Mizuho Securities Co. Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Mizuho Securities Co. Ltd. reported 82 stock positions worth $43.0 million. Its top holding was Nvidia (NVDA) at 11.4% of the portfolio, followed by Micron Technology (MU, 10.4%) and Palo Alto Networks (PANW, 7.8%). Compared with Q1 2024, it opened 31 new positions, sold out of 7, added to 30 and reduced 19. The biggest buy was Micron Technology (MU, shares +923%) and the biggest sale ServiceNow (NOW, shares −55%).
- Most Recent 13F
- Q1 2026
- Location
- TOKYO, M0
- CIK
- 0001520309
- Portfolio Value
- $43.0M (Q2 2024)
- SEC Filing
- 0001520309-24-000003 ↗ filed Aug 1, 2024
Holdings Value
Holdings 82 stocks · $43.0M
| NVDA Nvidia Corp. | 11.44% | 39,850 | $4.9M | Add +237.7% |
| MU Micron Technology Inc. | 10.38% | 33,950 | $4.5M | Add +922.6% |
| PANW Palo Alto Networks Inc. | 7.85% | 9,960 | $3.4M | Add +250.7% |
| ARM Arm Holdings PLC-ADR | 7.00% | 18,400 | $3.0M | Add +156.3% |
| META Meta Platforms Inc. Class A | 6.33% | 5,400 | $2.7M | Add +1700.0% |
| AMZN Amazon.com Inc. | 6.07% | 13,520 | $2.6M | Add +301.2% |
| CRM Salesforce Inc. | 5.98% | 10,000 | $2.6M | Add +2602.7% |
| AVGO Broadcom Inc. | 4.52% | 1,210 | $1.9M | Add +11.0% |
| TSLA Tesla Inc. | 3.55% | 7,710 | $1.5M | Add +410.6% |
| LLY Eli Lilly & Co. | 3.01% | 1,430 | $1.3M | Reduce -39.9% |
| UBER Uber Technologies Inc. | 2.90% | 17,140 | $1.2M | Add +479.1% |
| ADBE Adobe Inc. | 2.85% | 2,210 | $1.2M | Add +439.0% |
| MSFT Microsoft Corp. | 2.65% | 2,550 | $1.1M | Add +12.8% |
| AAPL Apple Inc. | 1.90% | 3,880 | $817K | Add +7.8% |
| NOW ServiceNow Inc. | 1.76% | 960 | $755K | Reduce -54.9% |
| UMC United Microelectron-SP ADR | 1.68% | 82,335 | $721K | Add +18.8% |
| V Visa Inc. Class A | 1.48% | 2,420 | $635K | Add +1173.7% |
| WMT Walmart Inc. | 1.13% | 7,180 | $486K | New |
| AMAT Applied Materials Inc. | 1.00% | 1,830 | $432K | Add +9050.0% |
| AMD Advanced Micro Devices | 0.93% | 2,470 | $401K | Add +0.8% |
| B Barrick Gold Corp. | 0.89% | 23,000 | $383K | New |
| GOOGL Alphabet Inc. Class A | 0.88% | 2,090 | $381K | Reduce -56.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.82% | 920 | $353K | Add +475.0% |
| QCOM Qualcomm Inc. | 0.64% | 1,380 | $275K | New |
| FDX FedEx Corp. | 0.63% | 910 | $273K | New |
| CHT Chunghwa Telecom LT-Spon ADR | 0.58% | 6,472 | $250K | Add +86.6% |
| GE General Electric filed as GE AEROSPACE | 0.52% | 1,420 | $226K | Add +659.4% |
| CVX Chevron Corp. | 0.52% | 1,420 | $222K | New |
| COST Costco Wholesale Corp. | 0.47% | 240 | $204K | Reduce -52.9% |
| XPEV Xpeng Inc. - ADR | 0.44% | 25,900 | $190K | Reduce -66.1% |
| PYPL PayPal Holdings Inc. | 0.43% | 3,200 | $186K | Reduce -55.9% |
| ANET Arista Networks Inc. | 0.42% | 520 | $182K | Reduce -27.8% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.42% | 3,040 | $180K | Add +948.3% |
| UNH Unitedhealth Group Inc. | 0.40% | 340 | $173K | New |
| DASH DoorDash Inc. Class A | 0.39% | 1,550 | $169K | New |
| XYZ Block Inc. | 0.39% | 2,570 | $166K | Reduce -74.1% |
| ISRG Intuitive Surgical Inc. | 0.38% | 370 | $165K | Reduce -26.0% |
| INTU Intuit Inc. | 0.34% | 220 | $145K | Add +83.3% |
| CSCO Cisco Systems Inc. | 0.34% | 3,040 | $144K | New |
| IBN Icici Bank Ltd.-Spon ADR | 0.31% | 4,700 | $135K | Add +446.5% |
| PFE Pfizer Inc. | 0.29% | 4,500 | $126K | New |
| MCD McDonald's Corp. | 0.27% | 460 | $117K | New |
| ON On Semiconductor | 0.27% | 1,680 | $115K | Add +205.4% |
| NFLX Netflix Inc. | 0.27% | 170 | $115K | Add +88.9% |
