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 |
|---|---|---|---|---|---|
| 401 | LULULULULEMON ATHLETICA INC | 13,171 | $3.1B | 28.21% | |
| 402 | PPGPPG INDS INC | 27,428 | $3.1B | 28.13% | |
| 403 | MTDMETTLER TOLEDO INTERNATIONAL | 2,654 | $3.1B | 28.11% | |
| 404 | HPEHEWLETT PACKARD ENTERPRISE C | 150,959 | $3.1B | 27.83% | |
| 405 | FANGDIAMONDBACK ENERGY INC | 22,401 | $3.1B | 27.75% | |
| 406 | TEAMATLASSIAN CORPORATION | 15,043 | $3.1B | 27.54% | |
| 407 | KWTISHARES TR | 80,499 | $3.1B | 27.51% | |
| 408 | LENLENNAR CORP | 27,518 | $3.0B | 27.44% | |
| 409 | CINFCINCINNATI FINL CORP | 20,404 | $3.0B | 27.39% | |
| 410 | IPINTERNATIONAL PAPER CO | 64,730 | $3.0B | 27.33% | |
| 411 | CDWCDW CORP | 16,938 | $3.0B | 27.27% | |
| 412 | ROLROLLINS INC | 53,451 | $3.0B | 27.19% | |
| 413 | SMCISUPER MICRO COMPUTER INC | 61,125 | $3.0B | 27.01% | |
| 414 | KELKELLANOVA | 37,659 | $3.0B | 27.00% | |
| 415 | RYANRYAN SPECIALTY HOLDINGS INC | 44,015 | $3.0B | 26.98% | |
| 416 | KHCKRAFT HEINZ CO | 114,856 | $3.0B | 26.74% | |
| 417 | PTCPTC INC | 17,095 | $2.9B | 26.56% | |
| 418 | AQLTISHARES TR | 157,661 | $2.9B | 26.47% | |
| 419 | BBYBEST BUY INC | 42,672 | $2.9B | 25.83% | |
| 420 | STESTERIS PLC | 11,755 | $2.8B | 25.46% | |
| 421 | JBLJABIL INC | 12,869 | $2.8B | 25.30% | |
| 422 | MCXMCCORMICK & CO INC | 36,965 | $2.8B | 25.27% | |
| 423 | HUBSHUBSPOT INC | 5,027 | $2.8B | 25.23% | |
| 424 | ATHMAUTOHOME INC | 108,173 | $2.8B | 25.15% | |
| 425 | CPAYCORPAY INC | 8,406 | $2.8B | 25.15% | |
| 426 | ULTAULTA BEAUTY INC | 5,942 | $2.8B | 25.06% | |
| 427 | FEFIRSTENERGY CORP | 68,925 | $2.8B | 25.02% | |
| 428 | NTRSNORTHERN TR CORP | 21,798 | $2.8B | 24.92% | |
| 429 | HBANHUNTINGTON BANCSHARES INC | 164,551 | $2.8B | 24.86% | |
| 430 | EXPEEXPEDIA GROUP INC | 16,268 | $2.7B | 24.74% | |
| 431 | DOCUDOCUSIGN INC | 35,175 | $2.7B | 24.70% | |
| 432 | PODDINSULET CORP | 8,608 | $2.7B | 24.38% | |
| 433 | LHLABCORP HOLDINGS INC | 10,197 | $2.7B | 24.13% | |
| 434 | TPLTEXAS PACIFIC LAND CORPORATI | 2,518 | $2.7B | 23.98% | |
| 435 | SWSMURFIT WESTROCK PLC | 60,594 | $2.6B | 23.57% | |
| 436 | DLTRDOLLAR TREE INC | 26,387 | $2.6B | 23.56% | |
| 437 | WRBBERKLEY W R CORP | 35,555 | $2.6B | 23.55% | |
| 438 | TSNTYSON FOODS INC | 46,377 | $2.6B | 23.39% | |
| 439 | TROWPRICE T ROWE GROUP INC | 26,728 | $2.6B | 23.25% | |
| 440 | HSTHOST HOTELS & RESORTS INC | 165,325 | $2.5B | 22.89% | |
| 441 | GPNGLOBAL PMTS INC | 31,584 | $2.5B | 22.79% | |
| 442 | DOWDOW INC | 95,100 | $2.5B | 22.70% | |
| 443 | PSTGPURE STORAGE INC | 43,604 | $2.5B | 22.64% | |
| 444 | RDDTREDDIT INC | 16,657 | $2.5B | 22.61% | |
| 445 | HUBBHUBBELL INC | 6,102 | $2.5B | 22.47% | |
| 446 | FWONALIBERTY MEDIA CORP DEL | 23,786 | $2.5B | 22.41% | |
| 447 | CHKPCHECK POINT SOFTWARE TECH LT | 11,183 | $2.5B | 22.31% | |
| 448 | ONON SEMICONDUCTOR CORP | 46,753 | $2.5B | 22.09% | |
| 449 | PHMPULTE GROUP INC | 23,101 | $2.4B | 21.96% | |
