Managed by
Hedge FundAUM Tracked
$46.7B
AI Exposure
45.8%
AI & Tech holdings for NOMURA ASSET MANAGEMENT CO LTD
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 19,231,890 | $3.8B | 8.2% | No change |
| $AVGOAI | Broadcom Inc. | 4,943,390 | $1.9B | 4% | Reduced by 14% |
| $AAPLAI | Apple Inc. | 6,091,593 | $1.8B | 3.8% | Reduced by 14% |
| $MSFTAI | Microsoft Corporation | 3,256,689 | $1.2B | 2.6% | Reduced by 19% |
| $MUAI | Micron Technology | 1,048,564 | $1.2B | 2.6% | No change |
| $GOOGLAI | Alphabet Inc. | 3,258,338 | $1.2B | 2.5% | No change |
| $AMZNAI | Amazon.com, Inc. | 4,356,334 | $1.0B | 2.2% | Reduced by 8% |
| $AMATAI | Applied Materials | 1,096,959 | $793.1M | 1.7% | Reduced by 8% |
| $GOOGAI | Alphabet Inc. | 1,754,781 | $620.0M | 1.3% | Reduced by 31% |
| $TSLAAI | Tesla, Inc. | 1,104,339 | $464.5M | 1% | Reduced by 10% |
| $METAAI | Meta Platforms, Inc. | 824,298 | $464.3M | 1% | Reduced by 21% |
| $KLACAI | KLA Corporation | 1,482,161 | $447.2M | 1% | Increased by 627% |
| $AMDAI | Advanced Micro Devices | 646,074 | $375.3M | 0.8% | Reduced by 6% |
| $QCOMAI | QUALCOMM Inc. | 1,506,662 | $278.4M | 0.6% | Increased by 238% |
| $TERAI | Teradyne Inc. | 572,879 | $277.2M | 0.6% | Increased by 79% |
| $INTCAI | Intel Corporation | 1,879,703 | $262.5M | 0.6% | No change |
| $LRCXAI | Lam Research | 525,985 | $227.9M | 0.5% | Reduced by 12% |
| $NVDAAI | NVIDIA Corporation | 688,309 | $137.7M | 0.3% | Reduced by 97% |
| $MUAI | Micron Technology | 102,739 | $118.6M | 0.3% | Reduced by 90% |
| $DDOGAI | Datadog Inc. | 444,749 | $115.8M | 0.2% | Reduced by 17% |
| $APPAI | AppLovin Corporation | 221,918 | $114.3M | 0.2% | Reduced by 9% |
| $NVDAAI | NVIDIA Corporation | 565,991 | $113.2M | 0.2% | Reduced by 97% |
| $TXNAI | Texas Instruments | 372,076 | $110.9M | 0.2% | No change |
| $PANWAI | Palo Alto Networks | 323,372 | $110.3M | 0.2% | Reduced by 35% |
| $AAPLAI | Apple Inc. | 379,490 | $109.8M | 0.2% | Reduced by 95% |
| $ADIAI | Analog Devices | 275,301 | $109.3M | 0.2% | Reduced by 25% |
| $ISRGAI | Intuitive Surgical | 268,411 | $106.7M | 0.2% | Reduced by 14% |
| $MRVLAI | Marvell Technology | 349,642 | $104.2M | 0.2% | Reduced by 31% |
| $ORCLAI | Oracle Corporation | 707,965 | $103.8M | 0.2% | Reduced by 17% |
| $DELLAI | Dell Technologies | 236,493 | $102.0M | 0.2% | Reduced by 42% |
| $PLTRAI | Palantir Technologies | 858,346 | $100.1M | 0.2% | Reduced by 9% |
| $TSMAI | Taiwan Semiconductor | 205,388 | $98.1M | 0.2% | Reduced by 28% |
| $VRTAI | Vertiv Holdings | 292,037 | $97.8M | 0.2% | Reduced by 22% |
| $MSFTAI | Microsoft Corporation | 257,165 | $95.9M | 0.2% | Reduced by 94% |
| $CRWDAI | CrowdStrike Holdings | 121,311 | $92.6M | 0.2% | Reduced by 31% |
