KUJIRA WATCH / 三井住友DSアセットマネジメント（Sumitomo Mitsui DS Asset Management Company, Ltd）
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Sumitomo Mitsui DS Asset Management Company, Ltd

三井住友DSアセットマネジメント
13F報告額 $14.5B
FIG. 01 — 上位保有銘柄（2026-06-30 時点）
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GOOGLALPHABET INC3.1%$455.2M
AMZNAMAZON COM INC2.9%$415.6M
CATCATERPILLAR INC2.3%$333.4M
GSGOLDMAN SACHS GROUP INC2.0%$291.1M
AVGOBROADCOM INC2.0%$285.7M
GOOGALPHABET INC2.0%$284.6M
JPMJPMORGAN CHASE & CO1.6%$229.7M
MUMICRON TECHNOLOGY INC1.4%$205.9M
METAMETA PLATFORMS INC1.4%$203.6M
増加・新規
RBCRBC BEARINGS INCNEW
CARNIVAL CORP LTDNEW
BAMBROOKFIELD ASSET MANAGMT LTDNEW
VEAVANGUARD TAX-MANAGED FDSNEW
SPCXSPACE EXPLORATION TECHN CORPNEW
IYRISHARES TRNEW
VTIVANGUARD INDEX FDSNEW
HONHONEYWELL INTL INCNEW
HONAHONEYWELL AEROSPACE INCNEW
MTZMASTEC INCNEW
減少・売却
HUBSHUBSPOT INCEXITED
EQHEQUITABLE HLDGS INCEXITED
CTRACOTERRA ENERGY INCEXITED
VNQIVANGUARD INTL EQUITY INDEX FEXITED
HOLOGIC INCEXITED
DUPONT DE NEMOURS INCEXITED
IGOVISHARES TREXITED
CARNIVAL CORPEXITED
HONEYWELL INTL INCEXITED
ACMAECOMEXITED