NOMURA ASSET MANAGEMENT CO LTD Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$36.5B

Holdings

1,753

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,753 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
18,658,903$2.9T8083.58%
2
MSFTMICROSOFT CORP
3,896,607$1.9T5314.83%
3
AVGOBROADCOM INC
5,314,062$1.5T4016.73%
4
AAPLAPPLE INC
7,116,721$1.5T4003.89%
5
AMZNAMAZON COM INC
4,630,697$1.0T2785.81%
6
METAMETA PLATFORMS INC
995,985$735.1B2015.81%
7
GOOGLALPHABET INC
3,078,984$542.6B1487.91%
8
GOOGALPHABET INC
2,872,589$509.6B1397.30%
9
MAMASTERCARD INCORPORATED
742,349$417.2B1143.89%
10
TSLATESLA INC
1,176,071$373.6B1024.43%
11
JPMJPMORGAN CHASE & CO.
1,278,705$370.7B1016.53%
12
MUMICRON TECHNOLOGY INC
2,828,275$348.6B955.87%
13
NFLXNETFLIX INC
235,267$315.1B863.92%
14
ORCLORACLE CORP
1,349,364$295.0B808.96%
15
JNJJOHNSON & JOHNSON
1,882,696$287.6B788.59%
16
LLYELI LILLY & CO
360,254$280.8B770.07%
17
VVISA INC
787,473$279.6B766.68%
18
XOMEXXON MOBIL CORP
2,279,351$245.7B673.78%
19
WMTWALMART INC
2,460,934$240.6B659.84%
20
ISRGINTUITIVE SURGICAL INC
427,378$232.2B636.84%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
472,633$229.6B629.57%
22
COSTCOSTCO WHSL CORP NEW
228,169$225.9B619.37%
23
ABBVABBVIE INC
1,182,888$219.6B602.08%
24
CRMSALESFORCE INC
729,602$199.0B545.56%
25
PGPROCTER AND GAMBLE CO
1,245,168$198.4B543.98%
26
KLACKLA CORP
219,631$196.7B539.47%
27
WELLWELLTOWER INC
1,261,839$194.0B531.93%
28
QCOMQUALCOMM INC
1,210,201$192.7B528.51%
29
PGRPROGRESSIVE CORP
709,668$189.4B519.31%
30
HDHOME DEPOT INC
513,082$188.1B515.84%
31
CSCOCISCO SYS INC
2,555,269$177.3B486.14%
32
UNHUNITEDHEALTH GROUP INC
566,390$176.7B484.53%
33
4I1PHILIP MORRIS INTL INC
941,884$171.5B470.40%
34
PLDPROLOGIS INC.
1,617,780$170.1B466.33%
35
KOCOCA COLA CO
2,361,385$167.1B458.12%
36
UBERUBER TECHNOLOGIES INC
1,783,120$166.4B456.19%
37
PEPPEPSICO INC
1,158,073$152.9B419.30%
38
TXNTEXAS INSTRS INC
722,448$150.0B411.30%
39
IBMINTERNATIONAL BUSINESS MACHS
496,362$146.3B401.22%
40
SPGIS&P GLOBAL INC
271,226$143.0B392.17%
41
NEENEXTERA ENERGY INC
2,053,294$142.5B390.86%
42
EQIXEQUINIX INC
174,663$138.9B380.99%
43
CVXCHEVRON CORP NEW
940,846$134.7B369.42%
44
WFCWELLS FARGO CO NEW
1,674,246$134.1B367.83%
45
CATCATERPILLAR INC
340,368$132.1B362.33%
46
MCDMCDONALDS CORP
451,931$132.0B362.07%
47
BXSLBLACKSTONE SECD LENDING FD
4,260,951$131.0B359.29%
48
ORLYOREILLY AUTOMOTIVE INC
1,443,048$130.1B356.65%
49
