NOMURA ASSET MANAGEMENT CO LTD
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC | 0 | 2,234,370 | +2,234,370 | 0 | 637,711,541 | +637,711,541 |
| ALPHABET INC | 0 | 2,705,912 | +2,705,912 | 0 | 849,115,186 | +849,115,186 |
| ALPHABET INC | 0 | 2,919,905 | +2,919,905 | 0 | 913,930,265 | +913,930,265 |
| ELI LILLY & CO | 0 | 369,032 | +369,032 | 0 | 396,591,310 | +396,591,310 |
| BROADCOM INC | 0 | 5,421,249 | +5,421,249 | 0 | 1,876,294,278 | +1,876,294,278 |
| NVIDIA CORPORATION | 0 | 18,466,669 | +18,466,669 | 0 | 3,444,033,771 | +3,444,033,771 |
| LUMENTUM HLDGS INC | 0 | 369,804 | +369,804 | 0 | 136,306,056 | +136,306,056 |
| WESTERN DIGITAL CORP | 0 | 1,122,095 | +1,122,095 | 0 | 193,303,305 | +193,303,305 |
| APPLE INC | 0 | 6,951,830 | +6,951,830 | 0 | 1,889,924,503 | +1,889,924,503 |
| APPLIED MATLS INC | 0 | 728,645 | +728,645 | 0 | 187,254,478 | +187,254,478 |
| ROBINHOOD MKTS INC | 0 | 722,857 | +722,857 | 0 | 81,755,127 | +81,755,127 |
| CATERPILLAR INC | 0 | 313,622 | +313,622 | 0 | 179,664,635 | +179,664,635 |
| KLA CORP | 0 | 193,494 | +193,494 | 0 | 235,110,690 | +235,110,690 |
| AMAZON COM INC | 0 | 4,850,020 | +4,850,020 | 0 | 1,119,481,616 | +1,119,481,616 |
| ADVANCED MICRO DEVICES INC | 0 | 707,046 | +707,046 | 0 | 151,420,971 | +151,420,971 |
| COHERENT CORP | 0 | 420,603 | +420,603 | 0 | 77,630,695 | +77,630,695 |
| KEYSIGHT TECHNOLOGIES INC | 0 | 221,944 | +221,944 | 0 | 45,096,801 | +45,096,801 |
| CISCO SYS INC | 0 | 3,642,286 | +3,642,286 | 0 | 280,565,290 | +280,565,290 |
| INSULET CORP | 0 | 159,549 | +159,549 | 0 | 45,350,208 | +45,350,208 |
| ARGENX SE | 0 | 49,358 | +49,358 | 0 | 41,507,611 | +41,507,611 |
| PROLOGIS INC. | 0 | 1,715,398 | +1,715,398 | 0 | 218,987,708 | +218,987,708 |
| APPLOVIN CORP | 0 | 139,589 | +139,589 | 0 | 94,057,860 | +94,057,860 |
| ISHARES TR | 0 | 744,450 | +744,450 | 0 | 71,675,646 | +71,675,646 |
| LINDE PLC | 0 | 348,815 | +348,815 | 0 | 148,731,229 | +148,731,229 |
| LAM RESEARCH CORP | 0 | 554,129 | +554,129 | 0 | 94,855,802 | +94,855,802 |
| MERCK & CO INC | 0 | 1,385,592 | +1,385,592 | 0 | 145,847,413 | +145,847,413 |
| ASTERA LABS INC | 0 | 473,179 | +473,179 | 0 | 78,718,058 | +78,718,058 |
| QNITY ELECTRONICS INC | 0 | 255,831 | +255,831 | 0 | 20,888,601 | +20,888,601 |
| CUMMINS INC | 0 | 113,648 | +113,648 | 0 | 58,011,622 | +58,011,622 |
| ALBEMARLE CORP | 0 | 402,594 | +402,594 | 0 | 56,942,895 | +56,942,895 |
| THERMO FISHER SCIENTIFIC INC | 0 | 298,253 | +298,253 | 0 | 172,822,701 | +172,822,701 |
| JOHNSON & JOHNSON | 0 | 1,446,966 | +1,446,966 | 0 | 299,449,614 | +299,449,614 |
| S&P GLOBAL INC | 0 | 275,231 | +275,231 | 0 | 143,832,968 | +143,832,968 |
