Sumitomo Mitsui Trust Group, Inc.
Position in KDK — Kodiak AI, Inc.
CIK 1475365
CHIYODA-KU, TOKYO, M0
Position in KDK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$11,997,324
+$352,345 QoQ
Shares Held
2,361,678
+40.7% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#10
of 91 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KDK Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Sumitomo Mitsui Trust Group, Inc. holds $11,260,688,703 across 35 Software - Infrastructure names. KDK ranks #28 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,488,121 | $6,523,418,895 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
6,884,136 | $803,172,147 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,288,912 | $780,564,770 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,854,292 | $544,556,099 | |
| 5 | ORCL |
Oracle Corp
|
3,700,161 | $542,258,594 | |
| 6 | SNPS |
Synopsys Inc
|
789,740 | $352,279,321 | |
| 7 | NET |
Cloudflare, Inc.
|
997,856 | $244,754,119 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,505,056 | $231,206,702 |
All Filings in KDK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,997,324 | 2,361,678 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $11,644,979 | 1,677,951 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $8,621,023 | 789,471 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $4,228,009 | 618,130 | Shares | Defined | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||