Nippon Life Global Investors Americas, Inc.
CIK 1040190
13F filing for Q2 2026・No. 1,434
- Holdings
- US$2.51B
- Quarter change
- +US$296.71M
- Entries
- 101
- Net bought (estimate)
- +US$39.96M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 18
- Cut 40
- Added 45
- Corporate actions 0
- Unchanged 3
Largest holdings
101 stocks worth US$2.51B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 1,053,120 | US$210.72M | 8.38% |
| GOOGALPHABET INCCAP STK CL C | Cut | 463,590 | US$163.8M | 6.51% |
| MSFTMicrosoftCOM | Added | 355,050 | US$132.44M | 5.27% |
| AMZNAmazonCOM | Added | 542,210 | US$129.23M | 5.14% |
| AAPLAppleCOM | Cut | 431,740 | US$124.93M | 4.97% |
| AVGOBroadcomCOM | Cut | 239,350 | US$90.41M | 3.60% |
| LLYELI LILLY & COCOM | Cut | 64,390 | US$77.23M | 3.07% |
| AMDAMDCOM | Added | 123,220 | US$71.58M | 2.85% |
| CCITIGROUP INCCOM NEW | Cut | 486,710 | US$68.12M | 2.71% |
| LRCXLAM RESEARCH CORPCOM NEW | AddedSplit 1:2 | 154,980 | US$67.19M | 2.67% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.