Nippon Life Global Investors Americas
Nippon Life Global Investors Americas reported 104 stocks worth $2.5B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are NVDA (8.8%), AAPL (7.4%) and MSFT (6.8%). Compared with Q2 2026, the fund opened new positions in MMM, AJG and BKNG, added to AAPL, META and AMD, trimmed NVDA, MSFT and GOOG and sold out of CAT, AON and ALGM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $221M | 8.8% | 968K | −85K (−8%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $185M | 7.4% | 556K | +124K (+29%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $170M | 6.8% | 332K | −23K (−7%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $150M | 6.0% | 440K | −23K (−5%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $124M | 4.9% | 496K | −46K (−8%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $91.3M | 3.6% | 126K | +7,330 (+6%) | 8 of 8 | |
| 7 |  AMD Advanced Micro Devices Inc | $75.9M | 3.0% | 124K | +820 (+1%) | 7 of 8 | |
| 8 |  AVGO Broadcom Inc | $67.3M | 2.7% | 192K | −48K (−20%) | 8 of 8 | |
| 9 |  LLY Eli Lilly & Co | $62.9M | 2.5% | 54K | −10K (−16%) | 8 of 8 | |
| 10 |  DE Deere & Co | $59M | 2.4% | 88K | +85K (+2911%) | 2 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CAT Caterpillar Inc | $57.9M | 54K |
 AON Aon PLC | $43.2M | 130K |
 ALGM Allegro Microsystems Inc | $10M | 144K |
 SPCX Space Exploration Techn Corp Class A Com Stk | $7.6M | 44K |
 ROL Rollins Inc | $5.5M | 133K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nippon Life Global Investors Americas 13F FAQ
What does Nippon Life Global Investors Americas own?
Nippon Life Global Investors Americas reported 104 stocks worth $2.5B in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are NVDA (8.8%), AAPL (7.4%) and MSFT (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did Nippon Life Global Investors Americas buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 32 added to, 52 trimmed and 10 sold out. New positions include MMM, AJG and BKNG. It sold all of CAT, AON and ALGM.
When will Nippon Life Global Investors Americas file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Nippon Life Global Investors Americas's portfolio worth?
The Q3 2026 filing reports $2.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.