申报分析
Nomura Asset Management International Inc.
13F-HR · 期间 Q2 2026 · 已申报 Aug 14, 2026
$66.60B13F报告持仓市值
1,333持仓明细
2包含的其他管理人
+166新增
380已增持
543减持
−101已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| VONG Vanguard Russell 1000 Growth… | $214.03M | 0.3% |
| SPCX Space Exploration… | $185.45M | 0.3% |
| 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% |
| OII Oceaneering International… | $53.90M | 0.1% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| 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 |
数据来源: 元数据来源于 EDGAR 表单索引；分析基于已解析信息表（本季度最新接受版本）。非编辑性评述——仅为计算字段。