| CITIGROUP INC | 0 | 914,624 | +914,624 | 0 | 106,727,475 | +106,727,475 |
| MONGODB INC | 0 | 168,073 | +168,073 | 0 | 70,538,558 | +70,538,558 |
| GOLDMAN SACHS GROUP INC | 0 | 141,990 | +141,990 | 0 | 124,809,210 | +124,809,210 |
| INSMED INC | 0 | 83,544 | +83,544 | 0 | 14,539,997 | +14,539,997 |
| INTUITIVE SURGICAL INC | 0 | 329,405 | +329,405 | 0 | 186,561,815 | +186,561,815 |
| SPROUTS FMRS MKT INC | 0 | 178,300 | +178,300 | 0 | 14,205,161 | +14,205,161 |
| NATERA INC | 0 | 218,195 | +218,195 | 0 | 49,986,292 | +49,986,292 |
| DANAHER CORPORATION | 0 | 308,926 | +308,926 | 0 | 70,719,339 | +70,719,339 |
| VANGUARD INDEX FDS | 0 | 72,300 | +72,300 | 0 | 13,808,577 | +13,808,577 |
| KENVUE INC | 0 | 3,491,548 | +3,491,548 | 0 | 60,229,203 | +60,229,203 |
| EXXON MOBIL CORP | 0 | 2,231,349 | +2,231,349 | 0 | 268,520,539 | +268,520,539 |
| WELLS FARGO CO NEW | 0 | 1,412,556 | +1,412,556 | 0 | 131,650,220 | +131,650,220 |
| ARISTA NETWORKS INC | 0 | 709,983 | +709,983 | 0 | 93,029,073 | +93,029,073 |
| AMPHENOL CORP NEW | 0 | 470,724 | +470,724 | 0 | 63,613,642 | +63,613,642 |
| JPMORGAN CHASE & CO. | 0 | 1,213,209 | +1,213,209 | 0 | 390,920,205 | +390,920,205 |
| SNOWFLAKE INC | 0 | 378,161 | +378,161 | 0 | 82,953,397 | +82,953,397 |
| AMERICAN EXPRESS CO | 0 | 292,813 | +292,813 | 0 | 108,326,170 | +108,326,170 |
| ISHARES INC | 0 | 388,600 | +388,600 | 0 | 28,243,448 | +28,243,448 |
| INTEL CORP | 0 | 1,960,694 | +1,960,694 | 0 | 72,349,609 | +72,349,609 |
| SPDR SERIES TRUST | 0 | 453,944 | +453,944 | 0 | 11,493,862 | +11,493,862 |
| CARDINAL HEALTH INC | 0 | 315,873 | +315,873 | 0 | 64,911,902 | +64,911,902 |
| COMFORT SYS USA INC | 0 | 11,798 | +11,798 | 0 | 11,010,955 | +11,010,955 |
| REGENERON PHARMACEUTICALS | 0 | 53,417 | +53,417 | 0 | 41,230,979 | +41,230,979 |
| ANALOG DEVICES INC | 0 | 346,126 | +346,126 | 0 | 93,869,370 | +93,869,370 |
| VANGUARD SCOTTSDALE FDS | 0 | 1,040,277 | +1,040,277 | 0 | 61,095,468 | +61,095,468 |
| AMGEN INC | 0 | 299,167 | +299,167 | 0 | 97,920,351 | +97,920,351 |
| VENTAS INC | 0 | 875,376 | +875,376 | 0 | 67,736,595 | +67,736,595 |
| GILEAD SCIENCES INC | 0 | 842,183 | +842,183 | 0 | 103,369,541 | +103,369,541 |
| CIENA CORP | 0 | 44,900 | +44,900 | 0 | 10,500,763 | +10,500,763 |
| MORGAN STANLEY | 0 | 509,902 | +509,902 | 0 | 90,522,902 | +90,522,902 |
| VERTEX PHARMACEUTICALS INC | 0 | 119,698 | +119,698 | 0 | 54,266,286 | +54,266,286 |
| VANECK ETF TRUST | 0 | 478,577 | +478,577 | 0 | 12,356,858 | +12,356,858 |
| WARNER BROS DISCOVERY INC | 0 | 971,773 | +971,773 | 0 | 28,006,498 | +28,006,498 |
| DOVER CORP | 0 | 263,403 | +263,403 | 0 | 51,426,802 | +51,426,802 |
