EdgeMarket › What Nippon Life Global Investors Americas, Inc. reported owning

What Nippon Life Global Investors Americas, Inc. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

2.2B

Positions

106

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
NVDA
NVIDIA CORP
196.3M8.9%1.1M214.72+22.4%
GOOG
Alphabet Inc.
138.1M6.2%481.4K341.75+70.7%
MSFT
MICROSOFT CORP
127.8M5.8%345.3K483.24-4.4%
AAPL
Apple Inc.
114.8M5.2%452.3K309.35+36.9%
AMZN
AMAZON COM INC
108.6M4.9%521.5K258.63+15.6%
AVGO
Broadcom Inc.
92.4M4.2%298.5K368.45+26.5%
META
Meta Platforms, Inc.
73.8M3.3%128.9K549.90-26.5%
LLY
ELI LILLY & Co
69.7M3.1%75.8K1,255.40+78.0%
COST
COSTCO WHOLESALE CORP /NEW
61.9M2.8%62.1K947.74-4.7%
LRCX
LAM RESEARCH CORP
60.2M2.7%281.6K314.00+216.7%
C
CITIGROUP INC
58.5M2.6%515.8K131.65+41.3%
GE
GENERAL ELECTRIC CO
48.8M2.2%171.8K348.37+30.7%
APH
AMPHENOL CORP /DE/
44.5M2.0%351.8K157.01+44.5%
GS
GOLDMAN SACHS GROUP INC
42.7M1.9%50.5K1,039.28+44.2%
MDT
Medtronic plc
42.5M1.9%487.0K93.35+0.1%
PG
PROCTER & GAMBLE Co
42.3M1.9%292.6K144.68-9.3%
AON
Aon plc
42.2M1.9%130.7K355.11-5.1%
CAT
CATERPILLAR INC
40.1M1.8%56.6K827.90+96.8%
V
VISA INC.
37.4M1.7%123.7K371.04+7.9%
BA
BOEING CO
36.9M1.7%185.3K214.20-5.1%
GEHC
GE HealthCare Technologies Inc.
33.7M1.5%472.9K74.82+1.3%
MPC
Marathon Petroleum Corp
33.7M1.5%137.8K360.72+117.5%
BAC
BANK OF AMERICA CORP /DE/
32.3M1.5%661.6K61.69+27.6%
LIN
LINDE PLC
31.6M1.4%63.8K487.57+1.1%
CVX
CHEVRON CORP
29.4M1.3%142.2K205.27+34.0%
SNOW
Snowflake Inc.
27.2M1.2%180.5K332.78+70.8%
CVS
CVS HEALTH Corp
26.6M1.2%370.2K93.02+31.3%
TSLA
Tesla, Inc.
25.2M1.1%67.8K362.86+12.0%
CEG
Constellation Energy Corp
25.1M1.1%90.0K272.88-13.2%
ORLY
O REILLY AUTOMOTIVE INC
21.3M1.0%231.2K89.11-14.3%
SHOP
SHOPIFY INC.
21.0M0.9%177.1K149.25+8.7%
ULTA
Ulta Beauty, Inc.
19.8M0.9%38.0K521.46+0.9%
ICE
Intercontinental Exchange, Inc.
19.6M0.9%124.7K161.25-11.1%
SRE
SEMPRA
18.4M0.8%188.6K82.89+0.6%
AER
AerCap Holdings N.V.
17.5M0.8%127.5K146.29+26.4%
NFLX
NETFLIX INC
17.1M0.8%177.7K79.59-34.4%
EQIX
EQUINIX INC
14.7M0.7%15.0K1,065.39+37.2%
CBRE
CBRE GROUP, INC.
14.2M0.6%104.9K152.10-5.4%
MOD
MODINE MANUFACTURING CO
13.9M0.6%64.3K197.68+46.5%
IQV
IQVIA HOLDINGS INC.
13.5M0.6%79.0K259.82+35.3%
RSG
REPUBLIC SERVICES, INC.
13.2M0.6%60.1K220.67-6.5%
JPM
JPMORGAN CHASE & CO
12.5M0.6%42.5K351.58+20.3%
AXP
AMERICAN EXPRESS CO
12.0M0.5%39.7K336.00+8.9%
SPGI
S&P Global Inc.
11.8M0.5%27.8K431.29-22.6%
IRM
IRON MOUNTAIN INC
11.6M0.5%112.9K122.02+33.7%
ABBV
AbbVie Inc.
11.4M0.5%52.4K264.96+26.7%
TPR
TAPESTRY, INC.
11.0M0.5%78.0K130.17+31.7%
MAR
MARRIOTT INTERNATIONAL INC /MD/
10.9M0.5%33.3K356.39+35.2%
AZO
AUTOZONE INC
10.2M0.5%3.0K2,957.95-28.9%
R
RYDER SYSTEM INC
10.0M0.5%49.0K249.73+39.6%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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