Nomura Asset Management — Large Cap Growth Fund

• Nomura Large Cap Growth Fund ↗ Nomura Large Cap Growth Fund credited stock selection in technology, consumer discretionary and healthcare, with Microsoft and Veeva benefiting from AI monetization and life-sciences software demand. The fund added Palantir, Amphenol and Seagate, exited Ferrari, and retained a quality bias amid higher-for-longer rate risks and a shift toward AI applications. 3Q26 META $1.6TMSFT $4TTSLA $1.5T +2

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