Managed by
Hedge FundAUM Tracked
$38.7B
AI Exposure
41.6%
AI & Tech holdings for NOMURA ASSET MANAGEMENT CO LTD
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 18,083,459 | $3.2B | 8.1% | No change |
| $AVGOAI | Broadcom Inc. | 5,213,607 | $1.6B | 4.2% | No change |
| $AAPLAI | Apple Inc. | 5,970,700 | $1.5B | 3.9% | Reduced by 14% |
| $MSFTAI | Microsoft Corporation | 3,224,096 | $1.2B | 3.1% | Reduced by 19% |
| $GOOGLAI | Alphabet Inc. | 2,979,000 | $856.6M | 2.2% | No change |
| $AMZNAI | Amazon.com, Inc. | 4,057,598 | $845.1M | 2.2% | Reduced by 16% |
| $GOOGAI | Alphabet Inc. | 1,768,163 | $507.2M | 1.3% | Reduced by 35% |
| $METAAI | Meta Platforms, Inc. | 822,991 | $470.9M | 1.2% | Reduced by 28% |
| $TSLAAI | Tesla, Inc. | 1,073,531 | $399.1M | 1% | Reduced by 10% |
| $AMATAI | Applied Materials | 1,038,251 | $354.9M | 0.9% | Increased by 42% |
| $MUAI | Micron Technology | 896,660 | $302.9M | 0.8% | Reduced by 60% |
| $KLACAI | KLA Corporation | 196,334 | $289.1M | 0.7% | No change |
| $MPWRAI | Monolithic Power Systems | 144,135 | $157.6M | 0.4% | Increased by 23% |
| $AMDAI | Advanced Micro Devices | 623,431 | $126.8M | 0.3% | Reduced by 12% |
| $PLTRAI | Palantir Technologies | 860,665 | $125.9M | 0.3% | Reduced by 7% |
| $AAPLAI | Apple Inc. | 480,599 | $122.0M | 0.3% | Reduced by 93% |
| $NVDAAI | NVIDIA Corporation | 682,029 | $118.9M | 0.3% | Reduced by 96% |
| $MSFTAI | Microsoft Corporation | 316,420 | $117.1M | 0.3% | Reduced by 92% |
| $LRCXAI | Lam Research | 510,419 | $109.1M | 0.3% | Reduced by 8% |
| $ORCLAI | Oracle Corporation | 701,955 | $103.3M | 0.3% | Reduced by 17% |
| $APPAI | AppLovin Corporation | 234,992 | $93.5M | 0.2% | Increased by 68% |
| $ANETAI | Arista Networks | 741,972 | $91.1M | 0.2% | No change |
| $GOOGAI | Alphabet Inc. | 308,200 | $88.4M | 0.2% | Reduced by 89% |
| $TERAI | Teradyne Inc. | 297,948 | $88.3M | 0.2% | Increased by 312% |
| $UBERAI | Uber Technologies | 1,203,571 | $86.6M | 0.2% | Reduced by 35% |
| $ISRGAI | Intuitive Surgical | 186,774 | $86.1M | 0.2% | Reduced by 43% |
| $CRMAI | Salesforce Inc. | 448,458 | $83.7M | 0.2% | Reduced by 22% |
| $INTCAI | Intel Corporation | 1,867,043 | $82.4M | 0.2% | No change |
| $ADIAI | Analog Devices | 252,601 | $80.4M | 0.2% | Reduced by 27% |
| $NVDAAI | NVIDIA Corporation | 422,351 | $73.7M | 0.2% | Reduced by 98% |
| $VRTAI | Vertiv Holdings | 282,409 | $70.8M | 0.2% | Reduced by 27% |
| $TXNAI | Texas Instruments | 359,961 | $69.9M | 0.2% | No change |
| $CRWDAI | CrowdStrike Holdings | 172,051 | $67.2M | 0.2% | Increased by 22% |
