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Antique route map of roads converging on a single obelisk crossroads

Nhà quản lý A Nhà quản lý B

Nomura Holdings Inc ⇄ Nomura Asset Management Co Ltd

60Vị thế chung

41.0%Mức độ trùng lặp tên (Jaccard)

15+Chỉ Nomura…

15+Chỉ Nomura Asset…

Danh mục nắm giữ chung · Q2 2026

Chứng khoán	Nomura Holdings Inc tỷ trọng	Nomura Asset… tỷ trọng
MU Micron Technology, Inc.	16.6%	3.0%
NVDA NVIDIA Corporation	4.0%	9.0%
AMD Advanced Micro Devices…	4.4%	1.0%
AAPL Apple Inc.	1.1%	4.3%
AVGO Broadcom Inc.	0.8%	4.4%
GOOGL Alphabet Inc.	1.3%	2.7%
MSFT Microsoft Corporation	0.8%	3.1%
AMZN Amazon.com, Inc.	1.2%	2.5%
TSLA Tesla, Inc.	1.7%	1.1%
AMAT Applied Materials, Inc.	0.6%	2.0%
GOOG Alphabet Inc.	0.6%	1.8%
META Meta Platforms, Inc.	0.9%	1.2%
INTC Intel Corp.	1.3%	0.6%
WDC Western Digital…	1.4%	0.5%
TECK Teck Resources Limited	1.8%	0.0%
KLAC KLA Corporation	0.6%	1.0%
TSM Taiwan Semiconductor…	1.1%	0.3%
CAT Caterpillar Inc.	0.5%	0.8%
LLY Eli Lilly and Company	0.3%	1.0%
ALAB Astera Labs, Inc. Common…	0.3%	0.9%
JPM JPMorgan Chase & Co.	0.3%	0.9%
LRCX Lam Research Corporation	0.6%	0.6%
UNH UnitedHealth Group…	0.6%	0.5%
V Visa Inc.	0.5%	0.6%
CSCO Cisco Systems, Inc.	0.3%	0.8%
MA Mastercard Incorporated	0.3%	0.8%
QSR Restaurant Brands…	1.0%	0.0%
TER Teradyne, Inc.	0.4%	0.6%
CAR Avis Budget Group, Inc.	1.0%	0.0%
QCOM QUALCOMM Incorporated	0.4%	0.6%
SYY Sysco Corporation	0.8%	0.1%
JNJ Johnson & Johnson	0.3%	0.7%
CTSH Cognizant Technology…	0.9%	0.0%
BRK-B Berkshire Hathaway Inc.	0.3%	0.6%
XONA.DE Exxon Mobil Corporation	0.3%	0.6%
COST Costco Wholesale…	0.4%	0.4%
BA The Boeing Company	0.6%	0.2%
HOOD Robinhood Markets, Inc.	0.5%	0.2%
WMT Walmart Inc.	0.2%	0.6%
WELL Welltower Inc.	0.1%	0.7%
ADI Analog Devices, Inc.	0.4%	0.4%
NFLX Netflix, Inc.	0.3%	0.5%
COIN Coinbase Global, Inc.	0.7%	0.0%
CRWD CrowdStrike Holdings, Inc.	0.5%	0.2%
ABBV AbbVie Inc.	0.1%	0.6%
STX Seagate Technology…	0.3%	0.4%
GE GE Aerospace	0.3%	0.3%
TXN Texas Instruments…	0.4%	0.2%
PG The Procter & Gamble…	0.2%	0.4%
MRVL Marvell Technology, Inc.	0.3%	0.3%
GS The Goldman Sachs Group…	0.3%	0.3%
MRK Merck & Co., Inc.	0.1%	0.5%
DLTR Dollar Tree, Inc.	0.6%	0.0%
PLD Prologis, Inc.	0.1%	0.5%
SNDK Sandisk Corporation	0.4%	0.2%
PGR The Progressive…	0.0%	0.5%
RIOT Riot Platforms, Inc.	0.6%	0.0%
HON Honeywell International…	0.4%	0.2%
IBM International Business…	0.2%	0.3%
PLTR Palantir Technologies Inc.	0.3%	0.2%

Đặc biệt Nomura Holdings Inc

BABA Alibaba Group Holding…	5.5%
PRKS United Parks &…	0.9%
ITGR Integer Holdings…	0.6%
WULF TeraWulf Inc.	0.6%
CCCS CCC Intelligent…	0.3%
INSP Inspire Medical…	0.3%
SHAK Shake Shack Inc.	0.2%
TRLV	0.2%
UNIT Uniti Group Inc.	0.2%
IDCC InterDigital, Inc.	0.2%
RLX RLX Technology Inc.	0.2%
FSSL	0.2%
NGL NGL Energy Partners LP	0.2%
CELH Celsius Holdings, Inc.	0.1%
BKD Brookdale Senior…	0.1%

Đặc biệt Nomura Asset…

QQQM Invesco NASDAQ 100 ETF	0.3%
MDB MongoDB, Inc.	0.2%
ACWI iShares MSCI ACWI ETF	0.2%
EMB iShares J.P. Morgan…	0.1%
SHYG iShares 0-5 Year High…	0.1%
FLOT iShares Floating Rate…	0.1%
ARGX argenx SE	0.1%
VTV Vanguard Morningstar…	0.1%
VGK Vanguard FTSE Europe…	0.1%
ARCC Ares Capital…	0.1%
VGSH Vanguard Short-Term…	0.1%
SPMO Invesco S&P 500…	0.1%
FORM FormFactor, Inc.	0.1%
FOUR Shift4 Payments, Inc.	0.1%
IWM iShares Russell 2000…	0.1%

Nguồn gốc: Độ trùng lặp được tính trực tiếp từ các vị thế cổ phiếu thường đã phân tích của cả hai nhà quản lý cho Q2 2026. Chỉ bao gồm các vị thế mua dài hạn được báo cáo — các khoản phòng hộ và tài sản không thuộc 13F không hiển thị. Phương pháp luận

So sánh Quản lý quỹ

Nomura Holdings Inc ⇄ Nomura Asset Management Co Ltd

Danh mục nắm giữ chung · Q2 2026

Đặc biệt Nomura Holdings Inc

Đặc biệt Nomura Asset…