Managed by
Hedge FundAUM Tracked
$58.3B
AI Exposure
25.7%
AI & Tech holdings for NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 15,150,350 | $2.6B | 4.5% | Reduced by 5% |
| $MSFTAI | Microsoft Corporation | 4,561,372 | $1.7B | 2.9% | Reduced by 21% |
| $GOOGLAI | Alphabet Inc. | 4,730,715 | $1.4B | 2.3% | Reduced by 12% |
| $AAPLAI | Apple Inc. | 5,136,103 | $1.3B | 2.2% | Reduced by 12% |
| $AMZNAI | Amazon.com, Inc. | 5,722,524 | $1.2B | 2% | Reduced by 8% |
| $TSMAI | Taiwan Semiconductor | 2,692,843 | $910.0M | 1.6% | No change |
| $AVGOAI | Broadcom Inc. | 2,613,025 | $808.8M | 1.4% | Reduced by 5% |
| $METAAI | Meta Platforms, Inc. | 1,235,716 | $707.0M | 1.2% | Increased by 33% |
| $AMDAI | Advanced Micro Devices | 2,406,572 | $489.6M | 0.8% | Increased by 8% |
| $MUAI | Micron Technology | 964,535 | $325.9M | 0.6% | Reduced by 22% |
| $INTUAI | Intuit Inc. | 751,393 | $324.9M | 0.6% | Increased by 71% |
| $BABAAI | Alibaba Group | 2,360,589 | $296.2M | 0.5% | No change |
| $TXNAI | Texas Instruments | 1,434,366 | $278.5M | 0.5% | No change |
| $ISRGAI | Intuitive Surgical | 592,346 | $273.1M | 0.5% | No change |
| $ASMLAI | ASML Holding NV | 194,837 | $257.3M | 0.4% | No change |
| $AMATAI | Applied Materials | 530,125 | $181.2M | 0.3% | Reduced by 7% |
| $MPWRAI | Monolithic Power Systems | 147,414 | $161.2M | 0.3% | Reduced by 11% |
| $NETAI | Cloudflare Inc. | 671,625 | $138.6M | 0.2% | Reduced by 13% |
| $CDNSAI | Cadence Design Systems | 459,925 | $127.8M | 0.2% | Increased by 6% |
| $GOOGAI | Alphabet Inc. | 430,305 | $123.4M | 0.2% | Reduced by 18% |
| $SHOPAI | Shopify Inc. | 1,001,124 | $118.8M | 0.2% | No change |
| $NOWAI | ServiceNow Inc. | 1,022,653 | $106.9M | 0.2% | Increased by 1218% |
| $ADIAI | Analog Devices | 309,640 | $98.5M | 0.2% | Reduced by 14% |
| $PDDAI | PDD Holdings Inc. | 938,402 | $95.9M | 0.2% | Reduced by 11% |
| $BIDUAI | Baidu, Inc. | 838,173 | $93.4M | 0.2% | Reduced by 18% |
| $UBERAI | Uber Technologies | 1,260,350 | $90.7M | 0.2% | Increased by 1222% |
| $KLACAI | KLA Corporation | 50,355 | $74.1M | 0.1% | Reduced by 24% |
| $SNOWAI | Snowflake Inc. | 470,005 | $70.9M | 0.1% | Reduced by 43% |
| $TSLAAI | Tesla, Inc. | 178,959 | $66.5M | 0.1% | Reduced by 21% |
| $SNPSAI | Synopsys Inc. | 142,959 | $56.7M | 0.1% | Reduced by 60% |
| $DDOGAI | Datadog Inc. | 476,013 | $56.2M | 0.1% | Reduced by 71% |
| $CRMAI | Salesforce Inc. | 275,091 | $51.4M | 0.1% | Reduced by 85% |
| $ZSAI | Zscaler Inc. | 306,527 | $43.0M | 0.1% | Increased by 36% |
| $NVDAAI | NVIDIA Corporation | 176,901 | $30.9M | 0.1% | Reduced by 99% |
| $AAPLAI | Apple Inc. | 103,067 | $26.2M | 0% | Reduced by 98% |
| $TERAI | Teradyne Inc. | 86,075 | $25.5M | 0% | Reduced by 41% |
| $PLTRAI | Palantir Technologies | 166,582 | $24.4M | 0% | Reduced by 18% |
| $ORCLAI | Oracle Corporation | 152,689 | $22.5M | 0% | Reduced by 27% |
| $MCHPAI | Microchip Technology | 324,732 | $21.0M | 0% | No change |
| $ONAI | ON Semiconductor | 331,839 | $20.5M | 0% | No change |
| $IONQAI | IonQ Inc. | 648,919 | $18.7M | 0% | Reduced by 12% |
| $MSFTAI | Microsoft Corporation | 47,269 | $17.5M | 0% | Reduced by 99% |
| $VRTAI | Vertiv Holdings | 60,620 | $15.2M | 0% | No change |
| $GOOGLAI | Alphabet Inc. | 50,413 | $14.5M | 0% | Reduced by 99% |
| $AMZNAI | Amazon.com, Inc. | 62,755 | $13.1M | 0% | Reduced by 99% |
| $NXPIAI | NXP Semiconductors | 55,578 | $10.9M | 0% | Reduced by 16% |
| $DELLAI | Dell Technologies | 59,922 | $9.8M | 0% | Reduced by 13% |
| $MSFTAI | Microsoft Corporation | 22,636 | $8.4M | 0% | Reduced by 100% |
| $AVGOAI | Broadcom Inc. | 25,942 | $8.0M | 0% | Reduced by 99% |
| $GOOGAI | Alphabet Inc. | 27,566 | $7.9M | 0% | Reduced by 95% |
| $MRVLAI | Marvell Technology | 77,938 | $7.7M | 0% | New Position |
| $METAAI | Meta Platforms, Inc. | 12,336 | $7.1M | 0% | Reduced by 99% |
| $CRWDAI | CrowdStrike Holdings | 15,457 | $6.0M | 0% | Reduced by 14% |
| $APPAI | AppLovin Corporation | 10,954 | $4.4M | 0% | Reduced by 79% |
| $LRCXAI | Lam Research | 18,919 | $4.0M | 0% | No change |
| $TSLAAI | Tesla, Inc. | 10,711 | $4.0M | 0% | Reduced by 95% |
| $MUAI | Micron Technology | 11,448 | $3.9M | 0% | Reduced by 99% |
| $ADBEAI | Adobe Inc. | 15,750 | $3.8M | 0% | Reduced by 22% |
| $PANWAI | Palo Alto Networks | 18,680 | $3.0M | 0% | Reduced by 46% |
| $AMATAI | Applied Materials | 8,222 | $2.8M | 0% | Reduced by 99% |
| $PLTRAI | Palantir Technologies | 19,172 | $2.8M | 0% | Reduced by 91% |
| $AMZNAI | Amazon.com, Inc. | 11,775 | $2.5M | 0% | Reduced by 100% |
| $QCOMAI | QUALCOMM Inc. | 18,125 | $2.3M | 0% | Reduced by 69% |
| $QCOMAI | QUALCOMM Inc. | 17,287 | $2.2M | 0% | Reduced by 70% |
| $ORCLAI | Oracle Corporation | 13,069 | $1.9M | 0% | Reduced by 94% |
| $ARMAI | ARM Holdings plc | 9,161 | $1.4M | 0% | New Position |
| $ADIAI | Analog Devices | 4,319 | $1.4M | 0% | Reduced by 99% |
| $AMDAI | Advanced Micro Devices | 6,490 | $1.3M | 0% | Reduced by 100% |
| $PANWAI | Palo Alto Networks | 8,159 | $1.3M | 0% | Reduced by 76% |
| $CEGAI | Constellation Energy | 4,270 | $1.2M | 0% | Reduced by 59% |
| $ANETAI | Arista Networks | 9,073 | $1.1M | 0% | Increased by 9% |
| $KLACAI | KLA Corporation | 747 | $1.1M | 0% | Reduced by 99% |
| $ADBEAI | Adobe Inc. | 4,473 | $1.1M | 0% | Reduced by 78% |
| $CRMAI | Salesforce Inc. | 4,241 | $792.0K | 0% | Reduced by 100% |
| $INTUAI | Intuit Inc. | 1,732 | $749.0K | 0% | Reduced by 100% |
| $ISRGAI | Intuitive Surgical | 1,606 | $740.0K | 0% | Reduced by 100% |
| $INTCAI | Intel Corporation | 16,169 | $714.0K | 0% | Increased by 103% |
| $VSTAI | Vistra Corp. | 4,560 | $686.0K | 0% | Increased by 85% |
| $SNOWAI | Snowflake Inc. | 4,486 | $677.0K | 0% | Reduced by 99% |
| $NETAI | Cloudflare Inc. | 3,123 | $644.0K | 0% | Reduced by 100% |
| $MPWRAI | Monolithic Power Systems | 553 | $605.0K | 0% | Reduced by 100% |
| $NOWAI | ServiceNow Inc. | 5,305 | $555.0K | 0% | Reduced by 93% |
| $VRTAI | Vertiv Holdings | 2,088 | $523.0K | 0% | Reduced by 97% |
| $TXNAI | Texas Instruments | 2,668 | $518.0K | 0% | Reduced by 100% |
| $UBERAI | Uber Technologies | 7,008 | $504.0K | 0% | Reduced by 93% |
| $WDAYAI | Workday Inc. | 3,787 | $492.0K | 0% | Reduced by 12% |
| $CRWDAI | CrowdStrike Holdings | 1,018 | $397.0K | 0% | Reduced by 94% |
| $FTNTAI | Fortinet Inc. | 4,463 | $365.0K | 0% | No change |
| $CDNSAI | Cadence Design Systems | 1,296 | $360.0K | 0% | Reduced by 100% |
| $NXPIAI | NXP Semiconductors | 1,673 | $329.0K | 0% | Reduced by 97% |
| $MDBAI | MongoDB Inc. | 1,269 | $311.0K | 0% | Reduced by 79% |
| $DELLAI | Dell Technologies | 1,860 | $305.0K | 0% | Reduced by 97% |
| $SNPSAI | Synopsys Inc. | 707 | $280.0K | 0% | Reduced by 100% |
| $ABNBAI | Airbnb Inc. | 1,977 | $250.0K | 0% | New Position |
| $APPAI | AppLovin Corporation | 600 | $239.0K | 0% | Reduced by 99% |
| $MRVLAI | Marvell Technology | 2,200 | $218.0K | 0% | New Position |