Meiji Yasuda Asset Management Co
Meiji Yasuda Asset Management Co reported 596 stocks worth $2.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (4.0%), AAPL (3.4%) and GOOGL (2.9%). Compared with Q1 2026, the fund added to AMZN, VZ and MU, trimmed NVDA, AAPL and GOOGL and sold out of CTRA, SOLV and FLEX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $88.5M | 4.0% | 442K | −49K (−10%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $75.8M | 3.4% | 262K | −16K (−6%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $64.2M | 2.9% | 180K | −2,419 (−1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $56.8M | 2.6% | 152K | −901 (−1%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $44.2M | 2.0% | 186K | +314 (+0%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $35.1M | 1.6% | 93K | −6,038 (−6%) | 8 of 8 | |
| 7 |  VZ Verizon Communications I | $26M | 1.2% | 613K | +46K (+8%) | 8 of 8 | |
| 8 |  JNJ Johnson & Johnson | $25.2M | 1.1% | 99K | −1,133 (−1%) | 8 of 8 | |
| 9 |  MU Micron Technology Inc | $24.6M | 1.1% | 21K | +4,879 (+30%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $24.6M | 1.1% | 44K | −182 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $3.6M | 16K |
 CTRA Coterra Energy Inc | $758K | 22K |
 SOLV Solventum Corp | $722K | 11K |
 FLEX Flex Ltd | $610K | 9,319 |
 ACGL Arch Cap Group Ltd | $318K | 3,309 |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Meiji Yasuda Asset Management Co 13F FAQ
What does Meiji Yasuda Asset Management Co own?
Meiji Yasuda Asset Management Co reported 596 stocks worth $2.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are NVDA (4.0%), AAPL (3.4%) and GOOGL (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Meiji Yasuda Asset Management Co buy and sell in Q2 2026?
Compared with Q1 2026: 65 new positions, 204 added to, 227 trimmed and 17 sold out. It sold all of CTRA, SOLV and FLEX.
When will Meiji Yasuda Asset Management Co file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Meiji Yasuda Asset Management Co's portfolio worth?
The Q2 2026 filing reports $2.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.