Sumitomo Mitsui DS Asset Management Company, Ltd
SEC Form 13F institutional filer · CIK 0001411530
13F-HR · 501 reported holdings · 2026-03-31
Sumitomo Mitsui DS Asset Management Company, Ltd is an asset manager.
Reported long-US-equity value
$11.11B
Top-10 concentration
32.4%
Sumitomo Mitsui DS Asset Management Company, Ltd — $11.1B AUM allocation strategy
Sumitomo Mitsui DS Asset Management Company, Ltd files SEC Form 13F and reports $11.1B of long US equity value across 501 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.5%, followed by Communication Services 6.6% and Consumer Discretionary 6.6%.
The top 10 holdings account for 32% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Sumitomo Mitsui DS Asset Management Company, Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$11.1B
total across 501 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
32% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BKR +117K sh · +$9.4M+$HBAN +65.1K sh · +$652K+$T +61.7K sh · +$5.98M
Biggest trims (shares)
−$IVV −419K sh · −$13.6M−$AMCR −343K sh · −$128K−$WMB −59K sh · +$3.22M
Exited to nil (held last quarter, gone now)
$BF.B ($652K last qtr)$XLK ($280K last qtr)$AOS ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.5%—
- Interactive Media & Services6.6%—
- Technology Hardware, Storage & Peripherals5.3%—
- Systems Software4.6%—
- Broadline Retail3.0%—
- Pharmaceuticals2.6%—
- Investment Banking & Brokerage2.2%—
- Integrated Oil & Gas2.2%—
- Other holdings64.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 4.12M | $719M | +8.72K | 6.5% |
| $AAPL | Apple Inc | 2.33M | $592M | +39.9K | 5.3% |
| $MSFT | Microsoft Corporation | 1.38M | $511M | +35.7K | 4.6% |
| $AMZN | Amazon.com Inc | 1.61M | $336M | +42.4K | 3.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 1.02M | $292M | +38.6K | 2.6% |
| $GS | Goldman Sachs Group Inc | 291K | $246M | +6.65K | 2.2% |
| $GOOGL | Alphabet Inc | 830K | $238M | +11.6K | 2.1% |
| $AVGO | Broadcom Inc | 738K | $228M | -21.9K | 2.1% |
| $CAT | Caterpillar Inc | 316K | $224M | +8.83K | 2.0% |
| $META | Meta Platforms Inc | 364K | $208M | +842 | 1.9% |
…and 491 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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