Mu Investments Co is an investment fund managing more than $76.1 billion ran by Satoshi Suda. There are currently 24 companies in Mr. Suda’s portfolio. The largest investments include Ww Grainger Inc and Taiwan Semiconductor-sp Adr, together worth $7.4 billion.
As of 31st October 2023, Mu Investments Co’s top holding is 5,540 shares of Ww Grainger Inc currently worth over $3.71 billion and making up 4.9% of the portfolio value.
In addition, the fund holds 39,920 shares of Taiwan Semiconductor-sp Adr worth $3.69 billion.
The third-largest holding is Apple Computer worth $3.69 billion and the next is Parker-hannifin Cp worth $3.57 billion, with 10,620 shares owned.
Currently, Mu Investments Co's portfolio is worth at least $76.1 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.
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.
Satoshi Suda disclosed a decreased stake in Ww Grainger Inc by approximately 0.1%.
This leaves the value of the investment at $3.71 billion and 5,540 shares.
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.
Mu Investments Co’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Health Care — making up 14.5% 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.
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 |
|---|---|---|---|
| Ww Grainger Inc |
3.48%
5,540
|
$3,707,756,000 | 4.87% |
| Taiwan Semiconductor-sp Adr |
5.00%
39,920
|
$3,691,402,000 | 4.85% |
| Apple Computer |
4.62%
22,730
|
$3,690,443,000 | 4.85% |
| Parker-hannifin Cp |
5.35%
10,620
|
$3,574,373,000 | 4.69% |
| Microsoft Corporation |
4.58%
12,500
|
$3,550,625,000 | 4.66% |
| Nike Inc B |
4.63%
28,860
|
$3,466,086,000 | 4.55% |
| Nucor Corp. |
5.00%
22,800
|
$3,451,008,000 | 4.53% |
| Texas Instruments Inc. |
4.23%
18,110
|
$3,336,586,000 | 4.38% |
| Carrier Global Corporation |
4.95%
72,990
|
$3,291,119,000 | 4.32% |
| Visa Inc-class A Shares |
5.16%
14,700
|
$3,268,692,000 | 4.29% |
| Accenture plc |
4.95%
11,520
|
$3,256,243,000 | 4.28% |
| Costco Wholesale Corp |
5.76%
6,550
|
$3,219,194,000 | 4.23% |
| Thermo Fisher Scientific Inc. |
5.02%
5,680
|
$3,197,670,000 | 4.20% |
| Suncor Energy, Inc. |
4.86%
101,800
|
$3,157,289,000 | 4.15% |
| Estee Lauder-a |
4.51%
12,710
|
$3,135,811,000 | 4.12% |
| Cummins Inc. |
4.41%
13,010
|
$3,045,511,000 | 4.00% |
| Marsh & McLennan Cos., Inc. |
5.15%
18,410
|
$3,035,441,000 | 3.99% |
| TJX Companies, Inc. |
4.60%
39,390
|
$3,029,485,000 | 3.98% |
| Best Buy Co. Inc. |
4.71%
38,440
|
$2,895,301,000 | 3.80% |
| Ross Stores, Inc. |
4.62%
26,830
|
$2,766,978,000 | 3.63% |
| Unitedhealth Group Inc |
4.90%
5,820
|
$2,735,749,000 | 3.59% |
| Johnson & Johnson |
4.38%
17,450
|
$2,677,354,000 | 3.52% |
| Dollar General Corp. |
4.65%
12,310
|
$2,556,664,000 | 3.36% |
| Pfizer Inc. |
4.81%
59,370
|
$2,397,361,000 | 3.15% |
| No transactions found | |||
| Showing first 500 out of 24 holdings | |||