account_balance
Investment manager · 13F filer · SEC CIK 921739
Nomura Asset Management International Inc.
Reported value$66.6Bas of Jun 30, 2026
Positions1,333 204 new, 103 sold out
Top 10 weight21.7%NVDA alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
4.4%Trimmed −4%
AAPLApple Inc
2.9%Added +29%
MSFTMicrosoft Corp
2.4%Trimmed −6%
GOOGLAlphabet Inc
2.4%Trimmed −8%
AMDAdvanced Micro Devices Inc
2.1%
AMZNAmazon Com Inc
2.1%
TSMTaiwan Semiconductor Manufac
1.9%
AVGOBroadcom Inc
1.5%
LRCXLam Research Corp
1.1%Added +8728%
LLYEli Lilly & Co
0.9%Added +263%
METAMeta Platforms Inc
0.8%Trimmed −23%
TXNTexas Instrs Inc
0.8%Added +26%
NVDANvidia Corporation
4.4%Trimmed −4%
AAPLApple Inc
2.9%Added +29%
MSFT2.4%GOOGL2.4%AMD2.1%AMZN2.1%TSM1.9%AVGO1.5%LRCX1.1%LLY0.9%META0.8%TXN0.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 4.4% Trimmed −4%AAPL Apple Inc 2.9% Added +29%MSFT Microsoft Corp 2.4% Trimmed −6%GOOGL Alphabet Inc 2.4% Trimmed −8%AMD Advanced Micro Devices Inc 2.1% HeldAMZN Amazon Com Inc 2.1% HeldTSM Taiwan Semiconductor Manufac 1.9% HeldAVGO Broadcom Inc 1.5% HeldLRCX Lam Research Corp 1.1% Added +8728%LLY Eli Lilly & Co 0.9% Added +263%META Meta Platforms Inc 0.8% Trimmed −23%TXN Texas Instrs Inc 0.8% Added +26%
What changed