Nikko Asset Management Americas, Inc. Top Holdings and 13F Report (2025) About Nikko Asset Management Americas, Inc.Investment ActivityNikko Asset Management Americas, Inc. has $9.23 billion in total holdings as of December 31, 2024.Nikko Asset Management Americas, Inc. owns shares of 184 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 4.53% of the portfolio was purchased this quarter.About 19.55% of the portfolio was sold this quarter.This quarter, Nikko Asset Management Americas, Inc. has purchased 187 new stocks and bought additional shares in 26 stocks.Nikko Asset Management Americas, Inc. sold shares of 154 stocks and completely divested from 6 stocks this quarter.Largest Holdings Robinhood Markets $615,131,898Coinbase Global $602,515,840Shopify $534,336,215PALANTIR TECHNOLOGIES INC-A $515,301,096Tesla $478,056,547 Largest New Holdings this Quarter Illumina $65,813,195 HoldingFutu $17,274,480 HoldingHudbay Minerals $334,562 Holding Largest Purchases this Quarter TEMPUS AI INC 2,021,394 shares (about $68.24M)Illumina 492,540 shares (about $65.81M)Amazon.com 298,457 shares (about $65.46M)Teradyne 350,623 shares (about $44.15M)Advanced Micro Devices 236,374 shares (about $28.55M) Largest Sales this Quarter Tesla 726,321 shares (about $293.16M)PALANTIR TECHNOLOGIES INC-A 3,367,475 shares (about $254.75M)Robinhood Markets 5,392,069 shares (about $200.85M)BLOCK INC 1,179,179 shares (about $100.22M)Shopify 851,729 shares (about $90.56M) 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$615,131,898$200,854,570 ▼-24.6%16,513,6086.7%FinanceCOINCoinbase Global$602,515,840$89,461,502 ▼-12.9%2,428,6186.5%FinanceSHOPShopify$534,336,215$90,564,345 ▼-14.5%5,025,2635.8%Computer and TechnologyPALANTIR TECHNOLOGIES INC-A$515,301,096$254,749,484 ▼-33.1%6,811,6475.6%COMTSLATesla$478,056,547$293,164,945 ▼-38.0%1,184,3935.2%Auto/Tires/TrucksBLOCK INC$458,865,514$100,218,423 ▼-17.9%5,399,0535.0%COMROKURoku$398,026,809$63,217,858 ▼-13.7%5,357,0234.3%Consumer DiscretionaryRBLXRoblox$385,700,662$75,597,330 ▼-16.4%6,666,1024.2%Consumer DiscretionaryMETAMeta Platforms$237,371,475$4,729,992 ▲2.0%405,3892.6%Computer and TechnologyTERTeradyne$205,965,707$44,150,448 ▲27.3%1,635,6872.2%Computer and TechnologyMELIMercadoLibre$201,816,402$3,759,540 ▲1.9%118,6892.2%Retail/WholesaleDKNGDraftKings$189,476,790$28,255,387 ▼-13.0%5,096,2022.1%Consumer DiscretionaryTOSTToast$176,670,270$19,797,161 ▼-10.1%4,846,9211.9%Computer and TechnologyAMZNAmazon.com$175,047,138$65,463,558 ▲59.7%798,0631.9%Retail/WholesalePATHUiPath$160,022,599$20,074,746 ▼-11.1%12,590,2911.7%Business ServicesSPOTSpotify Technology$145,593,558$29,193,335 ▼-16.7%325,4361.6%Business ServicesNVDANVIDIA$131,201,301$17,512,429 ▼-11.8%977,6551.4%Computer and TechnologyUUnity Software$124,540,941$48,239,540 ▼-27.9%5,542,5431.3%Computer and TechnologyPINSPinterest$121,723,817$8,448,396 ▼-6.5%4,197,3731.3%Computer and TechnologyTWSTTwist