Nikko Asset Management Americas, Inc. Top Holdings and 13F Report (2025) About Nikko Asset Management Americas, Inc.Investment ActivityNikko Asset Management Americas, Inc. has $10.03 billion in total holdings as of June 30, 2025.Nikko Asset Management Americas, Inc. owns shares of 190 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 6.71% of the portfolio was purchased this quarter.About 13.68% of the portfolio was sold this quarter.This quarter, Nikko Asset Management Americas, Inc. has purchased 188 new stocks and bought additional shares in 49 stocks.Nikko Asset Management Americas, Inc. sold shares of 128 stocks and completely divested from 8 stocks this quarter.Largest Holdings Coinbase Global $734,670,715Robinhood Markets $726,593,706Shopify $578,013,689Roblox $513,034,772PALANTIR TECHNOLOGIES INC-A $479,919,876 Largest New Holdings this Quarter 172573107 - CIRCLE INTERNET GROUP INC $72,486,357 Holding25809K105 - DOORDASH INC - A $39,610,194 Holding21873S108 - COREWEAVE INC-CL A $33,597,045 Holding773121108 - ROCKET LAB CORP $33,083,265 HoldingG32089107 - ETORO GROUP LTD-A $27,874,527 Holding Largest Purchases this Quarter Advanced Micro Devices 588,405 shares (about $83.49M)Airbnb 625,196 shares (about $82.71M)CIRCLE INTERNET GROUP INC 401,720 shares (about $72.49M)Taiwan Semiconductor Manufacturing 239,331 shares (about $54.19M)DOORDASH INC - A 160,710 shares (about $39.61M) Largest Sales this Quarter Robinhood Markets 3,567,049 shares (about $333.98M)PALANTIR TECHNOLOGIES INC-A 1,452,605 shares (about $198.02M)Roblox 1,259,166 shares (about $132.33M)Coinbase Global 256,836 shares (about $90.00M)UiPath 6,604,816 shares (about $84.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNikko Asset Management Americas, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOINCoinbase Global$734,670,715$89,995,334 ▼-10.9%2,096,6637.3%FinanceHOODRobinhood Markets$726,593,706$333,982,798 ▼-31.5%7,760,2667.2%FinanceSHOPShopify$578,013,689$3,533,217 ▲0.6%5,013,9985.8%Computer and TechnologyRBLXRoblox$513,034,772$132,325,755 ▼-20.5%4,881,8615.1%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC-A$479,919,876$198,019,113 ▼-29.2%3,520,5394.8%COMTSLATesla$476,373,493$15,356,581 ▼-3.1%1,500,0114.8%Auto/Tires/TrucksROKURoku$390,470,221$5,855,759 ▼-1.5%4,442,7153.9%Consumer DiscretionaryMELIMercadoLibre$265,530,821$26,475,581 ▼-9.1%101,7572.6%Retail/WholesaleAMDAdvanced Micro Devices$262,021,736$83,488,785 ▲46.8%1,846,6542.6%Computer and TechnologyBLOCK INC$256,209,688$40,100,285 ▼-13.5%3,770,5622.6%COMTEMPUS AI INC$245,663,855$24,796,050 ▼-9.2%3,869,9412.5%COMAMZNAmazon.com$225,234,022$13,993,632 ▲6.6%1,026,7782.2%Retail/WholesaleMETAMeta Platforms$213,960,960$69,439,158 ▼-24.5%289,9202.1%Computer and TechnologyTOSTToast$206,333,215$15,088,588 ▼-6.8%4,661,8442.1%Computer and TechnologyDKNGDraftKings$180,986,680$15,105,116 ▼-7.7%4,221,7561.8%Consumer DiscretionarySPOTSpotify Technology$174,960,137$28,101,055 ▼-13.8%228,1931.7%Computer and