Generalist · Tokyo, Japan
Nomura Asset Management CO
Q1 2025 · compared with Q4 2024
Filed as Nomura Asset Management CO LTD
- Software
- $3.6B
- Weight of 13F
- 11.2%
- Names
- 89
- Net bought
- +$190M
Filed 12 May 2025 · SEC filing.
1,537 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
- MicrosoftMSFT3,993,913 shares · 41.1% of their software · price −$184M$1.5B+$76.4M
- OracleORCL1,355,336 shares · 5.2% of their software · price −$36.4M$189M+$7.7M
- SalesforceCRM656,269 shares · 4.8% of their software · price −$43.3M$176M+$30.6M
- Uber Technologies, Inc.UBER1,971,458 shares · 3.9% of their software · price +$24.7M$144M+$5.7M
- AdobeADBE311,617 shares · 3.3% of their software · price −$19.1M$120M+$5.4M
- Paychex, Inc.PAYX591,628 shares · 2.5% of their software · price +$8.3M$91.3M+$1.4M
- ServiceNowNOW108,517 shares · 2.4% of their software · price −$28.6M$86.4M−$24.4M
- Automatic Data Processing, Inc.ADP270,392 shares · 2.3% of their software · price +$3.5M$82.6MFlat
- CadenceCDNS320,282 shares · 2.2% of their software · price −$14.8M$81.5M−$3.6M
- Shift4 Payments, Inc.FOUR961,905 shares · 2.2% of their software · price −$21.2M$78.6MFlat
- ZscalerZS384,476 shares · 2.1% of their software · price +$6.9M$76.3M+$2.9M
- Palo Alto NetworksPANW393,805 shares · 1.8% of their software · price −$4.5M$67.2M−$7.8M
- PalantirPLTR753,790 shares · 1.7% of their software · price +$6.6M$63.6M+$3.3M
- Roper Technologies, Inc.ROP107,483 shares · 1.7% of their software · price +$7.5M$63.4MFlat
- IntuitINTU99,725 shares · 1.7% of their software · price −$1.4M$61.2M+$4.2M
- FortinetFTNT592,297 shares · 1.6% of their software · price +$1.1M$57.0M+$3.5M
- CrowdStrikeCRWD132,313 shares · 1.3% of their software · price +$1.4M$46.7M+$19.5M
- FactSetFDS91,861 shares · 1.1% of their software · price −$2.4M$41.8M+$38.6M
- Fiserv, Inc.FISV177,552 shares · 1.1% of their software · price +$2.7M$39.2M+$1.5M
- Full Truck Alliance Co. Ltd.YMM2,937,592 shares · 1.0% of their software · price +$5.7M$37.5M−$5.1M
- DatadogDDOG354,039 shares · 1.0% of their software · price −$15.5M$35.1M+$24.1M
- SnowflakeSNOW226,037 shares · 0.9% of their software · price −$1.9M$33.0M+$7.2M
- Fair IsaacFICO14,614 shares · 0.7% of their software · price −$2.1M$27.0M+$613K
- SynopsysSNPS62,248 shares · 0.7% of their software · price −$3.5M$26.7M+$1.8M
- AutodeskADSK94,664 shares · 0.7% of their software · price −$3.2M$24.8M+$1.4M
- MagniteMGNI2,055,793 shares · 0.6% of their software · price −$9.3M$23.5M+$2.9M
- Strategy IncMSTR73,990 shares · 0.6% of their software$21.3M+$5.0M
- WorkdayWDAY89,016 shares · 0.6% of their software · price −$2.2M$20.8M+$1.9M
- VeriskVRSK68,922 shares · 0.6% of their software · price +$1.5M$20.5M+$521K
- AppLovinAPP71,309 shares · 0.5% of their software · price −$4.2M$18.9M+$1.3M
- DocuSignDOCU183,762 shares · 0.4% of their software · price −$1.6M$15.0MFlat
- The Trade DeskTTD262,458 shares · 0.4% of their software · price −$16.5M$14.4M−$28.9M
- GoDaddyGDDY76,017 shares · 0.4% of their software · price −$1.3M$13.7M+$991K
- Block, Inc.XYZ232,041 shares · 0.3% of their software · price −$7.1M$12.6M−$1.7M
- CoStarCSGP146,942 shares · 0.3% of their software · price +$1.1M$11.6M+$861K
- CloudflareNET103,014 shares · 0.3% of their software · price +$516K$11.6M+$2.1M
- ProcorePCOR173,061 shares · 0.3% of their software · price −$1.5M$11.4MFlat
- AtlassianTEAM53,259 shares · 0.3% of their software · price −$1.7M$11.3M+$762K
- OktaOKTA105,058 shares · 0.3% of their software · price +$2.8M$11.1MFlat