Bioscience$121,372,178$11,514,165 ▼-8.7%2,612,9641.3%MedicalSOFISoFi Technologies$119,008,454$35,461,684 ▼-23.0%7,732,8431.3%FinanceNTRANatera$117,274,497$10,994,726 ▲10.3%740,8371.3%MedicalAMDAdvanced Micro Devices$110,406,408$28,551,615 ▲34.9%914,0361.2%Computer and TechnologyTEMPUS AI INC$109,351,780$68,242,262 ▲166.0%3,239,0931.2%COMCRSPCRISPR Therapeutics$108,069,807$8,719,932 ▼-7.5%2,745,6761.2%MedicalTRMBTrimble$104,066,673$15,401,135 ▼-12.9%1,472,9891.1%Industrial ProductsVCYTVeracyte$98,662,928$10,012,199 ▼-9.2%2,493,3771.1%MedicalBEAMBeam Therapeutics$98,109,177$10,034,546 ▲11.4%3,957,6111.1%MedicalTTDTrade Desk$94,862,633$8,834,379 ▲10.3%807,4791.0%Computer and TechnologyNETCloudflare$87,027,191$13,191,123 ▼-13.2%808,2020.9%Computer and TechnologyCRWDCrowdStrike$84,919,550$13,907,966 ▼-14.1%248,2810.9%Computer and TechnologyTXG10x Genomics$82,045,630$9,473,694 ▼-10.4%5,713,4840.9%MedicalIRDMIridium Communications$82,028,096$9,570,834 ▲13.2%2,827,5800.9%Computer and TechnologyACHRArcher Aviation$78,704,057$12,328,280 ▼-13.5%8,072,2110.9%AerospacePSTGPure Storage$77,815,715$10,109,044 ▼-11.5%1,266,7380.8%Computer and TechnologyREDDIT INC-CL A$69,239,068$14,584,568 ▼-17.4%423,6360.8%COMILMNIllumina$65,813,195$65,813,195 ▲New Holding492,5400.7%MedicalPDPagerDuty$61,436,957$6,833,586 ▼-10.0%3,364,5650.7%Computer and TechnologyGLBEGlobal-E Online$60,494,545$10,385,141 ▼-14.7%1,110,6030.7%Retail/WholesaleRXRXRecursion Pharmaceuticals$60,133,394$5,306,357 ▼-8.1%8,908,6510.7%MedicalPYPLPayPal$59,488,551$1,550,798 ▲2.7%697,0770.6%Computer and TechnologyNUNU$55,682,866$8,160,738 ▼-12.8%5,374,7940.6%FinanceKTOSKratos Defense & Security Solutions$52,400,915$9,754,321 ▼-15.7%1,986,3880.6%AerospaceINTUIntuit$50,735,034$6,826,139 ▼-11.9%80,7240.5%Computer and TechnologyGENIGenius Sports$49,593,408$8,168,688 ▼-14.1%5,733,3420.5%Computer and TechnologySDGRSchrödinger$47,498,835$24,741,697 ▲108.7%2,464,9110.5%MedicalGHGuardant Health$44,731,707$6,040,621 ▲15.6%1,464,2130.5%MedicalTSMTaiwan Semiconductor Manufacturing$41,835,645$4,505,189 ▼-9.7%211,7510.5%Computer and TechnologyADPTAdaptive Biotechnologies$40,930,491$5,395,475 ▼-11.6%6,833,1370.4%MedicalIBOTTA INC-CL A$40,610,050$19,884,803 ▲95.9%624,0020.4%COMRUBRIK INC-A$35,878,718$6,353,776 ▼-15.0%548,9400.4%COMARCTArcturus Therapeutics$34,940,646$4,234,128 ▼-10.8%2,065,0500.4%MedicalNTLAIntellia Therapeutics$34,894,451$1,815,858 ▼-4.9%2,992,6630.4%MedicalCDNACareDx$32,012,645$3,306,815 ▼-9.4%1,498,0180.3%MedicalDEDeere & Company$31,910,966$4,446,732 ▼-12.2%75,3150.3%Industrial ProductsEXASExact Sciences$30,398,081$7,711,467 ▼-20.2%541,1800.3%MedicalAURAurora Innovation$30,220,798$11,048,669 ▲57.6%4,796,9520.3%Business ServicesAVAVAeroVironment$29,019,807$5,499,413 ▼-15.9%188,5750.3%AerospaceGTLBGitLab$28,589,319$11,829,661 ▲70.6%507,7130.3%Computer and TechnologyDDOGDatadog$28,139,796$4,602,513 ▼-14.1%197,0850.3%Computer