Sumitomo Mitsui DS Asset Management Company, Ltd Q3 2018 Filing

Filed October 15, 2018

Portfolio Value

$6.5B

Holdings

792

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (792 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORP
623,643$175.3B2700.18%
2
TSLATESLA INC
581,589$154.0B2372.49%
3
CRMSALESFORCE COM INC
824,550$131.1B2020.30%
4
MUMICRON TECHNOLOGY INC
2,881,665$130.3B2008.11%
5
AMZNAMAZON COM INC
64,515$129.2B1990.95%
6
TTDTHE TRADE DESK INC
806,265$121.7B1874.63%
7
ORCLORACLE CORP
2,340,232$120.7B1859.05%
8
PTCPTC INC
1,026,370$109.0B1679.22%
9
MCHPMICROCHIP TECHNOLOGY INC
1,349,913$106.5B1641.18%
10
YELPYELP INC
2,120,140$104.3B1607.11%
11
ONON SEMICONDUCTOR CORP
5,142,415$94.8B1460.19%
12
AAPLAPPLE INC
399,194$90.1B1388.39%
13
ANETEURARISTA NETWORKS INC
326,638$86.8B1337.94%
14
BIDUNBAIDU INC
378,736$86.6B1334.39%
15
GOOGALPHABET INC
67,210$80.2B1235.85%
16
BABAALIBABA GROUP HLDG LTD
479,854$79.1B1218.08%
17
TRIPTRIPADVISOR INC
1,413,265$72.2B1112.01%
18
NFLXNETFLIX INC
183,660$68.7B1058.65%
19
MRVLMARVELL TECHNOLOGY GROUP LTD
3,542,528$68.4B1053.38%
20
METAFACEBOOK INC
404,947$66.6B1026.07%
21
CDNSCADENCE DESIGN SYSTEM INC
1,454,883$65.9B1015.87%
22
MSFTMICROSOFT CORP
560,009$64.0B986.79%
23
LRCXEURLAM RESEARCH CORP
406,886$61.7B950.99%
24
DEDEERE & CO
407,535$61.3B943.90%
25
INTCINTEL CORP
1,249,900$59.1B910.67%
26
CRTOCRITEO S A
2,542,325$58.3B898.54%
27
T77LENDINGTREE INC NEW
252,305$58.1B894.46%
28
RHT1EURRED HAT INC
421,884$57.5B885.81%
29
PYPLPAYPAL HLDGS INC
654,510$57.5B885.78%
30
SPLKCHFSPLUNK INC
473,545$57.3B882.15%
31
UNHUNITEDHEALTH GROUP INC
206,479$54.9B846.33%
32
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,197,151$52.9B814.51%
33
AMATAPPLIED MATLS INC
1,350,677$52.2B804.30%
34
STTSPDR SERIES TRUST
1,434,695$51.7B796.85%
35
SPGSIMON PPTY GROUP INC NEW
285,862$50.5B778.46%
36
VVISA INC
329,452$49.4B761.83%
37
FUODOLBY LABORATORIES INC
678,605$47.5B731.54%
38
MAMASTERCARD INCORPORATED
205,970$45.9B706.41%
39
JNJJOHNSON & JOHNSON
326,745$45.1B695.57%
40
ELVANTHEM INC
164,111$45.0B692.92%
41
GOOGLALPHABET INC
36,747$44.4B683.40%
42
TERTERADYNE INC
1,197,725$44.3B682.40%
43
TRMBTRIMBLE INC
960,472$41.7B643.12%
44
BRK/BBERKSHIRE HATHAWAY INC DEL
194,848$41.7B642.75%
45
FEYECHFFIREEYE INC
2,421,230$41.2B634.16%
46
WDAYWORKDAY INC
281,817$41.1B633.83%
47
SNAPSNAP INC
