Generalist · Tokyo, Japan
Nomura Asset Management CO
Q1 2026 · compared with Q4 2025
Filed as Nomura Asset Management CO LTD
- Software
- $3.2B
- Weight of 13F
- 8.2%
- Names
- 82
- Net bought
- −$52.4M
1,518 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
- MicrosoftMSFT3,998,974 shares · 46.5% of their software · price −$454M$1.5BFlat
- PalantirPLTR946,745 shares · 4.3% of their software · price −$29.8M$138M+$4.5M
- OracleORCL854,861 shares · 3.9% of their software · price −$40.9M$126M+$2.2M
- Uber Technologies, Inc.UBER1,514,748 shares · 3.4% of their software · price −$14.8M$109M−$28.6M
- SalesforceCRM582,478 shares · 3.4% of their software · price −$45.6M$109MFlat
- AppLovinAPP242,588 shares · 3.0% of their software · price −$66.9M$96.6M+$69.4M
- Palo Alto NetworksPANW499,031 shares · 2.5% of their software · price −$11.9M$80.0M+$14.5M
- CrowdStrikeCRWD175,897 shares · 2.2% of their software · price −$13.8M$68.7M+$16.2M
- Automatic Data Processing, Inc.ADP336,494 shares · 2.1% of their software · price −$18.2M$68.4M+$14.0M
- ServiceNowNOW627,862 shares · 2.1% of their software · price −$30.5M$65.6M−$28.0M
- DatadogDDOG538,693 shares · 2.0% of their software · price −$9.7M$63.6M+$52.5M
- CloudflareNET268,901 shares · 1.7% of their software · price +$2.5M$55.5M−$25.5M
- SnowflakeSNOW364,463 shares · 1.7% of their software · price −$25.0M$55.0M−$3.0M
- Paychex, Inc.PAYX531,468 shares · 1.5% of their software · price −$10.7M$49.0M+$6.8M
- Roper Technologies, Inc.ROP135,284 shares · 1.5% of their software · price −$12.3M$47.9M+$10.6M
- IntuitINTU110,053 shares · 1.5% of their software · price −$25.3M$47.6M−$18.6M
- CadenceCDNS169,178 shares · 1.5% of their software · price −$5.9M$47.0M−$21.0M
- AdobeADBE174,155 shares · 1.3% of their software · price −$18.6M$42.3M−$13.3M
- MongoDBMDB171,683 shares · 1.3% of their software · price −$30.0M$42.0M+$1.5M
- SynopsysSNPS84,630 shares · 1.1% of their software · price −$6.2M$33.6M+$2.0M
- Shift4 Payments, Inc.FOUR688,550 shares · 0.9% of their software · price −$13.2M$30.1M−$13.4M
- FactSetFDS135,083 shares · 0.9% of their software · price −$9.9M$29.3M+$2.5M
- ZscalerZS157,516 shares · 0.7% of their software · price −$13.3M$22.1M−$14.4M
- FortinetFTNT256,053 shares · 0.7% of their software · price +$591K$20.9M−$1.0M
- AutodeskADSK85,223 shares · 0.6% of their software · price −$4.8M$20.4M−$1.7M
- OktaOKTA229,085 shares · 0.6% of their software · price −$1.8M$18.0M−$1.6M
- Fair IsaacFICO11,813 shares · 0.4% of their software · price −$7.4M$12.6M−$8.8M
- VeriskVRSK64,308 shares · 0.4% of their software · price −$2.2M$12.2MFlat
- Strategy IncMSTR95,454 shares · 0.4% of their software · price −$2.6M$11.9MFlat
- Block, Inc.XYZ195,748 shares · 0.4% of their software · price −$961K$11.8M+$748K
- Fiserv, Inc.FISV196,718 shares · 0.3% of their software · price −$2.2M$11.0M+$548K
- WorkdayWDAY81,311 shares · 0.3% of their software · price −$6.9M$10.6MFlat
- ShopifySHOP84,656 shares · 0.3% of their software · price −$3.6M$10.0M−$1.1M
- VeevaVEEV48,941 shares · 0.3% of their software · price −$2.3M$8.6MFlat
- NetApp, Inc.NTAP82,243 shares · 0.3% of their software$8.4M+$545K
- VeriSign, Inc.VRSN30,664 shares · 0.2% of their software$7.6M−$546K
