NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

SEC CIK
0000921739

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
1,333
+101 vs. Q1 2026
Total value
$66.6B
+$8.21B (+14.1%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

NOMURA ASSET MANAGEMENT INTERNATIONAL INC. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
NVDANVIDIA CORPORATION COMStock14,647,179$2.93B4.40%−680,072−4.4%ReducedView
AAPLAPPLE INC COMStock6,734,439$1.95B2.93%+1,495,269+28.5%AddedView
MSFTMICROSOFT CORP COMStock4,366,033$1.63B2.45%−265,244−5.7%ReducedView
GOOGLALPHABET INC CAP STK CL AStock4,398,808$1.57B2.36%−382,320−8.0%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock2,395,339$1.39B2.09%−17,723−0.7%ReducedView
AMZNAMAZON COM INC COMStock5,797,182$1.38B2.07%+1280.0%AddedView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR2,657,044$1.27B1.91%−35,799−1.3%ReducedView
AVGOBROADCOM INC COMStock2,627,357$992.48M1.49%−11,610−0.4%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock1,670,147$723.73M1.09%+1,651,228+8,727.9%AddedView
LLYELI LILLY & CO COMStock526,202$631.15M0.95%+381,389+263.4%AddedView
METAMETA PLATFORMS INC CL AStock962,658$542.26M0.81%−285,394−22.9%ReducedView
TXNTEXAS INSTRS INC COMStock1,806,053$538.33M0.81%+369,019+25.7%AddedView
HWMHOWMET AEROSPACE INC COMStock1,983,947$533.4M0.80%−233,891−10.5%ReducedView
VVISA INC COM CL AStock1,519,492$521.32M0.78%−71,716−4.5%ReducedView
MUMICRON TECHNOLOGY INC COMStock423,420$488.75M0.73%−552,563−56.6%ReducedView
WDCWESTERN DIGITAL CORPCOM748,606$478.15M0.72%−143,056−16.0%ReducedView
GILDGILEAD SCIENCES INC COMStock3,768,793$476.15M0.71%+321,682+9.3%AddedView
BKNGBOOKING HOLDINGS INC COMStock2,653,406$472.94M0.71%+2,565,623+2,922.7%AddedView
ISHARES TR464288885EAFE GRWTH ETF3,773,931$469.55M0.71%+1,465,063+63.5%Added–
MAMASTERCARD INCORPORATED CL AStock773,178$397.1M0.60%−53,153−6.4%ReducedView
ASMLASML HLDG NV N Y REGISTRY SHSADR195,386$388.71M0.58%+549+0.3%AddedView
VANGUARD S&P 500 ETF922908363ETF550,176$377.87M0.57%+33,950+6.6%Added–
NFLXNETFLIX INC. COMStock4,158,044$296.88M0.45%−315,948−7.1%ReducedView
CSCOCISCO SYS INC COMStock2,368,091$278.16M0.42%−430,532−15.4%ReducedView
AMATAPPLIED MATLS INC COMStock376,095$271.92M0.41%−162,252−30.1%ReducedView
DASHDOORDASH INC CL AStock1,403,958$259.07M0.39%+726,727+107.3%AddedView
ISRGINTUITIVE SURGICAL INCCOM NEW631,382$251.09M0.38%+37,430+6.3%AddedView
CARRCARRIER GLOBAL CORPORATION COMStock3,406,755$249.89M0.38%−95,373−2.7%ReducedView
MELIMERCADOLIBRE INCCOM145,334$246.69M0.37%+76,053+109.8%AddedView
DHRDANAHER CORP DEL COMStock1,295,020$246.68M0.37%−212,526−14.1%ReducedView