4,830,918$41.0B631.17%
48
AVGOBROADCOM INC
164,723$40.6B626.17%
49
EMBISHARES TR
363,273$39.2B603.40%
50
OVEROVERSTOCK COM INC DEL
1,408,114$39.0B600.94%
51
BKNGBOOKING HLDGS INC
19,507$38.7B596.27%
52
PEGAPEGASYSTEMS INC
611,825$38.3B590.09%
53
DBXDROPBOX INC
1,385,415$37.2B572.68%
54
FTVFORTIVE CORP
441,215$37.1B572.37%
55
VRSKVERISK ANALYTICS INC
300,498$36.2B558.12%
56
WFCWELLS FARGO CO NEW
634,614$33.4B513.90%
57
RDFNREDFIN CORP
1,771,349$33.1B510.34%
58
DISDISNEY WALT CO
282,519$33.0B509.00%
59
TELTE CONNECTIVITY LTD
360,849$31.7B488.85%
60
TWTRUSDTWITTER INC
1,102,082$31.4B483.24%
61
XLNXEURXILINX INC
388,947$31.2B480.41%
62
JPMJPMORGAN CHASE & CO
264,601$29.9B460.01%
63
MDTMEDTRONIC PLC
301,311$29.6B456.65%
64
CMECME GROUP INC
168,029$28.6B440.64%
65
PEPPEPSICO INC
254,253$28.4B437.95%
66
VWOBVANGUARD WHITEHALL FDS INC
370,451$28.1B432.80%
67
XOMEXXON MOBIL CORP
326,863$27.8B428.15%
68
KLACKLA-TENCOR CORP
266,847$27.1B418.16%
69
CVXCHEVRON CORP NEW
206,184$25.2B388.44%
70
NKENIKE INC
291,999$24.7B381.14%
71
BABOEING CO
66,287$24.7B379.82%
72
NUANEURNUANCE COMMUNICATIONS INC
1,414,650$24.5B377.49%
73
PFEPFIZER INC
549,637$24.2B373.19%
74
HDHOME DEPOT INC
115,959$24.0B370.08%
75
ACXIOM HOLDINGS INC
480,150$23.7B365.52%
76
ABTABBOTT LABS
313,286$23.0B354.09%
77
BACBANK AMER CORP
756,082$22.3B343.18%
78
EAELECTRONIC ARTS INC
178,275$21.5B330.94%
79
TJXTJX COS INC NEW
187,386$21.0B323.39%
80
BDXBECTON DICKINSON & CO
79,215$20.7B318.54%
81
SBUXSTARBUCKS CORP
359,110$20.4B314.47%
82
CSCOCISCO SYS INC
399,629$19.4B299.53%
83
HORTONWORKS INC
837,113$19.1B294.18%
84
TXNTEXAS INSTRS INC
175,309$18.8B289.78%
85
TAT&T INC
559,457$18.8B289.44%
86
BACVERIZON COMMUNICATIONS INC
347,329$18.5B285.69%
87
CORNERSTONE ONDEMAND INC
323,750$18.4B283.06%
88
KOCOCA COLA CO
389,222$18.0B276.99%
89
MRKMERCK & CO INC
247,112$17.5B270.09%
90
PGPROCTER AND GAMBLE CO
208,167$17.3B266.93%
91
WELLWELLTOWER INC
268,595$17.3B266.17%
92
MCDMCDONALDS CORP
97,846$16.4B252.18%
93
REGREGENCY CTRS CORP
241,779$15.6B240.89%
94
ABEVAMBEV SA
3,389,459$15.5B238.64%
95
AMTAMERICAN TOWER CORP NEW
104,389$15.2B233.68%
96
KIMKIMCO RLTY CORP
903,797$15.1B233.09%
97
PFPTPROOFPOINT INC
142,177$15.1B232.91%
98
MMM3M CO
69,113$14.6B224.36%
99
VENVENTAS INC
262,203$14.3B219.67%
100
FITBIT INC
2,616,100$14.0B215.64%
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