Generalist · Tokyo, Japan
Nomura Asset Management CO
Q4 2025 · compared with Q3 2025
Filed as Nomura Asset Management CO LTD
- Software
- $4.2B
- Weight of 13F
- 10.7%
- Names
- 89
- Net bought
- +$501M
Filed 10 February 2026 · SEC filing.
1,501 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
- MicrosoftMSFT3,972,582 shares · 45.6% of their software · price −$136M$1.9BFlat
- OracleORCL843,703 shares · 3.9% of their software · price −$72.8M$164M−$29.8M
- PalantirPLTR921,456 shares · 3.9% of their software · price −$4.3M$164M+$11.0M
- SalesforceCRM576,985 shares · 3.6% of their software · price +$16.1M$153M−$32.1M
- Uber Technologies, Inc.UBER1,865,010 shares · 3.6% of their software · price −$30.3M$152MFlat
- ServiceNowNOW810,917 shares · 2.9% of their software · price −$622M$124M+$585M
- AppLovinAPP139,589 shares · 2.2% of their software · price −$6.2M$94.1M+$35.5M
- IntuitINTU138,080 shares · 2.2% of their software · price −$2.8M$91.5M+$1.8M
- SnowflakeSNOW378,161 shares · 2.0% of their software · price −$2.3M$83.0M+$14.7M
- CloudflareNET398,326 shares · 1.9% of their software · price −$6.9M$78.5M+$887K
- Palo Alto NetworksPANW420,272 shares · 1.8% of their software · price −$8.2M$77.4M−$8.8M
- AdobeADBE212,265 shares · 1.8% of their software · price −$586K$74.3M−$3.2M
- CadenceCDNS236,240 shares · 1.8% of their software · price −$9.1M$73.8M−$19.3M
- Automatic Data Processing, Inc.ADP282,110 shares · 1.7% of their software · price −$10.2M$72.6M+$1.9M
- MongoDBMDB168,073 shares · 1.7% of their software · price +$18.4M$70.5M−$2.1M
- CrowdStrikeCRWD141,248 shares · 1.6% of their software · price −$3.1M$66.2M−$3.7M
- Shift4 Payments, Inc.FOUR902,016 shares · 1.3% of their software · price −$13.0M$56.8M−$8.4M
- The Trade DeskTTD1,455,410 shares · 1.3% of their software · price −$16.1M$55.2M−$8.2M
- Paychex, Inc.PAYX470,872 shares · 1.3% of their software · price −$6.9M$52.8M+$7.6M
- ZscalerZS221,565 shares · 1.2% of their software · price −$16.6M$49.8M+$3.0M
- Roper Technologies, Inc.ROP111,449 shares · 1.2% of their software · price −$6.0M$49.6M+$1.5M
- SynopsysSNPS80,294 shares · 0.9% of their software · price −$1.9M$37.7M−$1.4M
- FactSetFDS126,411 shares · 0.9% of their software$36.7M+$6.4M
- Fair IsaacFICO17,036 shares · 0.7% of their software · price +$3.3M$28.8M−$20.8M
- AutodeskADSK90,990 shares · 0.6% of their software · price −$2.0M$26.9M+$2.3M
- OktaOKTA247,366 shares · 0.5% of their software · price −$1.3M$21.4M+$1.1M
- FortinetFTNT268,802 shares · 0.5% of their software · price −$1.3M$21.3M+$561K
- DatadogDDOG152,674 shares · 0.5% of their software · price −$979K$20.8M+$1.6M
- WorkdayWDAY81,356 shares · 0.4% of their software · price −$2.1M$17.5M−$1.6M
- ShopifySHOP91,411 shares · 0.3% of their software · price +$1.1M$14.7M+$864K
- VeriskVRSK63,121 shares · 0.3% of their software · price −$1.8M$14.1M+$550K
- Strategy IncMSTR92,463 shares · 0.3% of their software · price −$15.7M$14.0M+$1.6M
- Fiserv, Inc.FISV188,558 shares · 0.3% of their software · price −$11.6M$12.7MFlat
- Block, Inc.XYZ184,258 shares · 0.3% of their software · price −$1.3M$12.0MFlat
- VaronisVRNS347,400 shares · 0.3% of their software · price −$8.6M$11.4M−$11.1M
- AtlassianTEAM67,124 shares · 0.3% of their software$10.9M+$608K
- VeevaVEEV48,697 shares · 0.3% of their software · price −$3.6M$10.9M+$593K
- CoStarCSGP155,881 shares · 0.2% of their software · price −$2.7M$10.5MFlat
- MagniteMGNI622,700 shares · 0.2% of their software · price −$3.5M$10.1M−$15.6M
