Sumitomo Mitsui DS Asset Management Company, Ltd Q4 2018 Filing

Filed January 25, 2019

Portfolio Value

$5.5B

Holdings

777

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (777 positions)

#StockSharesValue% PortfolioType
1
CRMSALESFORCE COM INC
1,066,963$146.1B2640.80%
2
METAFACEBOOK INC
900,556$118.1B2133.25%
3
XYZSQUARE INC
1,998,253$112.1B2025.35%
4
NOWSERVICENOW INC
575,481$102.5B1851.55%
5
TTDTHE TRADE DESK INC
876,605$101.7B1838.43%
6
PTCPTC INC
1,137,142$94.3B1703.46%
7
NFLXNETFLIX INC
351,665$94.1B1700.88%
8
AMZNAMAZON COM INC
61,200$91.9B1661.02%
9
NVDANVIDIA CORP
676,148$90.3B1631.11%
10
MCHPMICROCHIP TECHNOLOGY INC
1,244,848$89.5B1617.81%
11
TWLOTWILIO INC
974,515$87.0B1572.54%
12
ONON SEMICONDUCTOR CORP
5,171,985$85.4B1543.00%
13
INTCINTEL CORP
1,671,444$78.4B1417.43%
14
BABAALIBABA GROUP HLDG LTD
563,880$77.3B1396.67%
15
RHT1EURRED HAT INC
421,389$74.0B1337.41%
16
ANETEURARISTA NETWORKS INC
338,398$71.3B1288.41%
17
MSFTMICROSOFT CORP
701,814$71.3B1288.10%
18
GOOGALPHABET INC
66,925$69.3B1252.41%
19
AVGOBROADCOM INC
271,013$68.9B1245.27%
20
GOOGLALPHABET INC
61,332$64.1B1158.10%
21
SPLKCHFSPLUNK INC
597,722$62.7B1132.48%
22
ELVANTHEM INC
232,836$61.1B1104.98%
23
T77LENDINGTREE INC NEW
275,020$60.4B1091.19%
24
AAPLAPPLE INC
379,225$59.8B1080.93%
25
CRTOCRITEO S A
2,542,325$57.8B1043.76%
26
YELPYELP INC
1,616,770$56.6B1022.23%
27
MRVLMARVELL TECHNOLOGY GROUP LTD
3,346,732$54.2B979.10%
28
VVISA INC
405,867$53.5B967.66%
29
TSLATESLA INC
160,010$53.3B962.26%
30
UNHUNITEDHEALTH GROUP INC
211,854$52.8B953.69%
31
MAMASTERCARD INCORPORATED
250,660$47.3B854.49%
32
STTSPDR SERIES TRUST
1,326,754$44.6B805.30%
33
CDNSCADENCE DESIGN SYSTEM INC
989,997$43.0B777.83%
34
DEDEERE & CO
281,784$42.0B759.55%
35
FUODOLBY LABORATORIES INC
678,605$42.0B758.30%
36
SPGSIMON PPTY GROUP INC NEW
240,413$40.4B729.78%
37
BRK/BBERKSHIRE HATHAWAY INC DEL
191,735$39.1B707.41%
38
JNJJOHNSON & JOHNSON
300,044$38.7B699.68%
39
BIDUNBAIDU INC
235,351$37.3B674.49%
40
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,003,724$37.0B669.45%
41
EMBISHARES TR
346,120$36.0B649.90%
42
XLNXEURXILINX INC
404,273$34.4B622.18%
43
CGNXCOGNEX CORP
880,401$34.0B615.20%
44
TRIPTRIPADVISOR INC
623,880$33.7B608.10%
45
BNDXVANGUARD CHARLOTTE FDS
601,382$32.6B589.52%
46
TRMBTRIMBLE INC
950,177$31.3B565.06%
47
CMECME GROUP INC
163,904$30.8B557.16%
48
