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Portfolio (Quarterly) Guide ↗

NOMURA HOLDINGS INC

· CIK 0001163653
13F Portfolio $37.7B AUM 2,179 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 366 New 478 Added 701 Reduced 577 Exited
Page 23 of 24  ·  478 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,206.0 $461K 0.00% +388.0 +21.3% $209.08 +18.2%
442 IVZ INVESCO LTD Financial Services 18,751.0 $455K 0.00% +5K +38.0% $24.29 +9.0%
443 FINV FINVOLUTION GROUP Financial Services 92,390.0 $443K 0.00% +16K +20.9% $4.79 +1.9%
444 ALLE ALLEGION PLC Industrials 2,946.0 $428K 0.00% +1K +76.9% $145.29 -11.0%
445 BALL BALL CORP Consumer Cyclical 7,000.0 $414K 0.00% +2K +31.9% $59.11 -3.9%
446 VIR CALL VIR BIOTECHNOLOGY INC Healthcare 46,100.0 $413K 0.00% +32K +229.3% $8.96 -4.8%
447 RNR RENAISSANCERE HLDGS LTD Financial Services 1,357.0 $403K 0.00% +330.0 +32.1% $297.23 +1.6%
448 LNT ALLIANT ENERGY CORP Utilities 5,595.0 $401K 0.00% +857.0 +18.1% $71.76 +1.7%
449 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 7,582.0 $400K 0.00% +1K +20.2% $52.75 -2.9%
450 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 45,000.0 $383K 0.00% +7K +18.4% $8.52 -0.2%
451 TRIP TRIPADVISOR INC Consumer Cyclical 35,379.0 $377K 0.00% +2K +6.6% $10.66 -12.8%
452 SWK STANLEY BLACK & DECKER INC Industrials 5,305.0 $377K 0.00% +2K +68.5% $71.06 +4.0%
453 DCH DAUCH CORP Industrials 63,454.0 $376K 0.00% +44K +225.5% $5.93 -5.4%
454 TKO TKO GROUP HOLDINGS INC Communication Services 1,770.0 $357K 0.00% +465.0 +35.6% $201.65 -4.3%
455 TTEK TETRA TECH INC NEW Industrials 11,647.0 $351K 0.00% +1K +14.3% $30.12 -9.6%
456 AVY AVERY DENNISON CORP Industrials 2,017.0 $348K 0.00% +517.0 +34.5% $172.68 -8.3%
457 EPAM EPAM SYS INC Technology 2,468.0 $334K 0.00% +436.0 +21.5% $135.40 -25.8%
458 PDI PIMCO DYNAMIC INCOME FD Financial Services 19,516.0 $334K 0.00% +1K +7.9% $17.11 -2.3%
459 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,848.0 $331K 0.00% +327.0 +21.5% $178.97 -7.0%
460 QURE UNIQURE NV Healthcare 20,000.0 $327K 0.00% +4K +28.3% $16.35 +51.0%
Page 23 of 24  ·  478 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Healthcare 11.2%
Consumer Defensive 9.9%
Consumer Cyclical 9.3%
Industrials 8.4%
Communication Services 7.8%
Financial Services 7.6%
Basic Materials 6.1%
Energy 3.7%
Real Estate 2.5%