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 |
|---|---|---|---|---|---|
| 301 | DHID R HORTON INC | 39,319 | $5.1B | 45.70% | |
| 302 | ITGARTNER INC | 12,433 | $5.0B | 45.31% | |
| 303 | EDCONSOLIDATED EDISON INC | 50,076 | $5.0B | 45.30% | |
| 304 | GLWCORNING INC | 95,143 | $5.0B | 45.11% | |
| 305 | DELLDELL TECHNOLOGIES INC | 40,779 | $5.0B | 45.07% | |
| 306 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 63,874 | $5.0B | 44.93% | |
| 307 | EAELECTRONIC ARTS INC | 31,115 | $5.0B | 44.80% | |
| 308 | OTISOTIS WORLDWIDE CORP | 50,066 | $5.0B | 44.70% | |
| 309 | KEYSKEYSIGHT TECHNOLOGIES INC | 30,216 | $5.0B | 44.64% | |
| 310 | HESHESS CORP | 35,226 | $4.9B | 44.00% | |
| 311 | SUISUN CMNTYS INC | 38,559 | $4.9B | 43.97% | |
| 312 | ALNYALNYLAM PHARMACEUTICALS INC | 14,808 | $4.8B | 43.53% | |
| 313 | BKRBAKER HUGHES COMPANY | 125,459 | $4.8B | 43.37% | |
| 314 | SYYSYSCO CORP | 63,456 | $4.8B | 43.33% | |
| 315 | NDAQNASDAQ INC | 53,310 | $4.8B | 42.98% | |
| 316 | RMERESMED INC | 18,215 | $4.7B | 42.37% | |
| 317 | HIGHARTFORD INSURANCE GROUP INC | 36,816 | $4.7B | 42.11% | |
| 318 | TRGPTARGA RES CORP | 26,804 | $4.7B | 42.07% | |
| 319 | NUENUCOR CORP | 35,764 | $4.6B | 41.77% | |
| 320 | WDCWESTERN DIGITAL CORP | 72,365 | $4.6B | 41.75% | |
| 321 | EBAEBAY INC. | 62,175 | $4.6B | 41.74% | |
| 322 | MCHPMICROCHIP TECHNOLOGY INC. | 65,725 | $4.6B | 41.70% | |
| 323 | WECWEC ENERGY GROUP INC | 44,289 | $4.6B | 41.61% | |
| 324 | KIMKIMCO RLTY CORP | 218,913 | $4.6B | 41.49% | |
| 325 | AG8AGILENT TECHNOLOGIES INC | 38,467 | $4.5B | 40.93% | |
| 326 | ACGLARCH CAP GROUP LTD | 49,807 | $4.5B | 40.88% | |
| 327 | WABWABTEC | 21,649 | $4.5B | 40.86% | |
| 328 | WPCW P CAREY INC | 71,126 | $4.4B | 40.00% | |
| 329 | MPWRMONOLITHIC PWR SYS INC | 6,007 | $4.4B | 39.61% | |
| 330 | ETRENTERGY CORP NEW | 52,067 | $4.3B | 39.02% | |
| 331 | DOCHEALTHPEAK PROPERTIES INC | 246,554 | $4.3B | 38.92% | |
| 332 | DC4DEXCOM INC | 49,167 | $4.3B | 38.69% | |
| 333 | NTAPNETAPP INC | 40,132 | $4.3B | 38.55% | |
| 334 | REGREGENCY CTRS CORP | 59,797 | $4.3B | 38.40% | |
| 335 | MLMMARTIN MARIETTA MATLS INC | 7,715 | $4.2B | 38.18% | |
| 336 | ADMARCHER DANIELS MIDLAND CO | 80,030 | $4.2B | 38.08% | |
| 337 | GEHCGE HEALTHCARE TECHNOLOGIES I | 56,933 | $4.2B | 38.02% | |
| 338 | ESEVERSOURCE ENERGY | 65,503 | $4.2B | 37.57% | |
| 339 | PCGPG&E CORP | 298,752 | $4.2B | 37.55% | |
| 340 | AMHAMERICAN HOMES 4 RENT | 115,284 | $4.2B | 37.49% | |
| 341 | EQTEQT CORP | 71,035 | $4.1B | 37.35% | |
| 342 | UDRUDR INC | 100,621 | $4.1B | 37.04% | |
| 343 | XYZBLOCK INC | 60,130 | $4.1B | 36.83% | |
| 344 | MTBM & T BK CORP | 20,996 | $4.1B | 36.72% | |
| 345 | DVNDEVON ENERGY CORP NEW | 127,767 | $4.1B | 36.64% | |
| 346 | CPTCAMDEN PPTY TR | 35,777 | $4.0B | 36.35% | |
| 347 | STTSTATE STR CORP | 37,829 | $4.0B | 36.27% | |
| 348 | PINSPINTEREST INC | 112,095 | $4.0B | 36.24% | |
| 349 | EFXEQUIFAX INC | 15,494 | $4.0B | 36.23% | |
