Overview Institutions Holdings

13F long positions as filed. Not full AUM, not shorts.

Institution · CIK 0000921739 · 2026 Q2 · vs 2026 Q1 · Filed 14 Aug 2026 (9 days ago)

NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

Reported book: $66.3B
Positions: 1,240

Reported book trail

3 quarters on file · 2025 Q4 to 2026 Q2

2025 Q42026 Q12026 Q2

The book

Top 200 of 1,240 positions · 67% of the book

CutAdded· vs 2026 Q1

NVDA$2.9B▲ +$257.7M AAPL$1.9B▲ +$619.0M MSFT$1.6B▼ -$85.7M GOOGL$1.6B▲ +$197.1M AMD$1.4B▲ +$900.6M AMZN$1.4B▲ +$174.3M TSM$1.3B▲ +$358.9M AVGO$992.5M▲ +$175.7M LRCX$723.7M▲ +$719.7M LLY$631.1M META$542.3M TXN$538.3M HWM$533.4M V$521.3M MU$488.7M WDC$478.1M GILD$476.1M BKNG$472.9M EFG$469.6M MA$397.1M ASML$388.7M VOO$377.9M NFLX$296.9M CSCO AMAT DASH ISRG CARR MELI DHR EW ICE PNC XOM JPM IDXX BABA SPGI VONG VMC IEFA ABBV PLD ONB GE APH UBER MS WELL BKH SPCX NOW TMO VLY LGND ETN SPOT CMI FFBC FERG COST CDNS GOOG EQIX WFC SPXC CX MSCI KRG SHOP TVTX WCN ALLY NET C WSBC VRSK TTWO CVX ACA RRX NEE FRWD MPWR STM MYRG CLS MSI SNX CASY INSW AXS ROAD FSS MRK KALU AXSM STRL KTOS SNOW KLAC AZO PM MTX AXP CVS TTMI TXRH COLB OSW BPOP VTR FAST ETR SLB PEP IMAX MTSI LNG DDOG PH ZWS ADC LXP SMTC SHOO PDD SUPN SAIA LRGG MGY COP TWLO BIDU DFIV KTB MCK TKR HLT NOVT IONS WCC BMY IWM TJX CSX HRI CMS DUK BAP BAC FIX SRE LECO FMX SF SPG IVZ CME GTES TEX LBRT RCL VRNS CCK CAH ASB GPOR VZ LTH SBCF BX PSA ITT IRT CACI HALO HWC FNB AME MLM CBOE GKOS ALNY IPAC WSFS OGE ESE UCTT MMSI MIRM TSLA CAT CHEF WTRG