| $NVDAAI | NVIDIA Corporation | 373,607 | $65.2M | 0.2% | Reduced by 98% |
| $TSMAI | Taiwan Semiconductor | 184,626 | $62.4M | 0.2% | Reduced by 34% |
| $METAAI | Meta Platforms, Inc. | 107,698 | $61.6M | 0.2% | Reduced by 91% |
| $DELLAI | Dell Technologies | 355,749 | $58.4M | 0.2% | Reduced by 25% |
| $QCOMAI | QUALCOMM Inc. | 444,310 | $57.2M | 0.1% | Reduced by 19% |
| $AMZNAI | Amazon.com, Inc. | 274,033 | $57.1M | 0.1% | Reduced by 94% |
| $AAPLAI | Apple Inc. | 217,281 | $55.1M | 0.1% | Reduced by 97% |
| $GOOGAI | Alphabet Inc. | 191,834 | $55.0M | 0.1% | Reduced by 93% |
| $DDOGAI | Datadog Inc. | 461,350 | $54.5M | 0.1% | Increased by 202% |
| $MSFTAI | Microsoft Corporation | 145,912 | $54.0M | 0.1% | Reduced by 96% |
| $AAPLAI | Apple Inc. | 209,042 | $53.1M | 0.1% | Reduced by 97% |
| $AVGOAI | Broadcom Inc. | 166,225 | $51.4M | 0.1% | Reduced by 97% |
| $PANWAI | Palo Alto Networks | 312,566 | $50.1M | 0.1% | Reduced by 26% |
| $MSFTAI | Microsoft Corporation | 131,459 | $48.7M | 0.1% | Reduced by 97% |
| $SNOWAI | Snowflake Inc. | 313,224 | $47.2M | 0.1% | Reduced by 17% |
| $NETAI | Cloudflare Inc. | 227,950 | $47.0M | 0.1% | Reduced by 43% |
| $AMZNAI | Amazon.com, Inc. | 225,481 | $47.0M | 0.1% | Reduced by 95% |
| $INTUAI | Intuit Inc. | 107,512 | $46.5M | 0.1% | Reduced by 22% |
| $GOOGLAI | Alphabet Inc. | 159,075 | $45.7M | 0.1% | Reduced by 95% |
| $MSFTAI | Microsoft Corporation | 122,202 | $45.2M | 0.1% | Reduced by 97% |
| $NVDAAI | NVIDIA Corporation | 248,138 | $43.3M | 0.1% | Reduced by 99% |
| $CEGAI | Constellation Energy | 149,687 | $41.8M | 0.1% | Reduced by 34% |
| $ADBEAI | Adobe Inc. | 170,484 | $41.4M | 0.1% | Reduced by 20% |
| $CDNSAI | Cadence Design Systems | 147,137 | $40.9M | 0.1% | Reduced by 38% |
| $GOOGAI | Alphabet Inc. | 139,701 | $40.1M | 0.1% | Reduced by 95% |
| $TSLAAI | Tesla, Inc. | 104,674 | $38.9M | 0.1% | Reduced by 91% |
| $NOWAI | ServiceNow Inc. | 364,447 | $38.1M | 0.1% | Reduced by 55% |
| $GOOGAI | Alphabet Inc. | 129,836 | $37.2M | 0.1% | Reduced by 95% |
| $AVGOAI | Broadcom Inc. | 119,735 | $37.1M | 0.1% | Reduced by 98% |
| $METAAI | Meta Platforms, Inc. | 60,425 | $34.6M | 0.1% | Reduced by 95% |
| $AVGOAI | Broadcom Inc. | 110,274 | $34.1M | 0.1% | Reduced by 98% |
| $GOOGLAI | Alphabet Inc. | 117,868 | $33.9M | 0.1% | Reduced by 96% |
| $MDBAI | MongoDB Inc. | 135,395 | $33.1M | 0.1% | Reduced by 19% |
| $AAPLAI | Apple Inc. | 127,105 | $32.3M | 0.1% | Reduced by 98% |
| $MRVLAI | Marvell Technology | 312,054 | $30.9M | 0.1% | Reduced by 39% |
| $SNPSAI | Synopsys Inc. | 73,326 | $29.1M | 0.1% | Reduced by 9% |
