Mizuho Securities Co. Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Mizuho Securities Co. Ltd. reported 78 stock positions worth $40.6 million. Its top holding was Nvidia (NVDA) at 13.3% of the portfolio, followed by CrowdStrike Class A (CRWD, 8.4%) and Tesla (TSLA, 7.8%). Compared with Q2 2024, it opened 18 new positions, sold out of 22, added to 29 and reduced 31. The biggest buy was CrowdStrike Class A (CRWD, shares +1218%) and the biggest sale Micron Technology (MU, shares −79%).
- Most Recent 13F
- Q1 2026
- Location
- TOKYO, M0
- CIK
- 0001520309
- Portfolio Value
- $40.6M (Q3 2024)
- SEC Filing
- 0001520309-24-000004 ↗ filed Nov 6, 2024
Holdings Value
Holdings 78 stocks · $40.6M
| NVDA Nvidia Corp. | 13.34% | 44,610 | $5.4M | Add +11.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 8.38% | 12,130 | $3.4M | Add +1218.5% |
| TSLA Tesla Inc. | 7.77% | 12,060 | $3.2M | Add +56.4% |
| CRM Salesforce Inc. | 5.45% | 8,090 | $2.2M | Reduce -19.1% |
| ARM Arm Holdings PLC-ADR | 4.85% | 13,780 | $2.0M | Reduce -25.1% |
| ASX Ase Technology Holding -ADR | 4.41% | 183,520 | $1.8M | New |
| GOOGL Alphabet Inc. Class A | 3.69% | 9,040 | $1.5M | Add +332.5% |
| AVGO Broadcom Inc. | 3.38% | 7,950 | $1.4M | Reduce -34.3% |
| META Meta Platforms Inc. Class A | 3.35% | 2,380 | $1.4M | Reduce -55.9% |
| UBER Uber Technologies Inc. | 3.31% | 17,870 | $1.3M | Add +4.3% |
| MSFT Microsoft Corp. | 2.97% | 2,800 | $1.2M | Add +9.8% |
| AMZN Amazon.com Inc. | 2.44% | 5,320 | $991K | Reduce -60.6% |
| ANET Arista Networks Inc. | 2.19% | 2,320 | $890K | Add +346.1% |
| LLY Eli Lilly & Co. | 2.01% | 920 | $815K | Reduce -35.7% |
| CAT Caterpillar Inc. | 1.86% | 1,930 | $755K | New |
| MU Micron Technology Inc. | 1.84% | 7,210 | $748K | Reduce -78.8% |
| PYPL PayPal Holdings Inc. | 1.73% | 9,020 | $704K | Add +181.9% |
| INTC Intel Corp. | 1.67% | 28,900 | $678K | Add +2910.4% |
| PANW Palo Alto Networks Inc. | 1.49% | 1,770 | $605K | Reduce -82.2% |
| AMD Advanced Micro Devices | 1.48% | 3,660 | $601K | Add +48.2% |
| XYZ Block Inc. | 1.44% | 8,710 | $585K | Add +238.9% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 1.42% | 8,250 | $575K | Add +171.4% |
| DASH DoorDash Inc. Class A | 1.41% | 4,020 | $574K | Add +159.3% |
| ADBE Adobe Inc. | 1.12% | 880 | $456K | Reduce -60.2% |
| B Barrick Gold Corp. | 1.08% | 22,050 | $439K | Reduce -4.1% |
| IBN Icici Bank Ltd.-Spon ADR | 0.97% | 13,190 | $394K | Add +180.6% |
| GLW Corning Inc. | 0.96% | 8,600 | $388K | New |
| NEM Newmont Corp. | 0.92% | 7,000 | $374K | New |
| NOW ServiceNow Inc. | 0.86% | 390 | $349K | Reduce -59.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.82% | 3,450 | $332K | Add +287.6% |
| BABA Alibaba Group Holding-SP ADR | 0.81% | 3,100 | $329K | Add +142.2% |