| COLGATE PALMOLIVE CO | 0 | 1,006,621 | +1,006,621 | 0 | 79,543,191 | +79,543,191 |
| NUCOR CORP | 0 | 354,693 | +354,693 | 0 | 57,853,975 | +57,853,975 |
| RTX CORPORATION | 0 | 454,827 | +454,827 | 0 | 83,415,272 | +83,415,272 |
| AVERY DENNISON CORP | 0 | 73,412 | +73,412 | 0 | 13,352,175 | +13,352,175 |
| BANK AMERICA CORP | 0 | 2,548,145 | +2,548,145 | 0 | 140,147,975 | +140,147,975 |
| EDWARDS LIFESCIENCES CORP | 0 | 432,032 | +432,032 | 0 | 36,830,728 | +36,830,728 |
| AMRIZE LTD | 0 | 155,360 | +155,360 | 0 | 8,401,869 | +8,401,869 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 492,796 | +492,796 | 0 | 247,703,910 | +247,703,910 |
| WASTE MGMT INC DEL | 0 | 480,892 | +480,892 | 0 | 105,656,781 | +105,656,781 |
| UNITED PARCEL SERVICE INC | 0 | 435,126 | +435,126 | 0 | 43,160,148 | +43,160,148 |
| CAPITAL ONE FINL CORP | 0 | 223,977 | +223,977 | 0 | 54,283,066 | +54,283,066 |
| SPDR SERIES TRUST | 0 | 81,433 | +81,433 | 0 | 7,916,102 | +7,916,102 |
| GENERAL MTRS CO | 0 | 361,386 | +361,386 | 0 | 29,387,909 | +29,387,909 |
| TRACTOR SUPPLY CO | 0 | 727,125 | +727,125 | 0 | 36,363,521 | +36,363,521 |
| CONSTELLATION ENERGY CORP | 0 | 228,118 | +228,118 | 0 | 80,587,246 | +80,587,246 |
| VANGUARD INTL EQUITY INDEX F | 0 | 251,800 | +251,800 | 0 | 21,052,998 | +21,052,998 |
| FLEX LTD | 0 | 122,120 | +122,120 | 0 | 7,378,490 | +7,378,490 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 48,840 | +48,840 | 0 | 7,027,588 | +7,027,588 |
| TARGET CORP | 0 | 567,017 | +567,017 | 0 | 55,425,912 | +55,425,912 |
| US BANCORP DEL | 0 | 1,318,572 | +1,318,572 | 0 | 70,359,002 | +70,359,002 |
| ISHARES TR | 0 | 44,180 | +44,180 | 0 | 10,875,349 | +10,875,349 |
| FACTSET RESH SYS INC | 0 | 126,411 | +126,411 | 0 | 36,683,208 | +36,683,208 |
| SPDR SERIES TRUST | 0 | 55,698 | +55,698 | 0 | 6,791,257 | +6,791,257 |
| FREEPORT-MCMORAN INC | 0 | 599,644 | +599,644 | 0 | 30,455,919 | +30,455,919 |
| SPDR SERIES TRUST | 0 | 75,056 | +75,056 | 0 | 6,694,995 | +6,694,995 |
| PALANTIR TECHNOLOGIES INC | 0 | 921,456 | +921,456 | 0 | 163,788,804 | +163,788,804 |
| BLOOM ENERGY CORP | 0 | 75,915 | +75,915 | 0 | 6,596,254 | +6,596,254 |
| GE VERNOVA INC | 0 | 172,135 | +172,135 | 0 | 112,502,272 | +112,502,272 |
| EXPEDITORS INTL WASH INC | 0 | 359,360 | +359,360 | 0 | 53,548,234 | +53,548,234 |
| CHUBB LIMITED | 0 | 274,641 | +274,641 | 0 | 85,720,949 | +85,720,949 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 280,103 | +280,103 | 0 | 85,120,501 | +85,120,501 |
| VERTIV HOLDINGS CO | 0 | 387,441 | +387,441 | 0 | 62,769,316 | +62,769,316 |
| SPDR SERIES TRUST | 0 | 104,545 | +104,545 | 0 | 5,939,201 | +5,939,201 |