| $AVGOAI | Broadcom Inc. | 79,062 | $24.5M | 0.1% | Reduced by 99% |
| $AVGOAI | Broadcom Inc. | 73,784 | $22.8M | 0.1% | Reduced by 99% |
| $ISRGAI | Intuitive Surgical | 49,468 | $22.8M | 0.1% | Reduced by 85% |
| $AMATAI | Applied Materials | 64,175 | $21.9M | 0.1% | Reduced by 91% |
| $METAAI | Meta Platforms, Inc. | 37,662 | $21.5M | 0.1% | Reduced by 97% |
| $AMATAI | Applied Materials | 61,927 | $21.2M | 0.1% | Reduced by 92% |
| $MSFTAI | Microsoft Corporation | 56,870 | $21.1M | 0.1% | Reduced by 99% |
| $FTNTAI | Fortinet Inc. | 255,183 | $20.9M | 0.1% | Reduced by 5% |
| $ABNBAI | Airbnb Inc. | 164,713 | $20.8M | 0.1% | No change |
| $NXPIAI | NXP Semiconductors | 100,406 | $19.8M | 0.1% | No change |
| $MRVLAI | Marvell Technology | 195,119 | $19.3M | 0% | Reduced by 62% |
| $MUAI | Micron Technology | 56,509 | $19.1M | 0% | Reduced by 97% |
| $AAPLAI | Apple Inc. | 74,614 | $18.9M | 0% | Reduced by 99% |
| $MCHPAI | Microchip Technology | 291,806 | $18.9M | 0% | No change |
| $ZSAI | Zscaler Inc. | 125,019 | $17.5M | 0% | Reduced by 44% |
| $VSTAI | Vistra Corp. | 116,107 | $17.5M | 0% | No change |
| $PANWAI | Palo Alto Networks | 104,529 | $16.8M | 0% | Reduced by 75% |
| $TSLAAI | Tesla, Inc. | 43,964 | $16.3M | 0% | Reduced by 96% |
| $ORCLAI | Oracle Corporation | 110,826 | $16.3M | 0% | Reduced by 87% |
| $ISRGAI | Intuitive Surgical | 35,336 | $16.3M | 0% | Reduced by 89% |
| $NOWAI | ServiceNow Inc. | 155,519 | $16.3M | 0% | Reduced by 81% |
| $PYPLAI | PayPal Holdings | 358,060 | $16.2M | 0% | No change |
| $UBERAI | Uber Technologies | 223,999 | $16.1M | 0% | Reduced by 88% |
| $TSMAI | Taiwan Semiconductor | 45,081 | $15.2M | 0% | Reduced by 84% |
| $AMZNAI | Amazon.com, Inc. | 69,299 | $14.4M | 0% | Reduced by 99% |
| $AMZNAI | Amazon.com, Inc. | 69,215 | $14.4M | 0% | Reduced by 99% |
| $CRMAI | Salesforce Inc. | 74,432 | $13.9M | 0% | Reduced by 87% |
| $ISRGAI | Intuitive Surgical | 29,796 | $13.7M | 0% | Reduced by 91% |
| $COINAI | Coinbase Global | 76,090 | $13.3M | 0% | Increased by 7% |
| $PDDAI | PDD Holdings Inc. | 129,123 | $13.2M | 0% | No change |
| $PANWAI | Palo Alto Networks | 81,031 | $13.0M | 0% | Reduced by 81% |
| $NVDAAI | NVIDIA Corporation | 73,754 | $12.9M | 0% | Reduced by 100% |
| $SQAI | Block Inc. | 195,748 | $11.8M | 0% | Increased by 6% |
| $NOWAI | ServiceNow Inc. | 106,478 | $11.1M | 0% | Reduced by 87% |
| $AMATAI | Applied Materials | 31,741 | $10.8M | 0% | Reduced by 96% |
| $WDAYAI | Workday Inc. | 81,019 | $10.5M | 0% | No change |
| $ADIAI | Analog Devices | 31,324 | $10.0M | 0% | Reduced by 91% |
