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Nikko Asset Management Americas, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Nikko Asset Management Americas, Inc.

报告期 2026-03-31 · CIK 0001480751

持仓数

186

前50大市值合计

$6.14B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SHOP SHOPIFY INC - CLASS A

COM

$410.2M

3,458,265

6.7%

TSLA TESLA INC

COM

$376.1M

1,007,964

6.1%

HOOD ROBINHOOD MARKETS INC - A

COM

$362.9M

5,240,796

5.9%

AMD ADVANCED MICRO DEVICES

COM

$301.8M

1,484,939

4.9%

CRCL CIRCLE INTERNET GROUP INC

COM

$278.2M

2,914,947

4.5%

COIN COINBASE GLOBAL INC -CLASS A

COM

$277.4M

1,589,152

4.5%

PLTR PALANTIR TECHNOLOGIES INC-A

COM

$246.9M

1,688,322

4.0%

TEM TEMPUS AI INC-CL A

COM

$195.5M

4,326,313

3.2%

RBLX ROBLOX CORP -CLASS A

COM

$183.2M

3,238,160

3.0%

AMZN AMAZON.COM INC

COM

$179.1M

859,945

2.9%

ROKU ROKU INC

COM

$174.9M

1,848,889

2.9%

SQ BLOCK INC

COM

$171.2M

2,845,917

2.8%

TER TERADYNE INC

COM

$164.6M

555,597

2.7%

NVDA NVIDIA CORP

COM

$159.9M

917,349

2.6%

BLSH BULLISH

COM

$137.1M

3,836,063

2.2%

MELI MERCADOLIBRE INC

COM

$132.3M

76,540

2.2%

META META PLATFORMS INC-CLASS A

COM

$113.5M

198,426

1.8%

TXG 10X GENOMICS INC-CLASS A

COM

$108.3M

5,104,178

1.8%

TSM TAIWAN SEMICONDUCTOR-SP ADR

COM

$105.8M

312,975

1.7%

DE DEERE & CO

COM

$105.4M

187,073

1.7%

TOST TOAST INC-CLASS A

COM

$101.2M

3,817,961

1.6%

GOOG ALPHABET INC-CL C

COM

$101.2M

352,781

1.6%

BMNR BITMINE IMMERSION TECHNOLOGI

COM

$97.0M

4,907,175

1.6%

BEAM BEAM THERAPEUTICS INC

COM

$91.2M

3,825,585

1.5%

ILMN ILLUMINA INC

COM

$88.9M

721,532

1.4%

— CRISPR THERAPEUTICS AG

COM

$88.2M

1,853,875

1.4%

CRWV COREWEAVE INC-CL A

COM

$87.0M

1,123,843

1.4%

NET CLOUDFLARE INC - CLASS A

COM

$86.5M

419,086

1.4%

NTRA NATERA INC

COM

$84.7M

423,424

1.4%

KTOS KRATOS DEFENSE & SECURITY

COM

$80.7M

1,144,337

1.3%

TWST TWIST BIOSCIENCE CORP

COM

$71.1M

1,496,099

1.2%

— SPOTIFY TECHNOLOGY SA

COM

$70.9M

146,337

1.2%

PSTG EVERPURE INC-A

COM

$66.7M

1,129,504

1.1%

TRMB TRIMBLE INC

COM

$65.7M

1,007,801

1.1%

CRWD CROWDSTRIKE HOLDINGS INC - A

COM

$65.3M

167,189

1.1%

BIDU BAIDU INC - SPON ADR

COM

$63.3M

567,778

1.0%

NU NU HOLDINGS LTD/CAYMAN ISL-A

COM

$63.2M

4,395,488

1.0%

BABA ALIBABA GROUP HOLDING-SP ADR

COM

$60.6M

482,630

1.0%

CCJ CAMECO CORP

COM

$56.8M

522,864

0.9%

DKNG DRAFTKINGS INC-CL A

COM

$50.3M

2,330,602

0.8%

SOFI SOFI TECHNOLOGIES INC

COM

$49.8M

3,136,479

0.8%

GH GUARDANT HEALTH INC

COM

$44.6M

483,557

0.7%

LHX L3HARRIS TECHNOLOGIES INC

COM

$42.3M

122,493

0.7%

AVGO BROADCOM INC

COM

$41.4M

133,990

0.7%

WGS GENEDX HOLDINGS CORP

COM

$41.0M

638,800

0.7%

AVAV AEROVIRONMENT INC

COM

$40.5M

221,095

0.7%

ACHR ARCHER AVIATION INC-A

COM

$39.6M

7,651,742

0.6%

ABNB AIRBNB INC-CLASS A

COM

$39.1M

309,717

0.6%

DASH DOORDASH INC - A

COM

$37.9M

252,253

0.6%

SDGR SCHRODINGER INC

COM

$36.2M

3,190,837

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

SHOP6.7%TSLA6.1%HOOD5.9%AMD4.9%CRCL4.5%COIN4.5%