Generalist · Tokyo, Japan
Nomura Asset Management CO
Q4 2024 · compared with Q3 2024
Filed as Nomura Asset Management CO LTD
- Software
- $3.8B
- Weight of 13F
- 11.5%
- Names
- 83
- Net bought
- +$118M
Filed 12 February 2025 · SEC filing.
1,486 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202680 names$3.5B+$16.9M
- Q1 202682 names$3.2B−$52.4M
- Q4 202589 names$4.2B+$501M
- Q3 202592 names$4.7B+$83.8M
- Q2 202590 names$4.6B+$10.7M
- Q1 202589 names$3.6B+$190M
- Q4 202483 names$3.8B+$118M
- Q3 202483 names$3.6B+$139M
- Q2 202484 names$3.5B+$68.2M
- Q1 202484 names$3.3B−$6.6M
- Q4 202382 names$3.1B+$18.1M
- Q3 202382 names$2.6B−$21.4M
- Q2 202378 names$2.7B+$11.0M
- Q1 202377 names$2.3B+$943K
- Q4 202274 names$2.0B+$68.6M
- Q3 202274 names$1.8B+$214M
- Q2 202274 names$1.8B+$418M
- Q1 202275 names$2.1B−$241M
- Q4 202165 names$2.6B+$46.1M
- Q3 202163 names$2.4B+$261M
- Q2 202164 names$2.1B+$250M
- Q1 202159 names$1.6B+$83.6M
- Q4 202056 names$1.6B−$212M
- Q3 202054 names$1.7B−$29.2M
- Q2 202052 names$1.5B−$19.8M
- Q1 202048 names$1.2B+$101M
- Q4 201948 names$1.1B−$14.3M
- Q3 201945 names$1.0B−$234M
- Q2 201945 names$1.3B−$7.5M
- Q1 201937 names$1.2B+$63.4M
- Q4 201837 names$936M+$21.6M
- Q3 201835 names$1.1B+$97.2M
- Q2 201833 names$820M+$65.8M
- Q1 201832 names$677M+$39.9M
- Q4 201732 names$561M+$63.3M
- Q3 201733 names$439M−$65.4M
- Q2 201732 names$477M−$12.1M
- Q1 201741 names$455M+$195M
- Q4 201638 names$224M−$19.7M
- Q3 201627 names$234M−$4.2M
- Q2 201630 names$227M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT3,812,711 shares · 42.1% of their software · price −$33.6M$1.6BFlat
- OracleORCL1,309,207 shares · 5.7% of their software · price −$4.9M$218M+$15.7M
- SalesforceCRM564,783 shares · 4.9% of their software · price +$34.2M$189M+$15.2M
- ServiceNowNOW131,494 shares · 3.7% of their software · price +$21.8M$139M+$11.1M
- AdobeADBE299,512 shares · 3.5% of their software · price −$21.9M$133M+$9.6M
- Uber Technologies, Inc.UBER1,877,723 shares · 3.0% of their software · price −$27.9M$113M+$14.2M
- Shift4 Payments, Inc.FOUR966,744 shares · 2.6% of their software · price +$14.7M$100M−$11.1M
- CadenceCDNS332,324 shares · 2.6% of their software · price +$9.8M$99.9MFlat
- Paychex, Inc.PAYX581,529 shares · 2.1% of their software · price +$3.5M$81.5M+$3.1M
- Automatic Data Processing, Inc.ADP272,251 shares · 2.1% of their software · price +$4.4M$79.7M−$2.4M
- Palo Alto NetworksPANW436,439 shares · 2.1% of their software · price −$69.8M$79.4M+$78.7M
- ZscalerZS368,233 shares · 1.7% of their software · price +$3.5M$66.4M−$2.1M
- The Trade DeskTTD508,079 shares · 1.6% of their software · price +$4.0M$59.7M−$53.2M
- IntuitINTU93,097 shares · 1.5% of their software · price +$698K$58.5M−$2.5M
- Roper Technologies, Inc.ROP107,146 shares · 1.5% of their software · price −$3.9M$55.7M+$3.1M
- PalantirPLTR709,512 shares · 1.4% of their software · price +$27.3M$53.7M+$3.1M
- FortinetFTNT555,572 shares · 1.4% of their software · price +$9.4M$52.5M+$21.1M
- Full Truck Alliance Co. Ltd.YMM3,406,204 shares · 1.0% of their software · price +$6.2M$36.9M−$15.8M
- Fiserv, Inc.FISV170,170 shares · 0.9% of their software · price +$4.4M$35.0M−$518K
- MagniteMGNI1,873,835 shares · 0.8% of their software · price +$3.9M$29.8M+$2.0M
- Fair IsaacFICO14,306 shares · 0.7% of their software · price +$678K$28.5M−$1.9M
- SynopsysSNPS58,615 shares · 0.7% of their software · price −$1.2M$28.4M+$1.3M
- SnowflakeSNOW179,133 shares · 0.7% of their software · price +$7.1M$27.7M+$10.8M
- AutodeskADSK90,067 shares · 0.7% of their software · price +$1.8M$26.6MFlat
- DatadogDDOG185,280 shares · 0.7% of their software · price +$5.2M$26.5M+$7.1M
- CrowdStrikeCRWD75,381 shares · 0.7% of their software · price +$4.7M$25.8MFlat
- AppLovinAPP67,369 shares · 0.6% of their software · price +$13.0M$21.8M−$2.6M
- Block, Inc.XYZ251,675 shares · 0.6% of their software · price +$4.5M$21.4MFlat