- HubSpotHUBS18,957 shares · 0.3% of their software · price −$2.4M$10.8M+$519K
- VeriSign, Inc.VRSN42,247 shares · 0.3% of their software · price +$2.0M$10.7M−$630K
- VeevaVEEV45,065 shares · 0.3% of their software · price +$963K$10.4MFlat
- Corpay, Inc.CPAY28,853 shares · 0.3% of their software$10.1M+$1.0M
- BroadridgeBR36,611 shares · 0.2% of their software · price +$599K$8.9MFlat
- DynatraceDT181,055 shares · 0.2% of their software · price −$1.3M$8.5M+$691K
- NetApp, Inc.NTAP94,805 shares · 0.2% of their software · price −$2.7M$8.3MFlat
- Check PointCHKP35,556 shares · 0.2% of their software · price +$1.5M$8.1MFlat
- F5, Inc.FFIV29,855 shares · 0.2% of their software$7.9MFlat
- MongoDBMDB43,843 shares · 0.2% of their software · price −$2.5M$7.7MFlat
- Tyler TechnologiesTYL12,988 shares · 0.2% of their software$7.6MFlat
- PTCPTC38,627 shares · 0.2% of their software · price −$1.1M$6.0MFlat
- SS&CSSNC66,705 shares · 0.2% of their software · price +$517K$5.6MFlat
- ZoomZM72,259 shares · 0.1% of their software · price −$567K$5.3MFlat
- NutanixNTNX74,420 shares · 0.1% of their software · price +$642K$5.2MFlat
- Manhattan AssociatesMANH29,549 shares · 0.1% of their software · price −$2.9M$5.1MFlat
- TrimbleTRMB75,684 shares · 0.1% of their software$5.0MFlat
- Gen DigitalGEN173,752 shares · 0.1% of their software$4.6MFlat
- SAPSAP16,280 shares · 0.1% of their software$4.4M+$2.9M
- TwilioTWLO43,380 shares · 0.1% of their software$4.2MFlat
- ShopifySHOP42,839 shares · 0.1% of their software$4.1M−$1.5M
- Grab Holdings LimitedGRAB865,799 shares · 0.1% of their software$3.9M+$1.4M
- AkamaiAKAM47,375 shares · 0.1% of their software · price −$718K$3.8MFlat
- ToastTOST112,800 shares · 0.1% of their software$3.7MFlat
- PaycomPAYC15,248 shares · 0.1% of their software$3.3MFlat
- SamsaraIOT79,110 shares · 0.1% of their software$3.0M+$980K
- monday.comMNDY10,530 shares · 0.1% of their software$2.6MFlat
- WixWIX14,620 shares · 0.1% of their software · price −$748K$2.4MFlat
- PaylocityPCTY11,441 shares · 0.1% of their software$2.1MFlat
- Bentley SystemsBSY49,210 shares · 0.1% of their software$1.9MFlat
- Global-EGLBE29,040 shares · 0.0% of their software · price −$548K$1.0MFlat
- Diebold Nixdorf, IncorporatedDBD12,875 shares · 0.0% of their software$563KFlat
- Amdocs LimitedDOX1,052 shares · 0.0% of their software$96KFlat
- Joint Stock Company Kaspi.kzKSPI868 shares · 0.0% of their software$81KFlat
- StoneCo Ltd.STNE4,800 shares · 0.0% of their software$50KFlat
- WEX Inc.WEX300 shares · 0.0% of their software$47KFlat
- Euronet Worldwide, Inc.EEFT350 shares · 0.0% of their software$37KFlat
- Sportradar Group AGSRAD1,500 shares · 0.0% of their software$32KNew · Flat
- ACI WorldwideACIW590 shares · 0.0% of their software$32KFlat
- PagSeguro Digital Ltd.PAGS4,000 shares · 0.0% of their software$31KFlat
- NCR Atleos CorporationNATL1,090 shares · 0.0% of their software$29KNew · Flat
- Alight, Inc.ALIT4,800 shares · 0.0% of their software$28KFlat
- ZoomInfoZI2,100 shares · 0.0% of their software$21KNew
- Lyft, Inc.LYFT1,600 shares · 0.0% of their software$19KNew · Flat
- Upbound Group, Inc.UPBD790 shares · 0.0% of their software$19KFlat
- ePlus inc.PLUS300 shares · 0.0% of their software$18KNew · Flat
- BILLBILL380 shares · 0.0% of their software$17KFlat
- GitLabGTLB370 shares · 0.0% of their software$17KNew · Flat
- NetScout Systems, Inc.NTCT600 shares · 0.0% of their software$13KFlat
- UnityU570 shares · 0.0% of their software$11KFlat