| MA Mastercard Inc. Class A | 0.79% | 650 | $321K | Add +261.1% |
| ON On Semiconductor | 0.67% | 3,730 | $271K | Add +122.0% |
| HD Home Depot Inc. | 0.62% | 620 | $251K | New |
| UMC United Microelectron-SP ADR | 0.61% | 29,335 | $247K | Reduce -64.4% |
| V Visa Inc. Class A | 0.60% | 890 | $245K | Reduce -63.2% |
| CHT Chunghwa Telecom LT-Spon ADR | 0.54% | 5,493 | $218K | Reduce -15.1% |
| AAPL Apple Inc. | 0.53% | 930 | $217K | Reduce -76.0% |
| ENPH Enphase Energy Inc. | 0.53% | 1,900 | $215K | New |
| NKE Nike Inc. Class B | 0.48% | 2,220 | $196K | Add +372.3% |
| FCX Freeport-McMoran Inc. | 0.35% | 2,810 | $140K | Add +639.5% |
| COST Costco Wholesale Corp. | 0.33% | 150 | $133K | Reduce -37.5% |
| BLK BlackRock Finance Inc. | 0.33% | 140 | $133K | Add +75.0% |
| ALB Albemarle Corp. | 0.32% | 1,390 | $132K | Add +80.5% |
| PG The Procter & Gamble Co. | 0.32% | 760 | $132K | Add +194.6% |
| QCOM Qualcomm Inc. | 0.32% | 770 | $131K | Reduce -44.2% |
| CSCO Cisco Systems Inc. | 0.32% | 2,410 | $128K | Reduce -20.7% |
| T AT&T Inc. | 0.28% | 5,090 | $112K | Reduce -0.2% |
| DAL Delta Air Lines Inc. | 0.25% | 2,020 | $103K | Reduce -9.0% |
| KO The Coca-Cola Co. | 0.24% | 1,330 | $96K | Add +160.8% |
| BSX Boston Scientific Corp. | 0.21% | 1,000 | $84K | New |
| MAR Marriott International Class A | 0.17% | 280 | $70K | New |
| BKNG Booking Holdings Inc. | 0.17% | 16 | $67K | Add +300.0% |
| ISRG Intuitive Surgical Inc. | 0.15% | 120 | $59K | Reduce -67.6% |
| ACN Accenture PLC Class A | 0.14% | 160 | $57K | Add +700.0% |
| VZ Verizon Communications Inc. | 0.13% | 1,200 | $54K | Add +53.9% |
| NEE Nextera Energy Inc. | 0.12% | 600 | $51K | New |
| MMM 3M Co. | 0.12% | 350 | $48K | Reduce -53.3% |
| WMT Walmart Inc. | 0.11% | 550 | $44K | Reduce -92.3% |
| ORCL Oracle Corp. | 0.11% | 260 | $44K | Reduce -61.2% |
| ABBV Abbvie Inc. | 0.10% | 200 | $39K | Add +100.0% |
| BA The Boeing Co. | 0.09% | 250 | $38K | Reduce -10.7% |
| INFY Infosys Ltd.-SP ADR | 0.08% | 1,500 | $33K | New |
| OXY Occidental Petroleum Corp. | 0.08% | 620 | $32K | New |
| JPM JPMorgan Chase & Co. | 0.06% | 120 | $25K | New |
| GM General Motors Co. | 0.06% | 500 | $22K | Reduce -50.0% |
| MO Altria Group Inc. | 0.05% | 400 | $20K | Add +300.0% |
| AMAT Applied Materials Inc. | 0.05% | 100 | $20K | Reduce -94.5% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.03% | 140 | $14K | Reduce -22.2% |
| AEP American Electric Power | 0.03% | 100 | $10K | New |
| ECL Ecolab Inc. | 0.03% | 40 | $10K | New |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.02% | 100 | $7K | New |
| NFLX Netflix Inc. | 0.02% | 10 | $7K | Reduce -94.1% |
| MCD McDonald's Corp. | 0.01% | 20 | $6K | Reduce -95.7% |
| VALE Vale SA-SP ADR | 0.01% | 400 | $5K | Reduce -73.3% |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.01% | 657 | $4K | New |
