,699 | $7.8B | 70.48% | |
| 220 | ALSALLSTATE CORP | 38,727 | $7.8B | 70.29% | |
| 221 | AKXANSYS INC | 22,146 | $7.8B | 70.12% | |
| 222 | DYHTARGET CORP | 78,547 | $7.7B | 69.86% | |
| 223 | KMIKINDER MORGAN INC DEL | 259,498 | $7.6B | 68.78% | |
| 224 | REGNREGENERON PHARMACEUTICALS | 14,266 | $7.5B | 67.52% | |
| 225 | AXONAXON ENTERPRISE INC | 9,029 | $7.5B | 67.40% | |
| 226 | OKEONEOK INC NEW | 89,956 | $7.3B | 66.20% | |
| 227 | PSXPHILLIPS 66 | 60,286 | $7.2B | 64.84% | |
| 228 | AMEAMETEK INC | 39,680 | $7.2B | 64.74% | |
| 229 | CARRCARRIER GLOBAL CORPORATION | 98,085 | $7.2B | 64.72% | |
| 230 | GMGENERAL MTRS CO | 144,035 | $7.1B | 63.90% | |
| 231 | AIGAMERICAN INTL GROUP INC | 82,602 | $7.1B | 63.74% | |
| 232 | FDXFEDEX CORP | 31,019 | $7.1B | 63.57% | |
| 233 | HOODROBINHOOD MKTS INC | 74,584 | $7.0B | 62.96% | |
| 234 | APOAPOLLO GLOBAL MGMT INC | 48,843 | $6.9B | 62.47% | |
| 235 | PCARPACCAR INC | 72,837 | $6.9B | 62.42% | |
| 236 | SRESEMPRA | 90,587 | $6.9B | 61.88% | |
| 237 | SESEA LTD | 42,500 | $6.8B | 61.28% | |
| 238 | NXPINXP SEMICONDUCTORS N V | 30,947 | $6.8B | 60.96% | |
| 239 | MPCMARATHON PETE CORP | 39,692 | $6.6B | 59.44% | |
| 240 | RHCRH PLC | 71,781 | $6.6B | 59.41% | |
| 241 | BDXBECTON DICKINSON & CO | 38,111 | $6.6B | 59.18% | |
| 242 | AFLAFLAC INC | 61,581 | $6.5B | 58.55% | |
| 243 | PRUPRUDENTIAL FINL INC | 59,361 | $6.4B | 57.50% | |
| 244 | CTVACORTEVA INC | 84,608 | $6.3B | 56.85% | |
| 245 | MRVLMARVELL TECHNOLOGY INC | 81,397 | $6.3B | 56.80% | |
| 246 | UAEISHARES TR | 334,412 | $6.3B | 56.44% | |
| 247 | GWWGRAINGER W W INC | 6,014 | $6.3B | 56.40% | |
| 248 | INVHINVITATION HOMES INC | 190,692 | $6.3B | 56.39% | |
| 249 | TDYTELEDYNE TECHNOLOGIES INC | 12,201 | $6.3B | 56.35% | |
| 250 | SLBSCHLUMBERGER LTD | 184,639 | $6.2B | 56.26% | |
| 251 | TELTE CONNECTIVITY PLC | 36,933 | $6.2B | 56.16% | |
| 252 | PDDPDD HOLDINGS INC | 59,439 | $6.2B | 56.08% | |
| 253 | KRKROGER CO | 86,164 | $6.2B | 55.72% | |
| 254 | FASTFASTENAL CO | 147,046 | $6.2B | 55.68% | |
| 255 | URIUNITED RENTALS INC | 8,180 | $6.2B | 55.56% | |
| 256 | METMETLIFE INC | 75,554 | $6.1B | 54.78% | |
| 257 | STXSEAGATE TECHNOLOGY HLDNGS PL | 42,055 | $6.1B | 54.72% | |
| 258 | A4SAMERIPRISE FINL INC | 11,338 | $6.1B | 54.56% | |
| 259 | NETCLOUDFLARE INC | 30,797 | $6.0B | 54.37% | |
| 260 | MAAMID-AMER APT CMNTYS INC | 40,325 | $6.0B | 53.81% | |
