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Portfolio (Quarterly) Guide ↗

Sumitomo Mitsui DS Asset Management Company, Ltd

· CIK 0001411530
13F Portfolio $14.5B AUM 767 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 261 Added 205 Reduced 32 Exited
Page 39 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 STNE STONECO LTD Technology 12,600.0 $137K 0.00% -106.0 -0.8% $10.84 -13.7%
762 AHRT AH RLTY TR INC Financial Services 15,799.0 $112K 0.00% $7.08 -5.8%
763 BDN BRANDYWINE RLTY TR Real Estate 34,607.0 $110K 0.00% $3.17 -4.4%
764 ITUB ITAU UNIBANCO HLDG S A Financial Services 13,390.0 $109K 0.00% $8.17 -8.4%
765 GENI GENIUS SPORTS LIMITED Communication Services 12,675.0 $77K 0.00% -13K -50.2% $6.06 +33.0%
766 CLVT CLARIVATE PLC Technology 11,114.0 $24K -12K -51.3% $2.16 -3.7%
767 FSP FRANKLIN STR PPTYS CORP Real Estate 15,115.0 $8K $0.52 -15.5%
Page 39 of 39  ·  767 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.3%
Financial Services 14.9%
Industrials 9.9%
Healthcare 9.6%
Consumer Cyclical 9.0%
Communication Services 7.1%
Consumer Defensive 4.2%
Real Estate 3.9%
Energy 2.9%
Utilities 2.3%