- DocuSignDOCU127,357 shares · 0.2% of their software$8.7M−$967K
- BroadridgeBR39,004 shares · 0.2% of their software · price −$585K$8.7MFlat
- NetApp, Inc.NTAP77,156 shares · 0.2% of their software · price −$877K$8.3MFlat
- VeriSign, Inc.VRSN32,912 shares · 0.2% of their software · price −$1.2M$8.0MFlat
- HubSpotHUBS19,578 shares · 0.2% of their software · price −$1.3M$7.9MFlat
- DynatraceDT177,020 shares · 0.2% of their software · price −$905K$7.7MFlat
- TwilioTWLO49,757 shares · 0.2% of their software · price +$2.1M$7.1MFlat
- ZoomZM81,969 shares · 0.2% of their software$7.1MFlat
- Corpay, Inc.CPAY23,317 shares · 0.2% of their software$7.0MFlat
- GoDaddyGDDY55,373 shares · 0.2% of their software · price −$706K$6.9MFlat
- PTCPTC38,364 shares · 0.2% of their software · price −$1.1M$6.7MFlat
- Tyler TechnologiesTYL13,816 shares · 0.1% of their software · price −$956K$6.3MFlat
- SS&CSSNC71,315 shares · 0.1% of their software$6.2MFlat
- TrimbleTRMB78,979 shares · 0.1% of their software$6.2MFlat
- NutanixNTNX112,306 shares · 0.1% of their software · price −$2.5M$5.8M+$2.4M
- Check PointCHKP30,305 shares · 0.1% of their software · price −$647K$5.6MFlat
- F5, Inc.FFIV21,772 shares · 0.1% of their software · price −$1.5M$5.6MFlat
- Gen DigitalGEN179,960 shares · 0.1% of their software$4.9MFlat
- ToastTOST135,800 shares · 0.1% of their software$4.8MFlat
- Grab Holdings LimitedGRAB836,654 shares · 0.1% of their software · price −$862K$4.2MFlat
- SamsaraIOT113,510 shares · 0.1% of their software$4.0M+$894K
- CoreWeave, Inc.CRWV55,080 shares · 0.1% of their software · price −$3.6M$3.9MNew · +$7.5M
- PaycomPAYC17,063 shares · 0.1% of their software · price −$832K$2.7MFlat
- monday.comMNDY14,620 shares · 0.1% of their software · price −$674K$2.2MFlat
- Bentley SystemsBSY49,210 shares · 0.0% of their software · price −$655K$1.9MFlat
- WixWIX16,330 shares · 0.0% of their software · price −$1.2M$1.7MFlat
- SAPSAP6,915 shares · 0.0% of their software$1.7M−$875K
- PaylocityPCTY6,343 shares · 0.0% of their software$967K−$1.5M
- StoneCo Ltd.STNE42,200 shares · 0.0% of their software$624K+$707K
- Full Truck Alliance Co. Ltd.YMM52,445 shares · 0.0% of their software$563KFlat
- DoximityDOCS10,916 shares · 0.0% of their software$483KFlat
- AkamaiAKAM4,935 shares · 0.0% of their software$431K−$3.3M
- Amdocs LimitedDOX1,021 shares · 0.0% of their software$82KFlat
- ProcorePCOR1,000 shares · 0.0% of their software$73KFlat
- ElasticESTC950 shares · 0.0% of their software$72KFlat
- Sportradar Group AGSRAD3,000 shares · 0.0% of their software$71KFlat
- WEX Inc.WEX300 shares · 0.0% of their software$45KFlat
- NCR Atleos CorporationNATL1,090 shares · 0.0% of their software$42KFlat
- PagSeguro Digital Ltd.PAGS4,000 shares · 0.0% of their software$39KFlat
- Lyft, Inc.LYFT1,600 shares · 0.0% of their software$31KFlat
- ACI WorldwideACIW590 shares · 0.0% of their software$28KFlat
- Euronet Worldwide, Inc.EEFT350 shares · 0.0% of their software$27KFlat
- Upbound Group, Inc.UPBD1,500 shares · 0.0% of their software$26KFlat
- ePlus inc.PLUS300 shares · 0.0% of their software$26KFlat
- UnityU570 shares · 0.0% of their software$25KFlat
- ZoomInfoZI2,100 shares · 0.0% of their software$21KFlat
- BILLBILL380 shares · 0.0% of their software$21KFlat
- NetScout Systems, Inc.NTCT600 shares · 0.0% of their software$16KFlat
- Alight, Inc.ALIT8,100 shares · 0.0% of their software$16KFlat
- Figma, Inc.FIG81 shares · 0.0% of their software$3KFlat