Fund HoldingsSumitomo Mitsui DS Asset Management Company, Ltd

Total Portfolio Value
$7.64B
Total Bought
$1.01B
Total Sold
$368.98M
Net Transaction
+$640.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)01,021,367+1,021,3670384,0755.03%+384,075
APPLE INC(AAPL)01,806,593+1,806,5930347,8234.55%+347,823
AERCAP HOLDINGS NV(AER)0415,254+415,254030,8620.40%+30,862
AMAZON COM INC(AMZN)940,258956,394+16,136119,526145,3151.90%+25,789
M/I HOMES INC(MHO)0184,300+184,300025,3850.33%+25,385
BEAZER HOMES USA INC(BZH)0739,000+739,000024,9710.33%+24,971
ELDORADO GOLD CORP NEW(EGO)01,871,500+1,871,500024,2730.32%+24,273
HOWARD HUGHES HOLDINGS INC(HHH)0271,670+271,670023,2410.30%+23,241
GENWORTH FINL INC(GNW)03,365,600+3,365,600022,4820.29%+22,482
UNITED STATES STL CORP NEW0452,900+452,900022,0340.29%+22,034
GLOBAL SHIP LEASE INC NEW
COM CL A
01,089,204+1,089,204021,5880.28%+21,588
BROADCOM INC(AVGO)060,018+60,018066,9950.88%+66,995
PARK HOTELS & RESORTS INC(PK)01,355,522+1,355,522020,7390.27%+20,739
NVIDIA CORPORATION(NVDA)323,399323,604+205140,675160,2552.10%+19,580
ALGOMA STL GROUP INC01,940,300+1,940,300019,4610.25%+19,461
CIVITAS RESOURCES INC0278,600+278,600019,0510.25%+19,051
ALLY FINL INC(ALLY)0514,548+514,548017,9680.24%+17,968
SALESFORCE INC(CRM)0290,603+290,603076,4691.00%+76,469
JEFFERIES FINL GROUP INC(JEF)0421,600+421,600017,0370.22%+17,037
JACKSON FINANCIAL INC(JXN)0330,800+330,800016,9370.22%+16,937
RADIAN GROUP INC(RDN)0592,573+592,573016,9180.22%+16,918
BOEING CO(BA)0249,627+249,627065,0680.85%+65,068
JPMORGAN CHASE & CO(JPM)613,015618,481+5,46688,899105,2041.38%+16,304
SIRIUSPOINT LTD(SPNT)01,401,595+1,401,595016,2590.21%+16,259
META PLATFORMS INC(META)262,749266,380+3,63178,88094,2881.23%+15,408
HOME DEPOT INC(HD)0364,266+364,2660126,2361.65%+126,236
HUDBAY MINERALS INC(HBM)02,648,100+2,648,100014,6180.19%+14,618
INTERNATIONAL SEAWAYS INC(INSW)0316,600+316,600014,3990.19%+14,399
NAVIENT CORPORATION(JSM)0727,500+727,500013,5460.18%+13,546
RLJ LODGING TR(RLJ)01,175,932+1,175,932013,7820.18%+13,782
GOLDMAN SACHS GROUP INC(GS)226,271223,604-2,66773,21586,2601.13%+13,045
COOL CO LTD0960,722+960,722012,2200.16%+12,220
GOLAR LNG LTD
SHS
0526,400+526,400012,1020.16%+12,102
EQUINOX GOLD CORP(EQX)02,401,200+2,401,200011,7420.15%+11,742
IAMGOLD CORP(IAG)04,336,800+4,336,800010,9720.14%+10,972
VISA INC(V)0416,562+416,5620108,4521.42%+108,452
AMERICAN EXPRESS CO(AXP)0282,674+282,674052,9560.69%+52,956
MCDONALDS CORP(MCD)0316,615+316,615093,8801.23%+93,880
INTEL CORP(INTC)663,056663,757+70123,57233,3540.44%+9,782
CENTERRA GOLD INC(CGAU)01,600,736+1,600,73609,5400.12%+9,540
ISHARES TR289,889466,279+176,39010,77519,2710.25%+8,496
VANGUARD INDEX FDS0288,713+288,713089,7551.17%+89,755
VANGUARD INTL EQUITY INDEX F01,261,134+1,261,134081,3181.06%+81,318
ISHARES GOLD TR(IAU)324,404502,598+178,19411,35119,6160.26%+8,266
ADVANCED MICRO DEVICES INC(AMD)0182,700+182,700026,9320.35%+26,932
ALPHABET INC(GOOG)762,477768,575+6,09899,778107,3621.40%+7,585
JETBLUE AWYS CORP(JBLU)01,346,900+1,346,90007,4750.10%+7,475
ALLEGIANT TRAVEL CO(ALGT)087,000+87,00007,1870.09%+7,187