| 350 | AREALEXANDRIA REAL ESTATE EQ IN | 55,327 | $4.0B | 36.23% | |
| 351 | FERGFERGUSON ENTERPRISES INC | 18,378 | $4.0B | 36.08% | |
| 352 | CVNACARVANA CO | 11,835 | $4.0B | 35.95% | |
| 353 | OXYOCCIDENTAL PETE CORP | 94,540 | $4.0B | 35.81% | |
| 354 | DOVDOVER CORP | 21,672 | $4.0B | 35.80% | |
| 355 | 7HPHP INC | 160,295 | $3.9B | 35.35% | |
| 356 | HSYHERSHEY CO | 23,524 | $3.9B | 35.20% | |
| 357 | CFGCITIZENS FINL GROUP INC | 86,456 | $3.9B | 34.88% | |
| 358 | GLPIGAMING & LEISURE PPTYS INC | 82,870 | $3.9B | 34.88% | |
| 359 | NRANRG ENERGY INC | 24,004 | $3.9B | 34.75% | |
| 360 | HUMHUMANA INC | 15,647 | $3.8B | 34.49% | |
| 361 | GDDYGODADDY INC | 21,129 | $3.8B | 34.30% | |
| 362 | RFREGIONS FINANCIAL CORP NEW | 161,033 | $3.8B | 34.15% | |
| 363 | CHDCHURCH & DWIGHT CO INC | 39,323 | $3.8B | 34.07% | |
| 364 | ELSEQUITY LIFESTYLE PPTYS INC | 61,102 | $3.8B | 33.97% | |
| 365 | DDDUPONT DE NEMOURS INC | 54,503 | $3.7B | 33.70% | |
| 366 | ODFLOLD DOMINION FREIGHT LINE IN | 23,023 | $3.7B | 33.69% | |
| 367 | XYLXYLEM INC | 28,728 | $3.7B | 33.50% | |
| 368 | AMCRAMCOR PLC | 403,383 | $3.7B | 33.42% | |
| 369 | DGDOLLAR GEN CORP NEW | 32,239 | $3.7B | 33.24% | |
| 370 | VRSNVERISIGN INC | 12,404 | $3.6B | 32.30% | |
| 371 | CCLCARNIVAL CORP | 127,383 | $3.6B | 32.29% | |
| 372 | LYVLIVE NATION ENTERTAINMENT IN | 23,600 | $3.6B | 32.19% | |
| 373 | WTWWILLIS TOWERS WATSON PLC LTD | 11,599 | $3.6B | 32.05% | |
| 374 | EIXEDISON INTL | 68,325 | $3.5B | 31.79% | |
| 375 | CCKCROWN HLDGS INC | 34,183 | $3.5B | 31.74% | |
| 376 | AEEAMEREN CORP | 36,580 | $3.5B | 31.67% | |
| 377 | BRBROADRIDGE FINL SOLUTIONS IN | 14,423 | $3.5B | 31.60% | |
| 378 | BROBROWN & BROWN INC | 31,570 | $3.5B | 31.56% | |
| 379 | IQVIQVIA HLDGS INC | 21,803 | $3.4B | 30.98% | |
| 380 | CMSCMS ENERGY CORP | 49,062 | $3.4B | 30.64% | |
| 381 | CNCCENTENE CORP DEL | 62,223 | $3.4B | 30.45% | |
| 382 | RJFRAYMOND JAMES FINL INC | 21,959 | $3.4B | 30.36% | |
| 383 | SBACSBA COMMUNICATIONS CORP NEW | 14,224 | $3.3B | 30.12% | |
| 384 | LYBLYONDELLBASELL INDUSTRIES N | 57,119 | $3.3B | 29.80% | |
| 385 | CBOECBOE GLOBAL MKTS INC | 14,127 | $3.3B | 29.70% | |
| 386 | WBDWARNER BROS DISCOVERY INC | 286,913 | $3.3B | 29.64% | |
| 387 | DTEDTE ENERGY CO | 24,711 | $3.3B | 29.51% | |
| 388 | NVRNVR INC | 443 | $3.3B | 29.50% | |
| 389 | STZCONSTELLATION BRANDS INC | 20,080 | $3.3B | 29.45% | |
| 390 | ZSZSCALER INC | 10,401 | $3.3B | 29.44% | |
| 391 | SYFSYNCHRONY FINANCIAL | 48,861 | $3.3B | 29.40% | |
| 392 | BXPBXP INC | 48,258 | $3.3B | 29.35% | |
| 393 | KEYKEYCORP | 186,311 | $3.2B | 29.26% | |
| 394 | TSCOTRACTOR SUPPLY CO | 61,312 | $3.2B | 29.17% | |
| 395 | ATOATMOS ENERGY CORP | 20,907 | $3.2B | 29.05% | |
| 396 | TTDTHE TRADE DESK INC | 44,459 | $3.2B | 28.86% | |
| 397 | CNPCENTERPOINT ENERGY INC | 86,479 | $3.2B | 28.64% | |
| 398 | PPLPPL CORP | 93,511 | $3.2B | 28.57% | |
| 399 | EXEEXPAND ENERGY CORPORATION | 27,093 | $3.2B | 28.56% | |
| 400 | FITBFIFTH THIRD BANCORP | 76,202 | $3.1B | 28.26% |