| $UBERAI | Uber Technologies | 1,206,911 | $87.1M | 0.2% | Reduced by 20% |
| $AMATAI | Applied Materials | 109,720 | $79.3M | 0.2% | Reduced by 91% |
| $AVGOAI | Broadcom Inc. | 209,476 | $79.1M | 0.2% | Reduced by 96% |
| $SNOWAI | Snowflake Inc. | 307,431 | $78.2M | 0.2% | Reduced by 16% |
| $GOOGAI | Alphabet Inc. | 211,060 | $74.6M | 0.2% | Reduced by 92% |
| $MDBAI | MongoDB Inc. | 218,171 | $73.3M | 0.2% | Increased by 27% |
| $WDAYAI | Workday Inc. | 590,214 | $72.3M | 0.2% | Increased by 626% |
| $CRMAI | Salesforce Inc. | 456,863 | $71.6M | 0.2% | Reduced by 22% |
| $GOOGAI | Alphabet Inc. | 190,401 | $67.3M | 0.1% | Reduced by 92% |
| $ANETAI | Arista Networks | 386,723 | $65.7M | 0.1% | Reduced by 48% |
| $NETAI | Cloudflare Inc. | 259,800 | $63.7M | 0.1% | No change |
| $NVDAAI | NVIDIA Corporation | 309,966 | $62.0M | 0.1% | Reduced by 98% |
| $AMDAI | Advanced Micro Devices | 106,001 | $61.6M | 0.1% | Reduced by 85% |
| $CDNSAI | Cadence Design Systems | 152,162 | $57.1M | 0.1% | Reduced by 10% |
| $AMZNAI | Amazon.com, Inc. | 237,708 | $56.7M | 0.1% | Reduced by 95% |
| $AMZNAI | Amazon.com, Inc. | 232,964 | $55.5M | 0.1% | Reduced by 95% |
| $GOOGLAI | Alphabet Inc. | 153,336 | $54.8M | 0.1% | Reduced by 95% |
| $NOWAI | ServiceNow Inc. | 550,504 | $54.7M | 0.1% | Reduced by 12% |
| $METAAI | Meta Platforms, Inc. | 92,626 | $52.2M | 0.1% | Reduced by 91% |
| $CEGAI | Constellation Energy | 188,694 | $46.9M | 0.1% | Increased by 21% |
| $TSLAAI | Tesla, Inc. | 106,302 | $44.7M | 0.1% | Reduced by 91% |
| $GOOGAI | Alphabet Inc. | 124,732 | $44.1M | 0.1% | Reduced by 95% |
| $MSFTAI | Microsoft Corporation | 115,073 | $42.9M | 0.1% | Reduced by 97% |
| $AAPLAI | Apple Inc. | 147,683 | $42.7M | 0.1% | Reduced by 98% |
| $GOOGLAI | Alphabet Inc. | 119,432 | $42.7M | 0.1% | Reduced by 96% |
| $MPWRAI | Monolithic Power Systems | 29,530 | $40.8M | 0.1% | Reduced by 80% |
| $FTNTAI | Fortinet Inc. | 257,511 | $39.6M | 0.1% | No change |
| $NVDAAI | NVIDIA Corporation | 190,199 | $38.1M | 0.1% | Reduced by 99% |
| $AAPLAI | Apple Inc. | 128,998 | $37.3M | 0.1% | Reduced by 98% |
| $MSFTAI | Microsoft Corporation | 95,151 | $35.5M | 0.1% | Reduced by 98% |
| $ADBEAI | Adobe Inc. | 169,874 | $34.8M | 0.1% | No change |
| $AAPLAI | Apple Inc. | 115,647 | $33.5M | 0.1% | Reduced by 98% |
| $DELLAI | Dell Technologies | 77,189 | $33.3M | 0.1% | Reduced by 81% |
| $MSFTAI | Microsoft Corporation | 88,977 | $33.2M | 0.1% | Reduced by 98% |
| $GOOGAI | Alphabet Inc. | 91,830 | $32.4M | 0.1% | Reduced by 96% |
| $SNPSAI | Synopsys Inc. | 72,286 | $32.2M | 0.1% | Reduced by 15% |
| $AVGOAI | Broadcom Inc. | 84,661 | $32.0M | 0.1% | Reduced by 99% |
| $ADIAI | Analog Devices | 78,967 | $31.4M | 0.1% | Reduced by 78% |
| $METAAI | Meta Platforms, Inc. | 53,608 | $30.2M | 0.1% | Reduced by 95% |
| $NXPIAI | NXP Semiconductors | 104,549 | $29.4M | 0.1% | No change |
| $INTUAI | Intuit Inc. | 108,301 | $28.3M | 0.1% | No change |
| $ISRGAI | Intuitive Surgical | 70,516 | $28.0M | 0.1% | Reduced by 77% |
| $MUAI | Micron Technology | 23,686 | $27.3M | 0.1% | Reduced by 98% |
| $MCHPAI | Microchip Technology | 291,324 | $26.6M | 0.1% | No change |
| $MRVLAI | Marvell Technology | 88,766 | $26.4M | 0.1% | Reduced by 83% |
| $AMDAI | Advanced Micro Devices | 44,731 | $26.0M | 0.1% | Reduced by 93% |
| $TSMAI | Taiwan Semiconductor | 54,324 | $25.9M | 0.1% | Reduced by 81% |
| $ABNBAI | Airbnb Inc. | 166,001 | $23.8M | 0.1% | No change |
| $NOWAI | ServiceNow Inc. | 238,156 | $23.6M | 0.1% | Reduced by 62% |
| $AMATAI | Applied Materials | 32,552 | $23.5M | 0.1% | Reduced by 97% |
| $MUAI | Micron Technology | 18,649 | $21.5M | 0% | Reduced by 98% |
| $MUAI | Micron Technology | 17,461 | $20.2M | 0% | Reduced by 98% |
| $AVGOAI | Broadcom Inc. | 52,858 | $20.0M | 0% | Reduced by 99% |
| $VSTAI | Vistra Corp. | 119,837 | $19.0M | 0% | No change |
| $ORCLAI | Oracle Corporation | 129,396 | $19.0M | 0% | Reduced by 85% |
| $METAAI | Meta Platforms, Inc. | 33,002 | $18.6M | 0% | Reduced by 97% |
| $LRCXAI | Lam Research | 42,809 | $18.6M | 0% | Reduced by 93% |
| $LRCXAI | Lam Research | 42,294 | $18.3M | 0% | Reduced by 93% |
| $AMZNAI | Amazon.com, Inc. | 76,313 | $18.2M | 0% | Reduced by 98% |
| $KLACAI | KLA Corporation | 59,817 | $18.0M | 0% | Reduced by 71% |
| $AAPLAI | Apple Inc. | 62,353 | $18.0M | 0% | Reduced by 99% |
| $AVGOAI | Broadcom Inc. | 45,917 | $17.3M | 0% | Reduced by 99% |
| $ADIAI | Analog Devices | 41,306 | $16.4M | 0% | Reduced by 89% |
| $AVGOAI | Broadcom Inc. | 43,389 | $16.4M | 0% | Reduced by 99% |
| $TSMAI | Taiwan Semiconductor | 34,177 | $16.3M | 0% | Reduced by 88% |
| $MSFTAI | Microsoft Corporation | 43,233 | $16.1M | 0% | Reduced by 99% |
| $AMATAI | Applied Materials | 21,946 | $15.9M | 0% | Reduced by 98% |
| $AMDAI | Advanced Micro Devices | 26,825 | $15.6M | 0% | Reduced by 96% |
| $PYPLAI | PayPal Holdings | 355,431 | $15.3M | 0% | No change |
| $UBERAI | Uber Technologies | 209,959 | $15.2M | 0% | Reduced by 86% |
| $ONAI | ON Semiconductor | 152,111 | $14.4M | 0% | No change |
| $SQAI | Block Inc. | 186,268 | $14.2M | 0% | No change |
| $DELLAI | Dell Technologies | 30,904 | $13.3M | 0% | Reduced by 92% |
| $VRTAI | Vertiv Holdings | 39,765 | $13.3M | 0% | Reduced by 89% |
| $TERAI | Teradyne Inc. | 27,421 | $13.3M | 0% | Reduced by 91% |
| $MDBAI | MongoDB Inc. | 39,011 | $13.1M | 0% | Reduced by 77% |