VANGUARD INDEX FDS0580,850+580,850086,8371.14%+86,837
INTERNATIONAL BUSINESS MACHS(IBM)297,893295,230-2,66341,79448,2850.63%+6,490
TUTOR PERINI CORP(TPC)0710,690+710,69006,4670.08%+6,467
UNIVERSAL INS HLDGS INC(UVE)0399,661+399,66106,3870.08%+6,387
CROWDSTRIKE HLDGS INC(CRWD)050,692+50,692012,9430.17%+12,943
ADOBE INC(ADBE)72,47172,128-34336,95343,0320.56%+6,079
HONEYWELL INTL INC(HON)0256,919+256,919053,8780.71%+53,878
ARES MANAGEMENT CORPORATION(ARES)172,010196,439+24,42917,69523,3610.31%+5,666
ELI LILLY & CO(LLY)113,160113,927+76760,78266,4100.87%+5,629
SERVICENOW INC(NOW)040,342+40,342028,5010.37%+28,501
ISHARES INC0816,489+816,4890108,6091.42%+108,609
TRAVELERS COMPANIES INC(TRV)0216,431+216,431041,2280.54%+41,228
PROLOGIS INC.(PLD)0233,394+233,394031,1110.41%+31,111
ALPHABET INC(GOOG)615,732614,214-1,51881,18486,5611.13%+5,377
NETFLIX INC(NFLX)044,664+44,664021,7460.28%+21,746
INTUIT(INTU)45,05844,787-27123,02227,9930.37%+4,971
NIKE INC(NKE)0386,409+386,409041,9520.55%+41,952
PDD HOLDINGS INC(PDD)102,479102,446-3310,05014,9890.20%+4,939
BANK AMERICA CORP0784,361+784,361026,4090.35%+26,409
BOOZ ALLEN HAMILTON HLDG COR0124,200+124,200015,8860.21%+15,886
CATERPILLAR INC(CAT)247,390244,754-2,63667,53772,3660.95%+4,829
COSTCO WHSL CORP NEW(COST)51,03650,602-43428,83333,4010.44%+4,568
UBER TECHNOLOGIES INC(UBER)182,870208,488+25,6188,41012,8370.17%+4,426
QUALCOMM INC(QCOM)0118,943+118,943017,2030.23%+17,203
AMGEN INC(AMGN)248,605246,158-2,44766,81570,8980.93%+4,083
LULULEMON ATHLETICA INC(LULU)026,875+26,875013,7410.18%+13,741
3M CO(MMM)0256,741+256,741028,0670.37%+28,067
LINDE PLC(LIN)049,517+49,517020,3370.27%+20,337
UNITEDHEALTH GROUP INC(UNH)317,766311,532-6,234160,214164,0122.15%+3,798
ACCENTURE PLC IRELAND
SHS CLASS A
104,312102,001-2,31132,03535,7930.47%+3,758
VERIZON COMMUNICATIONS INC(VZ)0667,751+667,751025,1740.33%+25,174
DISNEY WALT CO(DIS)0382,705+382,705034,5540.45%+34,554
TAL EDUCATION GROUP(TAL)0274,131+274,13103,4620.05%+3,462
S&P GLOBAL INC(SPGI)044,706+44,706019,6940.26%+19,694
WELLS FARGO CO NEW(WFC)0382,340+382,340018,8190.25%+18,819
SIMON PPTY GROUP INC NEW(SPG)087,759+87,759012,5180.16%+12,518
MASTERCARD INCORPORATED(MA)88,40289,526+1,12434,99938,1840.50%+3,184
PARKER-HANNIFIN CORP(PH)18,03822,065+4,0277,02610,1650.13%+3,139
VERTEX PHARMACEUTICALS INC(VRTX)040,312+40,312016,4030.21%+16,403
UNION PAC CORP(UNP)065,789+65,789016,1590.21%+16,159
EQUINIX INC(EQIX)028,593+28,593023,0290.30%+23,029
BOOKING HOLDINGS INC(BKNG)7,0816,960-12121,83724,6890.32%+2,851
MERCK & CO INC(MRK)0526,225+526,225057,3690.75%+57,369
BLACKROCK INC(BLK)015,663+15,663012,7150.17%+12,715
WORKDAY INC(WDAY)45,99645,513-4839,88212,5640.16%+2,682
TRANE TECHNOLOGIES PLC(TT)69,52068,764-75614,10616,7720.22%+2,665
AMERICAN TOWER CORP NEW(AMT)051,326+51,326011,0800.14%+11,080
SCHWAB CHARLES CORP(SCHW)0156,332+156,332010,7560.14%+10,756
ANALOG DEVICES INC(ADI)0184,467+184,467036,6280.48%+36,628
WORLD GOLD TR(GLDM)906,460871,010-35,45033,23135,6330.47%+2,402
ABBOTT LABS0174,932+174,932019,2550.25%+19,255
INTUITIVE SURGICAL INC055,157+55,157018,6080.24%+18,608
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