Shares added · vs 2026 Q1

Ranked by dollar move

LRCX$723.7M held · +8728% of shares · +$719.7M value+1.65M sh
AAPL$1.9B held · +29% of shares · +$619.0M value+1.50M sh
LLY$631.1M held · +263% of shares · +$497.9M value+381.4K sh
TXN$538.3M held · +26% of shares · +$259.3M value+369.0K sh
EFG$469.6M held · +63% of shares · +$212.4M value+1.47M sh
GE$199.2M held · +1106% of shares · +$186.7M value+488.9K sh
AMZN$1.4B held · +0% of shares · +$174.3M value+128 sh
FERG$169.8M held · +23918% of shares · +$169.1M value+712.5K sh
DASH$259.1M held · +107% of shares · +$157.4M value+726.7K sh
ASML$388.7M held · +0% of shares · +$131.4M value+549 sh
MELI$246.7M held · +110% of shares · +$126.9M value+76.1K sh
BKNG$472.9M held · +21% of shares · +$103.3M value · 25:1 split+458.8K sh
IWM$102.1M held · +17604% of shares · +$101.6M value+337.8K sh
UBER$191.1M held · +109% of shares · +$99.9M value+1.38M sh
CYTK$81.9M held · +1884% of shares · +$78.7M value+913.3K sh
TWLO$109.2M held · +117% of shares · +$78.5M value+285.0K sh
NOW$183.2M held · +79% of shares · +$75.7M value+817.0K sh
WMB$77.3M held · +4155% of shares · +$75.5M value+1.01M sh
CAT$87.8M held · +235% of shares · +$70.4M value+57.8K sh
VOO$377.9M held · +7% of shares · +$69.4M value+34.0K sh
GOVT$81.5M held · +516% of shares · +$68.2M value+3.00M sh
CVX$152.8M held · +121% of shares · +$66.4M value+504.3K sh
AME$91.0M held · +221% of shares · +$65.8M value+258.7K sh
UCTT$89.0M held · +51% of shares · +$63.3M value+211.3K sh
GEV$81.0M held · +180% of shares · +$59.5M value+44.3K sh
SNOW$127.7M held · +6% of shares · +$56.1M value+27.2K sh
DNLI$56.8M held · +1828% of shares · +$54.6M value+2.09M sh
ABBV$206.7M held · +16% of shares · +$52.8M value+114.0K sh
KLAC$127.5M held · -17% of shares · +$52.2M value · 10:1 split-88.6K sh
PNC$230.5M held · +8% of shares · +$50.7M value+72.3K sh
MIRM$88.0M held · +86% of shares · +$50.6M value+346.7K sh
VRNS$95.3M held · +5% of shares · +$49.0M value+115.6K sh
NEO$73.5M held · +46% of shares · +$47.9M value+1.59M sh
HUM$52.2M held · +400% of shares · +$47.6M value+105.1K sh
GTX$53.4M held · +308% of shares · +$46.8M value+1.11M sh
KTB$107.7M held · +48% of shares · +$46.2M value+417.2K sh
IONS$103.1M held · +66% of shares · +$44.1M value+515.1K sh
BX$93.6M held · +79% of shares · +$42.5M value+351.4K sh
MCHP$63.4M held · +114% of shares · +$42.5M value+370.9K sh
SHOP$160.5M held · +40% of shares · +$41.7M value+404.4K sh
TXRH$123.3M held · +28% of shares · +$41.0M value+139.9K sh
QCOM$45.1M held · +590% of shares · +$40.6M value+208.8K sh
PBR$74.4M held · +175% of shares · +$39.6M value+2.93M sh
SYK$44.2M held · +834% of shares · +$39.2M value+125.3K sh
SBCF$94.4M held · +55% of shares · +$38.8M value+1.00M sh
ILMN$49.7M held · +216% of shares · +$38.6M value+192.9K sh
BLK$38.6M held · +9931% of shares · +$38.2M value+39.7K sh
TER$63.7M held · +53% of shares · +$38.1M value+45.5K sh
BELFB$47.6M held · +180% of shares · +$37.5M value+91.9K sh
MCD$38.1M held · +3403% of shares · +$36.9M value+137.0K sh
FIX$99.1M held · +9% of shares · +$35.7M value+4.0K sh
COF$65.4M held · +95% of shares · +$34.9M value+158.6K sh
HRI$100.4M held · +6% of shares · +$34.7M value+40.8K sh
LRGG$110.4M held · +36% of shares · +$34.7M value+1.06M sh
CX$161.7M held · +21% of shares · +$33.9M value+2.30M sh
GOOG$164.8M held · +2% of shares · +$33.5M value+8.6K sh
C$156.8M held · +3% of shares · +$33.0M value+28.4K sh
CNOB$55.2M held · +99% of shares · +$33.0M value+819.9K sh
ALLY$158.6M held · +7% of shares · +$32.6M value+240.0K sh
TEX$96.3M held · +20% of shares · +$30.7M value+219.8K sh
SAIA$110.6M held · +15% of shares · +$30.6M value+34.8K sh
BAP$99.1M held · +24% of shares · +$29.3M value+48.5K sh
WELL$189.5M held · +3% of shares · +$29.3M value+24.4K sh
DOCN$52.2M held · +20% of shares · +$28.4M value+55.3K sh
GH$49.5M held · +41% of shares · +$27.9M value+95.8K sh
AGIO$78.3M held · +41% of shares · +$27.8M value+616.4K sh
TMDX$60.5M held · +3% of shares · -$27.6M value+24.7K sh
OMCL$66.7M held · +36% of shares · +$27.2M value+422.8K sh
FMX$98.2M held · +20% of shares · +$27.1M value+127.9K sh
KWR$69.3M held · +28% of shares · +$26.9M value+94.9K sh
AXP$125.6M held · +14% of shares · +$26.7M value+44.5K sh
JPM$230.1M held · +2% of shares · +$26.6M value+11.2K sh
PFGC$67.0M held · +26% of shares · +$26.1M value+122.1K sh
CSGP$68.1M held · +3% of shares · -$26.1M value+69.2K sh
TPG$27.3M held · +1384% of shares · +$25.4M value+627.3K sh
MSCI$161.6M held · +14% of shares · +$24.9M value+34.9K sh
PM$126.8M held · +13% of shares · +$24.6M value+83.0K sh
GKOS$90.5M held · +6% of shares · +$24.6M value+35.4K sh
AAON$41.4M held · +59% of shares · +$24.5M value+121.8K sh
ITOT$51.4M held · +63% of shares · +$24.1M value+121.1K sh
QBTS$33.7M held · +104% of shares · +$23.8M value+715.8K sh
WSBC$156.5M held · +4% of shares · +$23.7M value+159.8K sh
JCI$45.8M held · +84% of shares · +$23.5M value+143.1K sh
ESI$29.2M held · +266% of shares · +$23.5M value+443.9K sh
CTRE$37.2M held · +138% of shares · +$23.0M value+534.8K sh
MTX$126.0M held · +17% of shares · +$22.9M value+249.2K sh
BRZE$25.0M held · +1106% of shares · +$22.8M value+1.06M sh
ADEA$25.2M held · +651% of shares · +$22.7M value+663.2K sh
ISRG$251.1M held · +6% of shares · -$22.7M value+37.4K sh
DY$50.1M held · +22% of shares · +$22.6M value+17.9K sh
ETR$119.9M held · +20% of shares · +$22.5M value+176.7K sh
SCCO$26.7M held · +470% of shares · +$22.1M value+126.2K sh
CBRE$22.4M held · +4327% of shares · +$21.8M value+162.2K sh
ANET$22.8M held · +1377% of shares · +$21.6M value+124.9K sh
AGYS$39.0M held · +51% of shares · +$21.4M value+126.6K sh
INSW$138.1M held · +13% of shares · +$21.4M value+201.4K sh
GGAL$23.7M held · +851% of shares · +$21.3M value+423.2K sh
BOX$52.6M held · +49% of shares · +$21.1M value+648.6K sh
FIBK$77.8M held · +18% of shares · +$20.9M value+315.1K sh
CCEP$25.9M held · +366% of shares · +$20.9M value+203.4K sh