| $NETAI | Cloudflare Inc. | 51,178 | $12.6M | 0% | Reduced by 81% |
| $TSLAAI | Tesla, Inc. | 29,149 | $12.3M | 0% | Reduced by 98% |
| $ISRGAI | Intuitive Surgical | 28,893 | $11.5M | 0% | Reduced by 91% |
| $CRMAI | Salesforce Inc. | 72,276 | $11.3M | 0% | Reduced by 88% |
| $DDOGAI | Datadog Inc. | 42,867 | $11.2M | 0% | Reduced by 92% |
| $COINAI | Coinbase Global | 76,218 | $11.1M | 0% | No change |
| $VRTAI | Vertiv Holdings | 31,919 | $10.7M | 0% | Reduced by 91% |
| $MRVLAI | Marvell Technology | 35,298 | $10.5M | 0% | Reduced by 93% |
| $SNPSAI | Synopsys Inc. | 22,595 | $10.1M | 0% | Reduced by 73% |
| $NVDAAI | NVIDIA Corporation | 47,905 | $9.6M | 0% | Reduced by 100% |
| $PDDAI | PDD Holdings Inc. | 115,513 | $8.8M | 0% | Reduced by 13% |
| $ARMAI | ARM Holdings plc | 24,043 | $8.5M | 0% | Increased by 33% |
| $PLTRAI | Palantir Technologies | 71,829 | $8.4M | 0% | Reduced by 92% |
| $CDNSAI | Cadence Design Systems | 21,776 | $8.2M | 0% | Reduced by 87% |
| $AMZNAI | Amazon.com, Inc. | 33,956 | $8.1M | 0% | Reduced by 99% |
| $DELLAI | Dell Technologies | 17,244 | $7.4M | 0% | Reduced by 96% |
| $ADIAI | Analog Devices | 17,976 | $7.1M | 0% | Reduced by 95% |
| $ASMLAI | ASML Holding NV | 3,440 | $6.8M | 0% | Increased by 5% |
| $INTCAI | Intel Corporation | 48,067 | $6.7M | 0% | Reduced by 98% |
| $LRCXAI | Lam Research | 15,331 | $6.6M | 0% | Reduced by 97% |
| $UBERAI | Uber Technologies | 89,865 | $6.5M | 0% | Reduced by 94% |
| $SNOWAI | Snowflake Inc. | 25,238 | $6.4M | 0% | Reduced by 93% |
| $ISRGAI | Intuitive Surgical | 15,778 | $6.3M | 0% | Reduced by 95% |
| $TSLAAI | Tesla, Inc. | 14,688 | $6.2M | 0% | Reduced by 99% |
| $IONQAI | IonQ Inc. | 112,870 | $6.0M | 0% | Increased by 20% |
| $ARMAI | ARM Holdings plc | 16,913 | $6.0M | 0% | Reduced by 6% |
| $TSMAI | Taiwan Semiconductor | 11,821 | $5.6M | 0% | Reduced by 96% |
| $ARMAI | ARM Holdings plc | 15,920 | $5.6M | 0% | Reduced by 12% |
| $KLACAI | KLA Corporation | 18,626 | $5.6M | 0% | Reduced by 91% |
| $NOWAI | ServiceNow Inc. | 54,886 | $5.4M | 0% | Reduced by 91% |
| $SMCIAI | Super Micro Computer | 185,607 | $5.4M | 0% | No change |
| $INTCAI | Intel Corporation | 38,664 | $5.4M | 0% | Reduced by 98% |
| $ORCLAI | Oracle Corporation | 36,670 | $5.4M | 0% | Reduced by 96% |
| $SHOPAI | Shopify Inc. | 46,238 | $5.3M | 0% | Reduced by 45% |
| $TEAMAI | Atlassian Corporation | 65,881 | $5.1M | 0% | Increased by 8% |
| $RIVNAI | Rivian Automotive | 274,773 | $4.8M | 0% | Increased by 12% |
| $AMDAI | Advanced Micro Devices | 8,097 | $4.7M | 0% | Reduced by 99% |
| $ZSAI | Zscaler Inc. | 33,035 | $4.7M | 0% | Reduced by 79% |
| $ARMAI | ARM Holdings plc | 12,881 | $4.6M | 0% | Reduced by 29% |