EWEDWARDS LIFESCIENCES CORP COMStock2,634,054$238.28M0.36%−134,941−4.9%ReducedView
ICEINTERCONTINENTAL EXCHANGE INC COMStock1,924,424$236.92M0.36%−258,020−11.8%ReducedView
PNCPNC FINL SVCS GROUP INC COMStock936,010$230.46M0.35%+72,298+8.4%AddedView
XOMEXXON MOBIL CORPCOM1,682,958$230.1M0.35%−101,953−5.7%ReducedView
JPMJPMORGAN CHASE & CO COMStock702,937$230.09M0.35%+11,186+1.6%AddedView
IDXXIDEXX LABS INCCOM421,519$221.9M0.33%+22,143+5.5%AddedView
BABAALIBABA GROUP HLDG LTD SPONSORED ADSADR2,302,450$220.99M0.33%−58,139−2.5%ReducedView
SPGIS&P GLOBAL INC COMStock541,169$220.4M0.33%+57,945+12.0%AddedView
VANGUARD SCOTTSDALE FDS92206C680VNG RUS1000GRW1,674,624$214.03M0.32%+1,674,624New–
VMCVULCAN MATLS COCOM722,640$213.19M0.32%−2,824−0.4%ReducedView
ISHARES CORE MSCI EAFE ETF46432F842ETF2,163,492$208.95M0.31%−689,145−24.2%Reduced–
ABBVABBVIE INC COMStock821,326$206.68M0.31%+113,956+16.1%AddedView
PLDPROLOGIS INC. COMREIT1,520,425$205.97M0.31%−27,714−1.8%ReducedView
ONBOLD NATL BANCORP IND COMStock7,695,373$199.31M0.30%−1,915,864−19.9%ReducedView
GEGE AEROSPACE COM NEWStock533,098$199.24M0.30%+488,879+1,105.6%AddedView
APHAMPHENOL CORP NEWCL A1,104,809$194.8M0.29%−15,558−1.4%ReducedView
UBERUBER TECHNOLOGIES INC COMStock2,648,121$191.09M0.29%+1,380,763+108.9%AddedView
MSMORGAN STANLEY COM NEWStock912,086$190.66M0.29%−2,432−0.3%ReducedView
WELLWELLTOWER INC COMREIT835,093$189.54M0.28%+24,362+3.0%AddedView
BKHBLACK HILLS CORPCOM2,496,967$185.77M0.28%−182,225−6.8%ReducedView
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK1,085,386$185.45M0.28%+1,085,386NewView
NOWSERVICENOW INC COMStock1,844,968$183.17M0.28%+817,010+79.5%AddedView
TMOTHERMO FISHER SCIENTIFIC INC COMStock360,056$180.52M0.27%+5,457+1.5%AddedView
VLYVALLEY NATL BANCORPCOM12,267,304$179.72M0.27%−190,427−1.5%ReducedView
LGNDLIGAND PHARMACEUTICALS INCCOM NEW568,371$179.66M0.27%−4,941−0.9%ReducedView
ETNEATON CORP PLC SHSStock418,976$178.53M0.27%−40,555−8.8%ReducedView
SPOTSPOTIFY TECHNOLOGY S A SHSStock387,681$178M0.27%−31,561−7.5%ReducedView
CMICUMMINS INC COMStock245,180$174.87M0.26%−20,638−7.8%ReducedView
FFBC1ST FINL BANCORPCOM5,041,306$170.55M0.26%−438,755−8.0%ReducedView
FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW715,501$169.81M0.25%+712,522+23,918.2%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock180,209$168.58M0.25%−9,593−5.1%ReducedView
CDNSCADENCE DESIGN SYSTEM INC COMStock442,908$166.23M0.25%−18,313−4.0%ReducedView
GOOGALPHABET INC CAP STK CL CStock466,450$164.81M0.25%+8,579+1.9%AddedView
EQIXEQUINIX INCCOM158,083$164.78M0.25%+5,079+3.3%AddedView
WFCWELLS FARGO & CO COMStock1,993,393$164.73M0.25%−166,380−7.7%ReducedView
