Meiji Yasuda Asset Management Co Ltd.
Follow13F filer, CIK 1491685, Tokyo, Japan
Meiji Yasuda Asset Management Co Ltd. reported $2,015,536,818 across 543 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 23.31% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-008142
- Period
- 2025-06-30
- Reported value
- $2.02B
- Holdings
- 543
- Top 10 weight
- 23.31%
- New
- 30
- Sold out
- 130
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NDSNnew | +11,112 | $2.38M |
| UALnew | +29,296 | $2.33M |
| EQTadded | +38,446 | $2.24M |
| DOCadded | +124,144 | $2.17M |
| APTVadded | +31,433 | $2.14M |
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 |
|---|---|---|
| NVDAreduced | -307,105 | -$48.5M |
| MSFTreduced | -89,175 | -$44.4M |
| AAPLreduced | -177,002 | -$36.3M |
| AMZNreduced | -113,278 | -$24.9M |
| METAreduced | -26,212 | -$19.3M |
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, Q2 2025
Share positions as resolved from 13F-HR 0000950123-25-008142, largest first. % of portfolio is the value over $2,015,536,818, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| AYIACUITY INC | 735 | $219K | 0.01% | new | Timeline | ||
| WBSWEBSTER FINL CORP | 4,008 | $219K | 0.01% | -59 | Timeline | ||
| CPRTCOPART INC | 4,454 | $219K | 0.01% | -9,466 | Timeline | ||
| PLNTPLANET FITNESS MASTER ISSUER | 1,997 | $218K | 0.01% | new | Timeline | ||
| SOUTHSTATE BANK CORPSOUTHSTATE BANK CORP | 2,361 | $217K | 0.01% | +33 | |||
| HQYHEALTHEQUITY INC | 2,072 | $217K | 0.01% | new | Timeline | ||
| NYTNEW YORK TIMES CO MTN BE | 3,872 | $217K | 0.01% | new | Timeline | ||
| PRIPRIMERICA INC | 792 | $217K | 0.01% | 0 | Timeline | ||
| CBRECBRE GROUP INC | 1,546 | $217K | 0.01% | -3,456 | Timeline | ||
| BGBUNGE GLOBAL SA | 2,666 | $214K | 0.01% | -1,676 | Timeline | ||
| JEFJEFFERIES FINANCIAL GROUP IN | 3,901 | $213K | 0.01% | 0 | Timeline | ||
| AITAPPLIED INDL TECHNOLOGIES IN | 912 | $212K | 0.01% | 0 | Timeline | ||
| OGEOGE ENERGY CORP | 4,768 | $212K | 0.01% | 0 | Timeline | ||
| ENSGENSIGN GROUP INC | 1,369 | $211K | 0.01% | new | Timeline | ||
| MLIMUELLER INDS INC | 2,654 | $211K | 0.01% | -45 | Timeline | ||
| LADLITHIA MTRS INC | 622 | $210K | 0.01% | new | Timeline | ||
| INGRINGREDION INC | 1,546 | $210K | 0.01% | 0 | Timeline | ||
| ORIOLD REP INTL CORP | 5,453 | $210K | 0.01% | -82 | Timeline | ||
| PRPERMIAN RESOURCES CORP | 15,327 | $209K | 0.01% | 0 | Timeline | ||
| BKRBAKER HUGHES COMPANY | 5,434 | $208K | 0.01% | -64,824 | Timeline | ||
| EGPEASTGROUP PPTYS INC | 1,245 | $208K | 0.01% | 0 | Timeline | ||
| DHID R HORTON INC | 1,603 | $207K | 0.01% | -3,139 | Timeline | ||
| URIUNITED RENTALS INC | 274 | $206K | 0.01% | -744 | Timeline | ||
| CPBTHE CAMPBELLS COMPANY | 6,717 | $206K | 0.01% | -2,305 | Timeline | ||
| MSCIMSCI INC | 356 | $205K | 0.01% | -925 | Timeline | ||
| PCGPG&E CORP | 14,717 | $205K | 0.01% | -23,955 | Timeline | ||
| MTSIMACOM TECH SOLUTIONS HLDGS I | 1,425 | $204K | 0.01% | new | Timeline | ||
| SEICSEI INVTS CO | 2,269 | $204K | 0.01% | -1,702 | Timeline | ||
| PNFPPINNACLE FINANCIAL PARTNERS | 1,844 | $204K | 0.01% | new | Timeline | ||
| ETRENTERGY CORP NEW | 2,449 | $204K | 0.01% | -4,779 | Timeline | ||