- MagniteMGNI593,900 shares · 0.2% of their software · price −$2.6M$7.1MFlat
- F5, Inc.FFIV24,021 shares · 0.2% of their software · price +$818K$6.9M+$574K
- Corpay, Inc.CPAY23,347 shares · 0.2% of their software$6.8MFlat
- ZoomZM82,399 shares · 0.2% of their software$6.6MFlat
- CoStarCSGP163,961 shares · 0.2% of their software · price −$4.4M$6.6M+$543K
- BroadridgeBR39,354 shares · 0.2% of their software · price −$2.4M$6.4MFlat
- TwilioTWLO49,718 shares · 0.2% of their software · price −$816K$6.3MFlat
- CoreWeave, Inc.CRWV77,177 shares · 0.2% of their software$6.0M+$1.6M
- PTCPTC41,517 shares · 0.2% of their software · price −$1.3M$5.9M+$549K
- TrimbleTRMB79,203 shares · 0.2% of their software · price −$1.0M$5.2MFlat
- Tyler TechnologiesTYL14,970 shares · 0.2% of their software · price −$1.7M$5.1M+$524K
- SS&CSSNC72,125 shares · 0.2% of their software · price −$1.4M$4.9MFlat
- GoDaddyGDDY58,414 shares · 0.2% of their software · price −$2.4M$4.8MFlat
- Check PointCHKP30,416 shares · 0.1% of their software · price −$1.3M$4.3MFlat
- AtlassianTEAM60,988 shares · 0.1% of their software · price −$5.7M$4.2M−$995K
- HubSpotHUBS16,700 shares · 0.1% of their software · price −$2.6M$4.1M−$1.2M
- ToastTOST150,900 shares · 0.1% of their software · price −$1.4M$4.0M+$536K
- SamsaraIOT113,810 shares · 0.1% of their software$3.6MFlat
- Gen DigitalGEN180,840 shares · 0.1% of their software · price −$1.5M$3.4MFlat
- The Trade DeskTTD148,180 shares · 0.1% of their software · price −$2.3M$3.4M−$49.6M
- Grab Holdings LimitedGRAB836,654 shares · 0.1% of their software · price −$1.1M$3.1MFlat
- DocuSignDOCU48,288 shares · 0.1% of their software · price −$1.0M$2.3M−$5.4M
- DynatraceDT41,468 shares · 0.0% of their software$1.5M−$5.9M
- monday.comMNDY14,620 shares · 0.0% of their software · price −$1.1M$1.0MFlat
- StoneCo Ltd.STNE41,600 shares · 0.0% of their software$587KFlat
- AkamaiAKAM4,612 shares · 0.0% of their software$530KFlat
- BullishBLSH4,300 shares · 0.0% of their software$154KNew · Flat
- Amdocs LimitedDOX1,700 shares · 0.0% of their software$111KFlat
- ProcorePCOR1,300 shares · 0.0% of their software$74KFlat
- Euronet Worldwide, Inc.EEFT820 shares · 0.0% of their software$54KFlat
- Sportradar Group AGSRAD3,000 shares · 0.0% of their software$50KFlat
- NCR Atleos CorporationNATL1,090 shares · 0.0% of their software$48KFlat
- UnityU2,100 shares · 0.0% of their software$46KFlat
- WEX Inc.WEX300 shares · 0.0% of their software$46KFlat
- PagSeguro Digital Ltd.PAGS4,000 shares · 0.0% of their software$40KFlat
- PaycomPAYC290 shares · 0.0% of their software$35K−$2.7M
- Alight, Inc.ALIT60,000 shares · 0.0% of their software$35KFlat
- CCC Intelligent Solutions Holdings Inc.CCC5,800 shares · 0.0% of their software$35KNew · Flat
- Diebold Nixdorf, IncorporatedDBD410 shares · 0.0% of their software$31KNew · Flat
- Upbound Group, Inc.UPBD1,500 shares · 0.0% of their software$27KFlat
- ACI WorldwideACIW590 shares · 0.0% of their software$24KFlat
- ePlus inc.PLUS300 shares · 0.0% of their software$23KFlat
- Lyft, Inc.LYFT1,600 shares · 0.0% of their software$21KFlat
- Full Truck Alliance Co. Ltd.YMM2,300 shares · 0.0% of their software$19K−$538K
- BILLBILL380 shares · 0.0% of their software$15KFlat
- ZoomInfoZI2,100 shares · 0.0% of their software$13KFlat