TechnologyNVDANVIDIA$164,781,056$19,018,026 ▲13.0%1,043,8431.6%Computer and TechnologyTERTeradyne$151,935,046$8,430,193 ▼-5.3%1,690,0451.5%Computer and TechnologyPINSPinterest$147,502,674$12,453,430 ▼-7.8%4,114,4401.5%Computer and TechnologyIRDMIridium Communications$130,042,475$12,709,987 ▲10.8%4,310,3241.3%Computer and TechnologyNETCloudflare$122,223,030$20,615,775 ▼-14.4%624,4791.2%Computer and TechnologyNTRANatera$121,420,809$3,741,600 ▲3.2%719,0621.2%MedicalCRSPCRISPR Therapeutics$117,381,856$6,107,547 ▼-4.9%2,414,2711.2%MedicalCRWDCrowdStrike$110,039,818$9,928,240 ▼-8.3%216,1841.1%Computer and TechnologyGHGuardant Health$105,622,865$35,032,245 ▲49.6%2,030,4281.1%MedicalTSMTaiwan Semiconductor Manufacturing$99,355,727$54,186,932 ▲120.0%438,8311.0%Computer and TechnologyTRMBTrimble$98,931,705$6,316,526 ▼-6.0%1,302,2471.0%IndustrialsABNBAirbnb$98,509,257$82,713,431 ▲523.6%744,5901.0%Consumer DiscretionaryKTOSKratos Defense & Security Solutions$96,582,784$13,938,130 ▲16.9%2,081,0771.0%AerospaceGTLBGitLab$92,023,201$29,063,887 ▲46.2%2,041,3310.9%Computer and TechnologyTWSTTwist Bioscience$84,504,310$4,276,267 ▼-4.8%2,299,4370.8%MedicalILMNIllumina$82,814,067$18,532,725 ▲28.8%867,9810.8%MedicalDEDeere & Company$81,771,075$2,633,793 ▼-3.1%160,9160.8%IndustrialsBEAMBeam Therapeutics$80,402,851$7,769,811 ▲10.7%4,726,7990.8%MedicalACHRArcher Aviation$75,526,518$6,941,979 ▼-8.4%6,967,3910.8%AerospaceCIRCLE INTERNET GROUP INC$72,486,357$72,486,357 ▲New Holding401,7200.7%COMPSTGPure Storage$72,143,056$5,036,040 ▼-6.5%1,253,3540.7%Computer and TechnologyTXG10x Genomics$69,531,685$7,485,755 ▲12.1%6,009,6530.7%MedicalTTDTrade Desk$66,717,342$1,918,864 ▼-2.8%927,0160.7%Computer and TechnologyUUnity Software$63,622,210$5,579,412 ▼-8.1%2,627,9310.6%Computer and TechnologySOFISoFi Technologies$61,879,272$14,074,206 ▲29.4%3,399,9600.6%FinanceAVAVAeroVironment$59,473,054$3,479,239 ▲6.2%208,7140.6%AerospaceINTUIntuit$56,619,230$3,410,446 ▼-5.7%71,9020.6%Computer and TechnologyNUNU$54,689,237$3,479,804 ▼-6.0%3,986,0960.5%FinanceSDGRSchrodinger$52,088,989$3,511,148 ▲7.2%2,591,4920.5%MedicalADPTAdaptive Biotechnologies$50,048,322$20,789,110 ▼-29.3%4,299,6840.5%MedicalPYPLPayPal$46,094,903$3,874,522 ▼-7.8%620,3890.5%Business ServicesGENIGenius Sports$44,814,252$14,450,225 ▼-24.4%4,313,2100.4%Computer and TechnologyVCYTVeracyte$44,473,779$16,596,954 ▼-27.2%1,647,1770.4%MedicalPDPagerDuty$44,090,002$3,372,838 ▼-7.1%2,887,3610.4%Computer and TechnologyRXRXRecursion Pharmaceuticals$41,247,112$1,209,924 ▼-2.8%8,167,7450.4%MedicalIBOTTA INC-CL A$40,528,571$1,969,812 ▲5.1%1,107,3380.4%COMBWXTBWX Technologies$40,205,576$5,512,991 ▼-12.1%279,1860.4%AerospaceDOORDASH INC - A$39,610,194$39,610,194 ▲New Holding160,7100.4%COMCCJCameco$38,946,838$2,437,322 ▼-5.9%524,8900.4%Basic MaterialsSESEA$35,660,617$2,310,529 ▼-6.1%222,8510.4%Computer and TechnologyCOREWEAVE INC-CL A$33,597,045$33,597,045 ▲New Holding206,0410.3%COMROCKET LAB CORP$33,083,265$33,083,265 ▲New