| 450 | MOHMOLINA HEALTHCARE INC | 8,100 | $2.4B | 21.75% | |
| 451 | MKLMARKEL GROUP INC | 1,199 | $2.4B | 21.59% | |
| 452 | EMEEMCOR GROUP INC | 4,456 | $2.4B | 21.49% | |
| 453 | LDOSLEIDOS HOLDINGS INC | 15,083 | $2.4B | 21.45% | |
| 454 | CTRACOTERRA ENERGY INC | 93,651 | $2.4B | 21.43% | |
| 455 | DGXQUEST DIAGNOSTICS INC | 13,230 | $2.4B | 21.43% | |
| 456 | CFCF INDS HLDGS INC | 25,745 | $2.4B | 21.35% | |
| 457 | IFFINTERNATIONAL FLAVORS&FRAGRA | 32,015 | $2.4B | 21.23% | |
| 458 | LAMRLAMAR ADVERTISING CO NEW | 19,357 | $2.3B | 21.18% | |
| 459 | WATWATERS CORP | 6,728 | $2.3B | 21.17% | |
| 460 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 23,679 | $2.3B | 20.93% | |
| 461 | COOCOOPER COS INC | 32,506 | $2.3B | 20.85% | |
| 462 | GENGEN DIGITAL INC | 78,602 | $2.3B | 20.83% | |
| 463 | WSMWILLIAMS SONOMA INC | 14,131 | $2.3B | 20.81% | |
| 464 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 24,839 | $2.3B | 20.76% | |
| 465 | DUOLDUOLINGO INC | 5,573 | $2.3B | 20.60% | |
| 466 | BIIBBIOGEN INC | 18,103 | $2.3B | 20.50% | |
| 467 | FTVFORTIVE CORP | 43,606 | $2.3B | 20.49% | |
| 468 | EGPEASTGROUP PPTYS INC | 13,574 | $2.3B | 20.45% | |
| 469 | OHIOMEGA HEALTHCARE INVS INC | 61,730 | $2.3B | 20.40% | |
| 470 | VOOVANGUARD INDEX FDS | 3,967 | $2.3B | 20.32% | |
| 471 | NUNU HLDGS LTD | 164,128 | $2.3B | 20.30% | |
| 472 | NINISOURCE INC | 55,607 | $2.2B | 20.22% | |
| 473 | HALHALLIBURTON CO | 109,088 | $2.2B | 20.04% | |
| 474 | AERAERCAP HOLDINGS NV | 18,941 | $2.2B | 19.98% | |
| 475 | TOSTTOAST INC | 49,907 | $2.2B | 19.93% | |
| 476 | FDSFACTSET RESH SYS INC | 4,939 | $2.2B | 19.92% | |
| 477 | NTRANATERA INC | 13,043 | $2.2B | 19.87% | |
| 478 | QQQMINVESCO EXCH TRADED FD TR II | 9,688 | $2.2B | 19.84% | |
| 479 | OMCOMNICOM GROUP INC | 30,536 | $2.2B | 19.81% | |
| 480 | WYWEYERHAEUSER CO MTN BE | 85,292 | $2.2B | 19.75% | |
| 481 | LNTALLIANT ENERGY CORP | 35,943 | $2.2B | 19.60% | |
| 482 | FFIVF5 INC | 7,344 | $2.2B | 19.49% | |
| 483 | FRTFEDERAL RLTY INVT TR NEW | 22,427 | $2.1B | 19.21% | |
| 484 | VGTVANGUARD WORLD FD | 3,188 | $2.1B | 19.06% | |
| 485 | ZBHZIMMER BIOMET HOLDINGS INC | 23,169 | $2.1B | 19.05% | |
| 486 | STLDSTEEL DYNAMICS INC | 16,423 | $2.1B | 18.95% | |
| 487 | LIILENNOX INTL INC | 3,660 | $2.1B | 18.92% | |
| 488 | POOLPOOL CORP | 7,128 | $2.1B | 18.73% | |
| 489 | SNASNAP ON INC | 6,654 | $2.1B | 18.67% | |
| 490 | PKGPACKAGING CORP AMER | 10,976 | $2.1B | 18.65% | |
| 491 | LLOEWS CORP | 22,388 | $2.1B | 18.50% | |
| 492 | ELLAUDER ESTEE COS INC | 25,390 | $2.1B | 18.50% | |
| 493 | EVRGEVERGY INC | 29,757 | $2.1B | 18.49% | |
| 494 | BRXBRIXMOR PPTY GROUP INC | 78,723 | $2.0B | 18.48% | |
| 495 | PNRPENTAIR PLC | 19,965 | $2.0B | 18.48% | |
| 496 | FSLRFIRST SOLAR INC | 12,340 | $2.0B | 18.42% | |
| 497 | RYROYAL BK CDA | 15,487 | $2.0B | 18.37% | |
| 498 | CUBECUBESMART | 47,920 | $2.0B | 18.36% | |
| 499 | DPZDOMINOS PIZZA INC | 4,519 | $2.0B | 18.36% | |
| 500 | BALLBALL CORP | 36,029 | $2.0B | 18.22% |