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Nomura Science and Technology Fund (WSTCX) is an MF managed by Independent / Boutique. Its largest position is NVIDIA CORP (NVDA), representing 8.07% of fund assets.

Nomura Science and Technology Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
WSTCX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 28, 2026
Showing 38 out of 38 holdings
Holding Weight Market Value Shares
-
NVIDIA CORP
8.07% $500,307,732.80 2,868,737
-
Seagate Technology Holdings plc
7.30% $452,285,352.96 1,154,496
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
5.99% $371,231,991.90 1,098,482
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LAM RESEARCH CORP
5.10% $316,039,889.52 1,479,172
-
Meta Platforms, Inc.
4.51% $279,717,789.78 488,906
-
AMAZON COM INC
4.24% $263,138,939.77 1,263,451
-
Broadcom Inc.
4.14% $256,662,715.05 829,255
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MICROSOFT CORP
4.03% $249,821,810.28 674,884
-
ADVANCED MICRO DEVICES INC
3.88% $240,797,039.55 1,183,685
-
TEXAS INSTRUMENTS INC
3.56% $220,587,498.06 1,136,229
-
ASML HOLDING NV
3.49% $216,108,921.28 163,616
-
WESTERN DIGITAL CORP
3.43% $212,391,452.90 785,210
-
APPLIED MATERIALS INC /DE
3.36% $208,128,117.71 1,779,460
-
NETFLIX INC
3.16% $195,606,886.95 2,034,393
-
MICRON TECHNOLOGY INC
2.93% $181,657,243.68 537,702
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Alphabet Inc.
2.81% $174,326,348.56 606,226
-
Howmet Aerospace Inc.
2.29% $141,978,109.44 616,064
-
SharkNinja, Inc.
2.11% $130,664,926.80 1,233,852
-
GILEAD SCIENCES, INC.
1.92% $119,144,764.97 854,881
-
INTUITIVE SURGICAL INC
1.90% $117,811,526.38 255,562
-
INTUIT INC.
1.85% $114,714,737.80 265,310
-
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
1.73% $107,071,761.83 1,518,533
-
CADENCE DESIGN SYSTEMS INC
1.72% $106,549,529.37 383,451
-
TAKE TWO INTERACTIVE SOFTWARE INC
1.72% $106,412,210.00 538,796
-
SHOPIFY INC.
1.61% $100,051,936.92 843,466
-
AMPHENOL CORP /DE/
1.50% $92,859,289.95 734,937
-
CELESTICA INC
1.47% $91,254,179.52 323,964
-
Spotify Technology S.A.
1.46% $90,678,170.00 187,000
-
Booking Holdings Inc.
1.44% $89,018,795.76 21,143
-
DoorDash, Inc.
1.42% $87,983,395.50 585,970
-
ServiceNow, Inc.
1.39% $86,427,616.65 826,663
-
Uber Technologies, Inc
1.30% $80,493,985.80 1,119,060
-
MERCADOLIBRE INC
1.08% $66,738,442.98 38,599
-
INSMED Inc
0.95% $58,879,954.56 360,078
-
GOLDMAN SACHS FINANCIAL SQUARE
0.30% $18,716,260.65 18,716,261
-
MSILF GOVERNMENT PORTFOLIO
0.30% $18,716,260.65 18,716,261
-
FIDELITY GOVERNMENT PORTFOLIO
0.30% $18,716,260.65 18,716,261
-
BLACKROCK LIQUIDITY FUNDS
0.30% $18,716,259.95 18,716,260
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