| FLRFLUOR CORP | 3,949 | $202K | 0.01% | new | Timeline | ||
| CAGCONAGRA BRANDS INC | 9,870 | $202K | 0.01% | -5,570 | Timeline | ||
| MAAMID-AMER APT CMNTYS INC | 1,365 | $202K | 0.01% | -1,285 | Timeline | ||
| WALWESTERN ALLIANCE BANCORP | 2,588 | $202K | 0.01% | new | Timeline | ||
| REXRREXFORD INDL RLTY INC | 5,663 | $201K | 0.01% | +211 | Timeline | ||
| MORNMORNINGSTAR INC | 641 | $201K | 0.01% | new | Timeline | ||
| VSTVISTRA CORP | 1,037 | $201K | 0.01% | -3,973 | Timeline | ||
| FFORD MTR CO | 16,951 | $184K | 0.01% | -46,092 | Timeline | ||
| AALAMERICAN AIRLINES GROUP INC | 15,593 | $175K | 0.01% | 0 | Timeline | ||
| ROIVROIVANT SCIENCES LTD | 10,191 | $115K | 0.01% | 0 | Timeline | ||
| WUWESTERN UN CO | 12,545 | $106K | 0.01% | 0 | Timeline | ||
| VLYVALLEY NATL BANCORP | 11,527 | $103K | 0.01% | 0 | Timeline | ||
| CLFCLEVELAND-CLIFFS INC NEW | 11,486 | $87.3K | <0.01% | 0 | Timeline |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 130. All 130
| Security | Shares before | Value before | Type |
|---|---|---|---|
| LDOSLEIDOS HOLDINGS INC | 13,556 | $1.83M | shares |
| PRUPRUDENTIAL FINL INC | 14,439 | $1.61M | shares |
| DAYDAYFORCE INC | 25,884 | $1.51M | shares |
| DISCOVER FINANCIAL SERVICESDISCOVER FINANCIAL SERVICES | 8,619 | $1.47M | shares |
| EMNEASTMAN CHEM CO | 13,005 | $1.15M | shares |
| DECKDECKERS OUTDOOR CORP | 8,250 | $922K | shares |
| CRHCRH PLC | 9,534 | $839K | shares |
| LNGCHENIERE ENERGY INC | 3,435 | $795K | shares |
| MARMARRIOTT INTL INC NEW | 3,310 | $788K | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 3,346 | $761K | shares |
| EWEDWARDS LIFESCIENCES CORP | 9,435 | $684K | shares |
| ROSTROSS STORES INC | 5,159 | $659K | shares |
| HUMHUMANA INC | 2,231 | $590K | shares |
| CHTRCHARTER COMMUNICATIONS INC | 1,594 | $587K | shares |
| WRBBERKLEY W R CORP | 7,954 | $566K | shares |
| STZCONSTELLATION BRANDS INC | 3,070 | $563K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 6,862 | $554K | shares |
| FLUTFLUTTER ENTMT PLC | 2,470 | $547K | shares |
| CNCCENTENE CORP DEL | 8,946 | $543K | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 1,986 | $536K | shares |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,545 | $527K | shares |
| CSGPCOSTAR GROUP INC | 6,409 | $508K | shares |
| OXYOCCIDENTAL PETE CORP | 10,229 | $505K | shares |
| VEEVVEEVA SYS INC | 2,120 | $491K | shares |
| XYZBLOCK INC | 8,987 | $488K | shares |
| IRINGERSOLL RAND INC | 6,100 | $488K | shares |
| BRBROADRIDGE FINL SOLUTIONS IN | 1,935 | $469K | shares |
| EFXEQUIFAX INC | 1,909 | $465K | shares |
| CINFCINCINNATI FINL CORP | 3,115 | $460K | shares |
| TEAMATLASSIAN CORPORATION | 2,160 | $458K | shares |
| NETCLOUDFLARE INC | 4,050 | $456K | shares |
| COINCOINBASE GLOBAL INC | 2,630 | $453K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 2,698 | $446K | shares |
| FTVFORTIVE CORP | 6,090 | $446K | shares |
| IQVIQVIA HLDGS INC | 2,468 | $435K | shares |
| MKLMARKEL GROUP INC | 232 | $434K | shares |
| LYVLIVE NATION ENTERTAINMENT IN | 3,312 | $432K | shares |
| HUBSHUBSPOT INC | 756 | $432K | shares |
| PPLPPL CORP | 11,882 | $429K | shares |
| DDDUPONT DE NEMOURS INC | 5,627 | $420K | shares |
