Nikko Asset Management Americas, Inc. Top Holdings and 13F Report (2024) About Nikko Asset Management Americas, Inc.Investment ActivityNikko Asset Management Americas, Inc. has $8.83 billion in total holdings as of September 30, 2024.Nikko Asset Management Americas, Inc. owns shares of 187 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About 10.69% of the portfolio was sold this quarter.This quarter, Nikko Asset Management Americas, Inc. has purchased 189 new stocks and bought additional shares in 38 stocks.Nikko Asset Management Americas, Inc. sold shares of 139 stocks and completely divested from 8 stocks this quarter.Largest Holdings Robinhood Markets $513,030,955Tesla $499,785,461Coinbase Global $496,983,041Shopify $470,982,139Roku $463,541,578 Largest New Holdings this Quarter RUBRIK INC-A $20,773,787 HoldingGitLab $15,328,048 HoldingNurix Therapeutics $12,405,915 HoldingMARKFORGED HOLDING CORP $2,857,841 HoldingPERMIAN RESOURCES CORP $632,879 Holding Largest Purchases this Quarter Amazon.com 335,052 shares (about $62.42M)TEMPUS AI INC 935,476 shares (about $52.83M)Advanced Micro Devices 273,858 shares (about $44.93M)Beam Therapeutics 1,328,414 shares (about $32.55M)Guardant Health 1,177,790 shares (about $27.02M) Largest Sales this Quarter Tesla 570,991 shares (about $149.35M)Block 920,373 shares (about $61.78M)Unity Software 2,184,578 shares (about $49.42M)Roblox 982,768 shares (about $43.50M)UiPath 3,381,678 shares (about $43.29M) 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$513,030,955$20,037,848 ▼-3.8%21,905,6775.8%FinanceTSLATesla$499,785,461$149,354,116 ▼-23.0%1,910,7145.7%Auto/Tires/TrucksCOINCoinbase Global$496,983,041$17,770,782 ▲3.7%2,789,2195.6%Business ServicesSHOPShopify$470,982,139$10,923,002 ▼-2.3%5,876,9925.3%Computer and TechnologyROKURoku$463,541,578$33,563,344 ▼-6.8%6,207,8695.3%Consumer DiscretionarySQBlock$441,596,714$61,784,639 ▼-12.3%6,578,2325.0%Business ServicesPLTRPalantir Technologies$378,663,338$4,139,616 ▲1.1%10,179,1224.3%Business ServicesRBLXRoblox$352,869,843$43,497,312 ▼-11.0%7,972,6584.0%Consumer DiscretionaryMELIMercadoLibre$238,693,706$9,451,187 ▲4.1%116,4782.7%Retail/WholesaleDKNGDraftKings$229,561,629$2,156,078 ▼-0.9%5,856,1642.6%Consumer DiscretionaryMETAMeta Platforms$227,389,032$4,987,769 ▲2.2%397,3112.6%Computer and TechnologyPATHUiPath$181,372,621$43,285,478 ▼-19.3%14,169,7362.1%Business ServicesUUnity Software$173,933,889$49,415,154 ▼-22.1%7,689,3852.0%Computer and TechnologyTERTeradyne$171,992,966$6,265,184 ▲3.8%1,285,0641.9%Computer and TechnologyTOSTToast$152,592,400$9,487,445 ▼-5.9%5,390,0531.7%Computer and TechnologyPINSPinterest$145,299,122$14,839,670 ▲11.4%4,488,6971.6%Computer and TechnologySPOTSpotify Technology$143,980,986$16,472,923 ▼-10.3%390,6901.6%Business ServicesTXG10x Genomics$143,843,395$5,077,347 ▲3.7%6,373,2121.6%MedicalCRSPCRISPR Therapeutics$139,370,276$8,656,336 ▼-5.8%2,967,2191.6%MedicalNVDANVIDIA$134,629,144$8,374,549 ▼-5.9%1,108,1501.5%Computer and TechnologyTWSTTwist Bioscience$129,224,459$13,667,719 ▼-9.6%2,860,8471.5%MedicalAMDAdvanced Micro Devices$111,190,781$44,934,621 ▲67.8%677,6621.3%Computer and TechnologyTRMBTrimble$104,993,010$30,756,840 ▼-22.7%1,690,9811.2%Industrial ProductsVCYTVeracyte$93,432,596$14,805,164 ▼-13.7%2,746,4021.1%MedicalAMZNAmazon.com$93,076,598$62,420,188 ▲203.6%499,6061.1%Retail/WholesaleBEAMBeam Therapeutics$87,044,311$32,546,143 ▲59.7%3,552,8291.0%MedicalNTRANatera$85,231,945$19,479,335 ▲29.6%671,3821.0%MedicalNUNU$84,118,262$5,581,799 ▼-6.2%6,162,5101.0%Business ServicesCRWDCrowdStrike$81,037,234$17,656,079 ▲27.9%288,9440.9%Computer and TechnologyTTDTrade Desk$80,279,856$2,692,732 ▼-3.2%732,2800.9%Computer and TechnologySOFISoFi Technologies$78,891,182$11,168,227 ▼-12.4%10,037,0460.9%FinanceIRDMIridium Communications$76,028,923$205,561 ▲0.3%2,497,6650.9%Computer and TechnologyNETCloudflare$75,284,727$5,031,358 ▼-6.3%930,7050.9%Computer and TechnologyPSTGPure Storage$71,908,512$8,098,588 ▼-10.1%1,431,3000.8%Computer and TechnologyPDPagerDuty$69,354,796$3,140,515 ▼-4.3%3,738,8030.8%Computer and TechnologyTEMPUS AI INC$68,763,463$52,826,330 ▲331.5%1,217,6990.8%COMNTLAIntellia Therapeutics$64,668,074$2,244,858 ▼-3.4%3,148,3970.7%MedicalRXRXRecursion Pharmaceuticals$63,888,587$1,579,709 ▼-2.4%9,694,7780.7%MedicalINTUIntuit$56,864,211$7,705,866 ▼-11.9%91,5850.6%Computer and TechnologyMRNAModerna$56,799,339$9,955,245 ▲21.3%850,0350.6%MedicalKTOSKratos Defense & Security Solutions$54,874,734$5,517,983 ▼-9.1%2,356,1500.6%AerospaceARCTArcturus Therapeutics$53,691,668$17,444,191 ▲48.1%2,315,2940.6%MedicalPYPLPayPal$52,961,379$14,784,533 ▲38.7%678,9050.6%Computer and TechnologyGENIGenius Sports$52,353,160$12,789,188 ▼-19.6%6,677,6990.6%Computer and TechnologyCDNACareDx$51,599,136$28,831,732 ▼-35.8%1,652,7590.6%MedicalGLBEGlobal-E Online$49,994,448$3,048,819 ▼-5.7%1,301,2610.6%Retail/WholesaleEXASExact Sciences$46,190,101$2,901,570 ▼-5.9%678,4680.5%MedicalAVAVAeroVironment$44,911,548$5,440,178 ▼-10.8%224,3110.5%AerospaceTSMTaiwan Semiconductor Manufacturing$40,732,648$2,020,360 ▼-4.7%234,5540.5%Computer and TechnologyADPTAdaptive Biotechnologies$39,520,147$4,160,082 ▲11.8%7,733,8840.4%MedicalJSC KASPI.KZ ADR$36,149,691$11,848,304 ▼-24.7%341,0670.4%COMDEDeere & Company$35,811,087$2,236,471 ▼-5.9%85,8100.4%Industrial ProductsCTVACorteva$34,991,161$4,684,446 ▼-11.8%595,1890.4%Consumer StaplesREDDIT INC-CL A$33,808,456$13,301,074 ▲64.9%512,8710.4%COMREGNRegeneron Pharmaceuticals$30,368,060$2,221,566 ▼-6.8%28,8840.3%MedicalAAPLApple$29,262,845$1,762,569 ▼-5.7%125,5970.3%Computer and TechnologyGHGuardant Health$29,053,143$27,018,503 ▲1,327.9%1,266,4840.3%MedicalACHRArcher Aviation$28,290,050$2,068,978 ▼-6.8%9,336,6500.3%AerospaceDDOGDatadog$26,380,973$1,674,407 ▼-6.0%229,3200.3%Computer and