13F HOLDINGS REPORT
Nikko Asset Management Americas, Inc.
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001140361-25-003755
Total Value
$9.23B
Positions
184
Other Managers
2
Confidential Omitted
No
Holdings (184)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROBINHOOD MARKETS INC - A | 770700102 | 16,513,608 | $615.1M | 6.67% |
| 2 | COINBASE GLOBAL INC -CLASS A | COIN | 2,428,618 | $602.5M | 6.53% |
| 3 | SHOPIFY INC - CLASS A | SHOP | 5,025,263 | $534.3M | 5.79% |
| 4 | PALANTIR TECHNOLOGIES INC-A | PLTR | 6,811,647 | $515.3M | 5.58% |
| 5 | TESLA INC | TSLA | 1,184,393 | $478.1M | 5.18% |
| 6 | BLOCK INC | BSQKZ | 5,399,053 | $458.9M | 4.97% |
| 7 | ROKU INC | ROKU | 5,357,023 | $398.0M | 4.31% |
| 8 | ROBLOX CORP -CLASS A | RBLX | 6,666,102 | $385.7M | 4.18% |
| 9 | META PLATFORMS INC-CLASS A | META | 405,389 | $237.4M | 2.57% |
| 10 | TERADYNE INC | TER | 1,635,687 | $206.0M | 2.23% |
| 11 | MERCADOLIBRE INC | MELI | 118,689 | $201.8M | 2.19% |
| 12 | DRAFTKINGS INC-CL A | DKNG | 5,096,202 | $189.5M | 2.05% |
| 13 | TOAST INC-CLASS A | TOST | 4,846,921 | $176.7M | 1.91% |
| 14 | AMAZON.COM INC | AMZN | 798,063 | $175.0M | 1.90% |
| 15 | UIPATH INC - CLASS A | PATH | 12,590,291 | $160.0M | 1.73% |
| 16 | SPOTIFY TECHNOLOGY SA | SPOT | 325,436 | $145.6M | 1.58% |
| 17 | NVIDIA CORP | NVDA | 977,655 | $131.2M | 1.42% |
| 18 | UNITY SOFTWARE INC | U | 5,542,543 | $124.5M | 1.35% |
| 19 | PINTEREST INC- CLASS A | PINS | 4,197,373 | $121.7M | 1.32% |
| 20 | TWIST BIOSCIENCE CORP | TWST | 2,612,964 | $121.4M | 1.32% |
| 21 | SOFI TECHNOLOGIES INC | SOFI | 7,732,843 | $119.0M | 1.29% |
| 22 | NATERA INC | NTRA | 740,837 | $117.3M | 1.27% |
| 23 | ADVANCED MICRO DEVICES | AMD | 914,036 | $110.4M | 1.20% |
| 24 | TEMPUS AI INC | TEM | 3,239,093 | $109.4M | 1.19% |
| 25 | CRISPR THERAPEUTICS AG | CRSP | 2,745,676 | $108.1M | 1.17% |
| 26 | TRIMBLE INC | TRMB | 1,472,989 | $104.1M | 1.13% |
| 27 | VERACYTE INC | VCYT | 2,493,377 | $98.7M | 1.07% |
| 28 | BEAM THERAPEUTICS INC | BEAM | 3,957,611 | $98.1M | 1.06% |
| 29 | TRADE DESK INC/THE -CLASS A | 88339J105 | 807,479 | $94.9M | 1.03% |
| 30 | CLOUDFLARE INC - CLASS A | NET | 808,202 | $87.0M | 0.94% |
| 31 | CROWDSTRIKE HOLDINGS INC - A | CRWD | 248,281 | $84.9M | 0.92% |
| 32 | 10X GENOMICS INC-CLASS A | TXG | 5,713,484 | $82.0M | 0.89% |
| 33 | IRIDIUM COMMUNICATIONS INC | IRDM | 2,827,580 | $82.0M | 0.89% |
| 34 | ARCHER AVIATION INC-A | ACHR-WT | 8,072,211 | $78.7M | 0.85% |
| 35 | PURE STORAGE INC - CLASS A | 74624M102 | 1,266,738 | $77.8M | 0.84% |
| 36 | REDDIT INC-CL A | RDDT | 423,636 | $69.2M | 0.75% |
| 37 | ILLUMINA INC | ILMN | 492,540 | $65.8M | 0.71% |
| 38 | PAGERDUTY INC | PD | 3,364,565 | $61.4M | 0.67% |
| 39 | GLOBAL-E ONLINE LTD | GLBE | 1,110,603 | $60.5M | 0.66% |
| 40 | RECURSION PHARMACEUTICALS-A | RXRX | 8,908,651 | $60.1M | 0.65% |
| 41 | PAYPAL HOLDINGS INC | PYPL | 697,077 | $59.5M | 0.64% |
| 42 | NU HOLDINGS LTD/CAYMAN ISL-A | NU | 5,374,794 | $55.7M | 0.60% |
| 43 | KRATOS DEFENSE & SECURITY | 50077B207 | 1,986,388 | $52.4M | 0.57% |
| 44 | INTUIT INC | INTU | 80,724 | $50.7M | 0.55% |
| 45 | GENIUS SPORTS LTD | GENI | 5,733,342 | $49.6M | 0.54% |
| 46 | SCHRODINGER INC | SDGR | 2,464,911 | $47.5M | 0.51% |
| 47 | GUARDANT HEALTH INC | GH | 1,464,213 | $44.7M | 0.48% |
| 48 | TAIWAN SEMICONDUCTOR-SP ADR | 874039100 | 211,751 | $41.8M | 0.45% |
| 49 | ADAPTIVE BIOTECHNOLOGIES | ADTI | 6,833,137 | $40.9M | 0.44% |
| 50 | IBOTTA INC-CL A | IBTA | 624,002 | $40.6M | 0.44% |
| 51 | RUBRIK INC-A | RBRK | 548,940 | $35.9M | 0.39% |
| 52 | ARCTURUS THERAPEUTICS HOLDIN | ARCT | 2,065,050 | $34.9M | 0.38% |
| 53 | INTELLIA THERAPEUTICS INC | NTLA | 2,992,663 | $34.9M | 0.38% |
| 54 | CAREDX INC | CDNA | 1,498,018 | $32.0M | 0.35% |
| 55 | DEERE & CO | DE | 75,315 | $31.9M | 0.35% |
| 56 | EXACT SCIENCES CORP | 30063P105 | 541,180 | $30.4M | 0.33% |
| 57 | AURORA INNOVATION INC | AUROW | 4,796,952 | $30.2M | 0.33% |
| 58 | AEROVIRONMENT INC | AVAV | 188,575 | $29.0M | 0.31% |
| 59 | GITLAB INC-CL A | GTLB | 507,713 | $28.6M | 0.31% |
| 60 | DATADOG INC - CLASS A | DDOG | 197,085 | $28.1M | 0.30% |
| 61 | JSC KASPI.KZ ADR | 48581R205 | 288,929 | $27.4M | 0.30% |
| 62 | APPLE INC | AAPL | 107,964 | $27.0M | 0.29% |
| 63 | ROCKET LAB USA INC | RKLB | 1,042,227 | $26.5M | 0.29% |
| 64 | CORTEVA INC | CTVA | 457,513 | $26.1M | 0.28% |
| 65 | SEA LTD-ADR | SE | 243,853 | $25.9M | 0.28% |
| 66 | CAMECO CORP | CCJ | 468,574 | $24.1M | 0.26% |
| 67 | BILL HOLDINGS INC | BILL | 270,715 | $22.9M | 0.25% |
| 68 | ALPHABET INC-CL C | GOOG | 116,441 | $22.2M | 0.24% |
| 69 | JOBY AVIATION INC | JOBY-WT | 2,608,477 | $21.2M | 0.23% |
| 70 | NEXTDOOR HOLDINGS INC | NXDR | 8,907,840 | $21.1M | 0.23% |
| 71 | REGENERON PHARMACEUTICALS | REGN | 26,154 | $18.6M | 0.20% |
| 72 | PACIFIC BIOSCIENCES OF CALIF | 69404D108 | 10,178,501 | $18.4M | 0.20% |
| 73 | FUTU HOLDINGS LTD-ADR | FUTU | 215,958 | $17.3M | 0.19% |
| 74 | ZILLOW GROUP INC - C | Z | 232,225 | $17.2M | 0.19% |
| 75 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 115,334 | $17.2M | 0.19% |
| 76 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 1,590,086 | $16.4M | 0.18% |
| 77 | QUANTUM-SI INC | QSIAW | 5,965,208 | $16.0M | 0.17% |
| 78 | NURIX THERAPEUTICS INC | NRIX | 789,222 | $14.9M | 0.16% |
| 79 | BLADE AIR MOBILITY INC | SRTAW | 3,100,673 | $13.1M | 0.14% |
| 80 | L3HARRIS TECHNOLOGIES INC | LHX | 61,088 | $12.8M | 0.14% |
| 81 | MICROSOFT CORP | MSFT | 29,446 | $12.4M | 0.13% |
| 82 | SNAP INC - A | SNAP | 1,148,868 | $12.4M | 0.13% |
| 83 | STANDARD BIOTOOLS INC | LAB | 6,618,394 | $11.5M | 0.12% |
| 84 | CERUS CORP | CERS | 6,461,684 | $9.9M | 0.11% |
| 85 | GARMIN LTD | GRMN | 47,296 | $9.8M | 0.11% |
| 86 | WALT DISNEY CO/THE | 254687106 | 84,788 | $9.4M | 0.10% |
| 87 | PRIME MEDICINE INC | PRME | 3,090,180 | $9.0M | 0.10% |
| 88 | SYNOPSYS INC | SNPS | 16,601 | $8.0M | 0.09% |
| 89 | ELBIT SYSTEMS LTD | ESLT | 30,127 | $7.8M | 0.08% |
| 90 | NXP SEMICONDUCTORS NV | NXPI | 34,127 | $7.1M | 0.08% |
| 91 | ANSYS INC | 03662Q105 | 18,916 | $6.4M | 0.07% |
| 92 | LOCKHEED MARTIN CORP | LMT | 12,976 | $6.3M | 0.07% |
| 93 | ACCOLADE INC | 00437E102 | 1,766,480 | $6.0M | 0.07% |
| 94 | IONIS PHARMACEUTICALS INC | IONS | 156,657 | $5.5M | 0.06% |
| 95 | SHELL PLC-ADR | RYDAF | 81,442 | $5.1M | 0.06% |
| 96 | NETFLIX INC | NFLX | 5,597 | $5.0M | 0.05% |
| 97 | VEEVA SYSTEMS INC-CLASS A | VEEV | 21,886 | $4.6M | 0.05% |
| 98 | EXXON MOBIL CORP | XOM | 42,653 | $4.6M | 0.05% |
| 99 | CATERPILLAR INC | CAT | 12,336 | $4.5M | 0.05% |
| 100 | MAGNA INTERNATIONAL INC | 559222401 | 105,395 | $4.4M | 0.05% |
| 101 | BHP GROUP LTD-SPON ADR | BHPLF | 88,734 | $4.3M | 0.05% |
| 102 | PERSONALIS INC | PSNL | 733,313 | $4.2M | 0.05% |
| 103 | TELEDYNE TECHNOLOGIES INC | TDY | 8,262 | $3.8M | 0.04% |
| 104 | DOMINO'S PIZZA INC | DPZ | 9,053 | $3.8M | 0.04% |
| 105 | FREEPORT-MCMORAN INC | FCX | 98,595 | $3.8M | 0.04% |
| 106 | HONEYWELL INTERNATIONAL INC | 438516106 | 16,527 | $3.7M | 0.04% |
| 107 | HEICO CORP | HEI-A | 15,685 | $3.7M | 0.04% |
| 108 | NUTRIEN LTD | NTR | 78,229 | $3.5M | 0.04% |
