EdgeMarket › What Nikko Asset Management Americas, Inc. reported owning
What Nikko Asset Management 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
7.1BPositions
186Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SHOP SHOPIFY INC. | 410.2M | 5.8% | 3.5M | 149.25 | +8.7% |
| TSLA Tesla, Inc. | 376.1M | 5.3% | 1.0M | 362.86 | +12.0% |
| HOOD Robinhood Markets, Inc. | 362.9M | 5.1% | 5.2M | 108.13 | +2.6% |
| AMD ADVANCED MICRO DEVICES INC | 301.8M | 4.3% | 1.5M | 473.25 | +186.5% |
| CRCL Circle Internet Group, Inc. | 278.2M | 3.9% | 2.9M | 87.98 | -36.2% |
| COIN Coinbase Global, Inc. | 277.4M | 3.9% | 1.6M | 186.49 | -38.7% |
| PLTR Palantir Technologies Inc. | 246.9M | 3.5% | 1.7M | 179.94 | +15.3% |
| TEM Tempus AI, Inc. | 195.5M | 2.8% | 4.3M | 72.69 | -0.8% |
| RBLX Roblox Corp | 183.2M | 2.6% | 3.2M | 38.37 | -67.6% |
| AMZN AMAZON COM INC | 179.1M | 2.5% | 859.9K | 258.63 | +15.6% |
| ROKU ROKU, INC | 174.9M | 2.5% | 1.8M | 157.49 | +78.0% |
| XYZ Block, Inc. | 171.2M | 2.4% | 2.8M | 82.16 | +10.8% |
| TER TERADYNE, INC | 164.6M | 2.3% | 555.6K | 375.74 | +243.1% |
| NVDA NVIDIA CORP | 159.9M | 2.3% | 917.3K | 214.72 | +22.4% |
| BLSH Bullish | 137.1M | 1.9% | 3.8M | 30.41 | -51.6% |
| MELI MERCADOLIBRE INC | 132.3M | 1.9% | 76.5K | 1,922.73 | -17.7% |
| META Meta Platforms, Inc. | 113.5M | 1.6% | 198.4K | 549.90 | -26.5% |
| TXG 10x Genomics, Inc. | 108.3M | 1.5% | 5.1M | 65.12 | +387.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 105.8M | 1.5% | 313.0K | 418.95 | +83.3% |
| DE DEERE & CO | 105.4M | 1.5% | 187.1K | 647.47 | +31.4% |
| TOST Toast, Inc. | 101.2M | 1.4% | 3.8M | 36.64 | -13.6% |
| GOOG Alphabet Inc. | 101.2M | 1.4% | 352.8K | 341.75 | +70.7% |
| BMNR BITMINE IMMERSION TECHNOLOGIES, INC. | 97.0M | 1.4% | 4.9M | 22.83 | -56.1% |
| BEAM Beam Therapeutics Inc. | 91.2M | 1.3% | 3.8M | 29.76 | +85.3% |
| ILMN ILLUMINA, INC. | 88.9M | 1.3% | 721.5K | 219.40 | +117.7% |
| CRSP CRISPR Therapeutics AG | 88.2M | 1.2% | 1.9M | 59.50 | +12.1% |
| CRWV CoreWeave, Inc. | 87.0M | 1.2% | 1.1M | 87.85 | -4.0% |
| NET Cloudflare, Inc. | 86.5M | 1.2% | 419.1K | 293.14 | +51.7% |
| NTRA Natera, Inc. | 84.7M | 1.2% | 423.4K | 332.03 | +106.7% |
| KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | 80.7M | 1.1% | 1.1M | 57.17 | -11.0% |
| TWST Twist Bioscience Corp | 71.1M | 1.0% | 1.5M | 145.59 | +450.4% |
| SPOT Spotify Technology S.A. | 70.9M | 1.0% | 146.3K | 533.72 | -24.2% |
| P Everpure, Inc. | 66.7M | 0.9% | 1.1M | 108.55 | +95.5% |
| TRMB TRIMBLE INC. | 65.7M | 0.9% | 1.0M | 60.25 | -24.9% |
| CRWD CrowdStrike Holdings, Inc. | 65.3M | 0.9% | 167.2K | 191.95 | +83.2% |
| BIDU Baidu, Inc. | 63.3M | 0.9% | 567.8K | 93.21 | +7.4% |
| NU Nu Holdings Ltd. | 63.2M | 0.9% | 4.4M | 14.58 | +7.0% |
| BABA Alibaba Group Holding Ltd | 60.6M | 0.9% | 482.6K | 119.34 | -0.1% |
| CCJ CAMECO CORP | 56.8M | 0.8% | 522.9K | 102.51 | +45.5% |
| DKNG DraftKings Inc. | 50.3M | 0.7% | 2.3M | 26.17 | -42.7% |
| SOFI SoFi Technologies, Inc. | 49.8M | 0.7% | 3.1M | 18.91 | -16.0% |
| GH Guardant Health, Inc. | 44.6M | 0.6% | 483.6K | 170.69 | +191.8% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 42.3M | 0.6% | 122.5K | 266.73 | -3.4% |
| AVGO Broadcom Inc. | 41.4M | 0.6% | 134.0K | 368.45 | +26.5% |
| WGS GeneDx Holdings Corp. | 41.0M | 0.6% | 638.8K | 87.06 | -27.6% |
| AVAV AeroVironment Inc | 40.5M | 0.6% | 221.1K | 160.22 | -31.0% |
| ACHR Archer Aviation Inc. | 39.6M | 0.6% | 7.7M | 6.30 | -31.7% |
| ABNB Airbnb, Inc. | 39.1M | 0.6% | 309.7K | 187.30 | +49.9% |
| DASH DoorDash, Inc. | 37.9M | 0.5% | 252.3K | 223.49 | -8.3% |
| SDGR Schrodinger, Inc. | 36.2M | 0.5% | 3.2M | 19.71 | +1.8% |
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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