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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Nomura Holdings Inc ⇄ Nomura Asset Management Co Ltd

60Shared positions
40.7%Name overlap (Jaccard)
15+Only Nomura…
15+Only Nomura Asset…

Shared holdings · Q2 2026

SecurityNomura Holdings Inc weightNomura Asset… weight
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%
DLTR Dollar Tree, Inc. 0.6% 0.0%
MRK Merck & Co., Inc. 0.1% 0.5%
PLD Prologis, Inc. 0.1% 0.5%
SNDK Sandisk Corporation 0.4% 0.2%
PGR The Progressive… 0.0% 0.5%
HON Honeywell International… 0.4% 0.2%
RIOT Riot Platforms, Inc. 0.6% 0.0%
IBM International Business… 0.2% 0.3%
PLTR Palantir Technologies Inc. 0.3% 0.2%

Distinctively 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%

Distinctively 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%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology