Generalist · Tokyo, Japan
Nomura Asset Management CO
Q2 2025 · compared with Q1 2025
Filed as Nomura Asset Management CO LTD
- Software
- $4.6B
- Weight of 13F
- 12.6%
- Names
- 90
- Net bought
- +$10.7M
Filed 11 August 2025 · SEC filing.
1,520 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
- MicrosoftMSFT3,896,607 shares · 42.2% of their software · price +$475M$1.9B−$36.5M
- OracleORCL1,349,364 shares · 6.4% of their software · price +$106M$295MFlat
- SalesforceCRM729,602 shares · 4.3% of their software · price +$3.2M$199M+$19.7M
- Uber Technologies, Inc.UBER1,783,120 shares · 3.6% of their software · price +$36.4M$166M−$13.7M
- CadenceCDNS376,463 shares · 2.5% of their software · price +$20.3M$116M+$14.3M
- ServiceNowNOW111,885 shares · 2.5% of their software · price +$26.0M$115M+$2.7M
- PalantirPLTR803,620 shares · 2.4% of their software · price +$41.7M$110M+$4.2M
- CrowdStrikeCRWD203,996 shares · 2.3% of their software · price +$32.0M$104M+$25.3M
- AdobeADBE254,969 shares · 2.1% of their software · price +$854K$98.6M−$21.7M
- Palo Alto NetworksPANW451,892 shares · 2.0% of their software · price +$15.4M$92.5M+$9.9M
- Shift4 Payments, Inc.FOUR931,804 shares · 2.0% of their software · price +$16.2M$92.4M−$2.5M
- Automatic Data Processing, Inc.ADP274,139 shares · 1.8% of their software · price +$787K$84.5M+$1.1M
- IntuitINTU105,863 shares · 1.8% of their software · price +$18.4M$83.4M+$3.8M
- The Trade DeskTTD1,121,436 shares · 1.8% of their software · price +$19.4M$80.7M+$47.0M
- ZscalerZS231,601 shares · 1.6% of their software · price +$26.8M$72.7M−$30.3M
- Paychex, Inc.PAYX417,653 shares · 1.3% of their software · price −$3.7M$60.8M−$26.8M
- Roper Technologies, Inc.ROP104,925 shares · 1.3% of their software · price −$2.4M$59.5M−$1.5M
- DatadogDDOG418,493 shares · 1.2% of their software · price +$14.7M$56.2M+$6.4M
- FortinetFTNT483,877 shares · 1.1% of their software · price +$4.6M$51.2M−$10.4M
- Fair IsaacFICO24,050 shares · 1.0% of their software$44.0M+$17.4M
- FactSetFDS98,142 shares · 1.0% of their software · price −$722K$43.9M+$2.9M
- SnowflakeSNOW188,466 shares · 0.9% of their software · price +$14.6M$42.2M−$5.5M
- MagniteMGNI1,740,741 shares · 0.9% of their software · price +$22.1M$42.0M−$3.6M
- SynopsysSNPS66,604 shares · 0.7% of their software · price +$5.6M$34.1M+$1.9M
- Strategy IncMSTR84,250 shares · 0.7% of their software · price +$9.8M$34.1M+$3.0M
- Fiserv, Inc.FISV182,779 shares · 0.7% of their software · price −$8.9M$31.5M+$1.2M
- AutodeskADSK98,422 shares · 0.7% of their software · price +$4.7M$30.5M+$984K
- AppLovinAPP83,524 shares · 0.6% of their software · price +$7.1M$29.2M+$3.2M
- WorkdayWDAY93,185 shares · 0.5% of their software · price +$603K$22.4M+$974K
- CloudflareNET113,961 shares · 0.5% of their software · price +$9.5M$22.3M+$1.2M
- OktaOKTA222,187 shares · 0.5% of their software · price −$1.2M$22.2M+$12.3M
- VeriskVRSK71,106 shares · 0.5% of their software · price +$987K$22.1M+$650K
- GoDaddyGDDY86,648 shares · 0.3% of their software$15.6M+$1.9M
- AtlassianTEAM76,264 shares · 0.3% of their software · price −$696K$15.5M+$4.9M
- DocuSignDOCU189,721 shares · 0.3% of their software · price −$666K$14.8MFlat
- VeevaVEEV46,865 shares · 0.3% of their software · price +$2.6M$13.5MFlat
- VeriSign, Inc.VRSN44,148 shares · 0.3% of their software · price +$1.5M$12.7MFlat
- CoStarCSGP153,459 shares · 0.3% of their software$12.3M+$516K
- ProcorePCOR173,122 shares · 0.3% of their software$11.8MFlat
- Block, Inc.XYZ173,288 shares · 0.3% of their software · price +$2.4M$11.8M−$3.2M
- HubSpotHUBS20,084 shares · 0.2% of their software$11.2M+$644K
- Full Truck Alliance Co. Ltd.YMM944,862 shares · 0.2% of their software · price −$907K$11.2M−$25.4M
- NetApp, Inc.NTAP95,563 shares · 0.2% of their software · price +$1.8M$10.2MFlat
- DynatraceDT181,055 shares · 0.2% of their software · price +$1.5M$10.0MFlat
- ShopifySHOP85,860 shares · 0.2% of their software · price +$1.7M$9.9M+$4.1M
- MongoDBMDB47,078 shares · 0.2% of their software · price +$1.6M$9.9M+$567K
- BroadridgeBR39,004 shares · 0.2% of their software$9.5M+$580K
- F5, Inc.FFIV29,949 shares · 0.2% of their software · price +$840K$8.8MFlat
- Tyler TechnologiesTYL13,801 shares · 0.2% of their software$8.2MFlat
- Check PointCHKP36,956 shares · 0.2% of their software$8.2MFlat
- Corpay, Inc.CPAY21,472 shares · 0.2% of their software$7.1M−$2.6M
- PTCPTC38,818 shares · 0.1% of their software · price +$675K$6.7MFlat
- TrimbleTRMB82,557 shares · 0.1% of their software · price +$853K$6.3MFlat
- ZoomZM77,458 shares · 0.1% of their software$6.0MFlat
- ToastTOST135,800 shares · 0.1% of their software · price +$1.5M$6.0M+$763K
- NutanixNTNX74,420 shares · 0.1% of their software$5.7MFlat
- SS&CSSNC66,705 shares · 0.1% of their software$5.5MFlat
- TwilioTWLO43,495 shares · 0.1% of their software · price +$1.2M$5.4MFlat
- Gen DigitalGEN175,365 shares · 0.1% of their software · price +$502K$5.2MFlat
- SAPSAP16,280 shares · 0.1% of their software · price +$581K$5.0MFlat
- Grab Holdings LimitedGRAB865,799 shares · 0.1% of their software$4.4MFlat
- PaycomPAYC16,955 shares · 0.1% of their software$3.9MFlat
- AkamaiAKAM47,691 shares · 0.1% of their software$3.8MFlat
- monday.comMNDY12,030 shares · 0.1% of their software · price +$858K$3.8MFlat
- SamsaraIOT89,110 shares · 0.1% of their software$3.5MFlat
- PaylocityPCTY15,249 shares · 0.1% of their software$2.8M+$713K
- Bentley SystemsBSY49,210 shares · 0.1% of their software · price +$720K$2.7MFlat
- WixWIX16,520 shares · 0.1% of their software$2.6MFlat
- Manhattan AssociatesMANH12,582 shares · 0.1% of their software$2.5M−$2.9M
- DoximityDOCS7,202 shares · 0.0% of their software$442KNew · Flat
- Diebold Nixdorf, IncorporatedDBD3,431 shares · 0.0% of their software$190KFlat
- Amdocs LimitedDOX1,052 shares · 0.0% of their software$96KFlat
- StoneCo Ltd.STNE4,800 shares · 0.0% of their software$77KFlat
- Joint Stock Company Kaspi.kzKSPI868 shares · 0.0% of their software$74KFlat
- Alight, Inc.ALIT8,100 shares · 0.0% of their software$46KFlat
- WEX Inc.WEX300 shares · 0.0% of their software$44KFlat
- Sportradar Group AGSRAD1,500 shares · 0.0% of their software$42KFlat
- PagSeguro Digital Ltd.PAGS4,000 shares · 0.0% of their software$39KFlat
- Euronet Worldwide, Inc.EEFT350 shares · 0.0% of their software$35KFlat
- NCR Atleos CorporationNATL1,090 shares · 0.0% of their software$31KFlat
- ACI WorldwideACIW590 shares · 0.0% of their software$27KFlat
- Lyft, Inc.LYFT1,600 shares · 0.0% of their software$25KFlat
- ePlus inc.PLUS300 shares · 0.0% of their software$22KFlat
- ZoomInfoZI2,100 shares · 0.0% of their software$21KFlat
- Upbound Group, Inc.UPBD790 shares · 0.0% of their software$20KFlat
- BILLBILL380 shares · 0.0% of their software$18KFlat
- DuolingoDUOL42 shares · 0.0% of their software$17KNew · Flat
- GitLabGTLB370 shares · 0.0% of their software$17KFlat
- NetScout Systems, Inc.NTCT600 shares · 0.0% of their software$15KFlat
- UnityU570 shares · 0.0% of their software$14KFlat