Nomura Asset Management International Inc. Portfolio Stock Holdings

Nomura Asset Management International Inc. disclosed 1232 stock positions valued at approximately $58.4 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
1232
Portfolio Value
$58.4B
Holdings by Sector
Nomura Asset Management International Inc. Portfolio Holdings in Q1 2026

1180 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology4.58%15,327,251-699,109-4.36%$2,673,073,000
MICROSOFT CORPMSFTTechnology2.94%4,631,277-1,119,327-19.46%$1,714,360,000
ALPHABET INCGOOGLCommunication Services2.35%4,781,128-604,222-11.22%$1,374,861,000
APPLE INCAAPLTechnology2.28%5,239,170-576,836-9.92%$1,329,649,000
AMAZON COM INCAMZNConsumer Cyclical2.07%5,797,054-418,867-6.74%$1,207,352,000
TAIWAN SEMICONDUCTOR MFG LTDTSMTechnology1.56%2,692,843+9,270+0.35%$910,046,000
BROADCOM INCAVGOTechnology1.40%2,638,967-116,985-4.24%$816,787,000
META PLATFORMS INCMETACommunication Services1.22%1,248,052+319,508+34.41%$714,048,000
SEAGATE TECHNOLOGY HLDNGS PLSTXOther1.21%1,804,383+1,799,482+36716.63%$706,885,000
HOWMET AEROSPACE INCHWMIndustrials0.88%2,217,838-368,162-14.24%$511,123,000
ADVANCED MICRO DEVICES INCAMDTechnology0.84%2,413,062+191,122+8.60%$490,889,000
VISA INCVFinancial Services0.82%1,591,208-420,513-20.90%$480,927,000
GILEAD SCIENCES INCGILDHealthcare0.82%3,447,111-112,521-3.16%$480,424,000
NETFLIX INCNFLXCommunication Services0.74%4,473,992+55,692+1.26%$430,174,000
MASTERCARD INCORPORATEDMAFinancial Services0.71%826,331-34,073-3.96%$412,885,000
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.63%87,783+15,551+21.53%$369,595,000
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.59%2,182,444-110,928-4.84%$343,254,000
MICRON TECHNOLOGY INCMUTechnology0.56%975,983-256,142-20.79%$329,726,000
INTUITINTUTechnology0.56%753,125+312,506+70.92%$325,636,000
VANGUARD INDEX FDSVOOOther0.53%516,226-225,172-30.37%$308,471,000
EXXON MOBIL CORPXOMEnergy0.52%1,784,911-196,542-9.92%$302,831,000
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.51%2,360,589+99,259+4.39%$296,159,000
DANAHER CORPORATIONDHRHealthcare0.49%1,507,546-294,308-16.33%$285,831,000
TEXAS INSTRS INCTXNTechnology0.48%1,437,034+52,114+3.76%$278,986,000
INTUITIVE SURGICAL INCISRGHealthcare0.47%593,952-29,283-4.70%$273,806,000
ISHARES TRIEFAOther0.44%2,852,637-1,105,166-27.92%$258,250,000
ASML HOLDING N VASMLOther0.44%194,837+6,936+3.69%$257,347,000
ISHARES TREFGOther0.44%2,308,868-65,618-2.76%$257,139,000
WESTERN DIGITAL CORPWDCTechnology0.41%891,662-133,785-13.05%$241,186,000
IDEXX LABS INCIDXXHealthcare0.38%399,376-32,683-7.56%$224,405,000
EDWARDS LIFESCIENCES CORPEWHealthcare0.38%2,768,995+1,659,788+149.64%$221,741,000
CISCO SYS INCCSCOTechnology0.37%2,798,623-13,870-0.49%$217,145,000
OLD NATL BANCORP INDONBFinancial Services0.36%9,611,237-681,396-6.62%$212,408,000
NEXTERA ENERGY INCNEEUtilities0.36%2,268,759-521,709-18.70%$210,722,000
S&P GLOBAL INCSPGIFinancial Services0.35%483,224-2,298-0.47%$205,534,000
PROLOGIS INC.PLDReal Estate0.35%1,548,139-456,125-22.76%$204,635,000
JPMORGAN CHASE & CO.JPMFinancial Services0.35%691,751-86,170-11.08%$203,485,000
SPOTIFY TECHNOLOGY S ASPOTOther0.35%419,242+153,083+57.52%$203,295,000
VULCAN MATLS COVMCBasic Materials0.34%725,464-106,107-12.76%$197,544,000
CARRIER GLOBAL CORPORATIONCARRIndustrials0.34%3,502,128+2,753,095+367.55%$197,205,000
KRATOS DEFENSE & SEC SOLUTIOKTOSIndustrials0.34%2,782,153+200,184+7.75%$196,170,000
AT&T INCTCommunication Services0.33%6,611,770-1,732,438-20.76%$191,675,000
COSTCO WHSL CORP NEWCOSTConsumer Defensive0.32%189,802-8,581-4.33%$189,124,000
INSMED INCINSMHealthcare0.32%1,143,739-39,290-3.32%$187,024,000
BLACK HILLS CORPBKHUtilities0.32%2,679,192+24,130+0.91%$185,963,000
APPLIED MATLS INCAMATTechnology0.32%538,347-29,748-5.24%$184,002,000
PNC FINL SVCS GROUP INCPNCFinancial Services0.31%863,712+631,710+272.29%$179,730,000
