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Meiji Yasuda Asset Management Co Ltd.
Meiji Yasuda Asset Management Co Ltd. is an institution, managing $2.1B across 544 long positions as of Q3 2025 with NVDA as the largest holding (5% allocation).
- Portfolio Value
- $2.1B
- Positions
- 544
- Top Holding
- NVDA at 4.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Meiji Yasuda Asset Management Co Ltd.'s portfolio (25% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $102.3M | 4.87% | -$4.1M Sold | 0.00% 548.5K shares | |
Software - Infrastructure Technology | $88.7M | 4.22% | -$1.6M Sold | 0.00% 171.3K shares | |
Consumer Electronics Technology | $79.3M | 3.77% | -$1.8M Sold | 0.00% 311.4K shares | |
Internet Content & Information Communication Services | $49.7M | 2.36% | -$3.6M Sold | 0.00% 204.3K shares | |
Specialty Retail Consumer Cyclical | $45.4M | 2.16% | -$473.0K Sold | 0.00% 206.7K shares | |
Drug Manufacturers - General Healthcare | $38.8M | 1.85% | -$49.1K Sold | 0.01% 167.5K shares | |
Internet Content & Information Communication Services | $36.1M | 1.72% | -$532.4K Sold | 0.00% 49.2K shares | |
Semiconductors Technology | $30.9M | 1.47% | +$1.8M Bought | 0.00% 93.6K shares | |
Telecommunications Services Communication Services | $27.0M | 1.29% | +$556.2K Bought | 0.01% 615.1K shares | |
Banks - Diversified Financial Services | $26.2M | 1.25% | -$679.4K Sold | 0.00% 83.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Meiji Yasuda Asset Management Co Ltd.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Meiji Yasuda Asset Management Co Ltd.
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