Meiji Yasuda Asset Management Co Ltd.

13F filer, CIK 1491685, Tokyo, Japan

Meiji Yasuda Asset Management Co Ltd. reported $2,624,387,247 across 673 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-13. Its ten largest share positions make up 24.54% of the portfolio.

Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0000950123-24-011060

Period: 2024-09-30
Reported value: $2.62B
Holdings: 673
Top 10 weight: 24.54%
New: 40
Sold out: 19

Part of the filer group Meiji Yasuda Life Insurance Co

How groups are built

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+187,505	$32.3M
SWnew	+108,021	$5.34M
BSXadded	+48,225	$4.04M
WELLadded	+30,113	$3.86M
KOadded	+51,813	$3.72M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NOWreduced	-4,070	-$3.64M
NVDAreduced	-29,138	-$3.54M
SPGIreduced	-6,326	-$3.27M
UPSreduced	-19,245	-$2.62M
MRKreduced	-22,694	-$2.58M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0000950123-24-011060, largest first. % of portfolio is the value over $2,624,387,247, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
CNHCNH INDL N V	33,745	$375K	0.01%	+19,685	Timeline
IBKRINTERACTIVE BROKERS GROUP IN	2,678	$373K	0.01%	-20	Timeline
ELLAUDER ESTEE COS INC	3,740	$373K	0.01%	+30	Timeline
CGCARLYLE GROUP INC	8,654	$373K	0.01%	+414	Timeline
MSTRSTRATEGY INC	2,200	$371K	0.01%	+1,980	Timeline
USFDUS FOODS HLDG CORP	6,018	$370K	0.01%	+320	Timeline
RBARB GLOBAL INC	4,534	$365K	0.01%	-94	Timeline
DOCHEALTHPEAK PROPERTIES INC	15,949	$365K	0.01%	-65,300	Timeline
BLDRBUILDERS FIRSTSOURCE INC	1,879	$364K	0.01%	0	Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWAR	2,351	$361K	0.01%	-294	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	3,325	$359K	0.01%	-461	Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS IN	6,603	$356K	0.01%	-88	Timeline
RGAREINSURANCE GROUP AMER INC	1,621	$353K	0.01%	-36	Timeline
EGEVEREST GROUP LTD	896	$351K	0.01%	-96	Timeline
FWONKLIBERTY MEDIA CORP DEL	4,514	$350K	0.01%	-110	Timeline
RNRRENAISSANCERE HLDGS LTD	1,283	$349K	0.01%	-49	Timeline
KIMKIMCO REALTY CORP	15,020	$349K	0.01%	-400	Timeline
TEAMATLASSIAN CORPORATION	2,160	$343K	0.01%	-20	Timeline
CASYCASEYS GEN STORES INC	913	$343K	0.01%	-20	Timeline
FIXCOMFORT SYS USA INC	875	$342K	0.01%	-22	Timeline
ZBRAZEBRA TECHNOLOGIES CORPORATI	921	$341K	0.01%	+47	Timeline
UDRUDR INC	7,479	$339K	0.01%	0	Timeline
MRNAMODERNA INC	5,064	$338K	0.01%	+177	Timeline
RPRXROYALTY PHARMA PLC	11,952	$338K	0.01%	0	Timeline
LKQLKQ CORP	8,416	$336K	0.01%	-300	Timeline
RJFRAYMOND JAMES FINL INC	2,741	$336K	0.01%	-370	Timeline
COHRCOHERENT CORP	3,772	$335K	0.01%	+430	Timeline
WYWEYERHAEUSER CO	9,886	$335K	0.01%	-450	Timeline
HIIHUNTINGTON INGALLS INDS INC	1,250	$330K	0.01%	-90	Timeline
ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC	1,381	$330K	0.01%	-37