| $MCHPAI | Microchip Technology | 48,629 | $4.4M | 0% | Reduced by 83% |
| $MRVLAI | Marvell Technology | 14,716 | $4.4M | 0% | Reduced by 97% |
| $TSMAI | Taiwan Semiconductor | 8,171 | $3.9M | 0% | Reduced by 97% |
| $SHOPAI | Shopify Inc. | 33,476 | $3.8M | 0% | Reduced by 60% |
| $GOOGLAI | Alphabet Inc. | 9,153 | $3.3M | 0% | Reduced by 100% |
| $DDOGAI | Datadog Inc. | 12,420 | $3.2M | 0% | Reduced by 98% |
| $AMATAI | Applied Materials | 4,451 | $3.2M | 0% | Reduced by 100% |
| $INTCAI | Intel Corporation | 22,678 | $3.2M | 0% | Reduced by 99% |
| $GOOGLAI | Alphabet Inc. | 8,764 | $3.1M | 0% | Reduced by 100% |
| $VRTAI | Vertiv Holdings | 9,180 | $3.1M | 0% | Reduced by 98% |
| $NVDAAI | NVIDIA Corporation | 15,319 | $3.1M | 0% | Reduced by 100% |
| $METAAI | Meta Platforms, Inc. | 5,383 | $3.0M | 0% | Reduced by 99% |
| $MPWRAI | Monolithic Power Systems | 2,139 | $3.0M | 0% | Reduced by 99% |
| $UBERAI | Uber Technologies | 39,847 | $2.9M | 0% | Reduced by 97% |
| $TXNAI | Texas Instruments | 9,639 | $2.9M | 0% | Reduced by 97% |
| $APPAI | AppLovin Corporation | 5,196 | $2.7M | 0% | Reduced by 98% |
| $GOOGLAI | Alphabet Inc. | 7,249 | $2.6M | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 16,116 | $2.5M | 0% | Reduced by 97% |
| $SNOWAI | Snowflake Inc. | 8,729 | $2.2M | 0% | Reduced by 98% |
| $MUAI | Micron Technology | 1,870 | $2.2M | 0% | Reduced by 100% |
| $AVGOAI | Broadcom Inc. | 5,633 | $2.1M | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 2,742 | $2.0M | 0% | Reduced by 100% |
| $TSMAI | Taiwan Semiconductor | 3,925 | $1.9M | 0% | Reduced by 99% |
| $AMZNAI | Amazon.com, Inc. | 7,819 | $1.9M | 0% | Reduced by 100% |
| $DELLAI | Dell Technologies | 4,085 | $1.8M | 0% | Reduced by 99% |
| $GOOGLAI | Alphabet Inc. | 4,923 | $1.8M | 0% | Reduced by 100% |
| $MDBAI | MongoDB Inc. | 5,083 | $1.7M | 0% | Reduced by 97% |
| $ZSAI | Zscaler Inc. | 11,950 | $1.7M | 0% | Reduced by 92% |
| $PLTRAI | Palantir Technologies | 14,310 | $1.7M | 0% | Reduced by 98% |
| $INTCAI | Intel Corporation | 11,004 | $1.5M | 0% | Reduced by 99% |
| $ADIAI | Analog Devices | 3,397 | $1.3M | 0% | Reduced by 99% |
| $TSLAAI | Tesla, Inc. | 2,892 | $1.2M | 0% | Reduced by 100% |
| $AMZNAI | Amazon.com, Inc. | 4,976 | $1.2M | 0% | Reduced by 100% |
| $DDOGAI | Datadog Inc. | 4,150 | $1.1M | 0% | Reduced by 99% |
| $WDAYAI | Workday Inc. | 8,748 | $1.1M | 0% | Reduced by 89% |
| $AMATAI | Applied Materials | 1,477 | $1.1M | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 6,805 | $1.1M | 0% | Reduced by 99% |
| $ISRGAI | Intuitive Surgical | 2,618 | $1.0M | 0% | Reduced by 99% |
| $VRTAI | Vertiv Holdings | 3,066 | $1.0M | 0% | Reduced by 99% |
