EdgeMarket › What Nomura Asset Management Co Ltd reported owning
What Nomura Asset Management Co Ltd 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
38.8BPositions
1,730Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
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| AAPL Apple Inc. | 1.8B | 4.6% | 7.1M | 309.35 | +36.9% |
| AVGO Broadcom Inc. | 1.8B | 4.6% | 5.8M | 368.45 | +26.5% |
| MSFT MICROSOFT CORP | 1.5B | 3.8% | 4.0M | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 981.1M | 2.5% | 4.7M | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 945.5M | 2.4% | 3.3M | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 728.0M | 1.9% | 2.5M | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 597.5M | 1.5% | 1.0M | 549.90 | -26.5% |
| TSLA Tesla, Inc. | 455.9M | 1.2% | 1.2M | 362.86 | +12.0% |
| AMAT APPLIED MATERIALS INC /DE | 409.2M | 1.1% | 1.2M | 492.32 | +205.9% |
| XOM ExxonMobil Holdings Corp | 369.9M | 1.0% | 2.2M | 165.11 | +52.1% |
| JPM JPMORGAN CHASE & CO | 361.2M | 0.9% | 1.2M | 351.58 | +20.3% |
| LLY ELI LILLY & Co | 350.0M | 0.9% | 380.6K | 1,255.40 | +78.0% |
| MA Mastercard Inc | 342.4M | 0.9% | 685.2K | 580.63 | -2.0% |
| MU MICRON TECHNOLOGY INC | 340.2M | 0.9% | 1.0M | 966.78 | +724.8% |
| JNJ JOHNSON & JOHNSON | 310.3M | 0.8% | 1.3M | 270.24 | +51.1% |
| KLAC KLA CORP | 300.1M | 0.8% | 203.8K | 183.99 | +109.5% |
| WMT Walmart Inc. | 299.4M | 0.8% | 2.4M | 103.70 | +1.1% |
| NFLX NETFLIX INC | 291.0M | 0.8% | 3.0M | 79.59 | -34.4% |
| CSCO CISCO SYSTEMS, INC. | 284.7M | 0.7% | 3.7M | 111.04 | +65.5% |
| WELL WELLTOWER INC. | 270.1M | 0.7% | 1.4M | 239.22 | +44.1% |
| CAT CATERPILLAR INC | 257.0M | 0.7% | 362.8K | 827.90 | +96.8% |
| COST COSTCO WHOLESALE CORP /NEW | 246.8M | 0.6% | 247.7K | 947.74 | -4.7% |
| unmapped CUSIP 084670702 | 242.0M | 0.6% | 505.1K | — | — |
| V VISA INC. | 237.7M | 0.6% | 786.6K | 371.04 | +7.9% |
| PLD Prologis, Inc. | 233.7M | 0.6% | 1.8M | 141.80 | +28.7% |
| ABBV AbbVie Inc. | 222.9M | 0.6% | 1.0M | 264.96 | +26.7% |
| PGR PROGRESSIVE CORP/OH/ | 221.2M | 0.6% | 1.1M | 219.28 | -13.2% |
| CVX CHEVRON CORP | 219.5M | 0.6% | 1.1M | 205.27 | +34.0% |
| MRK Merck & Co., Inc. | 190.0M | 0.5% | 1.6M | 152.55 | +80.2% |
| EQIX EQUINIX INC | 187.0M | 0.5% | 190.8K | 1,065.39 | +37.2% |
| PG PROCTER & GAMBLE Co | 183.7M | 0.5% | 1.3M | 144.68 | -9.3% |
| PEP PEPSICO INC | 179.4M | 0.5% | 1.2M | 143.48 | -4.8% |
| KO COCA COLA CO | 170.1M | 0.4% | 2.2M | 91.10 | +28.9% |
| NEE NEXTERA ENERGY INC | 168.5M | 0.4% | 1.8M | 83.65 | +9.8% |
| HD HOME DEPOT, INC. | 167.9M | 0.4% | 510.4K | 335.61 | -16.5% |
| MPWR MONOLITHIC POWER SYSTEMS, INC. | 160.6M | 0.4% | 146.9K | 1,316.28 | +59.3% |
| LIN LINDE PLC | 160.0M | 0.4% | 322.7K | 487.57 | +1.1% |
| TMO THERMO FISHER SCIENTIFIC INC. | 157.3M | 0.4% | 320.0K | 629.27 | +27.2% |
| PM Philip Morris International Inc. | 147.7M | 0.4% | 893.3K | 188.23 | +8.9% |
| O REALTY INCOME CORP | 146.6M | 0.4% | 2.4M | 62.60 | +4.5% |
| MCD MCDONALDS CORP | 144.7M | 0.4% | 465.5K | 270.95 | -13.5% |
| ISRG INTUITIVE SURGICAL INC | 143.7M | 0.4% | 311.7K | 378.81 | -21.2% |
| ORLY O REILLY AUTOMOTIVE INC | 141.0M | 0.4% | 1.5M | 89.11 | -14.3% |
| AMD ADVANCED MICRO DEVICES INC | 139.7M | 0.4% | 686.7K | 473.25 | +186.5% |
| PLTR Palantir Technologies Inc. | 138.5M | 0.4% | 946.7K | 179.94 | +15.3% |
| WDC WESTERN DIGITAL CORP | 137.8M | 0.4% | 509.3K | 459.44 | +507.4% |
| HON HONEYWELL INTERNATIONAL INC | 135.6M | 0.3% | 600.1K | 215.90 | -50.3% |
| UNH UNITEDHEALTH GROUP INC | 133.4M | 0.3% | 493.0K | 390.11 | +30.1% |
| LRCX LAM RESEARCH CORP | 127.3M | 0.3% | 595.9K | 314.00 | +216.7% |
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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