- WorkdayWDAY81,489 shares · 0.6% of their software · price +$1.1M$21.0M+$815K
- VeriskVRSK67,030 shares · 0.5% of their software · price +$501K$18.5M+$541K
- Strategy IncMSTR56,586 shares · 0.4% of their software · price +$6.8M$16.4M+$2.3M
- DocuSignDOCU179,453 shares · 0.4% of their software · price +$5.0M$16.1M+$1.9M
- GoDaddyGDDY70,994 shares · 0.4% of their software · price +$2.9M$14.0M−$1.8M
- ProcorePCOR171,300 shares · 0.3% of their software · price +$2.3M$12.8M−$2.3M
- HubSpotHUBS18,212 shares · 0.3% of their software · price +$3.0M$12.7M−$642K
- AtlassianTEAM50,127 shares · 0.3% of their software · price +$4.2M$12.2MFlat
- NetApp, Inc.NTAP90,619 shares · 0.3% of their software · price −$673K$10.5MFlat
- MongoDBMDB43,574 shares · 0.3% of their software · price −$1.6M$10.1M+$4.7M
- CoStarCSGP134,918 shares · 0.3% of their software · price −$519K$9.7MFlat
- VeriSign, Inc.VRSN45,290 shares · 0.2% of their software · price +$770K$9.4MFlat
- DynatraceDT168,346 shares · 0.2% of their software$9.1M+$721K
- VeevaVEEV43,105 shares · 0.2% of their software$9.1MFlat
- CloudflareNET83,680 shares · 0.2% of their software · price +$2.2M$9.0MFlat
- Corpay, Inc.CPAY25,810 shares · 0.2% of their software · price +$662K$8.7MFlat
- OktaOKTA108,544 shares · 0.2% of their software$8.6M−$2.0M
- Manhattan AssociatesMANH29,536 shares · 0.2% of their software$8.0MFlat
- BroadridgeBR34,555 shares · 0.2% of their software$7.8MFlat
- F5, Inc.FFIV28,197 shares · 0.2% of their software · price +$882K$7.1MFlat
- Tyler TechnologiesTYL12,231 shares · 0.2% of their software$7.1MFlat
- PTCPTC36,270 shares · 0.2% of their software$6.7MFlat
- Check PointCHKP34,346 shares · 0.2% of their software$6.4MFlat
- ShopifySHOP57,051 shares · 0.2% of their software · price +$1.5M$6.1MFlat
- ZoomZM72,017 shares · 0.2% of their software · price +$855K$5.9MFlat
- FactSetFDS11,491 shares · 0.1% of their software$5.5MFlat
- TrimbleTRMB70,174 shares · 0.1% of their software · price +$601K$5.0MFlat
- SS&CSSNC62,885 shares · 0.1% of their software$4.8MFlat
- TwilioTWLO43,830 shares · 0.1% of their software · price +$1.9M$4.7MFlat
- Gen DigitalGEN172,600 shares · 0.1% of their software$4.7MFlat
- AkamaiAKAM46,592 shares · 0.1% of their software$4.5MFlat
- NutanixNTNX68,980 shares · 0.1% of their software$4.2MNew · +$4.1M
- ToastTOST103,670 shares · 0.1% of their software · price +$844K$3.8MFlat
- WixWIX14,490 shares · 0.1% of their software · price +$687K$3.1MFlat
- PaycomPAYC15,127 shares · 0.1% of their software · price +$581K$3.1MFlat
- Grab Holdings LimitedGRAB575,200 shares · 0.1% of their software · price +$529K$2.7MFlat
- SamsaraIOT56,670 shares · 0.1% of their software$2.5MFlat
- monday.comMNDY10,400 shares · 0.1% of their software$2.4MFlat
- PaylocityPCTY10,988 shares · 0.1% of their software$2.2MFlat
- Bentley SystemsBSY41,210 shares · 0.1% of their software$1.9MFlat
- Global-EGLBE28,610 shares · 0.0% of their software$1.6MFlat
- SAPSAP4,430 shares · 0.0% of their software$1.1M−$3.8M
- Diebold Nixdorf, IncorporatedDBD20,375 shares · 0.0% of their software$877KFlat
- StoneCo Ltd.STNE29,900 shares · 0.0% of their software$238KFlat
- Joint Stock Company Kaspi.kzKSPI1,050 shares · 0.0% of their software$99KFlat
- Amdocs LimitedDOX1,052 shares · 0.0% of their software$90KFlat
- Alight, Inc.ALIT4,800 shares · 0.0% of their software$33KFlat
- BILLBILL380 shares · 0.0% of their software$32KFlat
- ACI WorldwideACIW590 shares · 0.0% of their software$31KFlat
- WEX Inc.WEX170 shares · 0.0% of their software$30KFlat
- Upbound Group, Inc.UPBD790 shares · 0.0% of their software$23KFlat
- Euronet Worldwide, Inc.EEFT200 shares · 0.0% of their software$21KFlat
- NetScout Systems, Inc.NTCT600 shares · 0.0% of their software$13KFlat
- UnityU570 shares · 0.0% of their software$13KFlat
- PagSeguro Digital Ltd.PAGS1,800 shares · 0.0% of their software$11KFlat