Nippon Life Global Investors Americas, Inc.

Est. AUM

$2.22B

13F long equity, this entity only

Positions

106

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$196.3M	1125710	8.85%	SOLE
2	ALPHABET INC	CAP STK CL C	$138.1M	481440	6.23%	SOLE
3	MICROSOFT CORP	COM	$127.8M	345260	5.76%	SOLE
4	APPLE INC	COM	$114.8M	452330	5.18%	SOLE
5	AMAZON COM INC	COM	$108.6M	521460	4.90%	SOLE
6	BROADCOM INC	COM	$92.4M	298460	4.17%	SOLE
7	META PLATFORMS INC	CL A	$73.8M	128920	3.33%	SOLE
8	ELI LILLY & CO	COM	$69.7M	75810	3.14%	SOLE
9	COSTCO WHOLESALE CORPORATION	COM	$61.9M	62130	2.79%	SOLE
10	LAM RESEARCH CORP	COM NEW	$60.2M	281580	2.72%	SOLE
11	CITIGROUP INC	COM NEW	$58.5M	515810	2.64%	SOLE
12	GE AEROSPACE	COM NEW	$48.8M	171750	2.20%	SOLE
13	AMPHENOL CORP	CL A	$44.5M	351770	2.01%	SOLE
14	GOLDMAN SACHS GROUP INC	COM	$42.7M	50520	1.93%	SOLE
15	MEDTRONIC PLC	SHS	$42.5M	486990	1.92%	SOLE
16	PROCTER & GAMBLE CO	COM	$42.3M	292580	1.91%	SOLE
17	AON PLC	SHS CL A	$42.2M	130660	1.90%	SOLE
18	CATERPILLAR INC	COM	$40.1M	56600	1.81%	SOLE
19	VISA INC	COM CL A	$37.4M	123680	1.69%	SOLE
20	BOEING CO	COM	$36.9M	185300	1.66%	SOLE
21	GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$33.7M	472890	1.52%	SOLE
22	MARATHON PETE CORP	COM	$33.7M	137820	1.52%	SOLE
23	BANK AMERICA CORP	COM	$32.3M	661590	1.45%	SOLE
24	LINDE PLC	SHS	$31.6M	63830	1.43%	SOLE
25	CHEVRON CORPORATION	COM	$29.4M	142190	1.33%	SOLE
26	SNOWFLAKE INC	COM SHS	$27.2M	180500	1.23%	SOLE
27	CVS HEALTH CORP	COM	$26.6M	370230	1.20%	SOLE
28	TESLA INC	COM	$25.2M	67770	1.14%	SOLE
29	CONSTELLATION ENERGY CORP	COM	$25.1M	90010	1.13%	SOLE
30	OREILLY AUTOMOTIVE INC	COM	$21.3M	231220	0.96%	SOLE
31	SHOPIFY INC	CL A SUB VTG SHS	$21.0M	177070	0.95%	SOLE
32	ULTA BEAUTY INC	COM	$19.8M	37970	0.89%	SOLE
33	INTERCONTINENTAL EXCHANGE IN	COM	$19.6M	124730	0.88%	SOLE
34	SEMPRA	COM	$18.4M	188630	0.83%	SOLE
35	AERCAP HOLDINGS NV	SHS	$17.5M	127480	0.79%	SOLE
36	NETFLIX INC.	COM	$17.1M	177720	0.77%	SOLE
37	EQUINIX INC	COM	$14.7M	14990	0.66%	SOLE
38	CBRE GROUP INC	CL A	$14.2M	104890	0.64%	SOLE
39	MODINE MFG CO	COM	$13.9M	64260	0.63%	SOLE
40	IQVIA HLDGS INC	COM	$13.5M	78960	0.61%	SOLE
41	REPUBLIC SVCS INC	COM	$13.2M	60080	0.59%	SOLE
42	JPMORGAN CHASE & CO	COM	$12.5M	42460	0.56%	SOLE
43	AMERICAN EXPRESS CO	COM	$12.0M	39680	0.54%	SOLE
44	S&P GLOBAL INC	COM	$11.8M	27820	0.53%	SOLE
45	IRON MTN INC DEL	COM	$11.6M	112860	0.52%	SOLE
46	ABBVIE INC	COM	$11.4M	52350	0.51%	SOLE
47	TAPESTRY INC	COM	$11.0M	77980	0.50%	SOLE
48	MARRIOTT INTL INC NEW	CL A	$10.9M	33300	0.49%	SOLE
49	AUTOZONE INC	COM	$10.2M	3020	0.46%	SOLE
50	RYDER SYS INC	COM	$10.0M	49030	0.45%	SOLE

1–50 of 106

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.