1–100 of 377

Shares cut · vs 2026 Q1

Ranked by dollar move

AMD$1.4B held · -1% of shares · +$900.6M value-17.7K sh
STX$5.3M held · -100% of shares · -$701.6M value-1.80M sh
TSM$1.3B held · -1% of shares · +$358.9M value-35.8K sh
NVDA$2.9B held · -4% of shares · +$257.7M value-680.1K sh
INTU$68.4M held · -65% of shares · -$257.2M value-490.9K sh
WDC$478.1M held · -16% of shares · +$237.0M value-143.1K sh
GOOGL$1.6B held · -8% of shares · +$197.1M value-382.3K sh
AVGO$992.5M held · -0% of shares · +$175.7M value-11.6K sh
META$542.3M held · -23% of shares · -$171.8M value-285.4K sh
INSM$23.4M held · -81% of shares · -$163.7M value-924.6K sh
MU$488.7M held · -57% of shares · +$159.0M value-552.6K sh
T$56.1M held · -59% of shares · -$135.5M value-3.90M sh
SLAB$3.5M held · -98% of shares · -$134.1M value-645.2K sh
NFLX$296.9M held · -7% of shares · -$133.3M value-315.9K sh
ICE$236.9M held · -12% of shares · -$106.3M value-258.0K sh
PWR$74.5M held · -68% of shares · -$104.2M value-222.1K sh
ACN$72.3M held · -33% of shares · -$100.6M value-291.0K sh
AMAT$271.9M held · -30% of shares · +$87.9M value-162.3K sh
MSFT$1.6B held · -6% of shares · -$85.7M value-265.2K sh
MTZ$24.3M held · -83% of shares · -$84.3M value-279.3K sh
MOD$70.8M held · -63% of shares · -$84.2M value-450.3K sh
TSCO$4.1M held · -93% of shares · -$82.2M value-1.78M sh
TECH$9.4M held · -92% of shares · -$80.8M value-1.59M sh
LPLA$20.0M held · -78% of shares · -$78.9M value-257.7K sh
BABA$221.0M held · -2% of shares · -$75.2M value-58.1K sh
XOM$230.1M held · -6% of shares · -$72.7M value-102.0K sh
KTOS$129.6M held · -7% of shares · -$66.6M value-183.6K sh
NEE$144.1M held · -28% of shares · -$66.6M value-626.5K sh
LGND$179.7M held · -1% of shares · +$65.2M value-4.9K sh
NKE$35.0M held · -55% of shares · -$64.6M value-1.03M sh
TVTX$159.8M held · -14% of shares · +$62.6M value-458.0K sh
CSCO$278.2M held · -15% of shares · +$61.0M value-430.5K sh
DDOG$115.7M held · -7% of shares · +$59.5M value-31.7K sh
RCL$95.5M held · -46% of shares · -$58.5M value-258.8K sh
SMTC$113.3M held · -69% of shares · -$57.6M value-1.52M sh
APH$194.8M held · -1% of shares · +$53.2M value-15.6K sh
CARR$249.9M held · -3% of shares · +$52.7M value-95.4K sh
BBIO$61.8M held · -46% of shares · -$52.2M value-704.9K sh
IEFA$208.9M held · -24% of shares · -$49.3M value-689.1K sh
HSY$30.8M held · -53% of shares · -$47.5M value-201.1K sh
KALU$132.9M held · -5% of shares · +$46.8M value-34.8K sh
MGY$110.3M held · -13% of shares · -$46.7M value-660.3K sh
SNX$138.8M held · -5% of shares · +$46.2M value-29.5K sh
MDU$8.8M held · -84% of shares · -$45.0M value-2.18M sh
CME$96.5M held · -9% of shares · -$44.9M value-41.8K sh
EXLS$13.3M held · -73% of shares · -$44.4M value-1.38M sh
SNPS$13.3M held · -79% of shares · -$43.7M value-113.9K sh
BR$55.5M held · -33% of shares · -$43.3M value-202.8K sh
EFOR$504.0K held · -97% of shares · -$42.2M value-1.07M sh
ZTS$27.7M held · -35% of shares · -$42.1M value-204.8K sh
