Arkolith/Funds/Nomura Asset Management Co Ltd

Nomura Asset Management Co Ltd

CIK 1055964Asset manager
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Inactive

Nomura Asset Management Co Ltd holds a diversified book of 1526 stocks worth $38.8B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Amcor PLC and trimmed Amazon.com Inc. Their largest long position is Nvidia Corp at 9% of the equity book.

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Use Arkolith to show NOMURA ASSET MANAGEMENT CO LTD's latest
holdings, largest changes, and filing provenance.
Opened
120
new positions
Added to
683
existing
Trimmed
307
reduced
Sold out
79
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
33%
Top 20 holdings
41%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Information Technology
42%
Financials
11%
Consumer Discretionary
9%
Industrials
8%
Health Care
8%
Real Estate
6%
Materials
4%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,526 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$3.5B19.90M
9.0%
+7.8%
Added · +1.4M sh
2Apple Inc
COM
$1.8B7.08M
4.6%
+1.8%
Added · +128K sh
3Broadcom Inc
COM
$1.8B5.77M
4.6%
+6.4%
Added · +347K sh
4Microsoft Corp
COM
$1.5B4.00M
3.8%
+0.7%
Added · +26K sh
5Amazon Com Inc
COM
$981.1M4.71M
2.5%
−2.9%
Reduced · −139K sh
6Alphabet Inc
CAP STK CL A
$945.5M3.29M
2.4%
+13%
Added · +368K sh
7Alphabet Inc
CAP STK CL C
$728.0M2.54M
1.9%
−6.2%
Reduced · −168K sh
8Meta Platforms Inc
CL A
$597.5M1.04M
1.5%
−9.1%
Reduced · −105K sh
9Tesla Inc
COM
$455.9M1.23M
1.2%
+2.5%
Added · +29K sh
10Applied Matls Inc
COM
$409.2M1.20M
1.1%
+64%
Added · +469K sh
11Exxon Mobil Corp
COM
$369.9M2.18M
1.0%
−2.3%
Reduced · −51K sh
12JPMorgan Chase & Co
COM
$361.2M1.23M
0.9%
+1.2%
Added · +15K sh
13Eli Lilly & Co
COM
$350.0M380.6K
0.9%
+3.1%
Added · +12K sh
14Mastercard Incorporated
CL A
$342.4M685.2K
0.9%
+1.2%
Added · +8K sh
15Micron Technology Inc
COM
$340.2M1.01M
0.9%
−55%
Reduced · −1.2M sh
16Johnson & Johnson
COM
$310.3M1.27M
0.8%
−12%
Reduced · −178K sh
17Kla Corp
COM NEW
$300.1M203.8K
0.8%
+5.3%
Added · +10K sh
18Walmart Inc
COM
$299.4M2.41M
0.8%
+9.3%
Added · +205K sh
19Netflix Inc.
COM
$291.0M3.03M
0.8%
+41%
Added · +873K sh
20Cisco Sys Inc
COM
$284.7M3.67M
0.7%
+0.7%
Added · +27K sh
21Welltower Inc
COM
$270.1M1.37M
0.7%
+4.8%
Added · +63K sh
22Caterpillar Inc
COM
$257.0M362.8K
0.7%
+16%
Added · +49K sh
23Costco Wholesale Corporation
COM
$246.8M247.7K
0.6%
+14%
Added · +30K sh
24Berkshire Hathaway Inc Del
CL B NEW
$242.0M505.1K
0.6%
+2.5%
Added · +12K sh
25Visa Inc
COM CL A
$237.7M786.6K
0.6%
+3.3%
Added · +25K sh
26Prologis Inc.
COM
$233.7M1.77M
0.6%
+3.1%
Added · +53K sh
27Abbvie Inc
COM
$222.9M1.02M
0.6%
~0%
Added · +42 sh
28Progressive Corp
COM
$221.2M1.12M
0.6%
+13%
Added · +129K sh
29Chevron Corporation