and TechnologyJSC KASPI.KZ ADR$27,364,466$4,937,990 ▼-15.3%288,9290.3%COMAAPLApple$27,033,106$4,415,127 ▼-14.0%107,9640.3%Computer and TechnologyRKLBRocket Lab USA$26,524,677$25,309,185 ▼-48.8%1,042,2270.3%AerospaceCTVACorteva$26,059,940$7,842,025 ▼-23.1%457,5130.3%Consumer StaplesSESEA$25,855,734$575,531 ▼-2.2%243,8530.3%Computer and TechnologyCCJCameco$24,080,018$3,193,734 ▼-11.7%468,5740.3%Basic MaterialsBILLBILL$22,932,268$4,324,107 ▼-15.9%270,7150.2%Computer and TechnologyGOOGAlphabet$22,173,860$3,484,679 ▼-13.6%116,4410.2%Computer and TechnologyJOBYJoby Aviation$21,206,918$49,211 ▲0.2%2,608,4770.2%TransportationKINDNextdoor$21,111,581$2,315,303 ▼-9.9%8,907,8400.2%Computer and TechnologyREGNRegeneron Pharmaceuticals$18,630,279$1,944,661 ▼-9.5%26,1540.2%MedicalPACBPacific Biosciences of California$18,423,087$3,053,950 ▼-14.2%10,178,5010.2%MedicalFUTUFutu$17,274,480$17,274,480 ▲New Holding215,9580.2%Business ServicesZZillow Group$17,193,939$3,007,061 ▼-14.9%232,2250.2%FinanceICEIntercontinental Exchange$17,185,919$2,891,539 ▼-14.4%115,3340.2%FinanceAVDXAvidXchange$16,441,489$2,813,917 ▼-14.6%1,590,0860.2%Computer and TechnologyQSIQuantum-Si$16,046,410$4,203,674 ▼-20.8%5,965,2080.2%Computer and TechnologyNRIXNurix Therapeutics$14,868,942$4,457,921 ▲42.8%789,2220.2%MedicalBLDEBlade Air Mobility$13,146,854$2,765,095 ▼-17.4%3,100,6730.1%Business ServicesLHXL3Harris Technologies$12,845,585$3,678,428 ▼-22.3%61,0880.1%AerospaceMSFTMicrosoft$12,405,011$1,744,520 ▼-12.3%29,4460.1%Computer and TechnologySNAPSnap$12,373,308$1,484,440 ▼-10.7%1,148,8680.1%Computer and TechnologyLABStandard BioTools$11,516,006$5,140,131 ▼-30.9%6,618,3940.1%MedicalCERSCerus$9,886,377$885,263 ▼-8.2%6,461,6840.1%MedicalGRMNGarmin$9,755,273$7,440,417 ▼-43.3%47,2960.1%Computer and TechnologyDISWalt Disney$9,441,144$1,256,251 ▼-11.7%84,7880.1%Consumer DiscretionaryPRMEPrime Medicine$9,023,326$269,443 ▼-2.9%3,090,1800.1%MedicalSNPSSynopsys$8,049,991$1,274,343 ▼-13.7%16,6010.1%Computer and TechnologyESLTElbit Systems$7,774,875$1,458,612 ▼-15.8%30,1270.1%AerospaceNXPINXP Semiconductors$7,093,297$832,647 ▼-10.5%34,1270.1%Computer and TechnologyANSSANSYS$6,379,610$1,190,865 ▼-15.7%18,9160.1%Computer and TechnologyLMTLockheed Martin$6,305,557$2,600,265 ▼-29.2%12,9760.1%AerospaceACCDAccolade$6,023,697$411,011 ▼-6.4%1,766,4800.1%Business ServicesIONSIonis Pharmaceuticals$5,472,029$1,378,233 ▼-20.1%156,6570.1%MedicalSHELShell$5,103,156$289,990 ▼-5.4%81,4420.1%Oils/EnergyNFLXNetflix$4,988,158$921,521 ▼-15.6%5,5970.1%Consumer DiscretionaryVEEVVeeva Systems$4,601,532$1,302,078 ▼-22.1%21,8860.0%MedicalXOMExxon Mobil$4,588,183$450,396 ▼-8.9%42,6530.0%Oils/EnergyCATCaterpillar$4,475,007$509,315 ▼-10.2%12,3360.0%Industrial ProductsMGAMagna International$4,404,457$630,569 ▼-12.5%105,3950.0%Auto/Tires/TrucksShowing 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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