Fund HoldingsNikko Asset Management Americas, Inc.

Total Portfolio Value
$10.07B
Total Bought
$932.77M
Total Sold
$1.58B
Net Transaction
-$652.12M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ROBINHOOD MARKETS INC - A(HOOD)28,297,82225,183,622-3,114,200360,514506,6945.03%+146,180
PALANTIR TECHNOLOGIES INC-A(PLTR)8,249,0839,829,631+1,580,548141,554226,1802.25%+84,626
META PLATFORMS INC-CLASS A(META)238,823347,378+108,55584,531168,6241.67%+84,093
JSC KASPI.KZ ADR(KSPI)0497,912+497,912064,0510.64%+64,051
TESLA INC(TSLA)02,854,198+2,854,1980501,6544.98%+501,654
SPOTIFY TECHNOLOGY SA(SPOT)336,387446,559+110,17263,210117,8471.17%+54,636
PINTEREST INC- CLASS A(PINS)2,520,6594,199,415+1,678,75693,365145,5941.45%+52,229
MODERNA INC(MRNA)288,779741,783+453,00428,71979,0440.78%+50,325
NU HOLDINGS LTD/CAYMAN ISL-A(NU)09,484,794+9,484,7940113,1541.12%+113,154
TOAST INC-CLASS A(TOST)5,974,6646,189,048+214,384109,097154,2311.53%+45,134
DRAFTKINGS INC-CL A(DKNG)06,735,515+6,735,5150305,7923.04%+305,792
SOFI TECHNOLOGIES INC(SOFI)3,896,69210,767,302+6,870,61038,73378,4940.78%+39,761
NATERA INC(NTRA)0371,271+371,271033,9380.34%+33,938
PURE STORAGE INC - CLASS A(P)2,068,2551,984,621-83,63473,733103,1801.02%+29,447
STANDARD BIOTOOLS INC08,853,491+8,853,491023,9930.24%+23,993
NVIDIA CORP(NVDA)0132,473+132,4730119,5651.19%+119,565
DATADOG INC - CLASS A(DDOG)0140,254+140,254017,3340.17%+17,334
TRADE DESK INC/THE -CLASS A(TTD)765,157807,591+42,43455,05370,5830.70%+15,530
BEAM THERAPEUTICS INC(BEAM)2,358,0912,361,817+3,72664,09377,8930.77%+13,800
SEA LTD-ADR(SE)0287,485+287,485015,4410.15%+15,441
RECURSION PHARMACEUTICALS-A(RXRX)9,203,78010,362,803+1,159,02390,565103,1101.02%+12,545
BLOCK INC(XYZ)8,982,8628,358,071-624,791694,735706,9267.02%+12,191
CRISPR THERAPEUTICS AG(CRSP)3,369,7623,268,785-100,977210,913222,7022.21%+11,789
CROWDSTRIKE HOLDINGS INC - A(CRWD)272,602247,471-25,13169,58779,2950.79%+9,708
NEXTDOOR HOLDINGS INC(NXDR)9,640,12811,698,259+2,058,13118,12326,3210.26%+8,198
10X GENOMICS INC-CLASS A(TXG)2,283,5303,621,778+1,338,248127,764135,7801.35%+8,017
MERCADOLIBRE INC(MELI)108,911118,183+9,272170,946178,4261.77%+7,480
TERADYNE INC(TER)1,364,5361,379,062+14,526148,120155,6001.55%+7,479
TRIMBLE INC(TRMB)2,708,6442,352,881-355,763144,100151,3611.50%+7,261
CLOUDFLARE INC - CLASS A(NET)1,001,222932,834-68,38883,35290,3260.90%+6,975
ZILLOW GROUP INC - C(Z)146,186314,374+168,1888,45715,3290.15%+6,872
GENIUS SPORTS LTD
SHARES CL A
6,800,9618,503,563+1,702,60241,96248,5550.48%+6,593
CORTEVA INC(CTVA)0797,998+797,998046,0210.46%+46,021
TAIWAN SEMICONDUCTOR-SP ADR(TSM)200,335195,315-5,02020,82526,5670.26%+5,742
INTERCONTINENTAL EXCHANGE IN(ICE)123,622154,542+30,92015,87621,2390.21%+5,363
WALT DISNEY CO/THE(DIS)89,60088,348-1,2528,09010,8100.11%+2,720
AEROVIRONMENT INC0328,304+328,304050,2370.50%+50,237
ABSCI CORP0420,812+420,81202,3860.02%+2,386
AMAZON.COM INC(AMZN)136,719127,129-9,59020,77322,9140.23%+2,141
AMGEN INC(AMGN)07,012+7,01201,9930.02%+1,993
ARCTURUS THERAPEUTICS HOLDIN1,320,6521,276,519-44,13341,58742,9800.43%+1,393
REGENERON PHARMACEUTICALS(REGN)35,01933,305-1,71430,74032,0430.32%+1,303
