ポートフォリオ差分
Nomura Asset Management International Inc.
Q1 2026 ⇄ Q2 2026
+150追加済み
−97除外
200サイズ変更済み
171変化なし
追加済み (Q2 2026)
除外 (保有されていた先： Q1 2026)
サイズ変更されたポジション
| 有価証券 | Q1 2026 株式数 | Q2 2026 株式数 | 変化 |
|---|---|---|---|
| FERG FERGUSON ENTERPRISES INC | 2.98K | 715.50K | +23918.2% |
| IWM ISHARES TR | 1.92K | 339.73K | +17603.5% |
| BLK BLACKROCK INC | 400 | 40.12K | +9930.8% |
| LRCX LAM RESEARCH CORP | 18.92K | 1.67M | +8727.9% |
| GGB GERDAU SA | 11.06K | 567.56K | +5030.7% |
| MDT MEDTRONIC PLC | 2.62K | 128.58K | +4800.2% |
| CBRE CBRE GROUP INC | 3.75K | 165.97K | +4327.0% |
| WMB WILLIAMS COS INC | 24.43K | 1.04M | +4154.7% |
| MDB MONGODB INC | 1.27K | 48.06K | +3687.3% |
| MCD MCDONALDS CORP | 4.03K | 141.04K | +3403.4% |
| BKNG BOOKING HOLDINGS INC | 87.78K | 2.65M | +2922.7% |
| SO SOUTHERN CO | 132.42K | 3.68M | +2676.2% |
| IWF ISHARES TR | 2.67K | 66.64K | +2400.6% |
| RVTY REVVITY INC | 2.43K | 54.28K | +2134.7% |
| CYTK CYTOKINETICS INC | 48.48K | 961.82K | +1883.8% |
| DNLI DENALI THERAPEUTICS INC | 114.52K | 2.21M | +1828.2% |
| NNN NNN REIT INC | 17.88K | 311.47K | +1642.4% |
| EGO ELDORADO GOLD CORP NEW | 10.47K | 168.25K | +1507.1% |
| TPG TPG INC | 45.32K | 672.65K | +1384.2% |
| ANET ARISTA NETWORKS INC | 9.07K | 133.97K | +1376.6% |
| BRZE BRAZE INC | 95.66K | 1.15M | +1106.3% |
| GE GE AEROSPACE | 44.22K | 533.10K | +1105.6% |
| CMC COMMERCIAL METALS CO | 14.30K | 155.63K | +988.3% |
| ACMR ACM RESH INC | 16.80K | 169.32K | +907.9% |
| GGAL GRUPO FINANCIERO… | 49.72K | 472.92K | +851.1% |
| SYK STRYKER CORPORATION | 15.02K | 140.28K | +834.1% |
| SMR NUSCALE PWR CORP | 170.49K | 1.49M | +775.5% |
| KLAC KLA CORP | 51.10K | 422.44K | +726.7% |
| ADEA ADEIA INC | 101.90K | 765.07K | +650.8% |
| QCOM QUALCOMM INC | 35.41K | 244.18K | +589.5% |
| CMG CHIPOTLE MEXICAN GRILL… | 71.16K | 468.79K | +558.8% |
| CEG CONSTELLATION ENERGY… | 4.27K | 27.11K | +534.8% |
| GOVT ISHARES TR | 580.86K | 3.58M | +516.0% |
| SCCO SOUTHERN COPPER CORP | 26.85K | 153.05K | +470.0% |
| HUM HUMANA INC | 26.27K | 131.36K | +400.0% |
| CCEP COCA-COLA EUROPACIFIC… | 55.65K | 259.10K | +365.6% |
| IBN ICICI BANK LIMITED | 191.34K | 866.86K | +353.0% |
| MLI MUELLER INDS INC | 9.50K | 41.83K | +340.3% |
| GTX GARRETT MOTION INC | 360.88K | 1.47M | +308.2% |
| SANM SANMINA CORP | 10.10K | 39.23K | +288.5% |
| JBL JABIL INC | 7.40K | 27.71K | +274.5% |
| FRT FEDERAL RLTY INVT TR NEW | 3.06K | 11.24K | +267.8% |
| ESI ELEMENT SOLUTIONS INC | 167.03K | 610.89K | +265.7% |
| ACHC ACADIA HEALTHCARE… | 81.78K | 298.70K | +265.2% |
| LLY ELI LILLY & CO | 144.81K | 526.20K | +263.4% |
| GEN GEN DIGITAL INC | 90.90K | 329.03K | +262.0% |
| NET CLOUDFLARE INC | 674.75K | 2.40M | +255.1% |
| CAT CATERPILLAR INC | 24.65K | 82.48K | +234.6% |
| AME AMETEK INC | 117.20K | 375.94K | +220.8% |
| ILMN ILLUMINA INC | 89.46K | 282.40K | +215.7% |
| TREX TREX INC | 133.85K | 398.43K | +197.7% |
| TCOM TRIP COM GROUP LTD | 788.40K | 2.23M | +182.3% |
| BELFB BEL FUSE INC | 50.96K | 142.84K | +180.3% |
| GEV GE VERNOVA INC | 24.63K | 68.92K | +179.8% |
| PBR PETROLEO BRASILEIRO S A | 1.68M | 4.60M | +174.5% |
| GIII G III APPAREL GROUP LTD | 45.20K | 116.85K | +158.5% |
| EXPE EXPEDIA GROUP INC | 23.66K | 60.23K | +154.6% |
| OKTA OKTA INC | 26.50K | 66.20K | +149.8% |
| CHKP CHECK POINT SOFTWARE… | 12.20K | 30.45K | +149.6% |
| PL PLANET LABS PBC | 138.89K | 345.98K | +149.1% |
