Generalist · Tokyo, M0
Nomura Asset Management CO LTD
- Software
- $3.1B
- Weight of 13F
- 7.0%
- Names
- 55
- Vs prior quarter
- +$257M
Filed 13 August 2026.
2,174 positions in the whole 13F.
Software held
- MicrosoftMSFT3,857,888 shares · 47.0% of their software$1.4B−$41.2M
- DatadogDDOG505,994 shares · 4.3% of their software$132M+$68.1M
- OracleORCL875,497 shares · 4.2% of their software$128M+$2.5M
- AppLovinAPP227,114 shares · 3.8% of their software$117M+$20.5M
- Palo Alto NetworksPANW325,760 shares · 3.6% of their software$111M+$31.1M
- PalantirPLTR944,485 shares · 3.6% of their software$110MFlat
- CrowdStrikeCRWD121,521 shares · 3.0% of their software$92.7M+$24.1M
- MongoDBMDB265,909 shares · 2.9% of their software$89.3M+$47.3M
- SnowflakeSNOW344,846 shares · 2.9% of their software$87.8M+$32.8M
- SalesforceCRM552,060 shares · 2.8% of their software$86.5M−$22.2M
- ServiceNowNOW858,043 shares · 2.8% of their software$85.2M+$19.5M
- CloudflareNET311,231 shares · 2.5% of their software$76.3M+$20.9M