Back to funds
View filing
Meiji Yasuda Asset Management Co Ltd.
hedge fundUpdated 31 days agoManaged by Meiji Yasuda Asset Management Co Ltd. • Latest filing Q2 2026
Portfolio value
$2.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
1.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1.9B |
| Q2 2023 | $2B |
| Q3 2023 | $2.1B |
| Q4 2023 | $2.2B |
| Q1 2024 | $2.3B |
| Q2 2024 | $2.5B |
| Q3 2024 | $2.6B |
| Q4 2024 | $2.6B |
| Q1 2025 | $2.5B |
| Q2 2025 | $2B |
| Q3 2025 | $2.1B |
| Q4 2025 | $2.1B |
| Q1 2026 | $2B |
| Q2 2026 | $2.2B |
Top holdings
596 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $88.5M | 442.2K | 3.98% | — |
| 2 | A AAPL APPLE INC | $75.8M | 261.9K | 3.41% | — |
| 3 | G GOOGN ALPHABET INC | $64.2M | 179.7K | 2.89% | — |
| 4 | M MSFT MICROSOFT CORP | $56.8M | 152.2K | 2.56% | — |
| 5 | A AMZN AMAZON COM INC | $44.2M | 185.6K | 1.99% | — |
| 6 | A AVGO BROADCOM INC | $35.1M | 92.8K | 1.58% | — |
| 7 | V VZ VERIZON COMMUNICATIONS INC | $26M | 613.1K | 1.17% | — |
| 8 | J JNJ JOHNSON & JOHNSON | $25.2M | 99.3K | 1.14% | — |
| 9 | M MU MICRON TECHNOLOGY INC | $24.6M | 21.3K | 1.11% | — |
| 10 | M META META PLATFORMS INC | $24.6M | 43.6K | 1.11% | — |
| 11 | J JPM-PM JPMORGAN CHASE & CO | $24.3M | 74.3K | 1.09% | — |
| 12 | X XOM EXXON MOBIL CORP | $24.1M | 176.1K | 1.08% | — |
| 13 | A ABBV ABBVIE INC | $23.9M | 94.9K | 1.07% | — |
| 14 | P PG PROCTER & GAMBLE CO | $23.2M | 158.4K | 1.05% | — |
| 15 | K KO COCA COLA CO | $22.1M | 271.7K | 0.99% | — |
| 16 | V V VISA INC | $22M | 64.1K | 0.99% | — |
| 17 | T TSLA TESLA INC | $20.1M | 47.8K | 0.91% | — |
| 18 | N NEE-PS NEXTERA ENERGY INC | $19.5M | 221.8K | 0.88% | — |
| 19 | R RHI ROBERT HALF INC. | $19.3M | 630.2K | 0.87% | — |
| 20 | E EIX EDISON INTL | $19.1M | 257.1K | 0.86% | — |