NETCLOUDFLARE INC	4,050	$328K	0.01%	0	Timeline
FNDFLOOR & DECOR HLDGS INC	2,637	$327K	0.01%	-59	Timeline
STESTERIS PLC	1,345	$326K	0.01%	-60	Timeline
DPZDOMINOS PIZZA INC	754	$324K	0.01%	+61	Timeline
HOLXHOLOGIC INC	3,961	$323K	0.01%	-190	Timeline
EXPEEXPEDIA GROUP INC	2,141	$317K	0.01%	+81	Timeline
EQTEQT CORP	8,609	$315K	0.01%	+2,348	Timeline
JLLJONES LANG LASALLE INC	1,168	$315K	0.01%	-30	Timeline
ULTAULTA BEAUTY INC	805	$313K	0.01%	-74	Timeline
TTEKTETRA TECH INC NEW	6,582	$310K	0.01%	+5,234	Timeline
CHRDCHORD ENERGY CORPORATION	2,383	$310K	0.01%	-95	Timeline
CPTCAMDEN PPTY TR	2,509	$310K	0.01%	-100	Timeline
CWCURTISS WRIGHT CORP	942	$310K	0.01%	-23	Timeline
XPOXPO INC	2,864	$308K	0.01%	-67	Timeline
COOCOOPER COS INC	2,788	$308K	0.01%	0	Timeline
CLHCLEAN HARBORS INC	1,248	$302K	0.01%	-16	Timeline
LVSLAS VEGAS SANDS CORP	5,983	$301K	0.01%	+562	Timeline
PFGCPERFORMANCE FOOD GROUP CO	3,835	$301K	0.01%	-85	Timeline
ITTITT INC	2,010	$301K	0.01%	-63	Timeline
BLDTOPBUILD COR	738	$300K	0.01%	-59	Timeline
WINGWINGSTOP INC	721	$300K	0.01%	-19	Timeline
WATWATERS CORP	833	$300K	0.01%	-60	Timeline
CPAYCORPAY INC	954	$298K	0.01%	-258	Timeline
CUBECUBESMART	5,541	$298K	0.01%	-127	Timeline
LLOEWS CORP	3,710	$293K	0.01%	+40	Timeline
SRPTSAREPTA THERAPEUTICS INC	2,347	$293K	0.01%	-49	Timeline
CELHCELSIUS HLDGS INC	9,247	$290K	0.01%	+84	Timeline
TXRHTEXAS ROADHOUSE INC	1,641	$290K	0.01%	-42	Timeline
LAMRLAMAR ADVERTISING CO	2,162	$289K	0.01%	-50	Timeline
NVTNVENT ELEC PLC	4,090	$287K	0.01%	-92	Timeline
TRUTRANSUNION	2,740	$287K	0.01%	0	Timeline
WBDWARNER BROS DISCOVERY INC	34,752	$287K	0.01%	-831	Timeline
SAIASAIA INC	654	$286K	0.01%	-16	Timeline
RBLXROBLOX CORP	6,420	$284K	0.01%	+390	Timeline
SCISERVICE CORP INTL	3,583	$283K	0.01%	-85	Timeline
REGREGENCY CTRS CORP	3,914	$283K	0.01%	-250	Timeline
BALLBALL CORP	4,162	$283K	0.01%	-1,023	Timeline
APAAPA CORPORATION	11,540	$282K	0.01%	-20	Timeline
EWBCEAST WEST BANCORP INC	3,411	$282K	0.01%	-94	Timeline
CNPCENTERPOINT ENERGY INC	9,466	$278K	0.01%	-1,562	Timeline
AESAES CORP	13,815	$277K	0.01%	-63,180	Timeline
CACICACI INTL INC	549	$277K	0.01%	-13	Timeline
JBLJABIL INC	2,310	$277K	0.01%	-115	Timeline
DGDOLLAR GEN CORP	3,257	$275K	0.01%	-203	Timeline
WMSADVANCED DRAIN SYS INC DEL	1,736	$273K	0.01%	+20	Timeline
SFMSPROUTS FMRS MKT INC	2,464	$272K	0.01%	-67	Timeline
BAXBAXTER INTL INC	7,160	$272K	0.01%	-1,260	Timeline
RRXREGAL REXNORD CORPORATION	1,637	$272K	0.01%	-39	Timeline
REXRREXFORD INDL RLTY INC	5,390	$271K	0.01%	-86	Timeline
BJBJS WHSL CLUB HLDGS INC	3,265	$269K	0.01%	-85	Timeline
KEYKEYCORP	15,904	$266K	0.01%	+1,601	Timeline
MOSMOSAIC CO	9,935	$266K	0.01%	-678	Timeline
STLDSTEEL DYNAMICS INC	2,110	$266K	0.01%	0	Timeline
BXPBXP INC	3,296	$265K	0.01%	-100	Timeline
CCLCARNIVAL CORP	14,231	$263K	0.01%	-980	Timeline
DUOLDUOLINGO INC	921	$260K	0.01%	new	Timeline
