Generalist · Philadelphia, PA
Nomura Asset Management International INC.
- Software
- $4.1B
- Weight of 13F
- 6.0%
- Names
- 71
- Vs prior quarter
- −$61.2M
Filed 14 August 2026.
1,333 positions in the whole 13F.
Software held
- MicrosoftMSFT4,366,033 shares · 40.2% of their software$1.6B−$85.7M
- ServiceNowNOW1,844,968 shares · 4.5% of their software$183M+$75.7M
- CadenceCDNS442,908 shares · 4.1% of their software$166M+$38.1M
- CloudflareNET4,368,279 shares · 4.0% of their software$163M+$21.7M
- ShopifySHOP1,405,574 shares · 4.0% of their software$160M+$41.7M
- VeriskVRSK854,759 shares · 3.8% of their software$153MFlat
- SnowflakeSNOW1,501,656 shares · 3.2% of their software$129M+$57.9M
- DatadogDDOG2,244,324 shares · 2.9% of their software$118M+$62.1M
- TwilioTWLO529,299 shares · 2.7% of their software$109M+$78.5M
- VaronisVRNS2,270,501 shares · 2.3% of their software$95.3M+$49.0M
- VeevaVEEV450,440 shares · 2.0% of their software$79.9M−$4.2M
- Q2QTWO1,633,414 shares · 1.9% of their software$78.6M+$20.3M