NOMURA ASSET MANAGEMENT CO LTD
Q2 2026 13F filing
Updated 31 days ago2,174 disclosed positions worth $46.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $3.8B | 19.23M | 8.24% | Added(+122388.3%) |
| 2 | A AVGO BROADCOM INC | $1.9B | 4.94M | 4.00% | Added(+85440.6%) |
| 3 | A AAPL APPLE INC | $1.8B | 6.09M | 3.77% | Added(+2.0%) |
| 4 | M MSFT MICROSOFT CORP | $1.2B | 3.26M | 2.60% | Added(+161522.3%) |
| 5 | M MU MICRON TECHNOLOGY INC | $1.2B | 1.05M | 2.59% | Added(+30758.3%) |
| 6 | G GOOGN ALPHABET INC | $1.2B | 3.26M | 2.49% | Added(+64383.2%) |
| 7 | A AMZN AMAZON COM INC | $1B | 4.36M | 2.22% | Added(+54272.6%) |
| 8 | A AMAT APPLIED MATLS INC | $793.1M | 1.10M | 1.70% | Added(+5.7%) |
| 9 | G GOOGN ALPHABET INC | $620M | 1.75M | 1.33% | Trimmed(-0.8%) |
| 10 | T TSLA TESLA INC | $464.5M | 1.10M | 0.99% | Added(+2.9%) |
| 11 | M META META PLATFORMS INC | $464.3M | 824.3K | 0.99% | Added(+108360.3%) |
| 12 | K KLAC KLA CORP | $447.2M | 1.48M | 0.96% | Added(+654.9%) |
| 13 | A ALAB ASTERA LABS INC | $408.9M | 846.6K | 0.88% | Added(+34912.6%) |
| 14 | A AMD ADVANCED MICRO DEVICES INC | $375.3M | 646.1K | 0.80% | Added(+3.6%) |
| 15 | C CAT CATERPILLAR INC | $369M | 346.5K | 0.79% | Added(+40424.2%) |
| 16 | J JPM-PM JPMORGAN CHASE & CO | $367.8M | 1.12M | 0.79% | Added(+0.8%) |
| 17 | L LLY ELI LILLY & CO | $362.3M | 302.0K | 0.78% | Added(+4.5%) |
| 18 | C CSCO CISCO SYS INC | $339M | 2.89M | 0.73% | Added(+27158.4%) |
| 19 | W WELL WELLTOWER INC | $316.4M | 1.39M | 0.68% | Added(+5.4%) |
| 20 | J JNJ JOHNSON & JOHNSON | $313.8M | 1.24M | 0.67% | Trimmed(-0.1%) |
| 21 | M MA MASTERCARD INCORPORATED | $289.3M | 563.2K | 0.62% | Added(+50960.9%) |
| 22 | Q QCOM QUALCOMM INC | $278.4M | 1.51M | 0.60% | Added(+239.1%) |
| 23 | T TER TERADYNE INC | $277.2M | 572.9K | 0.59% | Added(+92.3%) |
| 24 | W WMT WALMART INC | $273.1M | 2.41M | 0.58% | Added(+45581.9%) |
| 25 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $263.9M | 527.4K | 0.56% | Added(+4.8%) |
| 26 | I INTC INTEL CORP | $262.5M | 1.88M | 0.56% | Added(+0.7%) |
| 27 | V V VISA INC | $255M | 743.3K | 0.55% | Added(+3.9%) |
| 28 | P PLDGP PROLOGIS INC. | $250.8M | 1.85M | 0.54% | Added(+5.0%) |
| 29 | X XOM EXXON MOBIL CORP | $247M | 1.81M | 0.53% | Added(+1.4%) |
| 30 | P PGR PROGRESSIVE CORP | $242.2M | 1.11M | 0.52% | Added(+26463.2%) |
| 31 | A ABBV ABBVIE INC | $230.4M | 915.8K | 0.49% | Added(+2.0%) |
| 32 | L LRCX LAM RESEARCH CORP | $227.9M | 526.0K | 0.49% | Added(+3.0%) |
| 33 | U UNH UNITEDHEALTH GROUP INC | $216.7M | 521.3K | 0.46% | Added(+14.1%) |
| 34 | W WDC WESTERN DIGITAL CORP | $206.5M | 323.2K | 0.44% | Added(+5553.0%) |
| 35 | E EQIX EQUINIX INC | $203.1M | 194.8K | 0.43% | Added(+5.3%) |
| 36 | N NFLX NETFLIX INC. | $201M | 2.82M | 0.43% | Added(+24637.6%) |
| 37 | M MRK MERCK & CO INC | $197.8M | 1.54M | 0.42% | Added(+36510.5%) |
| 38 | C COST COSTCO WHOLESALE CORPORATION | $182.6M | 195.1K | 0.39% | Trimmed(-9.1%) |
| 39 | P PG PROCTER & GAMBLE CO | $179.4M | 1.22M | 0.38% | Added(+1.5%) |
| 40 | K KO COCA COLA CO | $171.1M | 2.10M | 0.37% | Trimmed(-3.7%) |
| 41 | H HD HOME DEPOT INC | $168.3M | 477.1K | 0.36% | Added(+2.2%) |
| 42 | C CVX CHEVRON CORPORATION | $166.7M | 1.01M | 0.36% | Trimmed(-4.0%) |
| 43 | L LIN LINDE PLC | $162M | 312.2K | 0.35% | Trimmed(-3.3%) |
| 44 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $158.3M | 164.1K | 0.34% | Added(+86.5%) |
| 45 | O O REALTY INCOME CORP | $152.3M | 2.46M | 0.33% | Added(+2.7%) |
| 46 | P PM PHILIP MORRIS INTL INC | $151.8M | 839.0K | 0.32% | Trimmed(-3.4%) |
| 47 | G GEV GE VERNOVA INC | $149M | 126.8K | 0.32% | Added(+20960.3%) |
| 48 | B BAC-PS BANK OF AMER CORP | $148.3M | 2.60M | 0.32% | Added(+1.4%) |
| 49 | I IBM INTERNATIONAL BUSINESS MACHS | $147.3M | 523.9K | 0.32% | Added(+5.2%) |
| 50 | G GS-PD GOLDMAN SACHS GROUP INC | $145.8M | 144.2K | 0.31% | Trimmed(-0.5%) |