Filing analysis
Nomura Asset Management International Inc.
13F-HR · period Q2 2026 · filed Aug 14, 2026
$66.60BReported 13F value
1,333Positions
2Other managers included
+170New
380Increased
543Reduced
−101Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| VONG Vanguard Russell 1000 Growth… | $214.03M | 0.3% |
| SPCX Space Exploration… | $185.45M | 0.3% |
| FRWD | $143.41M | 0.2% |
| STM STMicroelectronics N.V. | $142.30M | 0.2% |
| CLS Celestica Inc. | $139.88M | 0.2% |
| STRL Sterling Infrastructure, Inc. | $129.97M | 0.2% |
| LXP LXP Industrial Trust | $114.88M | 0.2% |
| DFIV Dimensional - International… | $107.94M | 0.2% |
| IPAC iShares Core MSCI Pacific ETF | $89.71M | 0.1% |
| ECG Everus Construction Group… | $74.80M | 0.1% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| AMD Advanced Micro Devices, Inc. | ▼ Trim | -0.7% | $1.39B |
| LRCX Lam Research Corporation | ▲ Add | +8727.9% | $723.73M |
| STX Seagate Technology Holdings… | ▼ Trim | -99.7% | $5.30M |
| AAPL Apple Inc. | ▲ Add | +28.5% | $1.95B |
| LLY Eli Lilly and Company | ▲ Add | +263.4% | $631.15M |
| TSM Taiwan Semiconductor… | ▼ Trim | -1.3% | $1.27B |
| TXN Texas Instruments Incorporated | ▲ Add | +25.7% | $538.33M |
| NVDA NVIDIA Corporation | ▼ Trim | -4.4% | $2.93B |
| INTU Intuit Inc. | ▼ Trim | -65.2% | $68.43M |
| WDC Western Digital Corporation | ▼ Trim | -16.0% | $478.15M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.