| 109 | LINDE PLC | LIN | 7,800 | $3.3M | 0.04% |
| 110 | RIO TINTO PLC-SPON ADR | RTNTF | 54,581 | $3.2M | 0.03% |
| 111 | TOTALENERGIES SE -SPON ADR | TTE | 57,422 | $3.1M | 0.03% |
| 112 | ETSY INC | ETSY | 57,575 | $3.0M | 0.03% |
| 113 | ABSCI CORP | ABSI | 1,143,829 | $3.0M | 0.03% |
| 114 | VERTEX PHARMACEUTICALS INC | VRTX | 7,379 | $3.0M | 0.03% |
| 115 | CHEVRON CORP | CVX | 20,221 | $2.9M | 0.03% |
| 116 | AIR PRODUCTS & CHEMICALS INC | AIIR | 10,062 | $2.9M | 0.03% |
| 117 | ALAMOS GOLD INC-CLASS A | AGI | 145,694 | $2.7M | 0.03% |
| 118 | NEWMONT CORP | NEMCL | 70,792 | $2.6M | 0.03% |
| 119 | 3D SYSTEMS CORP | 88554D205 | 799,083 | $2.6M | 0.03% |
| 120 | ALIBABA GROUP HOLDING-SP ADR | BBAAY | 28,340 | $2.4M | 0.03% |
| 121 | TECK RESOURCES LTD-CLS B | TCKRF | 53,081 | $2.2M | 0.02% |
| 122 | BP PLC-SPONS ADR | BPPFF | 72,545 | $2.1M | 0.02% |
| 123 | AGNICO EAGLE MINES LTD | AEM | 27,392 | $2.1M | 0.02% |
| 124 | PACKAGING CORP OF AMERICA | 695156109 | 9,444 | $2.1M | 0.02% |
| 125 | INCYTE CORP | INCY | 30,565 | $2.1M | 0.02% |
| 126 | AMGEN INC | AMGN | 7,431 | $1.9M | 0.02% |
| 127 | STEEL DYNAMICS INC | STLD | 16,848 | $1.9M | 0.02% |
| 128 | CONOCOPHILLIPS | COP | 17,906 | $1.8M | 0.02% |
| 129 | VALE SA-SP ADR | VALE | 193,182 | $1.7M | 0.02% |
| 130 | CANADIAN NATURAL RESOURCES | 136385101 | 51,171 | $1.6M | 0.02% |
| 131 | BARRICK GOLD CORP | 067901108 | 100,444 | $1.6M | 0.02% |
| 132 | ALBEMARLE CORP | ALB-PA | 14,956 | $1.3M | 0.01% |
| 133 | SUNCOR ENERGY INC | SU | 35,239 | $1.3M | 0.01% |
| 134 | WEYERHAEUSER CO | WY | 42,822 | $1.2M | 0.01% |
| 135 | HALLIBURTON CO | HAL | 42,683 | $1.2M | 0.01% |
| 136 | INTERNATIONAL PAPER CO | 460146103 | 21,420 | $1.2M | 0.01% |
| 137 | HUNTSMAN CORP | HUN | 62,777 | $1.1M | 0.01% |
| 138 | UNION PACIFIC CORP | UNP | 4,901 | $1.1M | 0.01% |
| 139 | NUCOR CORP | NUE | 9,457 | $1.1M | 0.01% |
| 140 | XYLEM INC | XYL | 8,866 | $1.0M | 0.01% |
| 141 | 908 DEVICES INC | MASS | 467,427 | $1.0M | 0.01% |
| 142 | EQT CORP | EQT | 22,034 | $1.0M | 0.01% |
| 143 | MATADOR RESOURCES CO | MTDR | 17,190 | $967,109 | 0.01% |
| 144 | COMPASS PATHWAYS PLC | CMPS | 253,345 | $955,111 | 0.01% |
| 145 | COTERRA ENERGY INC | CTRA | 36,338 | $928,073 | 0.01% |
| 146 | TAKE-TWO INTERACTIVE SOFTWRE | TTWO | 4,924 | $906,410 | 0.01% |
| 147 | RELIANCE INC | RS | 3,328 | $896,097 | 0.01% |
