Global X Japan Boosts Holdings in Six Stocks

Global X Japan Co. Ltd. has disclosed significant portfolio adjustments across six major U.S.-listed companies, with the most notable move being a 37.3% increase in its PLTR stake during Q4. The firm purchased 80,259 additional shares, bringing its total Palantir position to 295,608 shares valued at approximately $52.5 million. The buildup makes Palantir the fund's 7th-largest holding at roughly 4% of total assets, reflecting conviction in the AI-driven data analytics firm's growth trajectory.

The fund also made a major push into financial services, boosting its MA position by 396.3% in the same quarter. On the semiconductor side, Global X Japan added 14,061 shares of QCOM, a 15.4% increase that brought its total Qualcomm holding to 105,355 shares worth approximately $18 million. Positions in NFLX, MRK, and NOW were also increased, rounding out a broad allocation across tech, healthcare, and entertainment.

The breadth of these additions suggests Global X Japan is positioning for continued strength in U.S. large-cap growth names, particularly those with AI and digital transformation exposure. The outsized Mastercard increase and the Palantir buildup stand out as the most aggressive bets. Investors watching institutional flow data may view these filings as a signal of sustained international appetite for U.S. tech and financial leaders heading into the second quarter.