TMOTHERMO FISHER SCIENTIFIC INC
318,885$129.3B354.54%
50
BACBANK AMERICA CORP
2,732,174$129.3B354.52%
51
CITCINTAS CORP
577,035$128.6B352.65%
52
OREALTY INCOME CORP
2,216,418$127.7B350.14%
53
ABTABBOTT LABS
935,761$127.3B349.00%
54
MCKMCKESSON CORP
172,332$126.3B346.28%
55
MRKMERCK & CO INC
1,545,028$122.3B335.37%
56
LINLINDE PLC
258,554$121.3B332.64%
57
CDNSCADENCE DESIGN SYSTEM INC
376,463$116.0B318.11%
58
TAT&T INC
4,001,558$115.8B317.55%
59
NOWSERVICENOW INC
111,885$115.0B315.42%
60
GEVGE VERNOVA INC
212,458$112.4B308.28%
61
PLTRPALANTIR TECHNOLOGIES INC
803,620$109.5B300.40%
62
HONHONEYWELL INTL INC
463,176$107.9B295.78%
63
AMATAPPLIED MATLS INC
587,716$107.6B295.03%
64
CMECME GROUP INC
388,877$107.2B293.91%
65
AJGGALLAGHER ARTHUR J & CO
334,279$107.0B293.43%
66
AXPAMERICAN EXPRESS CO
333,127$106.3B291.38%
67
TWTRADEWEB MKTS INC
709,941$103.9B285.00%
68
CRWDCROWDSTRIKE HLDGS INC
203,996$103.9B284.90%
69
PNRPENTAIR PLC
1,004,083$103.1B282.66%
70
GEGE AEROSPACE
399,960$102.9B282.29%
71
ACWIISHARES TR
796,560$102.4B280.90%
72
BDXBECTON DICKINSON & CO
590,795$101.8B279.05%
73
AMDADVANCED MICRO DEVICES INC
713,650$101.3B277.69%
74
GSGOLDMAN SACHS GROUP INC
141,581$100.2B274.77%
75
ADBEADOBE INC
254,969$98.6B270.49%
76
FQIDIGITAL RLTY TR INC
560,876$97.8B268.12%
77
CPRTCOPART INC
1,991,296$97.7B267.94%
78
LOWLOWES COS INC
432,226$95.9B262.96%
79
BSXBOSTON SCIENTIFIC CORP
877,065$94.2B258.32%
80
AMGNAMGEN INC
335,745$93.7B257.06%
81
WMWASTE MGMT INC DEL
409,340$93.7B256.84%
82
PANWPALO ALTO NETWORKS INC
451,892$92.5B253.58%
83
FOURSHIFT4 PMTS INC
931,804$92.4B253.24%
84
MDTMEDTRONIC PLC
1,057,958$92.2B252.89%
85
DISDISNEY WALT CO
711,320$88.2B241.89%
86
BKNGBOOKING HOLDINGS INC
15,184$87.9B241.04%
87
SPGSIMON PPTY GROUP INC NEW
546,533$87.9B240.93%
88
GILDGILEAD SCIENCES INC
784,675$87.0B238.56%
89
VGSHVANGUARD SCOTTSDALE FDS
1,453,077$85.4B234.21%
90
BLKBLACKROCK INC
80,658$84.6B232.07%
91
ADPAUTOMATIC DATA PROCESSING IN
274,139$84.5B231.83%
92
AOSSMITH A O CORP
1,273,782$83.5B229.03%
93
INTUINTUIT
105,863$83.4B228.64%
94
TJXTJX COS INC NEW
673,345$83.2B228.01%
95
TSMTAIWAN SEMICONDUCTOR MFG LTD
364,512$82.6B226.39%
96
CLCOLGATE PALMOLIVE CO
902,002$82.0B224.83%
97
PSAPUBLIC STORAGE OPER CO
276,051$81.0B222.11%
98
TTDTHE TRADE DESK INC
1,121,436$80.7B221.38%
99
UNPUNION PAC CORP
337,932$77.8B213.20%
100
ADIANALOG DEVICES INC
321,591$76.5B209.90%
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