Generalist · Tokyo, Japan
Nomura Asset Management CO
Q3 2025 · compared with Q2 2025
Filed as Nomura Asset Management CO LTD
- Software
- $4.7B
- Weight of 13F
- 12.3%
- Names
- 92
- Net bought
- +$83.8M
Filed 12 November 2025 · SEC filing.
1,508 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
- MicrosoftMSFT3,986,337 shares · 43.7% of their software · price +$81.9M$2.1B+$44.6M
- OracleORCL949,690 shares · 5.7% of their software · price +$59.5M$267M−$87.4M
- Uber Technologies, Inc.UBER1,873,022 shares · 3.9% of their software · price +$8.7M$183M+$8.4M
- SalesforceCRM712,247 shares · 3.6% of their software · price −$25.4M$169M−$4.7M
- ServiceNowNOW175,427 shares · 3.4% of their software · price −$18.9M$161M+$65.3M
- PalantirPLTR861,359 shares · 3.3% of their software · price +$39.7M$157M+$7.9M
- CadenceCDNS291,263 shares · 2.2% of their software · price +$12.6M$102M−$26.3M
- Palo Alto NetworksPANW463,652 shares · 2.0% of their software$94.4M+$2.4M
- IntuitINTU135,454 shares · 2.0% of their software · price −$14.2M$92.5M+$23.3M
- CloudflareNET394,193 shares · 1.8% of their software · price +$7.4M$84.6M+$54.9M
- Automatic Data Processing, Inc.ADP275,796 shares · 1.7% of their software · price −$4.1M$80.9MFlat
- The Trade DeskTTD1,622,955 shares · 1.7% of their software · price −$37.3M$79.5M+$36.1M
- Shift4 Payments, Inc.FOUR1,010,360 shares · 1.7% of their software · price −$21.9M$78.2M+$7.8M
- AdobeADBE221,340 shares · 1.7% of their software · price −$7.6M$78.1M−$13.0M
- CrowdStrikeCRWD148,698 shares · 1.5% of their software · price −$2.8M$72.9M−$28.2M
- SnowflakeSNOW313,118 shares · 1.5% of their software · price +$557K$70.6M+$27.9M
- AppLovinAPP90,190 shares · 1.4% of their software · price +$33.2M$64.8M+$2.3M
- ZscalerZS211,639 shares · 1.3% of their software · price −$3.0M$63.4M−$6.3M
- MongoDBMDB174,827 shares · 1.1% of their software · price +$17.6M$54.3M+$26.8M
- Roper Technologies, Inc.ROP108,448 shares · 1.1% of their software · price −$7.4M$54.1M+$2.0M
- Paychex, Inc.PAYX411,241 shares · 1.1% of their software · price −$7.7M$52.1M−$933K
- Fair IsaacFICO30,950 shares · 1.0% of their software · price −$10.3M$46.3M+$12.6M
- SynopsysSNPS83,104 shares · 0.9% of their software · price −$1.6M$41.0M+$8.5M
- VaronisVRNS541,380 shares · 0.7% of their software · price +$3.6M$31.1MNew · +$27.5M
- FactSetFDS104,220 shares · 0.6% of their software · price −$16.8M$29.9M+$2.7M
- MagniteMGNI1,339,765 shares · 0.6% of their software · price −$3.1M$29.2M−$9.7M
- Strategy IncMSTR87,614 shares · 0.6% of their software · price −$7.2M$28.2M+$1.4M
- AutodeskADSK83,785 shares · 0.6% of their software · price +$679K$26.6M−$4.5M
- Fiserv, Inc.FISV184,763 shares · 0.5% of their software · price −$8.0M$23.8MFlat
- FortinetFTNT262,129 shares · 0.5% of their software · price −$5.7M$22.0M−$23.4M
- OktaOKTA235,161 shares · 0.5% of their software · price −$1.9M$21.6M+$1.3M
- WorkdayWDAY87,949 shares · 0.4% of their software$21.2M−$1.3M
- DatadogDDOG141,326 shares · 0.4% of their software · price +$1.1M$20.1M−$37.2M
- VeriskVRSK60,936 shares · 0.3% of their software · price −$3.7M$15.3M−$3.2M
- VeevaVEEV46,705 shares · 0.3% of their software$13.9MFlat
- Block, Inc.XYZ183,778 shares · 0.3% of their software · price +$798K$13.3M+$713K
- CoStarCSGP153,100 shares · 0.3% of their software · price +$608K$12.9MFlat
- ShopifySHOP85,596 shares · 0.3% of their software · price +$2.8M$12.7MFlat
- DocuSignDOCU140,774 shares · 0.2% of their software · price −$816K$10.1M−$3.8M
- Rubrik, Inc.RBRK123,000 shares · 0.2% of their software · price −$903K$10.1MNew · +$11.0M