TGLS$1.6M held · -97% of shares · -$41.2M value-925.6K sh
JNJ$66.9M held · -40% of shares · -$41.0M value-178.1K sh
KO$12.5M held · -78% of shares · -$40.8M value-546.9K sh
V$521.3M held · -5% of shares · +$40.4M value-71.7K sh
MS$190.7M held · -0% of shares · +$40.2M value-2.4K sh
ZS$3.0M held · -93% of shares · -$40.0M value-285.3K sh
DHR$246.7M held · -14% of shares · -$39.2M value-212.5K sh
EXC$56.7M held · -38% of shares · -$38.8M value-732.0K sh
WK$651.0K held · -98% of shares · -$38.5M value-643.2K sh
CDNS$166.2M held · -4% of shares · +$38.1M value-18.3K sh
LMT$17.7M held · -62% of shares · -$37.6M value-56.7K sh
CVS$125.4M held · -1% of shares · +$37.3M value-14.2K sh
CI$60.4M held · -40% of shares · -$36.7M value-145.0K sh
MYRG$140.7M held · -24% of shares · +$35.9M value-90.0K sh
ADI$64.8M held · -48% of shares · -$35.1M value-150.8K sh
NXT$9.6M held · -78% of shares · -$34.0M value-281.0K sh
ACA$146.5M held · -6% of shares · +$33.0M value-61.5K sh
CMI$174.9M held · -8% of shares · +$31.9M value-20.6K sh
TTWO$153.1M held · -0% of shares · +$31.8M value-1.7K sh
HLT$104.9M held · -29% of shares · -$31.8M value-132.0K sh
HCA$1.6M held · -94% of shares · -$31.5M value-65.9K sh
BSY$9.3M held · -73% of shares · -$30.7M value-827.0K sh
TKR$105.9M held · -3% of shares · +$30.4M value-21.6K sh
GPOR$94.8M held · -5% of shares · -$30.0M value-31.1K sh
CMCSA$47.6M held · -28% of shares · -$29.8M value-756.0K sh
MTDR$55.5M held · -17% of shares · -$29.5M value-230.3K sh
RRX$144.8M held · -2% of shares · +$28.9M value-11.1K sh
LZB$791.0K held · -98% of shares · -$28.5M value-891.9K sh
LTH$94.6M held · -7% of shares · +$27.7M value-165.0K sh
SR$59.2M held · -21% of shares · -$27.6M value-200.1K sh
HURN$27.3M held · -29% of shares · -$27.3M value-125.7K sh
NOVT$104.9M held · -2% of shares · +$26.8M value-14.6K sh
VLY$179.7M held · -2% of shares · +$26.7M value-190.4K sh
PODD$56.0M held · -6% of shares · -$26.5M value-25.5K sh
MRK$135.6M held · -22% of shares · -$26.3M value-290.4K sh
RACE$44.3M held · -43% of shares · -$26.0M value-88.8K sh
PEP$117.1M held · -6% of shares · -$25.6M value-53.7K sh
KGS$61.6M held · -45% of shares · -$25.4M value-672.3K sh
SPOT$178.0M held · -8% of shares · -$25.3M value-31.6K sh
EL$8.7M held · -76% of shares · -$24.7M value-354.6K sh
MTSI$116.9M held · -52% of shares · -$24.2M value-327.8K sh
IMAX$117.1M held · -21% of shares · -$23.7M value-767.5K sh
ESE$89.1M held · -36% of shares · -$23.3M value-144.8K sh
TRNO$27.7M held · -48% of shares · -$23.2M value-401.6K sh
WBS$45.9M held · -39% of shares · -$22.6M value-386.0K sh
HWM$533.4M held · -11% of shares · +$22.3M value-233.9K sh
ABT$69.7M held · -14% of shares · -$21.8M value-123.4K sh
NEM$79.3M held · -9% of shares · -$21.8M value-85.0K sh
EPRT$24.8M held · -45% of shares · -$21.2M value-685.9K sh
GFS$59.3M held · -16% of shares · +$21.2M value-136.3K sh

1–100 of 534

Opened (162)

4 moved by a corporate action (dashed).

Q

GOOGM AXAXIAPRC

Closed (102)

11 moved by a corporate action (dashed).