Meiji Yasuda America Inc reported 57 positions worth $763.99M for the quarter ended Sep 30, 2026, up 27.8% on the prior quarter. It opened 3 new positions, added to 52, trimmed 2 and exited 3. Its largest holding is Nvidia Corp at 9.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +64.6K | +24.2% | $14.74M | 9.91% |
| AAPL Apple Inc. | +33.0K | +24.2% | $11.00M | 7.4% |
| MSFT Microsoft Corp | +21.2K | +24.2% | $10.89M | 7.32% |
| GOOG Alphabet Inc. | +26.7K | +24.1% | $9.11M | 6.14% |
| AMZN Amazon Com Inc | +26.6K | +24.1% | $6.64M | 4.48% |
| MU Micron Technology Inc | +6,053 | +24.2% | $6.45M | 4.33% |
| AVGO Broadcom Inc. | +15.2K | +24.2% | $5.33M | 3.58% |
| LLY ELI LILLY & Co | +4,139 | +27.1% | $4.79M | 2.94% |
| MDLN Medline Inc. | +135.3K | – | $4.70M | 0.615% |
| META Meta Platforms, Inc. | +6,432 | +24.1% | $4.66M | 3.14% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 331.5K | $75.71M | 9.91% | +64.6K | +24.2% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 169.7K | $56.50M | 7.4% | +33.0K | +24.2% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 109.1K | $55.94M | 7.32% | +21.2K | +24.2% | Added | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 137.7K | $46.92M | 6.14% | +26.7K | +24.1% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 137.3K | $34.20M | 4.48% | +26.6K | +24.1% | Added | 0% |
| 6 | MU Micron Technology Inc | Technology | 31.1K | $33.12M | 4.33% | +6,053 | +24.2% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 78.0K | $27.38M | 3.58% | +15.2K | +24.2% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 33.1K | $24.02M | 3.14% | +6,432 | +24.1% | Added | 0% |
| 9 | LLY ELI LILLY & Co | Healthcare | 19.4K | $22.45M | 2.94% | +4,139 | +27.1% | Added | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 66.3K | $21.93M | 2.87% | +13.3K | +25.1% | Added | 0% |
| 11 | PANW Palo Alto Networks Inc | Technology | 54.4K | $21.61M | 2.83% | +10.6K | +24.2% | Added | 0.01% |
| 12 | AMD Advanced Micro Devices Inc | Technology | 25.9K | $15.85M | 2.07% | +5,044 | +24.2% | Added | 0% |
| 13 | COP Conocophillips | Energy | 124.0K | $15.52M | 2.03% | +14.2K | +12.9% | Added | 0.01% |
| 14 | GE General Electric Co | Industrials | 47.7K | $14.91M | 1.95% | +8,842 | +22.7% | Added | 0% |
| 15 | GS Goldman Sachs Group Inc | Financial Services | 15.7K | $14.15M | 1.85% | +3,154 | +25.1% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Meiji Yasuda America.
As of its Q3 2026 13F filing, Meiji Yasuda America Inc’s five largest positions were Nvidia Corp (NVDA) at 9.9%, Apple Inc. (AAPL) at 7.4%, Microsoft Corp (MSFT) at 7.3%, Alphabet Inc. (GOOG) at 6.1%, Amazon Com Inc (AMZN) at 4.5% of the reported portfolio.
Meiji Yasuda America Inc reported a 13F portfolio worth $763.99M across 57 positions for Q3 2026. That is up 27.8% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($14.74M), Apple Inc. ($11.00M), Microsoft Corp ($10.89M). It opened 3 new positions.
Its largest sales by value were Boston Scientific Corp ($2.87M), Insulet Corp ($2.65M), Zoetis Inc. ($1.13M). It exited 3 positions entirely.
From the Form 13F-HR reports Meiji Yasuda America Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.