Nikko Asset Management Americas, Inc. Top Holdings and 13F Report (2026) About Nikko Asset Management Americas, Inc.Investment ActivityNikko Asset Management Americas, Inc. has $7.75 billion in total holdings as of June 30, 2026.Nikko Asset Management Americas, Inc. owns shares of 276 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 6.97% of the portfolio was purchased this quarter.About 17.76% of the portfolio was sold this quarter.This quarter, Nikko Asset Management Americas, Inc. has purchased 186 new stocks and bought additional shares in 57 stocks.Nikko Asset Management Americas, Inc. sold shares of 122 stocks and completely divested from 6 stocks this quarter.Largest Holdings Robinhood Markets $487,099,427Advanced Micro Devices $433,209,533Tesla $402,513,324SHOPIFY INC - CLASS A $384,489,702Amazon.com $240,887,868 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN-CL A $228,419,267 Holding15675D103 - CEREBRAS SYSTEMS INC - A $65,067,489 Holding833445109 - Snowflake $28,399,262 Holding98386P102 - X-ENERGY INC $26,711,505 Holding18539C204 - Clearway Energy $4,584,860 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN-CL A 1,338,368 shares (about $228.42M)CEREBRAS SYSTEMS INC - A 294,463 shares (about $65.07M)Amazon.com 151,424 shares (about $36.07M)Snowflake 111,685 shares (about $28.40M)X-ENERGY INC 1,454,875 shares (about $26.71M) Largest Sales this Quarter Advanced Micro Devices 738,232 shares (about $428.29M)Roku 1,272,817 shares (about $175.83M)Teradyne 297,132 shares (about $143.58M)Twist Bioscience 496,365 shares (about $51.06M)Baidu 359,668 shares (about $41.13M) 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 PortfolioSectorHOODRobinhood Markets$487,099,427$38,395,188 â–¼-7.3%4,857,8786.3%FinanceAMDAdvanced Micro Devices$433,209,533$428,292,677 â–¼-49.7%746,7075.6%TechnologyTSLATesla$402,513,324$21,133,945 â–¼-5.0%957,6815.2%Consumer DiscretionarySHOPIFY INC - CLASS A$384,489,702$10,444,161 â–¼-2.6%3,366,8105.0%COMAMZNAmazon.com$240,887,868$36,066,168 â–²17.6%1,011,3693.1%Consumer DiscretionaryTEMPUS AI INC-CL A$236,632,108$13,731,625 â–¼-5.5%4,089,0293.1%COMCOINCoinbase Global$233,420,809$1,118,569 â–²0.5%1,596,8043.0%FinanceSPACE EXPLORATION TECHN-CL A$228,419,267$228,419,267 â–²New Holding1,338,3682.9%COMBLOCK INC$219,242,364$2,895,754 â–²1.3%2,884,0092.8%COMNVDANVIDIA$206,943,769$23,694,133 â–²12.9%1,035,9622.7%TechnologyPALANTIR TECHNOLOGIES INC-A$194,932,068$1,909,394 â–¼-1.0%1,671,9452.5%COMRBLXRoblox$185,964,251$9,840,728 â–²5.6%3,419,0892.4%Communication ServicesCIRCLE INTERNET GROUP INC$181,565,751$968,230 â–¼-0.5%2,899,4852.3%COMTXG10x Genomics$160,741,102$34,953,083 â–¼-17.9%4,192,5172.1%HealthcareGOOGAlphabet$131,457,698$6,851,921 â–²5.5%372,1801.7%Communication ServicesTERTeradyne$124,898,042$143,583,096 â–¼-53.5%258,4651.6%TechnologyMETAMeta Platforms$123,272,409$11,582,382 