Daiwa Securities Group Inc.’s institutional portfolio moves, tracked quarter by quarter through its SEC Form 13F filings. Like many large asset managers, Daiwa’s disclosed U.S. equity holdings offer a periodic snapshot of where institutional capital is flowing, and this profile will be refreshed each quarter as new filings become available, giving readers a running history of the fund’s positioning over time rather than a single point-in-time headline.
During the quarter ending 2026-06-30, Daiwa’s filing showed a notable mix of fresh bets and sharp additions to existing holdings. On the new-position side, the fund opened stakes in Novanta Inc (NOVT) worth roughly $347.5 million and Space Exploration Techn Corp valued near $99.2 million, alongside a new position in Aurora Innovation Inc (AUR) around $98 million. Smaller new entries included Blackstone Digital Infrastru, Symbotic Inc (SYM), Alphabet Inc (GOOGL), Joby Aviation Inc (JOBY), Honeywell Intl Inc, and Honeywell Aerospace Inc (HONA), each landing in the $35 million to $43 million range.
Positions Increased During the Quarter Ending 2026-06-30
The filing also reflected substantial increases to several existing holdings. Tesla Inc (TSLA) saw its position grow from a modest $8,520 to roughly $251.9 million, while Sun Cmnts Inc jumped from $6,943 to about $214 million. T-Mobile US Inc (TMUS) rose from $36,754 to $168 million, and Lam Research Corp (LRCX) expanded from $55,269 to $160.2 million. Lamar Advertising Co (LAMR) climbed from $4,666 to nearly $142.9 million, and Eli Lilly & Co (LLY) increased from $139,118 to $126 million.
Other additions included CubeSmart (CUBE), up to roughly $94 million, NNN REIT Inc (NNN) rising to about $86.3 million, Digital Rlty Tr Inc growing to $43 million, Micron Technology Inc (MU) increasing to $59.2 million, and TJX Cos Inc New moving up to $33.7 million.
What This Snapshot Represents
Form 13F filings capture a quarterly snapshot of reportable U.S. equity holdings rather than exact trade dates, so the figures above reflect Daiwa’s disclosed positioning as of the quarter ending 2026-06-30, not the specific timing of any purchase. Readers researching institutional activity, whether comparing this to Bill Ackman’s largest holdings, Warren Buffett’s new stock picks, or the broader Berkshire Hathaway portfolio for 2026, should treat 13F data as a lagging, informational indicator of fund positioning rather than a live trading signal. This page will be updated each quarter with Daiwa’s newly disclosed moves, building an ongoing record of how its institutional portfolio evolves. Nothing here should be read as a recommendation to buy, sell, or hold any of the securities mentioned.
Related ticker coverage
- HONA — all coverage →
- NOVT — all coverage →
- SYM — all coverage →
- JOBY — all coverage →
- GOOGL — all coverage →
- AUR — all coverage →
- CUBE — all coverage →
- LRCX — all coverage →
- LAMR — all coverage →
- MU — all coverage →
- TMUS — all coverage →
- LLY — all coverage →
- TSLA — all coverage →
- NNN — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.