Holding925,9240.3%COMGLBEGlobal-e Online$32,872,693$2,807,229 ▼-7.9%979,8120.3%Retail/WholesaleAURAurora Innovation$32,272,008$11,367,661 ▲54.4%6,170,5560.3%Business ServicesRUBRIK INC-A$31,655,076$14,516,363 ▼-31.4%353,6880.3%COMREDDIT INC-CL A$31,016,562$14,120,458 ▼-31.3%206,2820.3%COMFUTUFutu$30,021,842$4,576,908 ▲18.0%243,2100.3%Business ServicesCTVACorteva$28,108,571$1,487,494 ▼-5.0%377,1950.3%Consumer StaplesETORO GROUP LTD-A$27,874,527$27,874,527 ▲New Holding419,3550.3%COMJOBYJoby Aviation$26,456,338$546,889 ▼-2.0%2,510,0890.3%TransportationCRMSalesforce$25,742,835$2,583,252 ▼-9.1%94,4310.3%Computer and TechnologyJSC KASPI.KZ ADR$25,296,603$1,292,013 ▼-4.9%298,3090.3%COMNTLAIntellia Therapeutics$25,003,040$1,442,339 ▼-5.5%2,671,2650.2%MedicalCDNACareDx$24,143,448$2,758,325 ▼-10.3%1,235,5910.2%MedicalARCTArcturus Therapeutics$23,792,639$1,246,453 ▼-5.0%1,830,2030.2%MedicalDDOGDatadog$22,586,848$2,524,007 ▼-10.1%168,1570.2%Computer and TechnologyLHXL3Harris Technologies$21,141,778$3,844,416 ▲22.2%84,2940.2%AerospaceGOOGAlphabet$19,729,026$358,384 ▼-1.8%111,2560.2%Computer and TechnologyICEIntercontinental Exchange$19,360,209$939,059 ▼-4.6%105,5570.2%FinanceSNAPSnap$18,312,333$8,878,373 ▲94.1%2,107,2880.2%Computer and TechnologyKINDNextdoor$17,973,026$3,947,125 ▲28.1%10,892,7430.2%Computer and TechnologyNRIXNurix Therapeutics$15,796,045$7,200,666 ▲83.8%1,389,2740.2%MedicalZZillow Group$14,883,850$828,713 ▼-5.3%212,5050.1%Computer and TechnologyAAPLApple$14,695,728$3,649,070 ▼-19.9%71,6690.1%Computer and TechnologyBIDUBaidu$14,370,157$1,507,056 ▲11.7%167,5820.1%Computer and TechnologyPATHUiPath$14,230,666$84,475,599 ▼-85.6%1,112,6400.1%Computer and TechnologyDISWalt Disney$14,138,058$1,366,080 ▼-8.8%114,0810.1%Consumer DiscretionaryREGNRegeneron Pharmaceuticals$12,229,359$445,868 ▼-3.5%23,3140.1%MedicalBLDEBlade Air Mobility$12,086,7440.0%2,999,1920.1%Business ServicesBILLBILL$11,689,595$648,286 ▼-5.3%252,7480.1%Computer and TechnologyPACBPacific Biosciences of California$11,338,700$426,657 ▼-3.6%9,218,4550.1%MedicalQSIQuantum-Si$11,017,754$372,649 ▼-3.3%5,621,3030.1%Computer and TechnologyESLTElbit Systems$9,663,706$1,502,047 ▼-13.5%21,5400.1%AerospaceEXASExact Sciences$8,856,889$337,089 ▼-3.7%166,7650.1%MedicalGRMNGarmin$8,658,775$147,904 ▼-1.7%41,5070.1%Computer and TechnologyCERSCerus$8,486,981$180,264 ▼-2.1%6,062,1290.1%MedicalSNPSSynopsys$8,109,648$147,122 ▼-1.8%15,8200.1%Computer and TechnologyLABStandard BioTools$7,325,761$92,333 ▼-1.2%6,156,1020.1%MedicalNFLXNetflix$6,912,371$127,139 ▼-1.8%5,1650.1%Consumer DiscretionaryNXPINXP Semiconductors$6,775,527$172,489 ▼-2.5%31,0320.1%Computer and TechnologyNTRNutrien$5,703,057$778,052 ▲15.8%97,9570.1%Basic MaterialsXOMExxon Mobil$5,568,929$827,597 ▲17.5%51,6790.1%EnergyTDYTeledyne Technologies$5,520,815$1,169,499 ▲26.9%10,7820.1%AerospaceIONSIonis Pharmaceuticals$5,518,293$106,386 ▼-1.9%139,7390.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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