â–²10.4%219,0031.6%Communication ServicesTSMTaiwan Semiconductor Manufacturing$121,256,726$28,051,128 â–¼-18.8%254,1751.6%TechnologyBEAMBeam Therapeutics$118,542,525$12,713,296 â–¼-9.7%3,455,0431.5%HealthcareMELIMercadoLibre$113,096,429$16,821,036 â–¼-12.9%66,6301.5%Consumer DiscretionaryDEDeere & Company$112,439,152$6,148,293 â–¼-5.2%177,3741.5%IndustrialsCRWDCrowdStrike$110,275,314$17,167,845 â–¼-13.5%144,6671.4%TechnologyILMNIllumina$108,658,017$18,208,955 â–¼-14.4%617,9721.4%HealthcareCOREWEAVE INC-CL A$107,112,227$4,698,913 â–¼-4.2%1,076,6131.4%COMTOSTToast$104,857,920$1,357,755 â–¼-1.3%3,769,1561.4%FinanceTWSTTwist Bioscience$102,842,637$51,061,068 â–¼-33.2%999,7341.3%HealthcareNTRANatera$99,926,238$15,029,143 â–¼-13.1%368,0661.3%HealthcareBULLISH$94,719,188$4,801,872 â–²5.3%4,040,9211.2%COMCRSPCRISPR Therapeutics$93,762,487$7,292,239 â–¼-7.2%1,720,0971.2%HealthcareNETCloudflare$86,621,417$16,163,615 â–¼-15.7%353,1821.1%TechnologyROKURoku$79,578,586$175,826,940 â–¼-68.8%576,0721.0%Communication ServicesEVERPURE INC-A$78,464,837$10,562,668 â–¼-11.9%995,4941.0%COMSPOTSpotify Technology$71,994,533$4,822,923 â–²7.2%156,8440.9%Communication ServicesKTOSKratos Defense & Security Solutions$71,090,134$14,022,048 â–²24.6%1,425,5090.9%IndustrialsCEREBRAS SYSTEMS INC - A$65,067,489$65,067,489 â–²New Holding294,4630.8%COMGHGuardant Health$60,540,245$11,954,621 â–¼-16.5%403,8170.8%HealthcareBITMINE IMMERSION TECHNOLOGI$59,207,645$6,106,854 â–¼-9.3%4,448,3580.8%COMSOFISoFi Technologies$56,143,324$62,380 â–¼-0.1%3,132,9980.7%FinanceNUNU$53,038,879$5,684,840 â–¼-9.7%3,969,9760.7%FinanceDOORDASH INC - A$52,064,369$5,526,213 â–²11.9%282,2070.7%COMAVGOBroadcom$50,398,937$120,653 â–¼-0.2%133,6700.7%TechnologyNTLAIntellia Therapeutics$49,026,191$15,641,999 â–²46.9%2,897,5290.6%HealthcareTRMBTrimble$47,702,727$3,836,216 â–¼-7.4%932,7870.6%TechnologyDKNGDraftKings$47,169,058$11,725,255 â–¼-19.9%1,866,6030.6%Consumer DiscretionaryWGSGeneDx$45,700,793$1,904,665 â–²4.3%666,5810.6%HealthcareVCYTVeracyte$45,121,927$16,201,431 â–¼-26.4%768,9490.6%HealthcareSDGRSchrodinger$43,947,762$7,871,431 â–¼-15.2%2,706,1430.6%HealthcareABNBAirbnb$43,335,138$969,879 â–¼-2.2%302,9370.6%Consumer DiscretionaryCCJCameco$42,277,474$10,965,767 â–¼-20.6%415,1770.5%EnergyAVAVAeroVironment$38,471,595$2,004,186 â–²5.5%233,2460.5%IndustrialsLHXL3Harris Technologies$36,646,223$1,084,055 â–²3.0%126,2270.5%IndustrialsACHRArcher Aviation$35,596,805$519,417 â–¼-1.4%7,541,6960.5%IndustrialsAURAurora Innovation$35,589,915$7,096,874 â–¼-16.6%5,233,8110.5%TechnologyCDNACareDx$33,848,257$8,178,083 â–¼-19.5%1,188,0750.4%HealthcareROCKET LAB CORP$33,262,347$16,903,889 â–¼-33.7%327,4820.4%COMDDOGDatadog$30,267,454$6,350,097 â–¼-17.3%116,3730.4%TechnologyIRDMIridium Communications$30,199,236$10,216,363 â–¼-25.3%550,6790.4%Communication ServicesUUnity Software$28,716,709$3,026,332 â–¼-9.5%1,005,4870.4%TechnologyADPTAdaptive