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 |
|---|---|---|---|---|---|
| 501 | TERTERADYNE INC | 22,378 | $2.0B | 18.14% | |
| 502 | APTVAPTIV PLC | 29,484 | $2.0B | 18.13% | |
| 503 | TXTTEXTRON INC | 24,945 | $2.0B | 18.06% | |
| 504 | GPCGENUINE PARTS CO | 16,489 | $2.0B | 18.03% | |
| 505 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 6,463 | $2.0B | 17.97% | |
| 506 | PG4PRINCIPAL FINANCIAL GROUP IN | 25,037 | $2.0B | 17.93% | |
| 507 | CLSCELESTICA INC | 12,697 | $2.0B | 17.87% | |
| 508 | TEVATEVA PHARMACEUTICAL INDS LTD | 117,256 | $2.0B | 17.72% | |
| 509 | BAXBAXTER INTL INC | 64,593 | $2.0B | 17.63% | |
| 510 | LVSLAS VEGAS SANDS CORP | 44,860 | $2.0B | 17.60% | |
| 511 | EXPDEXPEDITORS INTL WASH INC | 16,973 | $1.9B | 17.48% | |
| 512 | NTNXNUTANIX INC | 25,050 | $1.9B | 17.26% | |
| 513 | AVYAVERY DENNISON CORP | 10,852 | $1.9B | 17.17% | |
| 514 | TWLOTWILIO INC | 15,311 | $1.9B | 17.17% | |
| 515 | CYBRCYBERARK SOFTWARE LTD | 4,631 | $1.9B | 16.99% | |
| 516 | ZMZOOM COMMUNICATIONS INC | 24,151 | $1.9B | 16.98% | |
| 517 | STAGSTAG INDL INC | 51,775 | $1.9B | 16.93% | |
| 518 | ARMARM HOLDINGS PLC | 11,459 | $1.9B | 16.71% | |
| 519 | DTDYNATRACE INC | 33,481 | $1.8B | 16.67% | |
| 520 | JNPJUNIPER NETWORKS INC | 46,088 | $1.8B | 16.59% | |
| 521 | FCNCAFIRST CTZNS BANCSHARES INC N | 924 | $1.8B | 16.30% | |
| 522 | EQHEQUITABLE HLDGS INC | 32,039 | $1.8B | 16.20% | |
| 523 | DECKDECKERS OUTDOOR CORP | 17,430 | $1.8B | 16.20% | |
| 524 | NNNNNN REIT INC | 41,496 | $1.8B | 16.15% | |
| 525 | IEXIDEX CORP | 10,195 | $1.8B | 16.14% | |
| 526 | REXRREXFORD INDL RLTY INC | 50,277 | $1.8B | 16.12% | |
| 527 | JJACOBS SOLUTIONS INC | 13,569 | $1.8B | 16.08% | |
| 528 | HOLXHOLOGIC INC | 27,257 | $1.8B | 16.01% | |
| 529 | WSTWEST PHARMACEUTICAL SVSC INC | 8,117 | $1.8B | 16.01% | |
| 530 | SHOPSHOPIFY INC | 15,213 | $1.8B | 15.82% | |
| 531 | HEIHEICO CORP NEW | 6,733 | $1.7B | 15.71% | |
| 532 | EPRTESSENTIAL PPTYS RLTY TR INC | 53,616 | $1.7B | 15.42% | |
| 533 | TRUTRANSUNION | 19,372 | $1.7B | 15.37% | |
| 534 | ADCAGREE RLTY CORP | 23,326 | $1.7B | 15.36% | |
| 535 | ALLEALLEGION PLC | 11,821 | $1.7B | 15.36% | |
| 536 | SSNCSS&C TECHNOLOGIES HLDGS INC | 20,505 | $1.7B | 15.31% | |
| 537 | DKNGDRAFTKINGS INC NEW | 39,136 | $1.7B | 15.13% | |
| 538 | SNAPSNAP INC | 189,547 | $1.6B | 14.85% | |
| 539 | CLXCLOROX CO DEL | 13,655 | $1.6B | 14.78% | |
| 540 | FOXAFOX CORP | 29,208 | $1.6B | 14.76% | |
| 541 | DONSPDR DOW JONES INDL AVERAGE | 3,688 | $1.6B | 14.65% | |
| 542 | RSRELIANCE INC | 5,142 | $1.6B | 14.55% | |
| 543 | MASMASCO CORP | 24,818 | $1.6B | 14.40% | |
| 544 | REEVEREST GROUP LTD | 4,689 | $1.6B | 14.37% | |
| 545 | JKHYHENRY JACK & ASSOC INC | 8,803 | $1.6B | 14.30% | |
| 546 | ACMAECOM | 13,884 | $1.6B | 14.13% | |
| 547 | PAYCPAYCOM SOFTWARE INC | 6,654 | $1.5B | 13.88% | |
| 548 | MDBMONGODB INC | 7,332 | $1.5B | 13.88% | |
| 549 | BLDRBUILDERS FIRSTSOURCE INC | 13,177 | $1.5B | 13.86% | |
| 550 | JBHTHUNT J B TRANS SVCS INC | 10,697 | $1.5B | 13.85% | |
