Nomura’s Biggest Tech Share Holdings: YHOO, VSEA, TSM, AAPL, EQIX, GOOG, TER

Wall St. Watchdog reveals information regarding Nomura Holdings’ top holdings in the Technology sector for the quarter ending September 30th, 2011. The firm held 177 stocks in the Technology sector at the end of the quarter with an aggregate market value of $604.974 million.

  • Yahoo! Inc. (NASDAQ:YHOO): On 06/30/2011, Nomura Holdings reported holding 2,150,110 shares with a market value of $32,337,654. This comprised 0.87% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 10,832,987 shares with a market value of $142,670,440. This comprised 3.3% of the total portfolio. The net change in shares for this position over the two quarters is 8,682,877. About Company: Yahoo! Inc. is a global Internet media company that offers an online guide to Web navigation, aggregated information content, communication services, and commerce. The Company’s site includes a hierarchical, subject-based directory of Web sites, which enables users to locate and access information and services through hypertext links included in the directory.
  • Varian Semiconductor Equipment Associates Inc. (NASDAQ:VSEA): On 06/30/2011, Nomura Holdings reported holding 364,000 shares with a market value of $22,364,160. This comprised 0.6% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 1,724,931 shares with a market value of $105,479,533. This comprised 2.44% of the total portfolio. The net change in shares for this position over the two quarters is 1,360,931. About Company: Varian Semiconductor Equipment Associates, Inc. designs, manufactures, markets, and services semiconductor processing equipment used in the fabrication of integrated circuits. The Company supplies ion implantation systems used to manufacture semiconductor chips.
  • Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM): On 06/30/2011, Nomura Holdings reported holding 5,742,695 shares with a market value of $72,415,382. This comprised 1.95% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 5,726,090 shares with a market value of $65,449,210. This comprised 1.51% of the total portfolio. The net change in shares for this position over the two quarters is -16,605. About Company: Taiwan Semiconductor Manufacturing Company Ltd. manufactures integrated circuits based on its proprietary designs. The Company offers a comprehensive set of integrated circuit fabrication processes to manufacture CMOS logic, mixed-mode, volatile and non-volatile memory and BiCMOS chips. Taiwan Semiconductor is an affiliate of Philips Electronics N.V.
  • Apple Inc. (NASDAQ:AAPL): On 06/30/2011, Nomura Holdings reported holding 152,305 shares with a market value of $51,124,221. This comprised 1.38% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 64,635 shares with a market value of $24,646,619. This comprised 0.57% of the total portfolio. The net change in shares for this position over the two quarters is -87,670. About Company: Apple Inc. designs, manufactures, and markets personal computers and related personal computing and mobile communication devices along with a variety of related software, services, peripherals, and networking solutions. The Company sells its products worldwide through its online stores, its retail stores, its direct sales force, third-party wholesalers, and resellers.
  • Mobile Telesystems Ojsc (NYSE:MBT): On 06/30/2011, Nomura Holdings reported holding 739,838 shares with a market value of $14,071,719. This comprised 0.38% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 1,199,366 shares with a market value of $14,752,202. This comprised 0.34% of the total portfolio. The net change in shares for this position over the two quarters is 459,528. About Company: Mobile TeleSystems provides mobile telephone services in Russia and the former Soviet Union. The Company uses the GSM 900/1800 standard, operating throughout Russia and throughout Belarus, Ukraine, and Uzbekistan.
  • Equinix Inc. (NASDAQ:EQIX): On 06/30/2011, Nomura Holdings reported holding 154,192 shares with a market value of $15,576,475. This comprised 0.42% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 142,485 shares with a market value of $12,656,943. This comprised 0.29% of the total portfolio. The net change in shares for this position over the two quarters is -11,707. About Company: Equinix, Inc. provides core Internet exchange services to networks, Internet infrastructure companies, enterprises, and content providers. The Company operates Internet Business Exchange centers in several countries, where customers can interconnect with the providers that serve Internet networks and users for their peering, transit, and traffic exchange requirements.
  • Google Inc. (NASDAQ:GOOG): On 06/30/2011, Nomura Holdings reported holding 47,993 shares with a market value of $24,302,696. This comprised 0.66% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 23,381 shares with a market value of $12,042,150. This comprised 0.28% of the total portfolio. The net change in shares for this position over the two quarters is -24,612. About Company: Google Inc. is a global technology company that provides a web based search engine through its website. The Company offers a wide range of search options, including web, image, groups, directory, and news searches.
  • Teradyne Inc. (NYSE:TER): On 06/30/2011, Nomura Holdings reported holding 734,571 shares with a market value of $10,871,651. This comprised 0.29% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 1,045,117 shares with a market value of $11,506,738. This comprised 0.27% of the total portfolio. The net change in shares for this position over the two quarters is 310,546. About Company: Teradyne, Inc. designs, manufactures, sells, and supports semiconductor test products and services on a world wide basis. The Company’s test equipment products and services include: semiconductor test systems, military/aerospace test instrumentation and systems, circuit-board test and inspection systems and automotive diagnostic and test systems.
  • Sandisk Corp. (NASDAQ:SNDK): On 06/30/2011, Nomura Holdings reported holding 491,306 shares with a market value of $20,389,199. This comprised 0.55% of the total portfolio. On 09/30/2011, Nomura Holdings reported holding 282,606 shares with a market value of $11,405,978. This comprised 0.26% of the total portfolio. The net change in shares for this position over the two quarters is -208,700. About Company: SanDisk Corporation supplies flash data storage products. The Company designs, manufactures, and markets industry-standard, solid-state data, digital imaging, and audio storage products using its patented, high-density flash memory and controller technology.
  • Netlogic Microsystems Inc. (NASDAQ:NETL): On 06/30/2011, Nomura Holdings reported holding 0 shares. On 09/30/2011, Nomura Holdings reported holding 235,476 shares with a market value of $11,331,105. This comprised 0.26% of the total portfolio. The net change in shares for this position over the two quarters is 235,476. About Company: Netlogic Microsystems Inc. is a semiconductor company that designs, develops and markets high performance knowledge-based processors. The Company’s products are designed for a variety of advanced networking systems, such as routers, switches, access multiplexors and networked storage devices.

(Note: Data regarding Nomura Holdings’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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