Nikko Asset Management Americas, Inc. Top Holdings and 13F Report (2025) About Nikko Asset Management Americas, Inc.Investment ActivityNikko Asset Management Americas, Inc. has $7.76 billion in total holdings as of March 31, 2025.Nikko Asset Management Americas, Inc. owns shares of 188 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 6.57% of the portfolio was purchased this quarter.About 12.43% of the portfolio was sold this quarter.This quarter, Nikko Asset Management Americas, Inc. has purchased 184 new stocks and bought additional shares in 66 stocks.Nikko Asset Management Americas, Inc. sold shares of 112 stocks and completely divested from 4 stocks this quarter.Largest Holdings Shopify $475,810,163Robinhood Markets $471,329,577PALANTIR TECHNOLOGIES INC-A $419,633,891Coinbase Global $405,248,993Tesla $401,212,598 Largest New Holdings this Quarter 05605H100 - BWX Technologies $31,318,218 Holding79466L302 - Salesforce $27,884,483 Holding009066101 - Airbnb $14,256,838 Holding056752108 - Baidu $13,797,644 Holding46125A100 - Intuitive Machines $1,929,616 Holding Largest Purchases this Quarter Tesla 363,973 shares (about $94.31M)TEMPUS AI INC 1,021,460 shares (about $49.24M)Deere & Company 90,784 shares (about $42.61M)GitLab 888,900 shares (about $41.71M)Advanced Micro Devices 344,213 shares (about $35.36M) Largest Sales this Quarter Robinhood Markets 5,186,293 shares (about $215.80M)PALANTIR TECHNOLOGIES INC-A 1,838,503 shares (about $155.13M)Roku 847,682 shares (about $59.75M)SoFi Technologies 5,106,191 shares (about $59.33M)BLOCK INC 1,038,347 shares (about $56.41M) 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 PortfolioSectorSHOPShopify$475,810,163$4,001,949 ▼-0.8%4,983,3496.1%Computer and TechnologyHOODRobinhood Markets$471,329,577$215,801,652 ▼-31.4%11,327,3156.1%FinancePALANTIR TECHNOLOGIES INC-A$419,633,891$155,132,883 ▼-27.0%4,973,1445.4%COMCOINCoinbase Global$405,248,993$12,934,741 ▼-3.1%2,353,4995.2%FinanceTSLATesla$401,212,598$94,312,684 ▲30.7%1,548,3665.2%Auto/Tires/TrucksRBLXRoblox$357,960,464$30,606,622 ▼-7.9%6,141,0274.6%Consumer DiscretionaryROKURoku$317,863,447$59,753,104 ▼-15.8%4,509,3414.1%Consumer DiscretionaryBLOCK INC$236,917,157$56,413,393 ▼-19.2%4,360,7063.1%COMMETAMeta Platforms$221,278,659$12,318,645 ▼-5.3%384,0112.9%Computer and TechnologyMELIMercadoLibre$218,280,230$13,236,907 ▼-5.7%111,9032.8%Retail/WholesaleTEMPUS AI INC$205,401,260$49,244,587 ▲31.5%4,260,5532.6%COMAMZNAmazon.com$183,217,526$31,378,060 ▲20.7%962,9852.4%Retail/WholesaleTOSTToast$165,941,284$5,168,914 ▲3.2%5,002,7522.1%Computer and TechnologyDKNGDraftKings$151,722,997$17,318,024 ▼-10.2%4,574,1032.0%Consumer DiscretionaryTERTeradyne$147,396,881$12,240,065 ▲9.1%1,783,8181.9%Computer and TechnologySPOTSpotify Technology$145,672,145$33,327,418 ▼-18.6%264,8441.9%Business ServicesPINSPinterest$138,316,296$8,197,733 ▲6.3%4,461,8161.8%Computer and TechnologyAMDAdvanced Micro