| DAL Delta Air Lines Inc. | 0.24% | 2,220 | $105K | Add +38.8% |
| T AT&T Inc. | 0.23% | 5,100 | $97K | New |
| JNJ Johnson & Johnson | 0.22% | 650 | $95K | New |
| ORCL Oracle Corp. | 0.22% | 670 | $95K | Add +570.0% |
| BABA Alibaba Group Holding-SP ADR | 0.21% | 1,280 | $92K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 890 | $88K | Reduce -42.6% |
| MA Mastercard Inc. Class A | 0.18% | 180 | $79K | Reduce -40.0% |
| MMM 3M Co. | 0.18% | 750 | $77K | Reduce -73.2% |
| AXP American Express Co. | 0.17% | 320 | $74K | New |
| ALB Albemarle Corp. | 0.17% | 770 | $74K | New |
| ALGN Align Technology Inc. | 0.17% | 300 | $72K | New |
| XOM Exxon Mobil Corp. | 0.15% | 550 | $63K | Reduce -65.6% |
| BLK BlackRock Finance Inc. | 0.15% | 80 | $63K | New |
| ILMN Illumina Inc. | 0.15% | 600 | $63K | New |
| LMT Lockheed Martin Corp. | 0.14% | 130 | $61K | New |
| SBUX Starbucks Corp. | 0.14% | 770 | $60K | New |
| ADSK Autodesk Inc. | 0.13% | 230 | $57K | Reduce -32.4% |
| BA The Boeing Co. | 0.12% | 280 | $51K | Add +40.0% |
| GM General Motors Co. | 0.11% | 1,000 | $46K | Reduce -63.6% |
| URI United Rentals Inc. | 0.11% | 70 | $45K | New |
| PG The Procter & Gamble Co. | 0.10% | 258 | $43K | Reduce -33.3% |
| DDD 3D Systems Corp. filed as 3-D SYS CORP DEL | 0.09% | 12,460 | $38K | New |
| NKE Nike Inc. Class B | 0.08% | 470 | $35K | Reduce -25.4% |
| KO The Coca-Cola Co. | 0.08% | 510 | $32K | Reduce -26.1% |
| VZ Verizon Communications Inc. | 0.07% | 780 | $32K | New |
| RTX RTX Corp. | 0.07% | 320 | $32K | New |
| INTC Intel Corp. | 0.07% | 960 | $30K | Add +12.9% |
| SCHW Schwab (charles) Corp. | 0.07% | 400 | $29K | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.04% | 180 | $19K | New |
| FCX Freeport-McMoran Inc. | 0.04% | 380 | $18K | New |
| ABBV Abbvie Inc. | 0.04% | 100 | $17K | New |
| VALE Vale SA-SP ADR | 0.04% | 1,500 | $17K | New |
| BKNG Booking Holdings Inc. | 0.04% | 4 | $16K | Reduce -77.8% |
| CTVA Corteva Inc. | 0.02% | 180 | $10K | New |
| ACN Accenture PLC Class A | 0.01% | 20 | $6K | New |
| MO Altria Group Inc. | 0.01% | 100 | $5K | Add +233.3% |
| BMY Bristol-Myers Squibb Co. | 0.01% | 100 | $4K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.00% | 11 | $2K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| NOW ServiceNow Inc. | Reduce -54.9% | 1.76% | −7.18 |
| LLY Eli Lilly & Co. | Reduce -39.9% | 3.01% | −7.18 |
| XYZ Block Inc. | Reduce -74.1% | 0.39% | −4.24 |
| GOOGL Alphabet Inc. Class A | Reduce -56.5% | 0.88% | −3.10 |
| XPEV Xpeng Inc. - ADR | Reduce -66.1% | 0.44% | −2.79 |
| PYPL PayPal Holdings Inc. | Reduce -55.9% | 0.43% | −2.24 |
| COST Costco Wholesale Corp. | Reduce -52.9% | 0.47% | −1.58 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −1.49 |
| MMM 3M Co. | Reduce -73.2% | 0.18% | −1.46 |
| XOM Exxon Mobil Corp. | Reduce -65.6% | 0.15% | −0.88 |
| DIS The Walt Disney Co. | Reduce -42.6% | 0.21% | −0.84 |
| ANET Arista Networks Inc. | Reduce -27.8% | 0.42% | −0.72 |
| ISRG Intuitive Surgical Inc. | Reduce -26.0% | 0.38% | −0.72 |
| MA Mastercard Inc. Class A | Reduce -40.0% | 0.18% | −0.61 |
| GM General Motors Co. | Reduce -63.6% | 0.11% | −0.58 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.54 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.42 |
| ADSK Autodesk Inc. | Reduce -32.4% | 0.13% | −0.35 |
| BKNG Booking Holdings Inc. | Reduce -77.8% | 0.04% | −0.32 |
| PG The Procter & Gamble Co. | Reduce -33.3% | 0.10% | −0.25 |