| $PLTRAI | Palantir Technologies | 67,366 | $9.9M | 0% | Reduced by 93% |
| $CRMAI | Salesforce Inc. | 52,783 | $9.9M | 0% | Reduced by 91% |
| $ONAI | ON Semiconductor | 151,492 | $9.4M | 0% | No change |
| $TSMAI | Taiwan Semiconductor | 27,394 | $9.3M | 0% | Reduced by 90% |
| $LRCXAI | Lam Research | 40,959 | $8.8M | 0% | Reduced by 93% |
| $VRTAI | Vertiv Holdings | 34,503 | $8.6M | 0% | Reduced by 91% |
| $ADIAI | Analog Devices | 26,321 | $8.4M | 0% | Reduced by 92% |
| $NETAI | Cloudflare Inc. | 40,552 | $8.4M | 0% | Reduced by 90% |
| $ADIAI | Analog Devices | 24,771 | $7.9M | 0% | Reduced by 93% |
| $VRTAI | Vertiv Holdings | 31,236 | $7.8M | 0% | Reduced by 92% |
| $MUAI | Micron Technology | 23,092 | $7.8M | 0% | Reduced by 99% |
| $KLACAI | KLA Corporation | 5,186 | $7.6M | 0% | Reduced by 97% |
| $LRCXAI | Lam Research | 35,239 | $7.5M | 0% | Reduced by 94% |
| $TERAI | Teradyne Inc. | 22,171 | $6.6M | 0% | Reduced by 69% |
| $ADIAI | Analog Devices | 20,477 | $6.5M | 0% | Reduced by 94% |
| $TSMAI | Taiwan Semiconductor | 19,012 | $6.4M | 0% | Reduced by 93% |
| $AMDAI | Advanced Micro Devices | 30,577 | $6.2M | 0% | Reduced by 96% |
| $MDBAI | MongoDB Inc. | 25,073 | $6.1M | 0% | Reduced by 85% |
| $CDNSAI | Cadence Design Systems | 21,670 | $6.0M | 0% | Reduced by 91% |
| $AMDAI | Advanced Micro Devices | 28,571 | $5.8M | 0% | Reduced by 96% |
| $VRTAI | Vertiv Holdings | 23,023 | $5.8M | 0% | Reduced by 94% |
| $METAAI | Meta Platforms, Inc. | 9,706 | $5.6M | 0% | Reduced by 99% |
| $ORCLAI | Oracle Corporation | 37,587 | $5.5M | 0% | Reduced by 96% |
| $SHOPAI | Shopify Inc. | 45,584 | $5.4M | 0% | Reduced by 50% |
| $MUAI | Micron Technology | 14,768 | $5.0M | 0% | Reduced by 99% |
| $DDOGAI | Datadog Inc. | 42,071 | $5.0M | 0% | Reduced by 72% |
| $UBERAI | Uber Technologies | 67,348 | $4.8M | 0% | Reduced by 96% |
| $ZSAI | Zscaler Inc. | 32,497 | $4.6M | 0% | Reduced by 85% |
| $SNPSAI | Synopsys Inc. | 11,052 | $4.4M | 0% | Reduced by 86% |
| $ASMLAI | ASML Holding NV | 3,264 | $4.3M | 0% | Reduced by 6% |
| $MUAI | Micron Technology | 12,523 | $4.2M | 0% | Reduced by 99% |
| $SNOWAI | Snowflake Inc. | 27,674 | $4.2M | 0% | Reduced by 93% |
| $SMCIAI | Super Micro Computer | 183,247 | $4.2M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 60,988 | $4.2M | 0% | Reduced by 9% |
| $SHOPAI | Shopify Inc. | 33,385 | $4.0M | 0% | Reduced by 63% |
| $DELLAI | Dell Technologies | 22,754 | $3.7M | 0% | Reduced by 95% |
| $RIVNAI | Rivian Automotive | 244,773 | $3.7M | 0% | No change |
| $GOOGLAI | Alphabet Inc. | 12,189 | $3.5M | 0% | Reduced by 100% |
