Sumitomo Mitsui DS Asset Management Company, Ltd Q4 2018 Filing

Filed January 25, 2019

Portfolio Value

$5.5T

Holdings

777

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (777 positions)

#StockSharesValue% PortfolioType
1
CRMSALESFORCE COM INC
1,066,963$146.1B2.64%
2
METAFACEBOOK INC
900,556$118.1B2.13%
3
XYZSQUARE INC
1,998,253$112.1B2.03%
4
NOWSERVICENOW INC
575,481$102.5B1.85%
5
TTDTHE TRADE DESK INC
876,605$101.7B1.84%
6
PTCPTC INC
1,137,142$94.3B1.70%
7
NFLXNETFLIX INC
351,665$94.1B1.70%
8
AMZNAMAZON COM INC
61,200$91.9B1.66%
9
NVDANVIDIA CORP
676,148$90.3B1.63%
10
MCHPMICROCHIP TECHNOLOGY INC
1,244,848$89.5B1.62%
11
TWLOTWILIO INC
974,515$87.0B1.57%
12
ONON SEMICONDUCTOR CORP
5,171,985$85.4B1.54%
13
INTCINTEL CORP
1,671,444$78.4B1.42%
14
BABAALIBABA GROUP HLDG LTD
563,880$77.3B1.40%
15
RHT1EURRED HAT INC
421,389$74.0B1.34%
16
ANETEURARISTA NETWORKS INC
338,398$71.3B1.29%
17
MSFTMICROSOFT CORP
701,814$71.3B1.29%
18
GOOGALPHABET INC
66,925$69.3B1.25%
19
AVGOBROADCOM INC
271,013$68.9B1.25%
20
GOOGLALPHABET INC
61,332$64.1B1.16%
21
SPLKCHFSPLUNK INC
597,722$62.7B1.13%
22
ELVANTHEM INC
232,836$61.1B1.10%
23
T77LENDINGTREE INC NEW
275,020$60.4B1.09%
24
AAPLAPPLE INC
379,225$59.8B1.08%
25
CRTOCRITEO S A
2,542,325$57.8B1.04%
26
YELPYELP INC
1,616,770$56.6B1.02%
27
MRVLMARVELL TECHNOLOGY GROUP LTD
3,346,732$54.2B0.98%
28
VVISA INC
405,867$53.5B0.97%
29
TSLATESLA INC
160,010$53.3B0.96%
30
UNHUNITEDHEALTH GROUP INC
211,854$52.8B0.95%
31
MAMASTERCARD INCORPORATED
250,660$47.3B0.85%
32
STTSPDR SERIES TRUST
1,326,754$44.6B0.81%
33
CDNSCADENCE DESIGN SYSTEM INC
989,997$43.0B0.78%
34
DEDEERE & CO
281,784$42.0B0.76%
35
FUODOLBY LABORATORIES INC
678,605$42.0B0.76%
36
SPGSIMON PPTY GROUP INC NEW
240,413$40.4B0.73%
37
BRK/BBERKSHIRE HATHAWAY INC DEL
191,735$39.1B0.71%
38
JNJJOHNSON & JOHNSON
300,044$38.7B0.70%
39
BIDUNBAIDU INC
235,351$37.3B0.67%
40
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,003,724$37.0B0.67%
41
EMBISHARES TR
346,120$36.0B0.65%
42
XLNXEURXILINX INC
404,273$34.4B0.62%
43
CGNXCOGNEX CORP
880,401$34.0B0.62%
44
TRIPTRIPADVISOR INC
623,880$33.7B0.61%
45
BNDXVANGUARD CHARLOTTE FDS
601,382$32.6B0.59%
46
TRMBTRIMBLE INC
950,177$31.3B0.57%
47
CMECME GROUP INC
163,904$30.8B0.56%
48
PSAPUBLIC STORAGE