OHIOMEGA HEALTHCARE INVS INC	6,344	$258K	0.01%	+61	Timeline
LHLABCORP HOLDINGS INC	1,154	$258K	0.01%	-130	Timeline
NINISOURCE INC	7,420	$257K	0.01%	-430	Timeline
HHYATT HOTELS CORP	1,676	$255K	0.01%	-27	Timeline
BIOBIO RAD LABS INC	761	$255K	0.01%	new	Timeline
KNSLKINSALE CAP GROUP INC	544	$253K	0.01%	-13	Timeline
ONTOONTO INNOVATION INC	1,215	$252K	0.01%	-26	Timeline
AVYAVERY DENNISON CORP	1,142	$252K	0.01%	0	Timeline
WWDWOODWARD INC	1,468	$252K	0.01%	-77	Timeline
ARMKARAMARK	6,482	$251K	0.01%	-143	Timeline
UNMUNUM GROUP	4,205	$250K	0.01%	-280	Timeline
JEFJEFFERIES FINANCIAL GROUP IN	3,995	$246K	0.01%	-278	Timeline
AAALCOA CORP	6,357	$245K	0.01%	new	Timeline
BWXTBWX TECHNOLOGIES INC	2,249	$244K	0.01%	-54	Timeline
CHDNCHURCHILL DOWNS INC	1,807	$244K	0.01%	+122	Timeline
LPLALPL FINL HLDGS INC	1,040	$242K	0.01%	0	Timeline
DARDARLING INGREDIENTS INC	6,478	$241K	0.01%	-112	Timeline
EHCENCOMPASS HEALTH CORP	2,476	$239K	0.01%	-60	Timeline
JJACOBS SOLUTIONS INC	1,824	$239K	0.01%	-208	Timeline
ENTGENTEGRIS INC	2,120	$239K	0.01%	0	Timeline
ZMZOOM COMMUNICATIONS INC	3,413	$238K	0.01%	0	Timeline
EXPEAGLE MATLS INC	827	$238K	0.01%	new	Timeline
DKNGDRAFTKINGS INC NEW	6,060	$238K	0.01%	+100	Timeline
IPINTERNATIONAL PAPER CO	4,852	$237K	0.01%	+70	Timeline
SFSTIFEL FINL CORP	2,522	$237K	0.01%	-59	Timeline
TXTTEXTRON INC	2,642	$234K	0.01%	-631	Timeline
SGISOMNIGROUP INTERNATIONAL INC	4,273	$233K	0.01%	-140	Timeline
TRMBTRIMBLE INC	3,742	$232K	0.01%	new	Timeline
WALWESTERN ALLIANCE BANCORP	2,684	$232K	0.01%	new	Timeline
IEXIDEX CORP	1,070	$230K	0.01%	0	Timeline
OLEDUNIVERSAL DISPLAY CORP	1,086	$228K	0.01%	-13	Timeline
RGLDROYAL GOLD INC	1,618	$227K	0.01%	-38	Timeline
MUSAMURPHY USA INC	459	$226K	0.01%	-16	Timeline
RVTYREVVITY INC	1,770	$226K	0.01%	new	Timeline
SNXTD SYNNEX CORPORATION	1,872	$225K	0.01%	-86	Timeline
NYTNEW YORK TIMES CO MTN BE	4,022	$224K	0.01%	-98	Timeline
EGPEASTGROUP PPTYS INC	1,197	$224K	0.01%	-25	Timeline
CHECHEMED CORP NEW	370	$222K	0.01%	-11	Timeline
EVREVERCORE INC	877	$222K	0.01%	new	Timeline
PRIPRIMERICA INC	832	$221K	0.01%	-35	Timeline
INGRINGREDION INC	1,601	$220K	0.01%	new	Timeline
NNNNNN REIT INC	4,519	$219K	0.01%	new	Timeline
GMEGAMESTOP CORP	9,544	$219K	0.01%	new	Timeline
GPKGRAPHIC PACKAGING HLDG CO	7,385	$219K	0.01%	-356	Timeline
HRBBLOCK H & R INC	3,435	$218K	0.01%	new	Timeline
SKXSKECHERS U S A INC	3,261	$218K	0.01%	-74	Timeline
CIENCIENA CORP	3,536	$218K	0.01%	new	Timeline
RBCRBC BEARINGS INC	715	$214K	0.01%	new	Timeline
KBRKBR INC	3,274	$213K	0.01%	-109	Timeline
PRPERMIAN RESOURCES CORP	15,615	$213K	0.01%	+2,676	Timeline
WEXWEX INC	1,011	$212K	0.01%	new	Timeline
MORNMORNINGSTAR INC	664	$212K	0.01%	new	Timeline
MARATHON OIL CORPMARATHON OIL CORP	7,950	$212K	0.01%	0
CROXCROCS INC	1,461	$212K	0.01%	-68	Timeline