| $DDOGAI | Datadog Inc. | 28,943 | $3.4M | 0% | Reduced by 81% |
| $KLACAI | KLA Corporation | 2,279 | $3.4M | 0% | Reduced by 99% |
| $DELLAI | Dell Technologies | 20,207 | $3.3M | 0% | Reduced by 96% |
| $INTCAI | Intel Corporation | 70,745 | $3.1M | 0% | Reduced by 96% |
| $SNOWAI | Snowflake Inc. | 20,168 | $3.0M | 0% | Reduced by 95% |
| $APPAI | AppLovin Corporation | 7,596 | $3.0M | 0% | Reduced by 95% |
| $MPWRAI | Monolithic Power Systems | 2,741 | $3.0M | 0% | Reduced by 98% |
| $METAAI | Meta Platforms, Inc. | 5,182 | $3.0M | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 10,068 | $2.9M | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 8,885 | $2.8M | 0% | Reduced by 97% |
| $ISRGAI | Intuitive Surgical | 6,077 | $2.8M | 0% | Reduced by 98% |
| $NVDAAI | NVIDIA Corporation | 15,701 | $2.7M | 0% | Reduced by 100% |
| $PLTRAI | Palantir Technologies | 18,714 | $2.7M | 0% | Reduced by 98% |
| $IONQAI | IonQ Inc. | 93,870 | $2.7M | 0% | No change |
| $LRCXAI | Lam Research | 9,328 | $2.0M | 0% | Reduced by 98% |
| $ARMAI | ARM Holdings plc | 12,881 | $1.9M | 0% | Reduced by 46% |
| $DELLAI | Dell Technologies | 11,095 | $1.8M | 0% | Reduced by 98% |
| $MDBAI | MongoDB Inc. | 7,429 | $1.8M | 0% | Reduced by 96% |
| $AVGOAI | Broadcom Inc. | 5,779 | $1.8M | 0% | Reduced by 100% |
| $AMZNAI | Amazon.com, Inc. | 8,012 | $1.7M | 0% | Reduced by 100% |
| $TSMAI | Taiwan Semiconductor | 4,764 | $1.6M | 0% | Reduced by 98% |
| $ISRGAI | Intuitive Surgical | 3,349 | $1.5M | 0% | Reduced by 99% |
| $CRWDAI | CrowdStrike Holdings | 3,846 | $1.5M | 0% | Reduced by 97% |
| $AMZNAI | Amazon.com, Inc. | 7,091 | $1.5M | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 5,053 | $1.5M | 0% | Reduced by 100% |
| $TSLAAI | Tesla, Inc. | 3,799 | $1.4M | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 4,752 | $1.4M | 0% | Reduced by 100% |
| $TSMAI | Taiwan Semiconductor | 3,995 | $1.4M | 0% | Reduced by 99% |
| $CRMAI | Salesforce Inc. | 6,805 | $1.3M | 0% | Reduced by 99% |
| $MUAI | Micron Technology | 3,398 | $1.1M | 0% | Reduced by 100% |
| $CEGAI | Constellation Energy | 3,451 | $963.7K | 0% | Reduced by 98% |
| $INTUAI | Intuit Inc. | 2,169 | $937.8K | 0% | Reduced by 98% |
| $UBERAI | Uber Technologies | 12,837 | $923.4K | 0% | Reduced by 99% |
| $VRTAI | Vertiv Holdings | 3,393 | $850.2K | 0% | Reduced by 99% |
| $AMDAI | Advanced Micro Devices | 4,121 | $838.3K | 0% | Reduced by 99% |
| $ARMAI | ARM Holdings plc | 5,153 | $779.5K | 0% | Reduced by 79% |
| $CEGAI | Constellation Energy | 2,738 | $764.6K | 0% | Reduced by 99% |
| $MSFTAI | Microsoft Corporation | 2,015 | $745.9K | 0% | Reduced by 100% |
| $SHOPAI | Shopify Inc. | 5,687 | $674.6K | 0% | Reduced by 94% |
| $ADBEAI | Adobe Inc. | 2,300 | $559.1K | 0% | Reduced by 99% |
| $UBERAI | Uber Technologies | 6,993 | $503.0K | 0% | Reduced by 100% |
| $DDOGAI | Datadog Inc. | 4,254 | $502.2K | 0% | Reduced by 97% |
| $SNOWAI | Snowflake Inc. | 2,969 | $447.8K | 0% | Reduced by 99% |
| $METAAI | Meta Platforms, Inc. | 760 | $434.8K | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 1,309 | $416.4K | 0% | Reduced by 100% |
| $ISRGAI | Intuitive Surgical | 889 | $409.8K | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 1,084 | $370.5K | 0% | Reduced by 100% |
| $MDBAI | MongoDB Inc. | 1,438 | $352.0K | 0% | Reduced by 99% |
| $ORCLAI | Oracle Corporation | 2,285 | $336.1K | 0% | Reduced by 100% |
| $ORCLAI | Oracle Corporation | 2,208 | $324.8K | 0% | Reduced by 100% |
| $PDDAI | PDD Holdings Inc. | 3,024 | $309.0K | 0% | Reduced by 98% |
| $MDBAI | MongoDB Inc. | 1,251 | $306.2K | 0% | Reduced by 99% |
| $MDBAI | MongoDB Inc. | 1,097 | $268.5K | 0% | Reduced by 99% |
| $ANETAI | Arista Networks | 2,020 | $248.0K | 0% | Reduced by 100% |
| $DDOGAI | Datadog Inc. | 2,075 | $245.0K | 0% | Reduced by 99% |
| $TXNAI | Texas Instruments | 1,239 | $240.5K | 0% | Reduced by 100% |
| $TXNAI | Texas Instruments | 1,169 | $226.9K | 0% | Reduced by 100% |
| $ADBEAI | Adobe Inc. | 800 | $194.5K | 0% | Reduced by 100% |
| $QCOMAI | QUALCOMM Inc. | 1,449 | $186.6K | 0% | Reduced by 100% |
| $MCHPAI | Microchip Technology | 2,498 | $161.4K | 0% | Reduced by 99% |
| $INTUAI | Intuit Inc. | 372 | $160.8K | 0% | Reduced by 100% |
| $CEGAI | Constellation Energy | 550 | $153.6K | 0% | Reduced by 100% |
| $NOWAI | ServiceNow Inc. | 1,418 | $148.3K | 0% | Reduced by 100% |
| $PANWAI | Palo Alto Networks | 905 | $145.1K | 0% | Reduced by 100% |
| $ADBEAI | Adobe Inc. | 571 | $138.8K | 0% | Reduced by 100% |
| $MRVLAI | Marvell Technology | 1,174 | $116.3K | 0% | Reduced by 100% |
| $ONAI | ON Semiconductor | 1,783 | $110.4K | 0% | Reduced by 99% |
| $TSLAAI | Tesla, Inc. | 280 | $104.1K | 0% | Reduced by 100% |
| $CDNSAI | Cadence Design Systems | 371 | $103.1K | 0% | Reduced by 100% |
| $SNPSAI | Synopsys Inc. | 252 | $99.9K | 0% | Reduced by 100% |
| $NETAI | Cloudflare Inc. | 399 | $82.3K | 0% | Reduced by 100% |
| $NXPIAI | NXP Semiconductors | 398 | $78.3K | 0% | Reduced by 100% |
| $FTNTAI | Fortinet Inc. | 870 | $71.1K | 0% | Reduced by 100% |
| $SNOWAI | Snowflake Inc. | 428 | $64.6K | 0% | Reduced by 100% |
| $WDAYAI | Workday Inc. | 292 | $37.9K | 0% | Reduced by 100% |