PSAPUBLIC STORAGE
148,012$30.0B541.37%
49
FTVFORTIVE CORP
439,781$29.8B537.68%
50
DISDISNEY WALT CO
270,041$29.6B535.04%
51
PEGAPEGASYSTEMS INC
611,825$29.3B528.79%
52
PANWPALO ALTO NETWORKS INC
154,302$29.1B525.16%
53
WFCWELLS FARGO CO NEW
628,725$29.0B523.51%
54
APTVAPTIV PLC
466,684$28.7B519.21%
55
RAMPLIVERAMP HLDGS INC
734,270$28.4B512.54%
56
VWOBVANGUARD WHITEHALL FDS INC
378,962$28.2B510.43%
57
PEPPEPSICO INC
250,071$27.6B499.23%
58
TELTE CONNECTIVITY LTD
359,875$27.2B491.82%
59
MDTMEDTRONIC PLC
297,642$27.1B489.22%
60
SNAPSNAP INC
4,841,193$26.7B482.01%
61
RDFNREDFIN CORP
1,771,349$25.5B460.92%
62
JPMJPMORGAN CHASE & CO
259,667$25.3B458.04%
63
BKNGBOOKING HLDGS INC
14,354$24.7B446.75%
64
WDAYWORKDAY INC
152,616$24.4B440.35%
65
BNDVANGUARD BD INDEX FD INC
302,327$23.9B432.73%
66
PFEPFIZER INC
542,925$23.7B428.23%
67
BABOEING CO
72,030$23.2B419.75%
68
CVXCHEVRON CORP NEW
209,438$22.8B411.71%
69
XOMEXXON MOBIL CORP
319,621$21.8B393.82%
70
FEYECHFFIREEYE INC
1,341,375$21.7B392.90%
71
HDHOME DEPOT INC
120,825$20.8B375.14%
72
INTUINTUIT
104,014$20.5B369.99%
73
ABTABBOTT LABS
281,828$20.4B368.34%
74
OVEROVERSTOCK COM INC DEL
1,408,114$19.1B345.54%
75
VRSKVERISK ANALYTICS INC
174,749$19.1B344.31%
76
BDXBECTON DICKINSON & CO
84,446$19.0B343.82%
77
PGPROCTER AND GAMBLE CO
204,953$18.8B340.43%
78
NKENIKE INC
253,415$18.8B339.50%
79
MRKMERCK & CO INC
244,444$18.7B337.50%
80
MCDMCDONALDS CORP
101,759$18.1B326.51%
81
BACVERIZON COMMUNICATIONS INC
320,861$18.0B325.95%
82
KOCOCA COLA CO
377,180$17.9B322.72%
83
BACBANK AMER CORP
717,319$17.7B319.37%
84
SBUXSTARBUCKS CORP
272,269$17.5B316.84%
85
WELLWELLTOWER INC
250,138$17.4B313.74%
86
MUMICRON TECHNOLOGY INC
538,073$17.1B308.51%
87
CSCOCISCO SYS INC
389,570$16.9B305.03%
88
PYPLPAYPAL HLDGS INC
199,108$16.7B302.53%
89
AMTAMERICAN TOWER CORP NEW
103,251$16.3B295.14%
90
PSTGPURE STORAGE INC
973,795$15.7B282.94%
91
HORTONWORKS INC
1,068,418$15.4B278.39%
92
TAT&T INC
535,979$15.3B276.40%
93
ABEVAMBEV SA
3,689,247$14.5B261.31%
94
MMM3M CO
74,727$14.2B257.28%
95
HTAEURHEALTHCARE TR AMER INC
558,834$14.1B255.59%
96
MAAMID AMER APT CMNTYS INC
145,300$13.9B251.27%
97
PFPTPROOFPOINT INC
165,677$13.9B250.91%
98
TXNTEXAS INSTRS INC
140,965$13.3B240.71%
99
IBMINTERNATIONAL BUSINESS MACHS
113,525$12.9B233.18%
100
WMTWALMART INC
137,024$12.8B230.63%
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