| SEDG Solaredge Technologies Inc. | 0.01% | 130 | $3K | New |
| TAL Tal Education Group- ADR | 0.00% | 90 | $1K | New |
Portfolio Sells Q2 2024 → Q3 2024
| MU Micron Technology Inc. | Reduce -78.8% | 1.84% | −8.54 |
| PANW Palo Alto Networks Inc. | Reduce -82.2% | 1.49% | −6.36 |
| AMZN Amazon.com Inc. | Reduce -60.6% | 2.44% | −3.63 |
| META Meta Platforms Inc. Class A | Reduce -55.9% | 3.35% | −2.97 |
| ARM Arm Holdings PLC-ADR | Reduce -25.1% | 4.85% | −2.14 |
| ADBE Adobe Inc. | Reduce -60.2% | 1.12% | −1.73 |
| AAPL Apple Inc. | Reduce -76.0% | 0.53% | −1.37 |
| AVGO Broadcom Inc. | Reduce -34.3% | 3.38% | −1.14 |
| UMC United Microelectron-SP ADR | Reduce -64.4% | 0.61% | −1.07 |
| WMT Walmart Inc. | Reduce -92.3% | 0.11% | −1.02 |
| LLY Eli Lilly & Co. | Reduce -35.7% | 2.01% | −1.00 |
| AMAT Applied Materials Inc. | Reduce -94.5% | 0.05% | −0.95 |
| NOW ServiceNow Inc. | Reduce -59.4% | 0.86% | −0.90 |
| V Visa Inc. Class A | Reduce -63.2% | 0.60% | −0.87 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.63 |
| GE General Electric | Sold out | 0.00% | −0.52 |
| CRM Salesforce Inc. | Reduce -19.1% | 5.45% | −0.52 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.52 |
| XPEV Xpeng Inc. - ADR | Sold out | 0.00% | −0.44 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.40 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.34 |
| QCOM Qualcomm Inc. | Reduce -44.2% | 0.32% | −0.32 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.29 |
| MCD McDonald's Corp. | Reduce -95.7% | 0.01% | −0.26 |
| NFLX Netflix Inc. | Reduce -94.1% | 0.02% | −0.25 |
| ISRG Intuitive Surgical Inc. | Reduce -67.6% | 0.15% | −0.24 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.22 |
| AXP American Express Co. | Sold out | 0.00% | −0.17 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.17 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -37.5% | 0.33% | −0.15 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.15 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.14 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.14 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.13 |
| ORCL Oracle Corp. | Reduce -61.2% | 0.11% | −0.11 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.11 |
| DDD 3D Systems Corp. | Sold out | 0.00% | −0.09 |
| RTX RTX Corp. | Sold out | 0.00% | −0.07 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.07 |
| MMM 3M Co. | Reduce -53.3% | 0.12% | −0.06 |
| GM General Motors Co. | Reduce -50.0% | 0.06% | −0.05 |
| CHT Chunghwa Telecom LT-Spon ADR | Reduce -15.1% | 0.54% | −0.04 |
| VALE Vale SA-SP ADR | Reduce -73.3% | 0.01% | −0.03 |
| BA The Boeing Co. | Reduce -10.7% | 0.09% | −0.02 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -20.7% | 0.32% | −0.02 |