MICROSOFT CORP(MSFT)40,87239,476-1,39615,36416,5810.16%+1,217
GARMIN LTD(GRMN)121,791112,463-9,32815,65916,7420.17%+1,084
VERVE THERAPEUTICS INC2,397,6042,592,198+194,59433,32734,3470.34%+1,020
CATERPILLAR INC(CAT)019,456+19,45607,1290.07%+7,129
VEEVA SYSTEMS INC-CLASS A(VEEV)040,879+40,87909,4710.09%+9,471
AVIDXCHANGE HOLDINGS INC1,877,5361,835,750-41,78623,28124,1030.24%+822
NETFLIX INC(NFLX)7,1266,928-1983,4694,2060.04%+736
STEEL DYNAMICS INC(STLD)35,13732,844-2,2934,1504,8680.05%+718
DOMINO'S PIZZA INC(DPZ)011,990+11,99005,9580.06%+5,958
EXXON MOBIL CORP060,648+60,64807,0500.07%+7,050
SCHLUMBERGER LTD(SLB)031,170+31,17001,7080.02%+1,708
HUNTSMAN CORP(HUN)61,43376,812+15,3791,5441,9990.02%+456
BAKER HUGHES CO(BKR)038,747+38,74701,2970.01%+1,297
PAGSEGURO DIGITAL LTD-CL A(PAGS)312,477297,691-14,7863,8934,2510.04%+358
HALLIBURTON CO(HAL)036,205+36,20501,4270.01%+1,427
QUALCOMM INC(QCOM)04,725+4,72508000.01%+800
LINDE PLC(LIN)012,094+12,09405,6120.06%+5,612
CONOCOPHILLIPS(COP)022,105+22,10502,8140.03%+2,814
MARATHON PETROLEUM CORP(MPC)05,026+5,02601,0130.01%+1,013
FREEPORT-MCMORAN INC(FCX)166,833155,739-11,0947,0977,3230.07%+226
PACKAGING CORP OF AMERICA(PKG)014,613+14,61302,7730.03%+2,773
DEVON ENERGY CORP(DVN)033,282+33,28201,6700.02%+1,670
VELO3D INC06,277,275+6,277,27502,8880.03%+2,888
SUNCOR ENERGY INC(SU)060,630+60,63002,2380.02%+2,238
PHILLIPS 66(PSX)06,813+6,81301,1130.01%+1,113
CHAMPIONX CORP025,509+25,50909150.01%+915
EQT CORP(EQT)023,906+23,90608860.01%+886
MATADOR RESOURCES CO(MTDR)020,447+20,44701,3650.01%+1,365
ANGLOGOLD ASHANTI PLC(AU)039,496+39,49608770.01%+877
PIONEER NATURAL RESOURCES CO04,248+4,24801,1150.01%+1,115
NEXTRACKER INC-CL A11,92111,314-6075586360.01%+78
CANADIAN NATURAL RESOURCES(CNQ)040,146+40,14603,0640.03%+3,064
HELMERICH & PAYNE(HP)019,290+19,29008110.01%+811
ALAMOS GOLD INC-CLASS A242,839226,142-16,6973,2693,3360.03%+67
WILLIAMS COS INC(WMB)034,567+34,56701,3470.01%+1,347
LIBERTY ENERGY INC(LBRT)032,931+32,93106820.01%+682
VALERO ENERGY CORP(VLO)05,040+5,04008600.01%+860
OCEANEERING INTL INC(OII)032,588+32,58807630.01%+763
CACTUS INC - A(WHD)016,750+16,75008390.01%+839
TECHNIPFMC PLC(FTI)046,613+46,61301,1700.01%+1,170
AGNICO EAGLE MINES LTD(AEM)46,04042,763-3,2772,5252,5510.03%+26
COTERRA ENERGY INC057,185+57,18501,5940.02%+1,594
AUTODESK INC01,732+1,73204510.00%+451
INTERNATIONAL PAPER CO(IP)033,529+33,52901,3080.01%+1,308
ENDEAVOR GROUP HOLD-CLASS A012,606+12,60603240.00%+324
OCCIDENTAL PETROLEUM CORP(OXY)017,951+17,95101,1670.01%+1,167
HEICO CORP(HEI)022,736+22,73604,3430.04%+4,343
OKTA INC(OKTA)01,393+1,39301460.00%+146
EOG RESOURCES INC(EOG)010,709+10,70901,3690.01%+1,369
HESS CORP07,273+7,27301,1100.01%+1,110
BP PLC-SPONS ADR(BP)0112,921+112,92104,2550.04%+4,255
CF INDUSTRIES HOLDINGS INC(CF)016,159+16,15901,3450.01%+1,345
XYLEM INC(XYL)19,99117,302-2,6892,2862,2360.02%-50
BANCO BRADESCO-ADR087,597+87,59702500.00%+250
KINDER MORGAN INC(KMI)93,87787,030-6,8471,6551,5960.02%-59
BUNGE GLOBAL SA(BG)13,05212,196-8561,3171,2500.01%-67
CHEVRON CORP(CVX)039,895+39,89506,2930.06%+6,293
OIL STATES INTERNATIONAL INC090,021+90,02105550.01%+555
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