Mu Investments Co 13F annual report

Mu Investments Co is an investment fund managing more than $74.7 billion ran by Satoshi Suda. There are currently 24 companies in Mr. Suda’s portfolio. The largest investments include Parker-hannifin Cp and Carrier Global, together worth $8.11 billion.

$74.7 billion Assets Under Management (AUM)

As of 31st October 2023, Mu Investments Co’s top holding is 10,420 shares of Parker-hannifin Cp currently worth over $4.09 billion and making up 5.5% of the portfolio value. In addition, the fund holds 71,890 shares of Carrier Global worth $4.02 billion, whose value fell approximately 0.1% in the past six months. The third-largest holding is Microsoft worth $3.86 billion and the next is Apple Computer worth $3.83 billion, with 22,430 shares owned.

Currently, Mu Investments Co's portfolio is worth at least $74.7 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Mu Investments Co

The Mu Investments Co office and employees reside in Tokyo, Japan. According to the last 13-F report filed with the SEC, Satoshi Suda serves as the MANAGER at Mu Investments Co.

Recent trades

Satoshi Suda disclosed a decreased stake in Parker-hannifin Cp by approximately 0.1%. This leaves the value of the investment at $4.09 billion and 10,420 shares.

One of the smallest hedge funds

The two most similar investment funds to Mu Investments Co are Kinnevik Ab (publ) and Union Square Park Capital Management. They manage $74.5 billion and $75 billion respectively.

Satoshi Suda investment strategy

Mu Investments Co’s portfolio is diversified across 9 sectors. Currently, their heaviest sector is Health Care — making up 13.8% of the total portfolio value. The fund focuses on investments in the United States as 62.5% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 71% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $255 billion.

The complete list of Mu Investments Co trades based on 13F SEC filings

These positions were updated on November 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Parker-hannifin Cp	1.88% 10,420	$4,089,121,000	5.47%
Carrier Global Corporation	1.51% 71,890	$4,021,527,000	5.38%
Microsoft Corporation	1.60% 12,300	$3,857,772,000	5.16%
Apple Computer	1.32% 22,430	$3,828,577,000	5.12%
Ww Grainger Inc	1.81% 5,440	$3,801,744,000	5.09%
Costco Wholesale Corp	1.53% 6,450	$3,667,664,000	4.91%
Nucor Corp.	1.32% 22,500	$3,549,600,000	4.75%
Suncor Energy, Inc.	1.47% 100,300	$3,528,459,000	4.72%
Marsh & McLennan Cos., Inc.	1.63% 18,110	$3,502,474,000	4.69%
TJX Companies, Inc.	1.52% 38,790	$3,474,808,000	4.65%
Accenture plc	1.74% 11,320	$3,404,716,000	4.56%
Taiwan Semiconductor-sp Adr	1.75% 39,220	$3,389,000,000	4.54%
Visa Inc-class A Shares	1.36% 14,500	$3,359,070,000	4.50%
Cummins Inc.	1.54% 12,810	$2,963,081,000	3.97%
Ross Stores, Inc.	1.49% 26,430	$2,955,138,000	3.95%
Unitedhealth Group Inc	1.72% 5,720	$2,917,772,000	3.90%
Texas Instruments Inc.	1.66% 17,810	$2,833,393,000	3.79%
Thermo Fisher Scientific Inc.	1.76% 5,580	$2,806,852,000	3.76%
Johnson & Johnson	1.72% 17,150	$2,690,492,000	3.60%
Best Buy Co. Inc.	1.30% 37,940	$2,614,066,000	3.50%
Nike Inc B	1.73% 28,360	$2,541,907,000	3.40%
Pfizer Inc.	1.52% 58,470	$1,876,302,000	2.51%
Estee Lauder-a	1.57% 12,510	$1,775,794,000	2.38%
Dollar General Corp.	1.62% 12,110	$1,276,031,000	1.71%
No transactions found
Showing first 500 out of 24 holdings