Sumitomo Mitsui DS Asset Management Company, Ltd Q3 2018 Filing

Filed October 15, 2018

Portfolio Value

$6.5T

Holdings

792

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (792 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORP
623,643$175.3B2.70%
2
TSLATESLA INC
581,589$154.0B2.37%
3
CRMSALESFORCE COM INC
824,550$131.1B2.02%
4
MUMICRON TECHNOLOGY INC
2,881,665$130.3B2.01%
5
AMZNAMAZON COM INC
64,515$129.2B1.99%
6
TTDTHE TRADE DESK INC
806,265$121.7B1.87%
7
ORCLORACLE CORP
2,340,232$120.7B1.86%
8
PTCPTC INC
1,026,370$109.0B1.68%
9
MCHPMICROCHIP TECHNOLOGY INC
1,349,913$106.5B1.64%
10
YELPYELP INC
2,120,140$104.3B1.61%
11
ONON SEMICONDUCTOR CORP
5,142,415$94.8B1.46%
12
AAPLAPPLE INC
399,194$90.1B1.39%
13
ANETEURARISTA NETWORKS INC
326,638$86.8B1.34%
14
BIDUNBAIDU INC
378,736$86.6B1.33%
15
GOOGALPHABET INC
67,210$80.2B1.24%
16
BABAALIBABA GROUP HLDG LTD
479,854$79.1B1.22%
17
TRIPTRIPADVISOR INC
1,413,265$72.2B1.11%
18
NFLXNETFLIX INC
183,660$68.7B1.06%
19
MRVLMARVELL TECHNOLOGY GROUP LTD
3,542,528$68.4B1.05%
20
METAFACEBOOK INC
404,947$66.6B1.03%
21
CDNSCADENCE DESIGN SYSTEM INC
1,454,883$65.9B1.02%
22
MSFTMICROSOFT CORP
560,009$64.0B0.99%
23
LRCXEURLAM RESEARCH CORP
406,886$61.7B0.95%
24
DEDEERE & CO
407,535$61.3B0.94%
25
INTCINTEL CORP
1,249,900$59.1B0.91%
26
CRTOCRITEO S A
2,542,325$58.3B0.90%
27
T77LENDINGTREE INC NEW
252,305$58.1B0.89%
28
RHT1EURRED HAT INC
421,884$57.5B0.89%
29
PYPLPAYPAL HLDGS INC
654,510$57.5B0.89%
30
SPLKCHFSPLUNK INC
473,545$57.3B0.88%
31
UNHUNITEDHEALTH GROUP INC
206,479$54.9B0.85%
32
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,197,151$52.9B0.81%
33
AMATAPPLIED MATLS INC
1,350,677$52.2B0.80%
34
STTSPDR SERIES TRUST
1,434,695$51.7B0.80%
35
SPGSIMON PPTY GROUP INC NEW
285,862$50.5B0.78%
36
VVISA INC
329,452$49.4B0.76%
37
FUODOLBY LABORATORIES INC
678,605$47.5B0.73%
38
MAMASTERCARD INCORPORATED
205,970$45.9B0.71%
39
JNJJOHNSON & JOHNSON
326,745$45.1B0.70%
40
ELVANTHEM INC
164,111$45.0B0.69%
41
GOOGLALPHABET INC
36,747$44.4B0.68%
42
TERTERADYNE INC
1,197,725$44.3B0.68%
43
TRMBTRIMBLE INC
960,472$41.7B0.64%
44
BRK/BBERKSHIRE HATHAWAY INC DEL
194,848$41.7B0.64%
45
FEYECHFFIREEYE INC
2,421,230$41.2B0.63%
46
WDAYWORKDAY INC
281,817$41.1B0.63%
47
SNAPSNAP INC
4,830,918$41.0B0.63%
48
AVGOBROADCOM INC
164,723$40.6B0.63%
49
EMBISHARES TR
363,273$39.2B0.60%
50
OVEROVERSTOCK COM INC DEL
1,408,114$39.0B0.60%
51
BKNGBOOKING HLDGS INC
19,507$38.7B0.60%
52
PEGAPEGASYSTEMS INC
611,825$38.3B0.59%
53
DBXDROPBOX INC
1,385,415$37.2B0.57%
54
FTVFORTIVE CORP
441,215$37.1B0.57%
55
VRSKVERISK ANALYTICS INC
300,498$36.2B0.56%
56
WFCWELLS FARGO CO NEW
634,614$33.4B0.51%
57
RDFNREDFIN CORP
1,771,349$33.1B0.51%
58
DISDISNEY WALT CO
282,519$33.0B0.51%
59
TELTE CONNECTIVITY LTD
360,849$31.7B0.49%
60
TWTRUSDTWITTER INC
1,102,082$31.4B0.48%
61
XLNXEURXILINX INC
388,947$31.2B0.48%
62
JPMJPMORGAN CHASE & CO
264,601$29.9B0.46%
63
MDTMEDTRONIC PLC
301,311$29.6B0.46%
64
CMECME GROUP INC
168,029$28.6B0.44%
65
PEPPEPSICO INC
254,253$28.4B0.44%
66
VWOBVANGUARD WHITEHALL FDS INC
370,451$28.1B0.43%
67
XOMEXXON MOBIL CORP
326,863$27.8B0.43%
68
KLACKLA-TENCOR CORP
266,847$27.1B0.42%
69
CVXCHEVRON CORP NEW
206,184$25.2B0.39%
70
NKENIKE INC
291,999$24.7B0.38%
71
BABOEING CO
66,287$24.7B0.38%
72
NUANEURNUANCE COMMUNICATIONS INC
1,414,650$24.5B0.38%
73
PFEPFIZER INC
549,637$24.2B0.37%
74
HDHOME DEPOT INC
115,959$24.0B0.37%
75
ACXIOM HOLDINGS INC
480,150$23.7B0.37%
76
ABTABBOTT LABS
313,286$23.0B0.35%
77
BACBANK AMER CORP
756,082$22.3B0.34%
78
EAELECTRONIC ARTS INC
178,275$21.5B0.33%
79
TJXTJX COS INC NEW
187,386$21.0B0.32%
80
BDXBECTON DICKINSON & CO
79,215$20.7B0.32%
81
SBUXSTARBUCKS CORP
359,110$20.4B0.31%
82
CSCOCISCO SYS INC
399,629$19.4B0.30%
83
HORTONWORKS INC
837,113$19.1B0.29%
84
TXNTEXAS INSTRS INC
175,309$18.8B0.29%
85
TAT&T INC
559,457$18.8B0.29%
86
BACVERIZON COMMUNICATIONS INC
347,329$18.5B0.29%
87
CORNERSTONE ONDEMAND INC
323,750$18.4B0.28%
88
KOCOCA COLA CO
389,222$18.0B0.28%
89
MRKMERCK & CO INC
247,112$17.5B0.27%
90
PGPROCTER AND GAMBLE CO
208,167$17.3B0.27%
91
WELLWELLTOWER INC
268,595$17.3B0.27%
92
MCDMCDONALDS CORP
97,846$16.4B0.25%
93
REGREGENCY CTRS CORP
241,779$15.6B0.24%
94
ABEVAMBEV SA
3,389,459$15.5B0.24%
95
AMTAMERICAN TOWER CORP NEW
104,389$15.2B0.23%
96
KIMKIMCO RLTY CORP
903,797$15.1B0.23%
97
PFPTPROOFPOINT INC
142,177$15.1B0.23%
98
MMM3M CO
69,113$14.6B0.22%
99
VENVENTAS INC
262,203$14.3B0.22%
100
FITBIT INC
2,616,100$14.0B0.22%
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