148,012$30.0B0.54%
49
FTVFORTIVE CORP
439,781$29.8B0.54%
50
DISDISNEY WALT CO
270,041$29.6B0.54%
51
PEGAPEGASYSTEMS INC
611,825$29.3B0.53%
52
PANWPALO ALTO NETWORKS INC
154,302$29.1B0.53%
53
WFCWELLS FARGO CO NEW
628,725$29.0B0.52%
54
APTVAPTIV PLC
466,684$28.7B0.52%
55
RAMPLIVERAMP HLDGS INC
734,270$28.4B0.51%
56
VWOBVANGUARD WHITEHALL FDS INC
378,962$28.2B0.51%
57
PEPPEPSICO INC
250,071$27.6B0.50%
58
TELTE CONNECTIVITY LTD
359,875$27.2B0.49%
59
MDTMEDTRONIC PLC
297,642$27.1B0.49%
60
SNAPSNAP INC
4,841,193$26.7B0.48%
61
RDFNREDFIN CORP
1,771,349$25.5B0.46%
62
JPMJPMORGAN CHASE & CO
259,667$25.3B0.46%
63
BKNGBOOKING HLDGS INC
14,354$24.7B0.45%
64
WDAYWORKDAY INC
152,616$24.4B0.44%
65
BNDVANGUARD BD INDEX FD INC
302,327$23.9B0.43%
66
PFEPFIZER INC
542,925$23.7B0.43%
67
BABOEING CO
72,030$23.2B0.42%
68
CVXCHEVRON CORP NEW
209,438$22.8B0.41%
69
XOMEXXON MOBIL CORP
319,621$21.8B0.39%
70
FEYECHFFIREEYE INC
1,341,375$21.7B0.39%
71
HDHOME DEPOT INC
120,825$20.8B0.38%
72
INTUINTUIT
104,014$20.5B0.37%
73
ABTABBOTT LABS
281,828$20.4B0.37%
74
OVEROVERSTOCK COM INC DEL
1,408,114$19.1B0.35%
75
VRSKVERISK ANALYTICS INC
174,749$19.1B0.34%
76
BDXBECTON DICKINSON & CO
84,446$19.0B0.34%
77
PGPROCTER AND GAMBLE CO
204,953$18.8B0.34%
78
NKENIKE INC
253,415$18.8B0.34%
79
MRKMERCK & CO INC
244,444$18.7B0.34%
80
MCDMCDONALDS CORP
101,759$18.1B0.33%
81
BACVERIZON COMMUNICATIONS INC
320,861$18.0B0.33%
82
KOCOCA COLA CO
377,180$17.9B0.32%
83
BACBANK AMER CORP
717,319$17.7B0.32%
84
SBUXSTARBUCKS CORP
272,269$17.5B0.32%
85
WELLWELLTOWER INC
250,138$17.4B0.31%
86
MUMICRON TECHNOLOGY INC
538,073$17.1B0.31%
87
CSCOCISCO SYS INC
389,570$16.9B0.31%
88
PYPLPAYPAL HLDGS INC
199,108$16.7B0.30%
89
AMTAMERICAN TOWER CORP NEW
103,251$16.3B0.30%
90
PSTGPURE STORAGE INC
973,795$15.7B0.28%
91
HORTONWORKS INC
1,068,418$15.4B0.28%
92
TAT&T INC
535,979$15.3B0.28%
93
ABEVAMBEV SA
3,689,247$14.5B0.26%
94
MMM3M CO
74,727$14.2B0.26%
95
HTAEURHEALTHCARE TR AMER INC
558,834$14.1B0.26%
96
MAAMID AMER APT CMNTYS INC
145,300$13.9B0.25%
97
PFPTPROOFPOINT INC
165,677$13.9B0.25%
98
TXNTEXAS INSTRS INC
140,965$13.3B0.24%
99
IBMINTERNATIONAL BUSINESS MACHS
113,525$12.9B0.23%
100
WMTWALMART INC
137,024$12.8B0.23%
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