TechnologyCCJCameco$25,347,235$1,406,723 ▼-5.3%530,7210.3%Basic MaterialsKINDNextdoor$24,514,207$3,036,537 ▼-11.0%9,884,7610.3%Computer and TechnologySESEA$23,497,227$1,269,117 ▼-5.1%249,2810.3%Computer and TechnologyGOOGAlphabet$22,525,833$257,959 ▲1.2%134,7400.3%Computer and TechnologySDGRSchrödinger$21,906,845$1,209,182 ▼-5.2%1,180,9620.2%MedicalICEIntercontinental Exchange$21,644,473$1,188,897 ▼-5.2%134,7390.2%FinanceRUBRIK INC-A$20,773,787$20,773,787 ▲New Holding646,1520.2%COMPACBPacific Biosciences of California$20,053,145$1,309,404 ▼-6.1%11,865,7660.2%MedicalRKLBRocket Lab USA$19,776,299$843,770 ▼-4.1%2,036,6940.2%AerospaceIBOTTA INC-CL A$19,620,197$15,366,458 ▲361.2%318,4580.2%COMLHXL3Harris Technologies$18,692,062$1,595,870 ▼-7.9%78,5810.2%AerospaceLABStandard BioTools$18,379,185$2,053,976 ▼-10.1%9,572,4920.2%MedicalAURAurora Innovation$18,015,714$1,069,028 ▼-5.6%3,043,1950.2%Business ServicesZZillow Group$17,415,313$1,295,621 ▼-6.9%272,8390.2%FinanceBILLBILL$16,976,110$847,009 ▼-4.8%321,7610.2%Computer and TechnologyGTLBGitLab$15,328,048$15,328,048 ▲New Holding297,6320.2%Computer and TechnologyAVDXAvidXchange$15,102,645$1,445,518 ▲10.6%1,862,2250.2%Computer and TechnologyGRMNGarmin$14,675,445$1,622,292 ▼-10.0%83,3690.2%Computer and TechnologyMSFTMicrosoft$14,447,112$756,186 ▼-5.0%33,5870.2%Computer and TechnologySNAPSnap$13,767,679$989,375 ▼-6.7%1,286,6990.2%Computer and TechnologySTNEStoneCo$13,274,179$585,630 ▼-4.2%1,179,9270.2%Computer and TechnologyJOBYJoby Aviation$13,090,193$815,655 ▼-5.9%2,602,4240.1%TransportationNRIXNurix Therapeutics$12,405,915$12,405,915 ▲New Holding552,6020.1%MedicalPRMEPrime Medicine$12,284,276$215,890 ▼-1.7%3,182,4550.1%MedicalCERSCerus$12,179,697$792,259 ▼-6.1%7,040,2870.1%MedicalBLDEBlade Air Mobility$11,033,285$837,003 ▼-7.1%3,752,8180.1%Business ServicesLMTLockheed Martin$10,713,231$866,902 ▼-7.5%18,3270.1%AerospaceSNPSSynopsys$9,738,719$586,987 ▼-5.7%19,2290.1%Computer and TechnologyDISWalt Disney$9,240,973$244,996 ▼-2.6%96,0700.1%Consumer DiscretionaryNXPINXP Semiconductors$9,152,301$1,786,394 ▲24.3%38,1330.1%Computer and TechnologyIONSIonis Pharmaceuticals$7,856,327$124,867 ▼-1.6%196,1140.1%MedicalACCDAccolade$7,246,122$479,693 ▼-6.2%1,887,0110.1%Business ServicesANSSANSYS$7,148,696$692,991 ▼-8.8%22,4470.1%Computer and TechnologyESLTElbit Systems$7,130,397$508,389 ▼-6.7%35,7790.1%AerospaceQSIQuantum-Si$6,624,563$295,019 ▼-4.3%7,527,9120.1%Computer and TechnologyBHPBHP Group$6,334,573$674,530 ▼-9.6%102,0060.1%Basic MaterialsVEEVVeeva Systems$5,892,940$1,396,265 ▼-19.2%28,0790.1%Computer and TechnologySHELShell$5,677,177$861,306 ▼-13.2%86,0700.1%Oils/EnergyXOMExxon Mobil$5,490,585$679,642 ▼-11.0%46,8400.1%Oils/EnergyFCXFreeport-McMoRan$5,410,380$808,504 ▼-13.0%108,3810.1%Basic MaterialsCATCaterpillar$5,373,989$346,923 ▼-6.1%13,7400.1%Industrial ProductsShowing largest 100 holdings. 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