Daiwa Securities Group Inc.

Broker-Dealer

CIK

1481045

City

CHIYODA-KU,TOKYO

State / Country

Stock

CGNX — Cognex Corp

Top Portfolio Positions

1,026 positions · $37,710,643,927 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
MSFT	Microsoft Corp Technology	8,484,934	$3,140,868,017	8.33%
NVDA	Nvidia Corp Technology	16,741,993	$2,919,803,578	7.74%
GOOGL	Alphabet Inc. Communication Services	7,231,852	$2,079,591,360	5.51%
AAPL	Apple Inc. Technology	8,166,979	$2,072,697,599	5.50%
AVGO	Broadcom Inc. Technology	5,788,290	$1,791,533,637	4.75%
AMZN	Amazon Com Inc Consumer Cyclical	7,156,782	$1,490,542,985	3.95%
PLTR	Palantir Technologies Inc. Technology	7,167,069	$1,048,398,852	2.78%
META	Meta Platforms, Inc. Communication Services	1,663,260	$951,600,942	2.52%
WELL	Welltower Inc. Real Estate	4,283,582	$846,906,997	2.25%
NFLX	Netflix Inc Communication Services	8,550,235	$822,105,094	2.18%

25 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,995,479	265,268	0.0%	Shares	Other	2026-05-13
2025-12-31	$9,544,342	265,268	+3.5%	Shares	Other	2026-02-11
2025-09-30	$11,609,846	256,288	+3489.5%	Shares	Other	2025-11-14
2023-12-31	$298,023	7,140	-56.6%	Shares	Sole	2024-01-31
2023-09-30	$697,458	16,434	+8.6%	Shares	Sole	2023-11-01
2023-06-30	$847,806	15,134	+7.8%	Shares	Sole	2023-07-31
2023-03-31	$695,384	14,034	+7.7%	Shares	Sole	2023-05-02
2022-12-31	$614,031	13,034	+4.8%	Shares	Sole	2023-02-06
2022-09-30	$515,389	12,434	+14.8%	Shares	Sole	2022-11-02
2022-06-30	$460,661	10,834	+2.8%	Shares	Sole	2022-08-09
2022-03-31	$812,698	10,534	+5.6%	Shares	Sole	2022-04-29
2021-12-31	$775,967	9,979	+5.4%	Shares	Sole	2022-02-03
2021-09-30	$759,843	9,472	+5.2%	Shares	Sole	2021-11-05
2021-06-30	$756,870	9,005	+9.3%	Shares	Sole	2021-08-06
2021-03-31	$683,754	8,239	+3.8%	Shares	Sole	2021-05-03
2020-12-31	$637,422	7,939	0.0%	Shares	Sole	2021-02-04
2020-09-30	$516,828	7,939	0.0%	Shares	Sole	2020-11-02
2020-06-30	$474,117	7,939	0.0%	Shares	Sole	2020-08-11
2020-03-31	$335,184	7,939	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.