| EL Estee Lauder Companies Class A | Reduce -22.2% | 0.03% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| CRWD CrowdStrike Holdings Inc. Class A | Add +1218.5% | 8.38% | +7.56 |
| ASX Ase Technology Holding -ADR | New | 4.41% | +4.41 |
| TSLA Tesla Inc. | Add +56.4% | 7.77% | +4.22 |
| GOOGL Alphabet Inc. Class A | Add +332.5% | 3.69% | +2.81 |
| NVDA Nvidia Corp. | Add +11.9% | 13.34% | +1.90 |
| CAT Caterpillar Inc. | New | 1.86% | +1.86 |
| ANET Arista Networks Inc. | Add +346.1% | 2.19% | +1.77 |
| INTC Intel Corp. | Add +2910.4% | 1.67% | +1.60 |
| PYPL PayPal Holdings Inc. | Add +181.9% | 1.73% | +1.30 |
| XYZ Block Inc. | Add +238.9% | 1.44% | +1.05 |
| DASH DoorDash Inc. Class A | Add +159.3% | 1.41% | +1.02 |
| ZM Zoom Communications Inc. | Add +171.4% | 1.42% | +1.00 |
| GLW Corning Inc. | New | 0.96% | +0.96 |
| NEM Newmont Corp. | New | 0.92% | +0.92 |
| IBN Icici Bank Ltd.-Spon ADR | Add +180.6% | 0.97% | +0.65 |
| HD Home Depot Inc. | New | 0.62% | +0.62 |
| DIS The Walt Disney Co. | Add +287.6% | 0.82% | +0.61 |
| MA Mastercard Inc. Class A | Add +261.1% | 0.79% | +0.61 |
| BABA Alibaba Group Holding-SP ADR | Add +142.2% | 0.81% | +0.60 |
| AMD Advanced Micro Devices | Add +48.2% | 1.48% | +0.55 |
| ENPH Enphase Energy Inc. | New | 0.53% | +0.53 |
| UBER Uber Technologies Inc. | Add +4.3% | 3.31% | +0.41 |
| NKE Nike Inc. Class B | Add +372.3% | 0.48% | +0.40 |
| ON On Semiconductor | Add +122.0% | 0.67% | +0.40 |
| MSFT Microsoft Corp. | Add +9.8% | 2.97% | +0.32 |
| FCX Freeport-McMoran Inc. | Add +639.5% | 0.35% | +0.30 |
| PG The Procter & Gamble Co. | Add +194.6% | 0.32% | +0.23 |
| BSX Boston Scientific Corp. | New | 0.21% | +0.21 |
| BLK BlackRock Finance Inc. | Add +75.0% | 0.33% | +0.18 |
| MAR Marriott International Class A | New | 0.17% | +0.17 |
| KO The Coca-Cola Co. | Add +160.8% | 0.24% | +0.16 |
| ALB Albemarle Corp. | Add +80.5% | 0.32% | +0.15 |
| BKNG Booking Holdings Inc. | Add +300.0% | 0.17% | +0.13 |
| ACN Accenture PLC Class A | Add +700.0% | 0.14% | +0.13 |
| NEE Nextera Energy Inc. | New | 0.12% | +0.12 |
| INFY Infosys Ltd.-SP ADR | New | 0.08% | +0.08 |
| OXY Occidental Petroleum Corp. | New | 0.08% | +0.08 |
| JPM JPMorgan Chase & Co. | New | 0.06% | +0.06 |
| VZ Verizon Communications Inc. | Add +53.9% | 0.13% | +0.06 |
| ABBV Abbvie Inc. | Add +100.0% | 0.10% | +0.06 |
| MO Altria Group Inc. | Add +300.0% | 0.05% | +0.04 |
| AEP American Electric Power | New | 0.03% | +0.03 |
| ECL Ecolab Inc. | New | 0.03% | +0.03 |
| APTV Aptiv Irish Holdings Ltd. | New | 0.02% | +0.02 |
| ITUB Itau Unibanco H-Spon PRF ADR | New | 0.01% | +0.01 |
| SEDG Solaredge Technologies Inc. | New | 0.01% | +0.01 |
| TAL Tal Education Group- ADR | New | 0.00% | +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 |