| 551 | RPRXROYALTY PHARMA PLC | 42,630 | $1.5B | 13.85% | |
| 552 | BENFRANKLIN RESOURCES INC | 64,156 | $1.5B | 13.79% | |
| 553 | DALDELTA AIR LINES INC DEL | 31,047 | $1.5B | 13.77% | |
| 554 | AKAMAKAMAI TECHNOLOGIES INC | 19,062 | $1.5B | 13.71% | |
| 555 | TDTORONTO DOMINION BK ONT | 20,592 | $1.5B | 13.64% | |
| 556 | ACWIISHARES TR | 11,725 | $1.5B | 13.59% | |
| 557 | CHRWC H ROBINSON WORLDWIDE INC | 15,690 | $1.5B | 13.57% | |
| 558 | SOLVSOLVENTUM CORP | 19,778 | $1.5B | 13.52% | |
| 559 | SJMSMUCKER J M CO | 15,259 | $1.5B | 13.51% | |
| 560 | IVZINVESCO LTD | 94,354 | $1.5B | 13.41% | |
| 561 | IPGINTERPUBLIC GROUP COS INC | 60,711 | $1.5B | 13.40% | |
| 562 | GRABGRAB HOLDINGS LIMITED | 291,586 | $1.5B | 13.22% | |
| 563 | ILMNILLUMINA INC | 15,261 | $1.5B | 13.13% | |
| 564 | RPMRPM INTL INC | 13,245 | $1.5B | 13.12% | |
| 565 | INCYINCYTE CORP | 21,345 | $1.5B | 13.10% | |
| 566 | NDSNNORDSON CORP | 6,721 | $1.4B | 12.99% | |
| 567 | AFWALIGN TECHNOLOGY INC | 7,590 | $1.4B | 12.96% | |
| 568 | BURLBURLINGTON STORES INC | 6,165 | $1.4B | 12.93% | |
| 569 | FNFFIDELITY NATIONAL FINANCIAL | 25,420 | $1.4B | 12.85% | |
| 570 | OKTAOKTA INC | 14,216 | $1.4B | 12.81% | |
| 571 | FRFIRST INDL RLTY TR INC | 29,474 | $1.4B | 12.79% | |
| 572 | NBIXNEUROCRINE BIOSCIENCES INC | 10,916 | $1.4B | 12.37% | |
| 573 | UHSUNIVERSAL HLTH SVCS INC | 7,528 | $1.4B | 12.29% | |
| 574 | MNDYMONDAY COM LTD | 4,300 | $1.4B | 12.19% | |
| 575 | BEKEKE HLDGS INC | 75,900 | $1.3B | 12.14% | |
| 576 | VNOVORNADO RLTY TR | 34,892 | $1.3B | 12.03% | |
| 577 | UALUNITED AIRLS HLDGS INC | 16,713 | $1.3B | 12.00% | |
| 578 | EMNEASTMAN CHEM CO | 17,740 | $1.3B | 11.94% | |
| 579 | GGGGRACO INC | 15,382 | $1.3B | 11.92% | |
| 580 | NWSANEWS CORP NEW | 43,967 | $1.3B | 11.78% | |
| 581 | PKNREVVITY INC | 13,458 | $1.3B | 11.74% | |
| 582 | BGBUNGE GLOBAL SA | 16,042 | $1.3B | 11.61% | |
| 583 | SUSUNCOR ENERGY INC NEW | 34,235 | $1.3B | 11.56% | |
| 584 | CGCARLYLE GROUP INC | 24,699 | $1.3B | 11.45% | |
| 585 | SPYSPDR S&P 500 ETF TR | 2,041 | $1.3B | 11.37% | |
| 586 | TRNOTERRENO RLTY CORP | 22,413 | $1.3B | 11.33% | |
| 587 | AHRAMERICAN HEALTHCARE REIT INC | 33,961 | $1.2B | 11.25% | |
| 588 | HRHEALTHCARE RLTY TR | 77,860 | $1.2B | 11.13% | |
| 589 | RHPRYMAN HOSPITALITY PPTYS INC | 12,482 | $1.2B | 11.10% | |
| 590 | BAHBOOZ ALLEN HAMILTON HLDG COR | 11,810 | $1.2B | 11.09% | |
| 591 | UTHUNITED THERAPEUTICS CORP DEL | 4,239 | $1.2B | 10.98% | |
| 592 | CTRECARETRUST REIT INC | 39,764 | $1.2B | 10.97% | |
| 593 | HRLHORMEL FOODS CORP | 39,879 | $1.2B | 10.88% | |
| 594 | HHYATT HOTELS CORP | 8,533 | $1.2B | 10.74% | |
| 595 | LKQ1LKQ CORP | 31,955 | $1.2B | 10.66% | |
| 596 | RYAAYRYANAIR HOLDINGS PLC | 20,195 | $1.2B | 10.50% | |
| 597 | IBNICICI BANK LIMITED | 34,448 | $1.2B | 10.45% | |
| 598 | CNHICNH INDL N V | 88,980 | $1.2B | 10.40% | |
| 599 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 12,390 | $1.1B | 10.34% | |
| 600 | IOTSAMSARA INC | 28,424 | $1.1B | 10.19% |