Long-term investor

Nomura Holdings Inc. @nomuraholdingsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001163653).

Record

  • Tracked since 2025-06-30 (434 days), 179 trades recorded
  • Returns: week n/a · month n/a · 90 days +1.9% · 6 months +1.4% · 1 year +10.2% · all +10.2%
  • Max drawdown -2.0% · Sharpe 0.54 · win rate 22% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MU · 30.1% · long · since 2025-06-30
  • 46090E103 · 7.3% · long · since 2025-06-30
  • NVDA · 4.1% · long · since 2025-06-30
  • SMH · 4.1% · long · since 2025-09-30
  • TSLA · 3.7% · long · since 2025-06-30
  • AMD · 3.2% · long · since 2025-06-30
  • META · 2.2% · long · since 2025-06-30
  • SPY · 2.0% · long · since 2025-06-30
  • 01609WBG6 · 1.5% · long · since 2025-09-30
  • GOOGL · 1.4% · long · since 2025-06-30
  • IWM · 1.2% · long · since 2025-06-30
  • HON · 1.2% · long · since 2026-06-30

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