| 261 | VLOVALERO ENERGY CORP | 44,378 | $6.0B | 53.78% | |
| 262 | HEIHEICO CORP NEW | 18,068 | $5.9B | 53.43% | |
| 263 | LPLALPL FINL HLDGS INC | 15,731 | $5.9B | 53.18% | |
| 264 | ESSESSEX PPTY TR INC | 20,741 | $5.9B | 52.99% | |
| 265 | PEOEXELON CORP | 135,124 | $5.9B | 52.90% | |
| 266 | IRINGERSOLL RAND INC | 70,437 | $5.9B | 52.82% | |
| 267 | GISGENERAL MLS INC | 112,538 | $5.8B | 52.57% | |
| 268 | FICOFAIR ISAAC CORP | 3,173 | $5.8B | 52.29% | |
| 269 | TYLTYLER TECHNOLOGIES INC | 9,747 | $5.8B | 52.10% | |
| 270 | EWEDWARDS LIFESCIENCES CORP | 73,781 | $5.8B | 52.02% | |
| 271 | CMICUMMINS INC | 17,573 | $5.8B | 51.89% | |
| 272 | LHXL3HARRIS TECHNOLOGIES INC | 22,861 | $5.7B | 51.70% | |
| 273 | WCNWASTE CONNECTIONS INC | 30,642 | $5.7B | 51.58% | |
| 274 | 8CWCROWN CASTLE INC | 55,552 | $5.7B | 51.45% | |
| 275 | VEEVVEEVA SYS INC | 19,791 | $5.7B | 51.38% | |
| 276 | XELXCEL ENERGY INC | 83,683 | $5.7B | 51.38% | |
| 277 | CPRTCOPART INC | 115,789 | $5.7B | 51.22% | |
| 278 | PAYXPAYCHEX INC | 39,014 | $5.7B | 51.16% | |
| 279 | MNSTMONSTER BEVERAGE CORP NEW | 90,245 | $5.7B | 50.96% | |
| 280 | FISFIDELITY NATL INFORMATION SV | 69,006 | $5.6B | 50.65% | |
| 281 | CSGPCOSTAR GROUP INC | 69,866 | $5.6B | 50.64% | |
| 282 | KDPKEURIG DR PEPPER INC | 169,266 | $5.6B | 50.45% | |
| 283 | PEGPUBLIC SVC ENTERPRISE GRP IN | 66,079 | $5.6B | 50.15% | |
| 284 | RBLXROBLOX CORP | 52,531 | $5.5B | 49.82% | |
| 285 | VRSKVERISK ANALYTICS INC | 17,701 | $5.5B | 49.71% | |
| 286 | CHTRCHARTER COMMUNICATIONS INC N | 13,479 | $5.5B | 49.68% | |
| 287 | VMCVULCAN MATLS CO | 20,931 | $5.5B | 49.22% | |
| 288 | LNGCHENIERE ENERGY INC | 22,074 | $5.4B | 48.46% | |
| 289 | CBRECBRE GROUP INC | 38,361 | $5.4B | 48.46% | |
| 290 | KMBKIMBERLY-CLARK CORP | 41,588 | $5.4B | 48.34% | |
| 291 | ROKROCKWELL AUTOMATION INC | 16,138 | $5.4B | 48.33% | |
| 292 | CAHCARDINAL HEALTH INC | 31,895 | $5.4B | 48.31% | |
| 293 | ROSTROSS STORES INC | 41,915 | $5.3B | 48.21% | |
| 294 | GRMNGARMIN LTD | 25,547 | $5.3B | 48.07% | |
| 295 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 21,767 | $5.3B | 47.66% | |
| 296 | YUMYUM BRANDS INC | 35,455 | $5.3B | 47.37% | |
| 297 | FLUTFLUTTER ENTMT PLC | 18,128 | $5.2B | 46.70% | |
| 298 | FFORD MTR CO | 473,613 | $5.1B | 46.33% | |
| 299 | KVUEKENVUE INC | 244,494 | $5.1B | 46.14% | |
| 300 | MIRMIRION TECHNOLOGIES INC | 236,340 | $5.1B | 45.87% |