§ 13F · FUND PROFILE
Meiji Yasuda America Inc.
AUM · $598M (13F)Positions · 57Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 267K | $53M | 8.9% | +29% |
| 2 | AAPL | APPLE INC | 137K | $40M | 6.6% | +29% |
| 3 | GOOG | ALPHABET INC | 111K | $39M | 6.6% | +28% |
| 4 | MSFT | MICROSOFT CORP | 88K | $33M | 5.5% | +29% |
| 5 | MU | MICRON TECHNOLOGY INC | 25K | $29M | 4.8% | +18% |
| 6 | AMZN | AMAZON COM INC | 111K | $26M | 4.4% | +22% |
| 7 | AVGO | BROADCOM INC | 63K | $24M | 4.0% | +29% |
| 8 | LLY | ELI LILLY & CO | 15K | $18M | 3.1% | +38% |
| 9 | JPM | JPMORGAN CHASE & CO | 53K | $17M | 2.9% | +17% |
| 10 | META | META PLATFORMS INC | 27K | $15M | 2.5% | +28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MEIJI SIGNAL
AC read
Meiji Yasuda America Inc is a Other fund managing $598 million in assets. The fund runs a portfolio of 57 positions.
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