CNMCORE & MAIN INC	4,747	$211K	0.01%	+439	Timeline
AITAPPLIED INDL TECHNOLOGIES IN	944	$211K	0.01%	new	Timeline
FNFABRINET	889	$210K	0.01%	new	Timeline
WLKWESTLAKE CORPORATION	1,391	$209K	0.01%	0	Timeline
LADLITHIA MTRS INC	658	$209K	0.01%	new	Timeline
MEDPMEDPACE HLDGS INC	626	$209K	0.01%	+29	Timeline
AYIACUITY INC	757	$208K	0.01%	new	Timeline
HLIHOULIHAN LOKEY INC	1,319	$208K	0.01%	new	Timeline
QRVOQORVO INC	2,016	$208K	0.01%	new	Timeline
ORIOLD REP INTL CORP	5,852	$207K	0.01%	new	Timeline
POOLPOOL CORP	550	$207K	0.01%	new	Timeline
VTRSVIATRIS INC	17,844	$207K	0.01%	0	Timeline
BRXBRIXMOR PPTY GROUP INC	7,415	$207K	0.01%	new	Timeline
ARANTERO RESOURCES CORP	7,194	$206K	0.01%	-166	Timeline
DLTRDOLLAR TREE INC	2,918	$205K	0.01%	-439	Timeline
FHNFIRST HORIZON CORPORATION	13,186	$205K	0.01%	-591	Timeline
SESEA LTD	2,172	$205K	0.01%	new	Timeline
UHSUNIVERSAL HLTH SVCS INC	890	$204K	0.01%	new	Timeline
OGEOGE ENERGY CORP	4,943	$203K	0.01%	new	Timeline
TKOTKO GROUP HOLDINGS INC	1,635	$202K	0.01%	new	Timeline
FLRFLUOR CORP	4,215	$201K	0.01%	new	Timeline
JBHTHUNT J B TRANS SVCS INC	1,165	$201K	0.01%	new	Timeline
EPAMEPAM SYS INC	1,008	$201K	0.01%	new	Timeline
ENSGENSIGN GROUP INC	1,392	$200K	0.01%	new	Timeline
AALAMERICAN AIRLINES GROUP INC	16,159	$182K	0.01%	new	Timeline
SNAPSNAP INC	14,480	$155K	0.01%	-200	Timeline
WUWESTERN UN CO	12,411	$148K	0.01%	-1,302	Timeline
CLFCLEVELAND-CLIFFS INC NEW	11,517	$147K	0.01%	-7,651	Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	15,298	$137K	0.01%	+442
ROIVROIVANT SCIENCES LTD	10,736	$124K	<0.01%	new	Timeline
VLYVALLEY NATL BANCORP	10,525	$95.4K	<0.01%	-400	Timeline
ARCADIUM LITHIUM PLCARCADIUM LITHIUM PLC	26,411	$75.3K	<0.01%	0
GRABGRAB HOLDINGS LIMITED	10,460	$39.7K	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
FERGUSON PLCFERGUSON PLC	6,350	$1.23M	shares
BWABORGWARNER INC	30,570	$986K	shares
TE CONNECTIVITY LTDTE CONNECTIVITY LTD	5,234	$787K	shares
LSCCLATTICE SEMICONDUCTOR CORP	5,415	$314K	shares
ELFE L F BEAUTY INC	1,398	$295K	shares
RGENREPLIGEN CORP	2,009	$253K	shares
LNWOLIGHT & WONDER INC	2,271	$238K	shares
PAYCPAYCOM SOFTWARE INC	1,633	$234K	shares
WFRDWEATHERFORD INTL PLC	1,852	$227K	shares
PCTYPAYLOCITY HLDG CORP	1,705	$225K	shares
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW	5,636	$213K	shares
MKSIMKS INC.	1,591	$208K	shares
OKTAOKTA INC	2,213	$207K	shares
RRCRANGE RES CORP	6,112	$205K	shares
TREXTREX INC	2,738	$203K	shares
CGNXCOGNEX CORP	4,325	$202K	shares
SOUTHWESTERN ENERGY COSOUTHWESTERN ENERGY CO	27,780	$187K	shares
EQUITRANS MIDSTREAM CORP NPVEQUITRANS MIDSTREAM CORP NPV	10,925	$142K	shares
NEW YORK COMMUNITY BANCORPNEW YORK COMMUNITY BANCORP	19,642	$63.2K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000950123-24-011060	base		2024-11-13	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC