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Portfolio (Quarterly) Guide ↗

Asset Management One Co., Ltd.

· CIK 0001068855
13F Portfolio $39.0B AUM 957 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 77 New 437 Added 328 Reduced 31 Exited
Page 17 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KASPI KZ JSC 537.0 $47K -112.0 -17.3% $86.64
322 QFIN QFIN HOLDINGS INC Financial Services 2,903.0 $46K -622.0 -17.6% $15.81 -26.8%
323 ETORO GROUP LTD 1,114.0 $44K -478.0 -30.0% $39.47
324 Z ZILLOW GROUP INC Communication Services 1,375.0 $43K -61K -97.8% $31.52 +13.8%
325 SEIC SEI INVTS CO Financial Services 487.0 $43K -115.0 -19.1% $87.71 +24.9%
326 PINS PINTEREST INC Communication Services 1,690.0 $36K -239K -99.3% $21.03 +11.3%
327 OKLO OKLO INC Utilities 488.0 $26K -43K -98.9% $52.33 -19.6%
328 RYN RAYONIER INC Real Estate 837.0 $18K -112.0 -11.8% $21.28 -0.4%
Page 17 of 17  ·  328 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.0%
Financial Services 10.8%
Consumer Cyclical 9.2%
Healthcare 9.1%
Industrials 8.8%
Real Estate 7.6%
Communication Services 7.0%
Consumer Defensive 4.5%
Energy 2.8%
Utilities 2.6%