NOMURA ASSET MANAGEMENT INTERNATIONAL INC.: 13F holdings, Q2 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. reported 1,270 positions worth $66.29B in its Form 13F for Q2 2026 (vs. $58.31B in Q1 2026), filed 2026-08-14.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | NVIDIA CORPORATION | $2.93B | 4.4% | 14,647,179 | -4% |
| AAPL | APPLE INC | $1.95B | 2.9% | 6,734,439 | +29% |
| - | MICROSOFT CORP | $1.63B | 2.5% | 4,366,033 | -6% |
| GOOGL | ALPHABET INC-CL A | $1.57B | 2.4% | 4,398,808 | -8% |
| AMD | ADVANCED MICRO DEVICES | $1.39B | 2.1% | 2,395,339 | -1% |
| AMZN | AMAZON.COM INC | $1.38B | 2.1% | 5,797,182 | same |
| - | TAIWAN SEMICONDUCTOR MANUFAC | $1.27B | 1.9% | 2,657,044 | -1% |
| AVGO | BROADCOM INC | $992.48M | 1.5% | 2,627,357 | same |
| - | LAM RESEARCH CORP | $723.73M | 1.1% | 1,670,147 | +8728% |
| LLY | ELI LILLY & CO | $631.15M | 1.0% | 526,202 | +263% |
| META | META PLATFORMS INC | $542.26M | 0.8% | 962,658 | -23% |
| - | TEXAS INSTRS INC | $538.33M | 0.8% | 1,806,053 | +26% |
| - | HOWMET AEROSPACE INC | $533.40M | 0.8% | 1,983,947 | -11% |
| - | VISA INC | $521.32M | 0.8% | 1,519,492 | -5% |
| - | MICRON TECHNOLOGY INC | $488.75M | 0.7% | 423,420 | -57% |
| WDC | WESTERN DIGITAL CORP | $478.15M | 0.7% | 748,606 | -16% |
| - | GILEAD SCIENCES INC | $476.15M | 0.7% | 3,768,793 | +9% |
| BKNG | BOOKING HOLDINGS INC | $472.94M | 0.7% | 2,653,406 | +2923% |
| - | ISHARES TR | $469.55M | 0.7% | 3,773,931 | +63% |
| - | MASTERCARD INCORPORATED | $397.10M | 0.6% | 773,178 | -6% |
| - | ASML HLDG NV | $388.71M | 0.6% | 195,386 | same |
| - | VANGUARD INDEX FDS | $377.87M | 0.6% | 550,176 | +7% |
| NFLX | NETFLIX INC. | $296.88M | 0.4% | 4,158,044 | -7% |
| CSCO | CISCO SYS INC | $278.16M | 0.4% | 2,368,091 | -15% |
| AMAT | APPLIED MATERIALS INC | $271.92M | 0.4% | 376,095 | -30% |
| DASH | DOORDASH INC - A | $259.07M | 0.4% | 1,403,958 | +107% |
| - | INTUITIVE SURGICAL INC | $251.09M | 0.4% | 631,382 | +6% |
| CARR | CARRIER GLOBAL CORPORATION | $249.88M | 0.4% | 3,406,755 | -3% |
| - | MERCADOLIBRE INC | $246.69M | 0.4% | 145,334 | +110% |
| DHR | DANAHER CORP | $246.68M | 0.4% | 1,295,020 | -14% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | ASCENDIS PHARMA A/S | $127.27M |
| - | ISHARES INC | $114.94M |
| DWDPEUR | DUPONT DE NEMOURS INC | $80.41M |
| - | ITAU UNIBANCO HLDG S A | $77.26M |
| BBD | BANCO BRADESCO-ADR | $70.59M |
| - | PRESTIGE CONSMR HEALTHCARE I | $63.45M |
| - | TAYLOR MORRISON HOME CORP | $61.21M |
| - | HOULIHAN LOKEY INC | $54.46M |
| AM6 | AMICUS THERAPEUTICS INC | $51.48M |
| PCTY | PAYLOCITY HLDG CORP | $48.15M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.