| NKE Nike Inc. Class B | Reduce -25.4% | 0.08% | −0.24 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.17 |
| KO The Coca-Cola Co. | Reduce -26.1% | 0.08% | −0.16 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.11 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −0.10 |
| BILI Bilibili Inc.-Sponsored ADR | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2024 → Q2 2024
| MU Micron Technology Inc. | Add +922.6% | 10.38% | +8.23 |
| NVDA Nvidia Corp. | Add +237.7% | 11.44% | +5.58 |
| META Meta Platforms Inc. Class A | Add +1700.0% | 6.33% | +5.53 |
| CRM Salesforce Inc. | Add +2602.7% | 5.98% | +5.36 |
| PANW Palo Alto Networks Inc. | Add +250.7% | 7.85% | +3.41 |
| AMZN Amazon.com Inc. | Add +301.2% | 6.07% | +2.73 |
| TSLA Tesla Inc. | Add +410.6% | 3.55% | +2.09 |
| ARM Arm Holdings PLC-ADR | Add +156.3% | 7.00% | +2.06 |
| ADBE Adobe Inc. | Add +439.0% | 2.85% | +1.72 |
| UBER Uber Technologies Inc. | Add +479.1% | 2.90% | +1.64 |
| V Visa Inc. Class A | Add +1173.7% | 1.48% | +1.18 |
| WMT Walmart Inc. | New | 1.13% | +1.13 |
| AMAT Applied Materials Inc. | Add +9050.0% | 1.00% | +0.98 |
| B Barrick Gold Corp. | New | 0.89% | +0.89 |
| QCOM Qualcomm Inc. | New | 0.64% | +0.64 |
| FDX FedEx Corp. | New | 0.63% | +0.63 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +475.0% | 0.82% | +0.54 |
| CVX Chevron Corp. | New | 0.52% | +0.52 |
| UNH Unitedhealth Group Inc. | New | 0.40% | +0.40 |
| DASH DoorDash Inc. Class A | New | 0.39% | +0.39 |
| GE General Electric | Add +659.4% | 0.52% | +0.34 |
| CSCO Cisco Systems Inc. | New | 0.34% | +0.34 |
| ZM Zoom Communications Inc. | Add +948.3% | 0.42% | +0.31 |
| PFE Pfizer Inc. | New | 0.29% | +0.29 |
| MCD McDonald's Corp. | New | 0.27% | +0.27 |
| T AT&T Inc. | New | 0.23% | +0.23 |
| JNJ Johnson & Johnson | New | 0.22% | +0.22 |
| IBN Icici Bank Ltd.-Spon ADR | Add +446.5% | 0.31% | +0.19 |
| AXP American Express Co. | New | 0.17% | +0.17 |
| ALB Albemarle Corp. | New | 0.17% | +0.17 |
| ALGN Align Technology Inc. | New | 0.17% | +0.17 |
| ORCL Oracle Corp. | Add +570.0% | 0.22% | +0.15 |
| BLK BlackRock Finance Inc. | New | 0.15% | +0.15 |
| ILMN Illumina Inc. | New | 0.15% | +0.15 |
| LMT Lockheed Martin Corp. | New | 0.14% | +0.14 |
| SBUX Starbucks Corp. | New | 0.14% | +0.14 |
| URI United Rentals Inc. | New | 0.11% | +0.11 |
| DDD 3D Systems Corp. | New | 0.09% | +0.09 |
| VZ Verizon Communications Inc. | New | 0.07% | +0.07 |
| RTX RTX Corp. | New | 0.07% | +0.07 |
| SCHW Schwab (charles) Corp. | New | 0.07% | +0.07 |
| ON On Semiconductor | Add +205.4% | 0.27% | +0.05 |
| EL Estee Lauder Companies Class A | New | 0.04% | +0.04 |
| FCX Freeport-McMoran Inc. | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | New | 0.04% | +0.04 |
| VALE Vale SA-SP ADR | New | 0.04% | +0.04 |
| CTVA Corteva Inc. | New | 0.02% | +0.02 |
| ACN Accenture PLC Class A | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | New | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +233.3% | 0.01% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 16 | $7.7M | TCOM, BILI, BABA, JD, NVDA |
| Q4 2025 | 14 | $7.5M | TCOM, BILI, BABA, JD, LI |
| Q3 2025 | 43 | $14.6M | TCOM, BILI, VRT, CRWD, AAPL |
| Q2 2025 | 49 | $27.7M | NVDA, MU, ARM, CRM, MSFT |
| Q1 2025 | 50 | $8.4M | TSLA, NVDA, TSM, ARM, AMZN |
| Q4 2024 | 45 | $6.6M | AAPL, CHT, ASX, MAR, GOOGL |
| Q3 2024 | 78 | $40.6M | NVDA, CRWD, TSLA, CRM, ARM |
| Q2 2024 | 82 | $43.0M | NVDA, MU, PANW, ARM, META |
| Q1 2024 | 58 | $18.2M | LLY, NOW, AVGO, NVDA, MSFT |