Nomura Holdings Inc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Nomura Holdings Inc disclosed 989 stock positions valued at approximately $23.62B as of quarter-end June 30, 2026. The largest holdings include MICRON TECHNOLOGY INC, ADVANCED MICRO DEVICES INC, and NVIDIA CORPORATION.

Report Period
June 30, 2026
No. of Stocks
989
Portfolio Value
$23.62B
Holdings by Sector
Nomura Holdings Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICRON TECHNOLOGY INCMUTechnology16.65%3,407,122+3,187,991+1454.83%$3,932,806,854
ADVANCED MICRO DEVICES INCAMDTechnology4.41%1,792,849+602,381+50.60%$1,041,483,913
NVIDIA CORPORATIONNVDATechnology3.96%4,680,644+2,540,152+118.67%$936,550,058
TECK RESOURCES LTDTECKBasic Materials1.81%7,203,227-90,956-1.25%$428,303,877
TESLA INCTSLAConsumer Cyclical1.71%958,277+389,951+68.61%$403,051,306
INTEL CORPINTCTechnology1.32%2,227,800+985,103+79.27%$311,067,714
ALPHABET INCGOOGLCommunication Services1.27%842,763+664,776+373.50%$301,178,214
AMAZON COM INCAMZNConsumer Cyclical1.17%1,157,940+557,660+92.90%$275,983,419
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology1.13%558,088+277,167+98.66%$266,526,087
APPLE INCAAPLTechnology1.05%857,814+258,164+43.05%$248,217,059
RESTAURANT BRANDS INTL INCQSRConsumer Cyclical1.04%3,372,818+3,372,818+100.00%$244,563,033
AVIS BUDGET GROUP INCCARIndustrials1.00%1,604,881+1,059,208+194.11%$237,249,558
META PLATFORMS INCMETACommunication Services0.91%382,832+316,256+475.03%$215,645,438
UNITED PARKS & RESORTS INCPRKSConsumer Cyclical0.90%4,470,982-4,687-0.10%$213,444,681
COGNIZANT TECHNOLOGY SOLUTIOCTSHTechnology0.90%5,485,266-356,583-6.10%$212,444,352
MICROSOFT CORPMSFTTechnology0.85%538,204-62,817-10.45%$200,760,856
SYSCO CORPSYYConsumer Defensive0.83%2,340,385+2,322,092+12693.88%$195,609,378
BROADCOM INCAVGOTechnology0.80%497,781+434,493+686.53%$188,036,773
COINBASE GLOBAL INCCOINFinancial Services0.68%1,106,199+802,747+264.54%$161,715,231
KLA CORPKLACTechnology0.62%482,661+463,901+2472.82%$145,623,651
UNITEDHEALTH GROUP INCUNHHealthcare0.62%349,680+3,910+1.13%$145,337,498
INTEGER HLDGS CORPITGRHealthcare0.61%1,554,450+1,106,089+246.70%$145,263,353
APPLIED MATLS INCAMATTechnology0.59%191,897+76,666+66.53%$138,741,531
TERAWULF INCWULFFinancial Services0.58%5,518,091+2,400,939+77.02%$136,296,848
LAM RESEARCH CORPLRCXOther0.58%314,515+136,841+77.02%$136,288,784
DOLLAR TREE INCDLTRConsumer Defensive0.58%1,125,556-3,776,384-77.04%$136,135,998
ALPHABET INCGOOGCommunication Services0.58%384,434+266,604+226.26%$135,832,065
RIOT PLATFORMS INCRIOTFinancial Services0.57%4,917,342-4,987,797-50.36%$134,636,824
ROBINHOOD MKTS INCHOODFinancial Services0.55%1,288,036+135,590+11.77%$129,164,250
CATERPILLAR INCCATIndustrials0.54%120,838+108,377+869.73%$128,680,387
Showing 30 of 989 holdings in the latest reporting period.
Nomura Holdings Inc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026MUMicron Technology, Inc.PUT17,136,800$19,780,836,872
Q2 2026QQQInvesco QQQ Trust, Series 1PUT6,632,500$4,884,173,000
Q2 2026SMHVanEck Semiconductor ETFPUT5,254,600$3,446,439,594
Q2 2026MUMicron Technology, Inc.CALL1,721,300$1,986,879,377
Q2 2026TSLATesla, Inc.PUT4,517,700$1,900,144,620
Q2 2026NVDANVIDIA CorporationCALL8,223,000$1,645,340,070
Q2 2026METAMeta Platforms, Inc.CALL2,719,400$1,531,810,826
Q2 2026AMDAdvanced Micro Devices, Inc.PUT2,587,600$1,503,162,716
Q2 2026SPYSPDR S&P 500CALL1,821,500$1,360,241,555
Q2 2026QQQInvesco QQQ Trust, Series 1CALL1,771,800$1,304,753,520
Q2 2026IWMiShares Russell 2000 ETFPUT3,104,500$932,747,025
Q2 2026NVDANVIDIA CorporationPUT4,491,000$898,604,190
Q2 2026TSLATesla, Inc.CALL2,036,000$856,341,600
Q2 2026CDNSCadence Design Systems, Inc.PUT1,834,800$688,637,136
Q2 2026GOOGLAlphabet Inc.PUT1,705,800$609,601,746
Q2 2026PEPPepsico, Inc.CALL4,033,000$546,068,200
Q2 2026EQIXEquinix, Inc.PUT505,000$526,406,950
Q2 2026LITELumentum Holdings Inc.CALL604,600$518,783,076
Q2 2026MKSIMKS Instruments, Inc.CALL1,000,000$444,800,000
Q2 2026GOOGAlphabet Inc.CALL1,045,200$369,300,516
Q2 2026WULFTeraWulf Inc.CALL14,885,800$367,679,260
Q2 2026SWKSSkyworks Solutions, Inc.CALL4,750,000$322,050,000
Q2 2026PCGPacific Gas & Electric Co.CALL18,466,600$310,608,212
Q2 2026SPYSPDR S&P 500PUT409,600$305,876,992
Q2 2026GOOGLAlphabet Inc.CALL813,100$290,577,547
Q2 2026TMUST-Mobile US, Inc.CALL1,704,800$285,946,104
Q2 2026APLDApplied Digital CorporationCALL7,500,000$279,750,000
Q2 2026MSFTMicrosoft CorporationCALL645,800$240,896,316
Q2 2026TLTiShares 20+ Year Treasury Bond PUT2,746,500$237,352,530
Q2 2026SNPSSynopsys, Inc.PUT500,000$223,035,000
Showing 30 of 596 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.