| 148 | CF INDUSTRIES HOLDINGS INC | 125269100 | 10,396 | $886,987 | 0.01% |
| 149 | HESS CORP | HESM | 6,657 | $885,448 | 0.01% |
| 150 | DEVON ENERGY CORP | 25179M103 | 26,581 | $869,996 | 0.01% |
| 151 | SCHLUMBERGER LTD | SLB | 22,163 | $849,729 | 0.01% |
| 152 | KINDER MORGAN INC | EP-PC | 30,576 | $837,782 | 0.01% |
| 153 | EOG RESOURCES INC | EOG | 6,708 | $822,267 | 0.01% |
| 154 | BAKER HUGHES CO | BKR | 19,184 | $786,928 | 0.01% |
| 155 | PERMIAN RESOURCES CORP | PR | 54,688 | $786,413 | 0.01% |
| 156 | ARCHER-DANIELS-MIDLAND CO | ADM | 15,014 | $758,507 | 0.01% |
| 157 | OCCIDENTAL PETROLEUM CORP | 674599105 | 15,144 | $748,265 | 0.01% |
| 158 | TECHNIPFMC PLC | FTI | 21,654 | $626,667 | 0.01% |
| 159 | LIBERTY ENERGY INC | LBRT | 31,299 | $622,537 | 0.01% |
| 160 | WILLIAMS COS INC | 969457100 | 11,470 | $620,756 | 0.01% |
| 161 | BUNGE GLOBAL SA | BG | 7,681 | $597,275 | 0.01% |
| 162 | ANGLOGOLD ASHANTI PLC | AU | 25,537 | $589,394 | 0.01% |
| 163 | NEW GOLD INC | 644535106 | 231,209 | $573,398 | 0.01% |
| 164 | QUALCOMM INC | QCOM | 3,661 | $562,403 | 0.01% |
| 165 | PRECISION DRILLING CORP | PDS | 8,477 | $517,690 | 0.01% |
| 166 | PHILLIPS 66 | PSX | 4,490 | $511,546 | 0.01% |
| 167 | CHAMPIONX CORP | 15872M104 | 17,144 | $465,974 | 0.01% |
| 168 | LAMB WESTON HOLDINGS INC | LW | 6,775 | $452,773 | 0.00% |
| 169 | OCEANEERING INTL INC | 675232102 | 17,047 | $444,586 | 0.00% |
| 170 | MOSAIC CO/THE | MOS | 18,034 | $443,276 | 0.00% |
| 171 | PATTERSON-UTI ENERGY INC | PTEN | 49,685 | $410,398 | 0.00% |
| 172 | MARATHON PETROLEUM CORP | MARA | 2,903 | $404,969 | 0.00% |
| 173 | MP MATERIALS CORP | MP | 25,887 | $403,837 | 0.00% |
| 174 | AUTODESK INC | ADSK | 1,360 | $401,975 | 0.00% |
| 175 | NEXTRACKER INC-CL A | NXT | 10,319 | $377,056 | 0.00% |
| 176 | NIKE INC -CL B | NKE | 4,980 | $376,837 | 0.00% |
| 177 | BURNING ROCK BIOTECH LTD-ADR | BNR | 51,639 | $348,563 | 0.00% |
| 178 | HUDBAY MINERALS INC | HBM | 41,304 | $334,562 | 0.00% |
| 179 | VALERO ENERGY CORP | VLO | 2,720 | $333,445 | 0.00% |
| 180 | SHOALS TECHNOLOGIES GROUP -A | SHLS | 58,245 | $322,095 | 0.00% |
| 181 | ADOBE INC | ADBE | 662 | $294,365 | 0.00% |
| 182 | SOUTHERN COPPER CORP | SCCO | 3,206 | $292,163 | 0.00% |
| 183 | BANCO BRADESCO-ADR | 059460303 | 87,597 | $166,434 | 0.00% |
| 184 | REPARE THERAPEUTICS INC | 760273102 | 116,249 | $152,286 | 0.00% |