COM
$219.5M1.06M
0.6%
−0.4%
Reduced · −5K sh
30Merck & Co Inc
COM
$190.0M1.58M
0.5%
+14%
Added · +194K sh
31Equinix Inc
COM
$187.0M190.8K
0.5%
+5.5%
Added · +10K sh
32Procter & Gamble Co
COM
$183.7M1.27M
0.5%
+1.3%
Added · +17K sh
33Pepsico Inc
COM
$179.4M1.16M
0.5%
+2.5%
Added · +28K sh
34Coca Cola Co
COM
$170.1M2.24M
0.4%
+1.6%
Added · +34K sh
35NextEra Energy Inc
COM
$168.5M1.81M
0.4%
−1.1%
Reduced · −21K sh
36Home Depot Inc
COM
$167.9M510.4K
0.4%
+2.3%
Added · +11K sh
37Monolithic PWR Sys Inc
COM
$160.6M146.9K
0.4%
+26%
Added · +30K sh
38Linde PLC
SHS
$160.0M322.7K
0.4%
−7.5%
Reduced · −26K sh
39Thermo Fisher Scientific Inc
COM
$157.3M320.0K
0.4%
+7.3%
Added · +22K sh
40Philip Morris Intl Inc
COM
$147.7M893.3K
0.4%
+5.5%
Added · +47K sh
41Realty Income Corp
COM
$146.6M2.40M
0.4%
+3.1%
Added · +73K sh
42McDonalds Corp
COM
$144.7M465.5K
0.4%
+2.0%
Added · +9K sh
43Intuitive Surgical Inc
COM NEW
$143.7M311.7K
0.4%
−5.4%
Reduced · −18K sh
44Oreilly Automotive Inc
COM
$141.0M1.53M
0.4%
+6.9%
Added · +99K sh
45Advanced Micro Devices Inc
COM
$139.7M686.7K
0.4%
−2.9%
Reduced · −20K sh
46Palantir Technologies Inc
CL A
$138.5M946.7K
0.4%
+2.7%
Added · +25K sh
47Western Digital Corp
COM
$137.8M509.3K
0.4%
−55%
Reduced · −613K sh
48Honeywell Intl Inc
COM
$135.6M600.1K
0.3%
+16%
Added · +83K sh
49Unitedhealth Group Inc
COM
$133.4M493.0K
0.3%
−2.3%
Reduced · −11K sh
50Lam Research Corp
COM NEW
$127.3M595.9K
0.3%
+7.5%
Added · +42K sh
Showing 50 of 1,526 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 20262,291$38.8B13F-HR
Q4 2025Dec 31, 2025Feb 10, 20262,281$39.5B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20252,289$38.3B13F-HR
Q2 2025Jun 30, 2025Aug 11, 20252,318$36.5B13F-HR
Q1 2025Mar 31, 2025May 12, 20252,356$32.7B13F-HR
Q4 2024Dec 31, 2024Feb 12, 20252,326$33.2B13F-HR
Q3 2024Sep 30, 2024Nov 15, 20242,313$32.4B13F-HR
Q2 2024Jun 30, 2024Aug 14, 20242,283$29.3B13F-HR
Q1 2024Mar 31, 2024May 13, 20242,327$27.6B13F-HR
Q4 2023Dec 31, 2023Feb 9, 20242,368$24.2B13F-HR
Q3 2023Sep 30, 2023Nov 3, 20232,368$21.3B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20232,392$21.7B13F-HR
Q1 2023Mar 31, 2023Jan 10, 20252,370$19.0B13F-HR/A
Q4 2022Dec 31, 2022Jan 10, 20252,278$17.2B13F-HR/A
Q3 2022Sep 30, 2022Jan 10, 20252,296$15.7B13F-HR/A
Q2 2022Jun 30, 2022Jan 10, 20252,299$16.0B13F-HR/A
Q1 2022Mar 31, 2022Jan 10, 20252,283$18.4B13F-HR/A
Amended / restated
  • Q1 2023 · filed May 11, 202313F-HR · superseded
  • Q4 2022 · filed Feb 14, 202313F-HR · superseded
  • Q3 2022 · filed Nov 14, 202213F-HR/A · superseded
  • Q3 2022 · filed Nov 10, 202213F-HR/A · superseded
  • Q3 2022 · filed Nov 10, 202213F-HR · superseded
  • Q2 2022 · filed Aug 12, 202213F-HR · superseded
  • Q1 2022 · filed May 13, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.