Devices$129,259,920$35,361,002 ▲37.7%1,258,2491.7%Computer and TechnologyIRDMIridium Communications$106,209,819$28,988,609 ▲37.5%3,889,0451.4%Computer and TechnologyNVDANVIDIA$100,425,612$5,904,145 ▼-5.6%923,3691.3%Computer and TechnologyNTRANatera$98,549,195$6,212,566 ▼-5.9%696,9041.3%MedicalTWSTTwist Bioscience$94,795,914$7,736,794 ▼-7.5%2,415,7981.2%MedicalTRMBTrimble$90,909,423$5,748,115 ▼-5.9%1,385,3921.2%IndustrialsCRSPCRISPR Therapeutics$86,330,827$6,994,700 ▼-7.5%2,539,8891.1%MedicalBEAMBeam Therapeutics$83,265,390$6,091,976 ▲7.9%4,270,0201.1%MedicalCRWDCrowdStrike$83,061,517$4,437,673 ▼-5.1%235,6891.1%Computer and TechnologyNETCloudflare$82,242,514$8,833,769 ▼-9.7%729,8121.1%Computer and TechnologyPATHUiPath$79,489,797$50,190,201 ▼-38.7%7,717,4561.0%Business ServicesDEDeere & Company$77,958,566$42,609,471 ▲120.5%166,0991.0%IndustrialsVCYTVeracyte$67,019,475$6,859,286 ▼-9.3%2,261,8790.9%MedicalGTLBGitLab$65,529,082$41,707,188 ▲175.1%1,396,6130.8%Computer and TechnologyPSTGPure Storage$59,359,252$3,280,761 ▲5.9%1,340,8460.8%Computer and TechnologyGHGuardant Health$57,767,064$4,564,483 ▼-7.3%1,356,9900.7%MedicalGENIGenius Sports$57,096,960$293,794 ▼-0.5%5,703,9920.7%Computer and TechnologyPDPagerDuty$56,787,563$4,683,039 ▼-7.6%3,108,2410.7%Computer and TechnologyUUnity Software$55,995,860$52,582,557 ▼-48.4%2,858,3900.7%Computer and TechnologyACHRArcher Aviation$54,091,422$3,301,998 ▼-5.8%7,607,7950.7%AerospaceILMNIllumina$53,447,636$14,374,437 ▲36.8%673,7380.7%MedicalKTOSKratos Defense & Security Solutions$52,817,075$6,099,193 ▼-10.4%1,780,7510.7%AerospaceTTDTrade Desk$52,147,113$7,994,161 ▲18.1%953,6780.7%Computer and TechnologySDGRSchrödinger$47,659,454$948,591 ▼-2.0%2,416,8080.6%MedicalTXG10x Genomics$46,815,987$3,062,728 ▼-6.1%5,362,6560.6%MedicalINTUIntuit$46,790,291$2,756,486 ▼-5.6%76,2330.6%Computer and TechnologyADPTAdaptive Biotechnologies$45,155,820$5,546,057 ▼-10.9%6,085,6900.6%MedicalIBOTTA INC-CL A$44,458,460$18,125,575 ▲68.8%1,053,5180.6%COMRXRXRecursion Pharmaceuticals$44,390,724$2,646,954 ▼-5.6%8,407,3340.6%MedicalPYPLPayPal$43,862,798$1,600,564 ▼-3.5%672,5360.6%Computer and TechnologyNUNU$43,414,794$11,623,096 ▼-21.1%4,239,7260.6%FinanceGLBEGlobal-E Online$37,902,605$1,679,286 ▼-4.2%1,063,4850.5%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$33,107,025$2,033,053 ▼-5.8%199,5000.4%Computer and TechnologyREDDIT INC-CL A$31,490,246$12,949,171 ▼-29.1%300,1930.4%COMRUBRIK INC-A$31,458,484$2,015,877 ▼-6.0%515,8820.4%COMBWXTBWX Technologies$31,318,218$31,318,218 ▲New Holding317,4680.4%Computer and TechnologySESEA$30,935,497$855,618 ▼-2.7%237,2900.4%Computer and TechnologySOFISoFi Technologies$30,521,696$59,333,939 ▼-66.0%2,626,6520.4%FinanceJSC KASPI.KZ ADR$29,112,653$2,285,596 ▲8.5%313,5450.4%COMCRMSalesforce$27,884,483$27,884,483 ▲New Holding103,9070.4%Computer and TechnologyAURAurora Innovation$26,859,887$5,375,630 ▼-16.7%3,997,0070.3%Business ServicesCTVACorteva$24,993,027$3,798,266 ▼-13.2%397,1560.3%Consumer StaplesCDNACareDx$24,423,616$2,151,223 ▼-8.1%1,376,7540.3%MedicalAVAVAeroVironment$23,411,487$944,661 ▲4.2%196,5040.3%AerospaceCCJCameco$22,956,496$3,669,990 ▲19.0%557,7380.3%Basic MaterialsFUTUFutu$21,076,997$1,004,709 ▼-4.5%206,1320.3%Business ServicesARCTArcturus Therapeutics$20,377,969$1,470,260 ▼-6.7%1,926,0840.3%MedicalNTLAIntellia Therapeutics$20,003,556$1,184,498 ▼-5.6%2,825,3610.3%MedicalAAPLApple$19,864,809$4,107,518 ▼-17.1%89,4650.3%Computer and TechnologyICEIntercontinental Exchange$19,091,783$803,333 ▼-4.0%110,6770.2%FinanceDDOGDatadog$18,530,286$1,004,779 ▼-5.1%186,9480.2%Computer and TechnologyGOOGAlphabet$17,681,407$493,869 ▼-2.7%113,2770.2%Computer and TechnologyRKLBRocket Lab USA$16,780,773$1,854,245 ▼-10.0%938,5220.2%AerospaceJOBYJoby Aviation$15,423,096$279,936 ▼-1.8%2,561,9760.2%TransportationZZillow Group$15,380,545$540,801 ▼-3.4%224,3370.2%FinanceREGNRegeneron Pharmaceuticals$15,311,277$1,260,944 ▼-7.6%24,1640.2%MedicalMSFTMicrosoft$14,576,042$3,538,209 ▲32.1%38,8850.2%Computer and TechnologyLHXL3Harris Technologies$14,435,273$1,648,944 ▲12.9%68,9660.2%AerospaceABNBAirbnb$14,256,838$14,256,838 ▲New Holding119,3940.2%Consumer DiscretionaryBIDUBaidu$13,797,644$13,797,644 ▲New Holding150,0070.2%Computer and TechnologyAVDXAvidXchange$13,185,993$297,936 ▼-2.2%1,554,9520.2%Computer and TechnologyKINDNextdoor$13,005,835$623,160 ▼-4.6%8,500,5460.2%Computer and TechnologyDISWalt Disney$12,347,765$3,979,189 ▲47.5%125,1040.2%Consumer DiscretionaryBILLBILL$12,241,846$181,266 ▼-1.5%266,7650.2%Computer and TechnologyPACBPacific Biosciences of California$11,191,437$717,409 ▼-6.0%9,565,3310.1%MedicalESLTElbit Systems$9,536,833$2,007,532 ▼-17.4%24,8880.1%AerospaceSNAPSnap$9,455,672$550,968 ▼-5.5%1,085,6110.1%Computer and TechnologyGRMNGarmin$9,166,360$1,103,020 ▼-10.7%42,2160.1%Computer and TechnologyNRIXNurix Therapeutics$8,980,924$395,034 ▼-4.2%755,9700.1%MedicalCERSCerus$8,543,427$373,697 ▼-4.2%6,190,8890.1%MedicalBLDEBlade Air Mobility$8,157,802$276,028 ▼-3.3%2,999,1920.1%Business ServicesEXASExact Sciences$7,490,556$15,926,302 ▼-68.0%173,1120.1%MedicalQSIQuantum-Si$6,915,602$182,996 ▼-2.6%5,811,4300.1%Computer and TechnologySNPSSynopsys$6,904,104$211,748 ▼-3.0%16,1070.1%Computer and TechnologyLABStandard BioTools$6,732,388$415,477 ▼-5.8%6,233,6930.1%MedicalNXPINXP Semiconductors$6,050,953$438,296 ▼-6.8%31,8220.1%Computer and TechnologySHELShell$5,963,820$4,250 ▼-0.1%81,3840.1%EnergyPRMEPrime Medicine$5,822,786$326,672 ▼-5.3%2,926,0230.1%MedicalLMTLockheed Martin$5,429,313$367,196 ▼-6.3%12,1540.1%AerospaceXOMExxon Mobil$5,232,801$160,080 ▲3.2%43,9990.1%EnergyNFLXNetflix$4,903,845$314,182 ▼-6.0%5,2600.1%Consumer DiscretionaryBHPBHP Group$4,385,219$78,958 ▲1.8%90,3610.1%Basic MaterialsHEIHEICO$4,298,286$107,410 ▲2.6%16,0870.1%AerospaceShowing 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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