SPXCSPX TECHNOLOGIES INCCOM667,845$163.74M0.25%−163,317−19.6%ReducedView
CXCEMEX SA EURO MTN BE 144ASPON ADR NEW13,478,257$161.74M0.24%+2,301,318+20.6%AddedView
MSCIMSCI INC COMStock288,472$161.56M0.24%+34,865+13.7%AddedView
KRGKITE REALTY GROUP TRUSTCOM NEW5,676,977$161.11M0.24%−563,433−9.0%ReducedView
SHOPSHOPIFY INC CL A SUB VTG SHSStock1,405,574$160.49M0.24%+404,450+40.4%AddedView
TVTXTRAVERE THERAPEUTICS INCCOM2,812,514$159.78M0.24%−457,999−14.0%ReducedView
WCNWASTE CONNECTIONS INCCOM958,009$159.69M0.24%−58,874−5.8%ReducedView
ALLYALLY FINL INC COMStock3,450,643$158.56M0.24%+240,001+7.5%AddedView
NETCLOUDFLARE INCCL A COM646,279$158.52M0.24%−28,469−4.2%ReducedView
CCITIGROUP INC COM NEWStock1,120,122$156.77M0.24%+28,414+2.6%AddedView
WSBCWESBANCO INCCOM4,009,892$156.51M0.23%+159,836+4.2%AddedView
VRSKVERISK ANALYTICS INCCOM854,759$153.46M0.23%+1,592+0.2%AddedView
TTWOTAKE-TWO INTERACTIVE SOFTWARCOM612,627$153.14M0.23%−1,693−0.3%ReducedView
CVXCHEVRON CORPORATION COMStock921,682$152.78M0.23%+504,252+120.8%AddedView
ACAARCOSA INCCOM1,008,554$146.53M0.22%−61,519−5.7%ReducedView
RRXREGAL REXNORD CORPORATIONCOM608,011$144.84M0.22%−11,122−1.8%ReducedView
NEENEXTERA ENERGY INC COMStock1,642,245$144.14M0.22%−626,514−27.6%ReducedView
NOMURA ETF TR555927862TRANS TECHN ETF4,255,639$143.42M0.22%+4,255,639New–
MPWRMONOLITHIC PWR SYS INCCOM103,548$143.14M0.21%−44,419−30.0%ReducedView
STMSTMICROELECTRONICS N VNY REGISTRY1,900,123$142.3M0.21%+1,900,123NewView
MYRGMYR GROUP INCCOM281,264$140.75M0.21%−89,976−24.2%ReducedView
CLSCELESTICA INC COMStock383,440$139.88M0.21%+383,440NewView
MSIMOTOROLA SOLUTIONS INC COM NEWStock334,174$138.78M0.21%+46,478+16.2%AddedView
SNXTD SYNNEX CORPORATIONCOM519,031$138.76M0.21%−29,515−5.4%ReducedView
CASYCASEYS GEN STORES INCCOM174,007$138.3M0.21%−24,019−12.1%ReducedView
INSWINTERNATIONAL SEAWAYS INCCOM1,803,512$138.13M0.21%+201,442+12.6%AddedView
AXSAXIS CAP HLDGS LTDSHS1,276,540$137.15M0.21%+36,493+2.9%AddedView
ROADCONSTRUCTION PARTNERS INCCOM CL A1,154,207$137.09M0.21%−230,766−16.7%ReducedView
FSSFEDERAL SIGNAL CORPCOM1,060,828$136.31M0.20%−114,583−9.7%ReducedView
MRKMERCK & CO INC COMStock1,055,302$135.61M0.20%−290,416−21.6%ReducedView
KALUKAISER ALUMINIUM CORPORATIONCOM PAR $0.01679,387$132.91M0.20%−34,789−4.9%ReducedView
AXSMAXSOME THERAPEUTICS INC.COM539,407$132.03M0.20%−273,402−33.6%ReducedView
STRLSTERLING INFRASTRUCTURE INCCOM154,850$129.98M0.20%+154,850NewView
KTOSKRATOS DEFENSE & SEC SOLUTIOCOM NEW2,598,589$129.57M0.19%−183,564−6.6%ReducedView
SNOWSNOWFLAKE INC COM SHSStock501,656$127.67M0.19%+27,165+5.7%AddedView

Sold out since Q1 2026 (103)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 103 by value.

NOMURA ASSET MANAGEMENT INTERNATIONAL INC. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
ASNDASCENDIS PHARMA A/SSPONSORED ADR556,427$127.27M0.22%
ISHARES INC464286392MSCI WORLD ETF638,468$114.94M0.20%
DDDUPONT DE NEMOURS INCCOM1,755,602$80.41M0.14%
PBHPRESTIGE CONSMR HEALTHCARE ICOM1,070,515$63.45M0.11%
TAYLOR MORRISON HOME CORP87724P106COM1,050,960$61.21M0.10%
HLIHOULIHAN LOKEY INCCL A379,183$54.46M0.09%
AMICUS THERAPEUTICS INC03152W109COM3,559,972$51.48M0.09%
PCTYPAYLOCITY HLDG CORPCOM445,658$48.15M0.08%
KNSLKINSALE CAP GROUP INC COMStock137,985$47.14M0.08%
TTTRANE TECHNOLOGIES PLCSHS103,824$43.27M0.07%
CPRTCOPART INCCOM1,274,152$42.3M0.07%
PLNTPLANET FITNESS MASTER ISSUERCL A500,649$37.24M0.06%
LINLINDE PLC SHSStock58,700$29.1M0.05%
AIGAMERICAN INTL GROUP INC COM NEWStock336,537$25.33M0.04%
MBUUMALIBU BOATS INCCOM CL A914,837$23.71M0.04%
COTERRA ENERGY INC COM127097103Stock633,250$22.25M0.04%
CLEARWATER ANALYTICS HLDGS I185123106CL A827,246$19.56M0.03%
CATALYST PHARMACEUTICALS INC14888U101COM748,104$18.52M0.03%
ATIATI INC COMStock117,121$17.04M0.03%
HONHoneywell TechnologiesCOM70,482$15.93M0.03%
WGOWINNEBAGO INDS INCCOM505,429$15.66M0.03%
SHAKSHAKE SHACK INCCL A171,576$15.18M0.03%
WGSGENEDX HOLDINGS CORPCOM CL A221,245$14.21M0.02%
JJSFJ & J SNACK FOODS CORPCOM172,018$13.64M0.02%
AMSCAMERICAN SUPERCONDUCTOR CORP SHS NEWStock379,483$12.85M0.02%
DORMDORMAN PRODS INCCOM110,536$11.54M0.02%
AVAVAEROVIRONMENT INCCOM59,574$10.91M0.02%
IDCCINTERDIGITAL INCCOM35,342$10.67M0.02%
SYYSYSCO CORP COMStock125,741$8.97M0.02%
GXOGXO LOGISTICS INCORPORATED COMMON STOCKStock146,679$7.61M0.01%
SKYWSKYWEST INCCOM73,467$6.75M0.01%
DPZDOMINOS PIZZA INCCOM18,403$6.6M0.01%
PHRPHREESIA INCCOM781,377$6.55M0.01%
EYENATIONAL VISION HLDGS INCCOM229,930$5.96M0.01%
HLHECLA MNG COCOM298,348$5.56M0.01%
ELANELANCO ANIMAL HEALTH INCCOM223,021$5.34M0.01%
TRMBTRIMBLE INCCOM67,747$4.42M0.01%
MCOMOODYS CORP COMStock9,770$4.26M0.01%
ALHCALIGNMENT HEALTHCARE INCCOM238,139$4.2M0.01%
AFGAMERICAN FINL GROUP INC OHIOCOM31,935$4.08M0.01%
LAZLAZARD INCCOM90,645$3.85M0.01%
ECHOECHOSTAR CORPCL A31,656$3.71M0.01%
INSPINSPIRE MED SYS INCCOM67,280$3.47M0.01%
RKTROCKET COS INC COM CL AStock239,925$3.42M0.01%
ASTSAST SPACEMOBILE INCCOM CL A37,743$3.13M0.01%
FIVEFIVE BELOW INCCOM12,841$2.93M0.01%
SSNCSS&C TECH HLDGSCOM40,466$2.73M0.00%
NVSTENVISTA HOLDINGS CORPORATIONCOM104,093$2.64M0.00%
CCLCARNIVAL CORPUNIT 99/99/9999101,509$2.63M0.00%
FCNFTI CONSULTING INCCOM14,156$2.5M0.00%
DAY ONE BIOPHARMACEUTICALS INC COM23954D109Stock110,000$2.36M0.00%
TELTE CONNECTIVITY PLC ORD SHSStock9,831$2.06M0.00%
CRCRANE COMPANYCOMMON STOCK11,583$1.98M0.00%
JAZZ INVESTMENTS I LTD472145AF8NOTE 2.000% 6/1–$1.8M0.00%
ADMAADMA BIOLOGICS INCCOM198,933$1.79M0.00%
CHEESECAKE FACTORY INC163072AA9NOTE 0.375% 6/1–$1.73M0.00%
DUKE ENERGY CORP NEW26441CBY0NOTE 4.125% 4/1–$1.68M0.00%
DGDOLLAR GEN CORP NEWCOM13,776$1.64M0.00%
WLKWESTLAKE CORPORATIONCOM13,868$1.62M0.00%
SUN CTRY AIRLS HLDGS INC866683105COM86,300$1.43M0.00%
SBSWSIBANYE STILLWATER LTDSPONSORED ADR114,755$1.41M0.00%
AONAON PLCCL A4,348$1.4M0.00%
ARMARM HOLDINGS PLC SPONSORED ADSADR9,161$1.39M0.00%
PENN NATL GAMING INC707569AU3NOTE 2.750% 5/1–$1.36M0.00%
SIGASIGA TECHNOLOGIES INCCOM244,853$1.31M0.00%
DECKDECKERS OUTDOOR CORPCOM12,053$1.21M0.00%
FIRSTENERGY CORP337932AR8NOTE 4.000% 5/0–$1.13M0.00%
CHWYCHEWY INCCL A38,730$1.05M0.00%
SFMSPROUTS FMRS MKT INCCOM13,484$1.04M0.00%
ZMZOOM COMMUNICATIONS INC CL AStock12,485$1M0.00%
AZTAAZENTA INCCOM47,455$1M0.00%
FTAIFTAI AVIATION LTDSHS4,037$989K0.00%
BGBUNGE GLOBAL SACOM SHS6,990$890K0.00%
WWAYFAIR INCCL A10,061$757K0.00%
COLDAMERICOLD REALTY TRUST INCCOM65,419$750K0.00%
MNSTMONSTER BEVERAGE CORP NEWCOM10,327$748K0.00%
CVLGCOVENANT LOGISTICS GROUP INCCL A27,000$733K0.00%
IRDMIRIDIUM COMMUNICATIONS INCCOM24,357$676K0.00%
GRABGRAB HOLDINGS LIMITEDCLASS A ORD183,338$671K0.00%
FSKFS KKR CAP CORPCOM57,747$588K0.00%
SWSMURFIT WESTROCK PLC SHSStock14,385$573K0.00%
APDAIR PRODUCTS AND CHEMICALS INC COMStock1,900$552K0.00%
ULTAULTA BEAUTY INC COMStock1,048$548K0.00%
WDAYWORKDAY INCCL A3,787$492K0.00%
DEDEERE & CO COMStock860$484K0.00%
HMYHARMONY GOLD MNG LTD SPONSORED ADRADR28,818$443K0.00%
ISHARES CORE MSCI EUROPE ETF46434V738ETF5,843$411K0.00%
VANGUARD SHORT-TERM BOND ETF921937827ETF5,110$401K0.00%
ALKALASKA AIR GROUP INCCOM9,970$367K0.00%
TGTTARGET CORP COMStock2,998$363K0.00%
ATOATMOS ENERGY CORPCOM1,900$351K0.00%
CRHCRH PLCORD2,900$305K0.00%
NYTNEW YORK TIMES CO MTN BECL A2,776$232K0.00%
BBARRICK MNG CORP COM SHSStock5,535$226K0.00%
CSG SYS INTL INC126349109COM2,790$223K0.00%
JBSJBS N.V. CL A SHSADR12,284$221K0.00%
OKLOOKLO INCCOM CL A4,268$212K0.00%
STNSTANTEC INCCOM2,429$210K0.00%
MEOHMETHANEX CORPCOM3,530$210K0.00%
AWIARMSTRONG WORLD INDS INC NEWCOM1,261$208K0.00%

13F filings by quarter

NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 20261,333$66.6Bvs. Q1 2026SEC
Q1 2026May 15, 20261,232$58.39Bvs. Q4 2025SEC
Q4 2025Feb 17, 20261,235$66.31B–SEC