| $NOWAI | ServiceNow Inc. | 10,244 | $1.0M | 0% | Reduced by 98% |
| $VSTAI | Vistra Corp. | 5,291 | $839.3K | 0% | Reduced by 95% |
| $RIVNAI | Rivian Automotive | 44,412 | $770.5K | 0% | Reduced by 82% |
| $SNOWAI | Snowflake Inc. | 2,916 | $742.1K | 0% | Reduced by 99% |
| $ISRGAI | Intuitive Surgical | 1,816 | $722.2K | 0% | Reduced by 99% |
| $MDBAI | MongoDB Inc. | 1,947 | $654.0K | 0% | Reduced by 99% |
| $MSFTAI | Microsoft Corporation | 1,600 | $596.8K | 0% | Reduced by 100% |
| $PANWAI | Palo Alto Networks | 1,699 | $579.4K | 0% | Reduced by 100% |
| $MDBAI | MongoDB Inc. | 1,697 | $570.0K | 0% | Reduced by 99% |
| $MCHPAI | Microchip Technology | 6,159 | $561.7K | 0% | Reduced by 98% |
| $ANETAI | Arista Networks | 3,130 | $531.7K | 0% | Reduced by 100% |
| $ARMAI | ARM Holdings plc | 1,449 | $513.8K | 0% | Reduced by 92% |
| $UBERAI | Uber Technologies | 6,869 | $495.7K | 0% | Reduced by 100% |
| $DDOGAI | Datadog Inc. | 1,808 | $470.7K | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 1,134 | $450.4K | 0% | Reduced by 100% |
| $WDAYAI | Workday Inc. | 2,906 | $355.8K | 0% | Reduced by 96% |
| $TXNAI | Texas Instruments | 1,169 | $348.4K | 0% | Reduced by 100% |
| $ISRGAI | Intuitive Surgical | 874 | $347.6K | 0% | Reduced by 100% |
| $NOWAI | ServiceNow Inc. | 3,364 | $334.0K | 0% | Reduced by 99% |
| $MUAI | Micron Technology | 255 | $294.3K | 0% | Reduced by 100% |
| $QCOMAI | QUALCOMM Inc. | 1,449 | $267.8K | 0% | Reduced by 100% |
| $ANETAI | Arista Networks | 1,432 | $243.3K | 0% | Reduced by 100% |
| $PANWAI | Palo Alto Networks | 689 | $235.0K | 0% | Reduced by 100% |
| $PDDAI | PDD Holdings Inc. | 3,024 | $230.7K | 0% | Reduced by 98% |
| $MCHPAI | Microchip Technology | 2,498 | $227.8K | 0% | Reduced by 99% |
| $ORCLAI | Oracle Corporation | 1,466 | $214.8K | 0% | Reduced by 100% |
| $QCOMAI | QUALCOMM Inc. | 916 | $169.3K | 0% | Reduced by 100% |
| $ONAI | ON Semiconductor | 1,783 | $168.6K | 0% | Reduced by 99% |
| $CRWDAI | CrowdStrike Holdings | 210 | $160.3K | 0% | Reduced by 100% |
| $SNOWAI | Snowflake Inc. | 532 | $135.4K | 0% | Reduced by 100% |
| $NXPIAI | NXP Semiconductors | 398 | $111.8K | 0% | Reduced by 100% |
| $ZSAI | Zscaler Inc. | 770 | $108.7K | 0% | Reduced by 100% |
| $NOWAI | ServiceNow Inc. | 889 | $88.3K | 0% | Reduced by 100% |
| $ANETAI | Arista Networks | 518 | $88.0K | 0% | Reduced by 100% |
| $CDNSAI | Cadence Design Systems | 233 | $87.5K | 0% | Reduced by 100% |
| $SNPSAI | Synopsys Inc. | 164 | $73.2K | 0% | Reduced by 100% |
| $ADBEAI | Adobe Inc. | 352 | $72.2K | 0% | Reduced by 100% |
| $NETAI | Cloudflare Inc. | 253 | $62.1K | 0% | Reduced by 100% |
| $INTUAI | Intuit Inc. | 234 | $61.1K | 0% | Reduced by 100% |