Nissay Increases Holdings Across ETFs, Stocks
Nissay Asset Management Corp Japan reported multiple portfolio moves across large-cap equities in the second quarter, boosting several positions and trimming one. It increased its stake in the iShares Core S&P 500 ETF (IVV) by about 44.7%, to roughly 813,104 shares valued around $609 million, making IVV a top holding. The firm also lifted its Teradyne (TER) stake by about 44.4% to 134,875 shares, worth about $65.3 million. In Qualcomm (QCOM), Nissay raised its position by about 8.7% to 492,576 shares, valued at around $91.0 million. Conversely, the fund reduced its iShares Semiconductor ETF (SOXX) position by 12.2% to 34,231 shares, with a value near $21.9 million. Additionally, the investor grew its Netflix (NFLX) stake by about 5.4% to 1,268,753 shares, valued at roughly $90.6 million, reflecting continued confidence in the streaming giant.