Biotechnologies$28,512,113$5,692,620 â–¼-16.6%1,329,8560.4%HealthcareSNOWSnowflake$28,399,262$28,399,262 â–²New Holding111,6850.4%TechnologyX-ENERGY INC$26,711,505$26,711,505 â–²New Holding1,454,8750.3%COMJOBYJoby Aviation$25,051,115$1,212,509 â–²5.1%2,814,7320.3%IndustrialsSESEA$24,359,014$1,322,668 â–¼-5.2%254,2960.3%Consumer DiscretionaryNRIXNurix Therapeutics$23,848,954$4,793,837 â–¼-16.7%983,4620.3%HealthcareFIGMA INC-CL A$23,809,827$2,714,891 â–¼-10.2%1,317,6440.3%COMBIDUBaidu$23,797,379$41,128,037 â–¼-63.3%208,1100.3%Communication ServicesKLARNA GROUP PLC$22,838,573$1,384,203 â–¼-5.7%1,130,0630.3%COMRUBRIK INC-A$22,568,948$2,405,895 â–¼-9.6%281,2330.3%COMLLYEli Lilly and Company$21,379,921$11,924,640 â–²126.1%17,8270.3%HealthcareGENIGenius Sports$21,265,526$2,389,641 â–¼-10.1%3,514,9630.3%Consumer DiscretionaryCTVACorteva$20,244,386$2,960,888 â–¼-12.8%239,1540.3%MaterialsRXRXRecursion Pharmaceuticals$20,227,891$339,350 â–²1.7%5,511,6870.3%HealthcareFUTUFutu$18,940,696$1,868,273 â–²10.9%201,9910.2%FinanceETORO GROUP LTD-A$16,885,231$1,133,911 â–¼-6.3%428,0160.2%COMGTLBGitLab$15,004,238$1,344,026 â–¼-8.2%491,7810.2%TechnologyESLTElbit Systems$14,530,303$344,604 â–²2.4%19,1430.2%IndustrialsNFLXNetflix$13,652,853$350,761 â–²2.6%191,2700.2%Communication ServicesBABAAlibaba Group$13,424,064$32,908,416 â–¼-71.0%139,8340.2%Consumer DiscretionaryJSC KASPI.KZ ADR$13,255,516$714,450 â–¼-5.1%153,0660.2%COMARCTArcturus Therapeutics$13,135,069$2,200,796 â–¼-14.4%1,960,4580.2%HealthcareGRMNGarmin$12,866,775$385,521 â–²3.1%54,2010.2%Consumer DiscretionaryLUNRIntuitive Machines$12,668,991$840,995 â–²7.1%592,8400.2%IndustrialsPAYPAY CORP$12,247,622$3,040,926 â–²33.0%854,0880.2%COMWERIDE INC-ADR$12,244,553$1,176,350 â–¼-8.8%2,103,8750.2%COMCERSCerus$12,066,999$1,121,490 â–¼-8.5%4,132,5340.2%HealthcareKODIAK AI INC$12,020,941$3,480,170 â–²40.7%2,361,6780.2%COMABSIAbsci$11,741,715$3,853,928 â–¼-24.7%1,013,9650.2%HealthcareSNPSSynopsys$11,153,275$455,618 â–²4.3%25,0180.1%TechnologyPONY AI INC$11,065,089$1,559,534 â–¼-12.4%1,596,6940.1%COMHEIHeico$10,317,086$684,126 â–²7.1%28,9700.1%IndustrialsCATCaterpillar$10,129,401$958,014 â–¼-8.6%9,5160.1%IndustrialsPACBPacific Biosciences of California$10,036,224$1,717,214 â–¼-14.6%6,009,7150.1%HealthcarePRIME MEDICINE INC$8,857,826$1,964,292 â–¼-18.2%2,407,0180.1%COMPINSPinterest$8,394,623$7,196,753 â–¼-46.2%398,9840.1%Communication ServicesZZillow Group$8,145,207$400,050 â–¼-4.7%258,5780.1%Communication ServicesBHPBHP Group$7,890,863$185,215 â–¼-2.3%94,7510.1%MaterialsGLBEGlobal-e Online$7,727,008$470,626 â–¼-5.7%222,4880.1%Consumer DiscretionaryTDYTeledyne Technologies$7,680,342$524,827 â–²7.3%11,5170.1%TechnologySHELShell$7,166,020$155,990 â–¼-2.1%92,4290.1%EnergyNTRNutrien$6,884,353$9,188 â–¼-0.1%109,3970.1%MaterialsShowing largest 100 holdings. 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