QUANTA SVCS INCPWRIndustrials0.31%325,457-19,441-5.64%$178,682,000
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.30%354,599-34,478-8.86%$174,296,000
ACCENTURE PLC IRELANDACNTechnology0.30%872,333-877,904-50.16%$172,975,000
WELLS FARGO CO NEWWFCFinancial Services0.29%2,159,773+179,846+9.08%$171,940,000
SEMTECH CORPSMTCTechnology0.29%2,223,154-230,140-9.38%$170,938,000
SPX TECHNOLOGIES INCSPXCIndustrials0.28%831,162-99,441-10.69%$166,183,000
WASTE CONNECTIONS INCWCNIndustrials0.28%1,016,883-69,330-6.38%$165,182,000
EATON CORP PLCETNOther0.28%459,531+10,530+2.35%$164,360,000
VERISK ANALYTICS INCVRSKIndustrials0.28%853,167+68,882+8.78%$161,888,000
MERCK & CO INCMRKHealthcare0.28%1,345,718-618,069-31.47%$161,876,000
MONOLITHIC PWR SYS INCMPWRTechnology0.28%147,967-17,267-10.45%$161,780,000
WELLTOWER INCWELLReal Estate0.27%810,731-404,542-33.29%$160,290,000
MAGNOLIA OIL & GAS CORPMGYEnergy0.27%4,972,261+13,043+0.26%$156,974,000
MODINE MFG COMODConsumer Cyclical0.27%715,566-98,606-12.11%$155,070,000
ROYAL CARIBBEAN GROUPRCLOther0.26%559,462-156,453-21.85%$153,953,000
CONSTRUCTION PARTNERS INCROADIndustrials0.26%1,384,973-37,107-2.61%$153,898,000
ABBVIE INCABBVHealthcare0.26%707,370-27,275-3.71%$153,846,000
KITE RLTY GROUP TRKRGReal Estate0.26%6,240,410-529,700-7.82%$153,202,000
VALLEY NATL BANCORPVLYFinancial Services0.26%12,457,731-795,441-6.00%$152,981,000
FIRST FINL BANCORP OHFFBCFinancial Services0.26%5,480,061-414,265-7.03%$152,785,000
MORGAN STANLEYMSFinancial Services0.26%914,518-161,640-15.02%$150,502,000
EQUINIX INCEQIXReal Estate0.26%153,004-122,230-44.41%$149,981,000
CASEYS GEN STORES INCCASYConsumer Cyclical0.25%198,026-56,051-22.06%$144,135,000
CUMMINS INCCMIIndustrials0.24%265,818-16,042-5.69%$143,015,000
PEPSICO INCPEPConsumer Defensive0.24%918,954+94,365+11.44%$142,704,000
AMPHENOL CORP NEWAPHTechnology0.24%1,120,367-38,534-3.33%$141,558,000
CME GROUP INCCMEFinancial Services0.24%478,746-23,503-4.68%$141,398,000
MACOM TECH SOLUTIONS HLDGS IMTSITechnology0.24%635,061-110,733-14.85%$141,028,000
IMAX CORPIMAXCommunication Services0.24%3,704,207-563,742-13.21%$140,797,000
CLOUDFLARE INCNETTechnology0.24%674,748-96,888-12.56%$139,228,000
SILICON LABORATORIES INCSLABTechnology0.24%661,438-254,286-27.77%$137,678,000
AXSOME THERAPEUTICS INCAXSMHealthcare0.24%812,809-176,638-17.85%$137,381,000
MSCI INCMSCIFinancial Services0.23%253,607+77,833+44.28%$136,697,000
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical0.23%449,505+92,951+26.07%$136,685,000
ELI LILLY & COLLYHealthcare0.23%144,813-1,660-1.13%$133,199,000
WESBANCO INCWSBCFinancial Services0.23%3,850,056-236,780-5.79%$132,788,000
ALPHABET INCGOOGCommunication Services0.22%457,871-66,746-12.72%$131,345,000
FASTENAL COFASTIndustrials0.22%2,814,807-499,439-15.07%$130,607,000
CADENCE DESIGN SYSTEM INCCDNSTechnology0.22%461,221+27,414+6.32%$128,159,000
CEMEX SAB DE CVCXBasic Materials0.22%11,176,939+4,714,703+72.96%$127,864,000
ASCENDIS PHARMA A/SASNDHealthcare0.22%556,427+59,590+11.99%$127,272,000
FEDERAL SIGNAL CORPFSSIndustrials0.22%1,175,411-128,348-9.84%$127,109,000
SLB LIMITEDSLBEnergy0.22%2,461,086+748,572+43.71%$126,475,000
TTM TECHNOLOGIES INCTTMITechnology0.22%1,293,432-483,955-27.23%$126,006,000
ALLY FINL INCALLYFinancial Services0.22%3,210,642+22,574+0.71%$125,953,000
ZURN ELKAY WATER SOLNS CORPZWSIndustrials0.22%2,806,370-387,156-12.12%$125,838,000
AXIS CAP HLDGS LTDG0692U109Other0.22%1,240,047-157,148-11.25%$125,753,000
AUTOZONE INCAZOConsumer Cyclical0.21%37,127-1,934-4.95%$125,407,000
CHENIERE ENERGY INCLNGEnergy0.21%440,340-318,863-42.00%$124,951,000
MCKESSON CORPMCKHealthcare0.21%144,385-10,208-6.60%$124,945,000
MOTOROLA SOLUTIONS INCMSITechnology0.21%287,696+115,994+67.56%$124,851,000
GULFPORT ENERGY CORPGPOREnergy0.21%589,773+101,607+20.81%$124,778,000
CITIGROUP INCCFinancial Services0.21%1,091,708-127,517-10.46%$123,811,000