Fund HoldingsDai-ichi Life Insurance Company, Ltd

Total Portfolio Value
$4.82M
Total Bought
$1.53B
Total Sold
$2.43B
Net Transaction
-$894.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
XYLEM INC(XYL)0119,069+119,0690140.28%+14
FRANKLIN RESOURCES INC(BEN)0311,777+311,777090.19%+9
PACKAGING CORP AMER(PKG)041,777+41,777070.14%+7
EASTMAN CHEM CO(EMN)070,746+70,746060.13%+6
F5 INC(FFIV)034,173+34,173060.13%+6
REXFORD INDL RLTY INC(REXR)060,541+60,541030.07%+3
CLEAR SECURE INC(YOU)0150,093+150,093030.06%+3
BUNGE GLOBAL SA(BG)027,328+27,328030.06%+3
MANHATTAN ASSOCIATES INC(MANH)012,116+12,116030.05%+3
M & T BK CORP(MTB)016,244+16,244020.05%+2
LKQ CORP(LKQ)031,738+31,738020.03%+2
VERALTO CORP(VLTO)016,486+16,486010.03%+1
TARGA RES CORP(TRGP)014,629+14,629010.03%+1
STEEL DYNAMICS INC(STLD)07,512+7,512010.02%+1
LYONDELLBASELL INDUSTRIES N
SHS - A -
09,072+9,072010.02%+1
FIRST SOLAR INC(FSLR)03,063+3,063010.01%+1
COINBASE GLOBAL INC(COIN)01,650+1,650000.01%0
EQUIFAX INC(EFX)01,036+1,036000.01%0
VENTAS INC(VTR)04,524+4,524000.00%0
ROKU INC(ROKU)02,358+2,358000.00%0
BALL CORP03,670+3,670000.00%0
DELL TECHNOLOGIES INC(DELL)02,672+2,672000.00%0
LAS VEGAS SANDS CORP(LVS)04,088+4,088000.00%0
STATE STR CORP(STT)02,591+2,591000.00%0
CARNIVAL CORP010,478+10,478000.00%0
LIBERTY GLOBAL LTD(LBTYA)010,212+10,212000.00%0
SIRIUS XM HOLDINGS INC(SIRI)012,955+12,955000.00%0
HUNTINGTON BANCSHARES INC(HBAN)012,050+12,050000.00%0
AMCOR PLC(AMCR)013,788+13,788000.00%0
VIATRIS INC(VTRS)013,770+13,770000.00%0
MASTERBRAND INC(MBC)000000
LIBERTY GLOBAL PLC(LBTYA)000000
CARNIVAL CORP000000
DISCOVER FINL SVCS02,333+2,333000.01%0
EXTRA SPACE STORAGE INC(EXR)01,686+1,686000.01%0
PRINCIPAL FINANCIAL GROUP IN(PFG)000000
SNAP ON INC(SNA)0805+805000.00%0
BLOCK INC(XYZ)059,900+59,900050.10%+5
SBA COMMUNICATIONS CORP NEW(SBAC)08,573+8,573020.05%+2
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)01,329+1,329000.00%0
DOLLAR GEN CORP NEW(DG)02,115+2,115000.01%0
ISHARES INC04,050+4,050000.01%0
VEEVA SYS INC(VEEV)01,100+1,100000.00%0
PALANTIR TECHNOLOGIES INC(PLTR)015,501+15,501000.01%0
PG&E CORP(PCG)076,494+76,494010.03%+1
SPLUNK INC01,413+1,413000.00%0
ISHARES INC07,100+7,100000.01%0
KENVUE INC(KVUE)013,555+13,555000.01%0
DUPONT DE NEMOURS INC(DD)03,732+3,732000.01%0
DIAMONDBACK ENERGY INC(FANG)013,711+13,711020.04%+2
DEVON ENERGY CORP NEW(DVN)06,344+6,344000.01%0
ISHARES TR000000
CROWDSTRIKE HLDGS INC(CRWD)09,967+9,967030.05%+3
AERCAP HOLDINGS NV(AER)012,284+12,284010.02%+1
AMERIPRISE FINL INC(AMP)0812+812000.01%0
APOLLO GLOBAL MGMT INC(APO)03,504+3,504000.01%0
ISHARES TR
MSCI SAUDI ARBIA
08,700+8,700000.01%0
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)06,955+6,955000.01%0
SNOWFLAKE INC(SNOW)02,290+2,290000.01%0
CENTENE CORP DEL(CNC)05,113+5,113000.01%0
KE HLDGS INC(BEKE)000000
AMERICAN ELEC PWR CO INC034,842+34,842030.06%+3
SEA LTD(SE)05,361+5,361000.00%0
ISHARES INC012,500+12,500000.01%0
ZTO EXPRESS CAYMAN INC(ZTO)021,700+21,700000.01%0
ISHARES TR03,277+3,277000.01%0
FORD MTR CO DEL(F)034,783+34,783000.01%0
CHARTER COMMUNICATIONS INC N(CHTR)0918+918000.01%0
TEVA PHARMACEUTICAL INDS LTD(TEVA)044,249+44,249000.01%0
ARROW ELECTRS INC03,381+3,381000.01%0
GRAB HOLDINGS LIMITED
CLASS A ORD
068,079+68,079000.00%0
H WORLD GROUP LTD(HTHT)014,400+14,400000.01%0
NIO INC(NIO)054,400+54,400000.01%0
PAYCOM SOFTWARE INC(PAYC)01,920+1,920000.01%0
VALERO ENERGY CORP(VLO)03,598+3,598000.01%0
IRON MTN INC DEL(IRM)000000
GE HEALTHCARE TECHNOLOGIES I(GEHC)07,762+7,762010.01%+1
CLOROX CO DEL(CLX)04,254+4,254010.01%+1
AXON ENTERPRISE INC(AXON)01,585+1,585000.01%0
HOWMET AEROSPACE INC(HWM)012,093+12,093010.01%+1
WABTEC(WAB)04,929+4,929010.01%+1
MOLINA HEALTHCARE INC(MOH)01,881+1,881010.01%+1
OMNICOM GROUP INC(OMC)088,464+88,464080.16%+8
ILLUMINA INC(ILMN)04,566+4,566010.01%+1
HENRY SCHEIN INC(HSIC)000000
ADVANCED DRAIN SYS INC DEL(WMS)5,62011,780+6,16064020.03%-638
CDW CORP(CDW)03,178+3,178010.01%+1
TELEDYNE TECHNOLOGIES INC(TDY)0628+628000.01%0
CONAGRA BRANDS INC(CAG)013,991+13,991000.01%0
REVVITY INC(RVTY)06,201+6,201010.01%+1
CLOUDFLARE INC(NET)011,357+11,357010.02%+1
TERADYNE INC(TER)07,128+7,128010.02%+1
WP CAREY INC(WPC)013,251+13,251010.02%+1
RPM INTL INC(RPM)07,112+7,112010.02%+1
QORVO INC(QRVO)07,901+7,901010.02%+1
METTLER TOLEDO INTERNATIONAL(MTD)0657+657010.02%+1
WATERS CORP(WAT)02,787+2,787010.02%+1
NASDAQ INC(NDAQ)000000
CERIDIAN HCM HLDG INC11,41211,412077410.02%-774
PULTE GROUP INC(PHM)10,6310-10,6317870-787
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