| BROBROWN & BROWN INC | 3,369 | $419K | shares |
| CMSCMS ENERGY CORP | 5,533 | $416K | shares |
| SWKSSKYWORKS SOLUTIONS INC | 6,382 | $412K | shares |
| DXCMDEXCOM INC | 6,019 | $411K | shares |
| CNPCENTERPOINT ENERGY INC | 11,276 | $409K | shares |
| SBACSBA COMMUNICATIONS CORP | 1,844 | $406K | shares |
| RJFRAYMOND JAMES FINL INC | 2,899 | $403K | shares |
| MLMMARTIN MARIETTA MATLS INC | 836 | $400K | shares |
| ZMZOOM COMMUNICATIONS INC | 5,256 | $388K | shares |
| WBDWARNER BROS DISCOVERY INC | 36,064 | $387K | shares |
| IRMIRON MTN INC DEL | 4,454 | $383K | shares |
| VLTOVERALTO CORP | 3,883 | $378K | shares |
| FCNCAFIRST CTZNS BANCSHARES INC D | 202 | $375K | shares |
| RBLXROBLOX CORP | 6,420 | $374K | shares |
| BALLBALL CORP | 7,134 | $371K | shares |
| ARESARES MANAGEMENT CORPORATION | 2,530 | $371K | shares |
| IPINTERNATIONAL PAPER CO | 6,830 | $364K | shares |
| HALHALLIBURTON CO | 14,256 | $362K | shares |
| LKQLKQ CORP | 8,416 | $358K | shares |
| SUISUN CMNTYS INC | 2,760 | $355K | shares |
| AKAMAKAMAI TECHNOLOGIES INC | 4,382 | $353K | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 4,545 | $353K | shares |
| HOODROBINHOOD MKTS INC | 8,379 | $349K | shares |
| NRGNRG ENERGY INC | 3,647 | $348K | shares |
| AREALEXANDRIA REAL ESTATE EQ IN | 3,760 | $348K | shares |
| FEFIRSTENERGY CORP | 8,580 | $347K | shares |
| ROLROLLINS INC | 6,414 | $347K | shares |
| LLOEWS CORP | 3,710 | $341K | shares |
| LPLALPL FINL HLDGS INC | 1,040 | $340K | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 3,005 | $340K | shares |
| MOHMOLINA HEALTHCARE INC | 1,031 | $340K | shares |
| DOWDOW HLDGS INC | 9,640 | $337K | shares |
| CVNACARVANA CO | 1,590 | $332K | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 11,962 | $325K | shares |
| NINISOURCE INC | 8,022 | $322K | shares |
| CPAYCORPAY INC | 904 | $315K | shares |
| UDRUDR INC | 6,979 | $315K | shares |
| EXPEEXPEDIA GROUP INC | 1,843 | $310K | shares |
| WATWATERS CORP | 833 | $307K | shares |
| CPTCAMDEN PPTY TR | 2,509 | $307K | shares |
| STESTERIS PLC | 1,345 | $305K | shares |
| DPZDOMINOS PIZZA INC | 654 | $300K | shares |
| HUBBHUBBELL INC | 898 | $297K | shares |
| BIIBBIOGEN INC | 2,163 | $296K | shares |
| NTNXNUTANIX INC | 4,190 | $293K | shares |
| WYWEYERHAEUSER CO | 9,886 | $289K | shares |
| REGREGENCY CTRS CORP | 3,864 | $285K | shares |
| FBINFORTUNE BRANDS INNOVATIONS I | 4,678 | $285K | shares |
| HSTHOST HOTELS & RESORTS INC | 20,004 | $284K | shares |
| SMCISUPER MICRO COMPUTER INC | 8,286 | $284K | shares |
| DGDOLLAR GEN CORP | 3,170 | $279K | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 984 | $278K | shares |
| ELLAUDER ESTEE COS INC | 4,212 | $278K | shares |
| CCLCARNIVAL CORP | 14,231 | $278K | shares |
| BAHBOOZ ALLEN HAMILTON HLDG COR | 2,593 | $271K | shares |
| LHLABCORP HOLDINGS INC | 1,154 | $269K | shares |
| STLDSTEEL DYNAMICS INC | 2,110 | $264K | shares |
| LIILENNOX INTL INC | 470 | $264K | shares |
| SESEA LTD | 1,994 | $260K | shares |
| DLTRDOLLAR TREE INC | 3,404 | $256K | shares |
How Q2 2025 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 0000950123-25-008142 | base | 2025-08-14 | acceptance time not in the bulk data set |