| HDB HDFC BANK LTD | 131.56K | 322.56K | +145.2% |
| DVN DEVON ENERGY CORP NEW | 299.14K | 723.24K | +141.8% |
| PAY PAYMENTUS HOLDINGS INC | 342.43K | 816.29K | +138.4% |
| CTRE CARETRUST REIT INC | 386.49K | 921.25K | +138.4% |
| WT WISDOMTREE INC | 2.24M | 5.34M | +138.0% |
| VIAV VIAVI SOLUTIONS INC | 118.49K | 279.54K | +135.9% |
| NOG NORTHERN OIL & GAS INC | 818.61K | 1.93M | +135.8% |
| WLDN WILLDAN GROUP INC | 71.28K | 163.12K | +128.8% |
| ALGT ALLEGIANT TRAVEL CO | 76.75K | 172.75K | +125.1% |
| IEX IDEX CORP | 45.36K | 100.79K | +122.2% |
| CVX CHEVRON CORPORATION | 417.43K | 921.68K | +120.8% |
| GLDM WORLD GOLD TR | 15.23K | 33.21K | +118.0% |
| TWLO TWILIO INC | 244.25K | 529.30K | +116.7% |
| MCHP MICROCHIP TECHNOLOGY… | 324.73K | 695.64K | +114.2% |
| MELI MERCADOLIBRE INC | 69.28K | 145.33K | +109.8% |
| UBER UBER TECHNOLOGIES INC | 1.27M | 2.65M | +108.9% |
| DASH DOORDASH INC | 677.23K | 1.40M | +107.3% |
| PWP PERELLA WEINBERG… | 1.25M | 2.55M | +104.1% |
| QBTS D-WAVE QUANTUM INC | 690.14K | 1.41M | +103.7% |
| WFRD WEATHERFORD INTL PLC | 145.62K | 291.00K | +99.8% |
| STX SEAGATE TECHNOLOGY… | 1.80M | 5.50K | -99.7% |
| NE NOBLE CORP PLC | 1.30M | 6.10K | -99.5% |
| FE FIRSTENERGY CORP | 1.03M | 5.43K | -99.5% |
| CNOB CONNECTONE BANCORP INC | 830.07K | 1.65M | +98.8% |
| WK WORKIVA INC | 656.60K | 13.41K | -98.0% |
| JAZZ JAZZ PHARMACEUTICALS PLC | 1.51M | 31.30K | -97.9% |
| LZB LA Z BOY INC | 911.59K | 19.71K | -97.8% |
| SLAB SILICON LABORATORIES INC | 661.44K | 16.20K | -97.6% |
| EFOR EVERFORTH INC | 1.10M | 28.23K | -97.4% |
| MRVL MARVELL TECHNOLOGY INC | 80.14K | 2.60K | -96.8% |
| TGLS TECNOGLASS INC | 958.80K | 33.19K | -96.5% |
| IONQ IONQ INC | 648.92K | 22.64K | -96.5% |
| H HYATT HOTELS CORP | 33.44K | 1.29K | -96.1% |
| TAL TAL ED GROUP | 600.00K | 23.51K | -96.1% |
| OVV OVINTIV INC | 205.07K | 401.89K | +96.0% |
| MMM 3M CO | 110.13K | 5.56K | -94.9% |
| COF CAPITAL ONE FINL CORP | 167.21K | 325.80K | +94.9% |
| HCA HCA HEALTHCARE INC | 69.90K | 4.00K | -94.3% |
| TME TENCENT MUSIC ENTMT… | 1.72M | 3.33M | +94.0% |
| YELP YELP INC | 869.25K | 55.35K | -93.6% |
| TSCO TRACTOR SUPPLY CO | 1.90M | 128.25K | -93.3% |
| BALL BALL CORP | 65.77K | 4.45K | -93.2% |
| ZS ZSCALER INC | 306.53K | 21.24K | -93.1% |
| TECH BIO-TECHNE CORP | 1.73M | 133.23K | -92.3% |
| ILPT INDUSTRIAL LOGISTICS… | 63.79K | 122.20K | +91.6% |
| PEGA PEGASYSTEMS INC | 114.46K | 218.98K | +91.3% |
| LITE LUMENTUM HLDGS INC | 14.42K | 1.27K | -91.2% |
| ALC ALCON AG | 112.44K | 210.22K | +87.0% |
| ONTO ONTO INNOVATION INC | 26.82K | 49.95K | +86.3% |
| MIRM MIRUM PHARMACEUTICALS… | 405.32K | 752.04K | +85.5% |
| JCI JOHNSON CONTROLS… | 170.06K | 313.18K | +84.2% |
| MDU MDU RES GROUP INC | 2.60M | 416.55K | -84.0% |
| HP HELMERICH & PAYNE INC | 391.39K | 62.80K | -84.0% |
| MTZ MASTEC INC | 337.82K | 58.52K | -82.7% |
| INSM INSMED INC | 1.14M | 219.12K | -80.8% |
| CTAS CINTAS CORP | 49.76K | 9.66K | -80.6% |
| NOW SERVICENOW INC | 1.03M | 1.84M | +79.5% |
| LVS LAS VEGAS SANDS CORP | 23.70K | 4.89K | -79.4% |
| SNPS SYNOPSYS INC | 143.67K | 29.73K | -79.3% |
| BX BLACKSTONE INC | 444.19K | 795.59K | +79.1% |
選択した2四半期間の株数の生データ比較（報告値のまま。期間が離れた四半期間の株式分割は、ここでは調整していません。マネジャーページの四半期変化タブは分割調整済みです。）。ティッカーがマッピングされた普通株ポジションのみが対象です。
出典: 両方のスナップショットは、マネージャーの解析済み13F情報テーブル（最新承認バージョン）から取得しています。
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