Nomura Holdings Inc
CIK 0001163653 · SEC 13F-HR filings · 50 holdings · Q2 2026
| Issuer | Ticker | Shares | Value (USD) ↑ | Δ Shares | Δ Value | Type |
|---|---|---|---|---|---|---|
| AAPL | 735,961 | $213M | +124K | $58M | Shares | |
| PRKS | 4,470,982 | $213M | -5K | $67M | Shares | |
| SNPS | 500,000 | $223M | New | $223M | NEW POSITIONShares | |
| IWM | 762,300 | $229M | -527K | $-91M | Shares | |
| TSM | 480,194 | $229M | New | $229M | NEW POSITIONShares | |
| TLT | 2,699,900 | $233M | New | $233M | NEW POSITIONShares | |
| QSR | 3,372,818 | $245M | New | $245M | NEW POSITIONShares | |
| TSLA | 588,000 | $247M | +120K | $73M | Shares | |
| MU | 217,100 | $251M | -5.4M | $-1.6B | Shares | |
| TSLA | 595,903 | $251M | +128K | $77M | Shares | |
| AMZN | 1,072,386 | $256M | New | $256M | NEW POSITIONShares | |
| GOOGL | 729,700 | $261M | +235K | $118M | Shares | |
| TMUS | 1,600,000 | $268M | New | $268M | NEW POSITIONShares | |
| MU | 241,300 | $279M | -5.4M | $-1.6B | Shares | |
| APLD | 7,500,000 | $280M | 0 | $102M | Shares | |
| SPY | 395,000 | $295M | -709K | $-423M | Shares | |
| — | 477,263 | $305M | New | $305M | NEW POSITIONShares | |
| INTC | 2,187,894 | $305M | New | $305M | NEW POSITIONShares | |
| WULF | 12,500,000 | $309M | New | $309M | NEW POSITIONShares | |
| PCG | 18,466,600 | $311M | New | $311M | NEW POSITIONShares | |
| GOOG | 898,800 | $318M | New | $318M | NEW POSITIONShares | |
| SWKS | 4,750,000 | $322M | New | $322M | NEW POSITIONShares | |
| GOOGL | 976,100 | $349M | +481K | $206M | Shares | |
| TSLA | 954,400 | $401M | +487K | $228M | Shares | |
| TECK | 7,203,227 | $428M | -91K | $51M | Shares | |
| MKSI | 1,000,000 | $445M | New | $445M | NEW POSITIONShares | |
| TSLA | 1,081,600 | $455M | +614K | $281M | Shares | |
| LITE | 604,600 | $519M | +305K | $308M | Shares | |
| EQIX | 505,000 | $526M | +205K | $232M | Shares | |
| PEP | 4,033,000 | $546M | +3.0M | $386M | Shares | |
| CDNS | 1,750,000 | $657M | +665K | $355M | Shares | |
| IWM | 2,342,200 | $704M | +1.1M | $384M | Shares | |
| NVDA | 3,792,600 | $759M | +2.7M | $574M | Shares | |
| — | 3,612,500 | $809M | New | $809M | NEW POSITIONShares | |
| NVDA | 4,455,657 | $892M | +3.4M | $707M | Shares | |
| AMD | 1,733,763 | $1.0B | +900K | $837M | Shares | |
| SMH | 1,787,600 | $1.2B | New | $1.2B | NEW POSITIONShares | |
| — | 12,721,443 | $1.2B | +116K | $-361M | Shares | |
| QQQ | 1,771,000 | $1.3B | +1.2M | $982M | Shares | |
| SPY | 1,800,200 | $1.3B | +696K | $626M | Shares | |
| AMD | 2,440,400 | $1.4B | +1.6M | $1.2B | Shares | |
| NVDA | 7,252,600 | $1.5B | +6.2M | $1.3B | Shares | |
| META | 2,631,600 | $1.5B | +2.2M | $1.3B | Shares | |
| TSLA | 3,929,700 | $1.7B | +3.5M | $1.5B | Shares | |
| MU | 1,480,000 | $1.7B | -4.1M | $-183M | Shares | |
| QQQ | 2,806,000 | $2.1B | +2.2M | $1.7B | Shares | |
| SMH | 3,467,000 | $2.3B | New | $2.3B | NEW POSITIONShares | |
| QQQ | 3,826,500 | $2.8B | +3.3M | $2.5B | Shares | |
| MU | 3,373,983 | $3.9B | -2.2M | $2.0B | Shares | |
| MU | 16,919,700 | $19.5B | +11.3M | $17.6B | Shares |