- AtlassianTEAM63,314 shares · 0.2% of their software · price −$2.7M$10.1M−$2.6M
- HubSpotHUBS20,204 shares · 0.2% of their software · price −$1.8M$9.5MFlat
- BroadridgeBR38,846 shares · 0.2% of their software$9.3MFlat
- VeriSign, Inc.VRSN32,817 shares · 0.2% of their software$9.2M−$3.3M
- NetApp, Inc.NTAP76,951 shares · 0.2% of their software · price +$916K$9.1M−$2.0M
- DynatraceDT186,561 shares · 0.2% of their software · price −$1.3M$9.0MFlat
- PTCPTC38,390 shares · 0.2% of their software · price +$1.2M$7.8MFlat
- GoDaddyGDDY55,240 shares · 0.2% of their software · price −$2.4M$7.6M−$5.7M
- Tyler TechnologiesTYL13,781 shares · 0.2% of their software · price −$960K$7.2MFlat
- F5, Inc.FFIV21,638 shares · 0.1% of their software · price +$625K$7.0M−$2.4M
- TrimbleTRMB79,083 shares · 0.1% of their software$6.5MFlat
- ZoomZM77,458 shares · 0.1% of their software$6.4MFlat
- SS&CSSNC71,705 shares · 0.1% of their software$6.4MFlat
- Check PointCHKP30,466 shares · 0.1% of their software$6.3M−$1.4M
- Corpay, Inc.CPAY21,615 shares · 0.1% of their software · price −$946K$6.2MFlat
- NutanixNTNX79,940 shares · 0.1% of their software$5.9MFlat
- Grab Holdings LimitedGRAB836,654 shares · 0.1% of their software · price +$828K$5.0MFlat
- TwilioTWLO49,795 shares · 0.1% of their software · price −$1.2M$5.0M+$783K
- Gen DigitalGEN174,644 shares · 0.1% of their software$5.0MFlat
- ToastTOST135,800 shares · 0.1% of their software · price −$1.1M$5.0MFlat
- AkamaiAKAM47,966 shares · 0.1% of their software$3.6MFlat
- PaycomPAYC17,073 shares · 0.1% of their software$3.6MFlat
- SamsaraIOT89,510 shares · 0.1% of their software$3.3MFlat
- WixWIX16,330 shares · 0.1% of their software$2.9MFlat
- SAPSAP10,190 shares · 0.1% of their software$2.7M−$1.9M
- Bentley SystemsBSY49,210 shares · 0.1% of their software$2.5MFlat
- PaylocityPCTY15,653 shares · 0.1% of their software$2.5MFlat
- monday.comMNDY12,050 shares · 0.0% of their software · price −$1.5M$2.3MFlat
- Full Truck Alliance Co. Ltd.YMM53,184 shares · 0.0% of their software$690K−$10.5M
- DoximityDOCS7,202 shares · 0.0% of their software$527KFlat
- Diebold Nixdorf, IncorporatedDBD3,431 shares · 0.0% of their software$196KFlat
- StoneCo Ltd.STNE4,800 shares · 0.0% of their software$91KFlat
- Amdocs LimitedDOX1,052 shares · 0.0% of their software$86KFlat
- ProcorePCOR1,000 shares · 0.0% of their software$73K−$11.8M
- WEX Inc.WEX300 shares · 0.0% of their software$47KFlat
- NCR Atleos CorporationNATL1,090 shares · 0.0% of their software$43KFlat
- Sportradar Group AGSRAD1,500 shares · 0.0% of their software$40KFlat
- PagSeguro Digital Ltd.PAGS4,000 shares · 0.0% of their software$40KFlat
- ElasticESTC450 shares · 0.0% of their software$38KNew · Flat
- Upbound Group, Inc.UPBD1,500 shares · 0.0% of their software$35KFlat
- Lyft, Inc.LYFT1,600 shares · 0.0% of their software$35KFlat
- ACI WorldwideACIW590 shares · 0.0% of their software$31KFlat
- Euronet Worldwide, Inc.EEFT350 shares · 0.0% of their software$31KFlat
- Alight, Inc.ALIT8,100 shares · 0.0% of their software$26KFlat
- ZoomInfoZI2,100 shares · 0.0% of their software$23KFlat
- UnityU570 shares · 0.0% of their software$23KFlat
- ePlus inc.PLUS300 shares · 0.0% of their software$21KFlat
- BILLBILL380 shares · 0.0% of their software$20KFlat
- GitLabGTLB370 shares · 0.0% of their software$17KFlat
- NetScout Systems, Inc.NTCT600 shares · 0.0% of their software$15KFlat
- DuolingoDUOL42 shares · 0.0% of their software$14KFlat
- Figma, Inc.FIG81 shares · 0.0% of their software$4KNew · Flat