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.
Back to all 543 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| 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 FINL SVCSDISCOVER FINL SVCS | 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 |
| ALLEALLEGION PLC | 1,950 | $254K | shares |
| EXASEXACT SCIENCES CORP | 5,774 | $250K | shares |
| TRMBTRIMBLE INC | 3,774 | $248K | shares |
| HOLXHOLOGIC INC | 3,991 | $247K | shares |
| ULTAULTA BEAUTY INC | 672 | $246K | shares |
| WDCWESTERN DIGITAL CORP | 6,080 | $246K | shares |
| BAXBAXTER INTL INC | 7,160 | $245K | shares |
| NTRANATERA INC | 1,722 | $244K | shares |
| TERTERADYNE INC | 2,931 | $242K | shares |
| COOCOOPER COS INC | 2,788 | $235K | shares |
| BXPBXP INC | 3,496 | $235K | shares |
| CHKPCHECK POINT SOFTWARE TECH LT | 1,012 | $231K | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 1,836 | $229K | shares |
| BRBRBELLRING BRANDS INC | 3,067 | $228K | shares |
| TRUTRANSUNION | 2,740 | $227K | shares |
| UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW | 5,343 | $226K | shares |
| SAIASAIA INC | 631 | $220K | shares |
| CHECHEMED CORP NEW | 356 | $219K | shares |
| LVSLAS VEGAS SANDS CORP | 5,663 | $219K | shares |
| JJACOBS SOLUTIONS INC | 1,784 | $216K | shares |
| TWLOTWILIO INC | 2,170 | $212K | shares |
| KEYKEYCORP | 13,153 | $210K | shares |
| MUSAMURPHY USA INC | 437 | $205K | shares |
| FNDFLOOR & DECOR HLDGS INC | 2,544 | $205K | shares |
| DKNGDRAFTKINGS INC NEW | 6,050 | $201K | shares |
| FSLRFIRST SOLAR INC | 1,582 | $200K | shares |
| VTRSVIATRIS INC | 18,244 | $159K | shares |
| WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC | 12,995 | $145K | shares |
| SNAPSNAP INC | 14,480 | $126K | shares |
| GRABGRAB HOLDINGS LIMITED | 14,710 | $66.6K | 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 |