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SBI Okasan Asset Management Co.Ltd. Historic Quarter Change: USA Stocks, New

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SBI Okasan Asset Management Co.Ltd. historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, SBI Okasan Asset Management Co.Ltd. opened 55 positions, added to 93, reduced 127 and sold out of 51.

  • Q2 2026: Stock SEDG; Country of operation —; Class COM; Shares before 0.
  • Q2 2026: Stock LFUS; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock HEI; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock SNDK; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1535128), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SEDG
SOLAREDGE TECHNOLOGIES INC		COM025,800+25,800$0$1,428,288+$1,428,2882026-07-22
Q2 2026LFUS
LITTELFUSE INC		United StatesCOM03,100+3,100$0$1,391,962+$1,391,9622026-07-22
Q2 2026HEI
HEICO CORP		United StatesCOM03,600+3,600$0$1,261,584+$1,261,5842026-07-22
Q2 2026SNDK
SANDISK CORP		United StatesCOM0358+358$0$734,040+$734,0402026-07-22
Q2 2026TXN
TEXAS INSTRUMENTS INC		United StatesCOM02,106+2,106$0$601,221+$601,2212026-07-22
Q2 2026STLD
STEEL DYNAMICS INC		United StatesCOM02,000+2,000$0$468,440+$468,4402026-07-22
Q2 2026LITE
LUMENTUM HOLDINGS INC		United StatesCOM0512+512$0$435,917+$435,9172026-07-22
Q2 2026VGNT
VERSIGENT PLC		ORDINARY SHARES07,700+7,700$0$303,380+$303,3802026-07-22
Q2 2026HON
HONEYWELL INTERNATIONAL INC NEW		United StatesCOM0600+600$0$136,680+$136,6802026-07-22
Q2 2026HONA
HONEYWELL AEROSPACE INC NEW		United StatesCOM0600+600$0$132,114+$132,1142026-07-22
Q2 2026ALAB
ASTERA LABS INC		United StatesCOM0171+171$0$77,969+$77,9692026-07-22
Q2 2026PANW
PALO ALTO NETWORKS INC		United StatesCOM0225+225$0$74,700+$74,7002026-07-22
Q2 2026SN
SHARKNINJA INC		United StatesCOM SHS0470+470$0$68,799+$68,7992026-07-22
Q2 2026NBIX
NEUROCRINE BIOSCIENCES INC		United StatesCOM0394+394$0$66,980+$66,9802026-07-22
Q2 2026WEC
WEC ENERGY GROUP INC		United StatesCOM0554+554$0$65,616+$65,6162026-07-22
Q2 2026FE
FIRSTENERGY CORP		United StatesCOM01,337+1,337$0$64,256+$64,2562026-07-22
Q2 2026HWM
HOWMET AEROSPACE INC		United StatesCOM0238+238$0$63,920+$63,9202026-07-22
Q2 2026KEYS
KEYSIGHT TECHNOLOGIES IN		United StatesCOM0179+179$0$60,883+$60,8832026-07-22
Q2 2026DVN
DEVON ENERGY CORP		United StatesCOM01,120+1,120$0$47,029+$47,0292026-07-22
Q1 2026GLDM
SPDR GOLD MINISHARES TRUST		United StatesSPDR GLD MINIS01,849,410+1,849,410$0$165,189,301+$165,189,3012026-04-28
Q1 2026ALGN
ALIGN TECHNOLOGY INC		United StatesCOM08,600+8,600$0$1,429,836+$1,429,8362026-04-28
Q1 2026AZN
ASTRAZENECA PLC		ORD07,025+7,025$0$1,362,007+$1,362,0072026-04-28
Q1 2026CBRE
CBRE GROUP INC - A		United StatesCL A08,800+8,800$0$1,171,632+$1,171,6322026-04-28
Q1 2026GNRC
GENERAC HOLDINGS INC		United StatesCOM05,200+5,200$0$964,600+$964,6002026-04-28
Q1 2026DPZ
DOMINO'S PIZZA INC		United StatesCOM02,600+2,600$0$917,644+$917,6442026-04-28
Q1 2026ERIE
ERIE INDEMNITY COMPANY-CL A		United StatesCL A02,700+2,700$0$669,573+$669,5732026-04-28
Q1 2026CDW
CDW CORP/DE		United StatesCOM05,500+5,500$0$651,805+$651,8052026-04-28
Q1 2026EMR
EMERSON ELECTRIC CO		United StatesCOM05,200+5,200$0$641,160+$641,1602026-04-28
Q1 2026MAS
MASCO CORP		United StatesCOM010,500+10,500$0$615,300+$615,3002026-04-28
Q1 2026TRV
TRAVELERS COS INC/THE		United StatesCOM02,100+2,100$0$612,822+$612,8222026-04-28
Q1 2026BBIO
BRIDGEBIO PHARMA INC		United StatesCOM08,400+8,400$0$582,624+$582,6242026-04-28
Q1 2026APGE
APOGEE THERAPEUTICS INC		United StatesCOM07,100+7,100$0$558,912+$558,9122026-04-28
Q1 2026VRDN
VIRIDIAN THERAPEUTICS INC		United StatesCOM022,200+22,200$0$411,366+$411,3662026-04-28
Q1 2026ASML
ASML HOLDING NV-NY REG SHS		N Y REGISTRY SHS0135+135$0$169,285+$169,2852026-04-28
Q1 2026WDC
WESTERN DIGITAL CORP		United StatesCOM0643+643$0$161,824+$161,8242026-04-28
Q1 2026STX
SEAGATE TECHNOLOGY ULC		ORD SHS0443+443$0$160,556+$160,5562026-04-28
Q1 2026FTNT
FORTINET INC		United StatesCOM01,978+1,978$0$156,361+$156,3612026-04-28
Q1 2026MNST
MONSTER BEVERAGE CORP		United StatesCOM02,016+2,016$0$143,781+$143,7812026-04-28
Q1 2026ODFL
OLD DOMINION FREIGHT LINE		United StatesCOM0718+718$0$136,241+$136,2412026-04-28
Q1 2026CCEP
COCA-COLA EUROPACIFIC PARTNE		SHS01,368+1,368$0$124,666+$124,6662026-04-28
Q1 2026MRVL
MARVELL TECHNOLOGY INC		United StatesCOM0631+631$0$55,408+$55,4082026-04-28
Q1 2026GWW
WW GRAINGER INC		United StatesCOM052+52$0$54,975+$54,9752026-04-28
Q1 2026PPL
PPL CORP		United StatesCOM01,439+1,439$0$54,711+$54,7112026-04-28
Q1 2026D
DOMINION ENERGY INC		United StatesCOM0877+877$0$54,234+$54,2342026-04-28
Q1 2026ABNB
AIRBNB INC-CLASS A		United StatesCOM CL A0439+439$0$54,041+$54,0412026-04-28
Q1 2026EW
EDWARDS LIFESCIENCES CORP		United StatesCOM0678+678$0$53,901+$53,9012026-04-28
Q1 2026SYK
STRYKER CORP		United StatesCOM0165+165$0$53,807+$53,8072026-04-28
Q1 2026WM
WASTE MANAGEMENT INC		United StatesCOM0232+232$0$53,351+$53,3512026-04-28
Q1 2026ROL
ROLLINS INC		United StatesCOM01,005+1,005$0$53,305+$53,3052026-04-28
Q1 2026FIX
COMFORT SYSTEMS USA INC		United StatesCOM041+41$0$52,200+$52,2002026-04-28
Q1 2026ANET
ARISTA NETWORKS INC		United StatesCOM SHS0415+415$0$48,194+$48,1942026-04-28
Q1 2026BE
BLOOM ENERGY CORP- A		United StatesCOM CL A0359+359$0$42,904+$42,9042026-04-28
Q1 2026LIN
LINDE PLC		United KingdomSHS065+65$0$32,452+$32,4522026-04-28
Q1 2026PEP
PEPSICO INC		United StatesCOM0175+175$0$27,444+$27,4442026-04-28
Q1 2026INTC
INTEL CORP		United StatesCOM0461+461$0$18,989+$18,9892026-04-28

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