Mizuho Securities Co. Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Mizuho Securities Co. Ltd. reported 16 stock positions worth $7.7 million. Its top holding was Trip.com Group Ltd.-ADR (TCOM) at 64.0% of the portfolio, followed by Bilibili Inc.-Sponsored ADR (BILI, 21.8%) and Alibaba Group Holding-SP ADR (BABA, 4.5%). Compared with Q4 2025, it opened 7 new positions, sold out of 5, added to 3 and reduced 1. The biggest buy was Nvidia (NVDA, shares +8800%) and the biggest sale an exit from Caterpillar (CAT).
- Most Recent 13F
- Q1 2026
- Location
- TOKYO, M0
- CIK
- 0001520309
- Portfolio Value
- $7.7M (Q1 2026)
- SEC Filing
- 0001520309-26-000002 ↗ filed May 7, 2026
Holdings Value
Holdings 16 stocks · $7.7M
| TCOM Trip.com Group Ltd.-ADR | 64.02% | 98,740 | $4.9M | Add +48.0% |
| BILI Bilibili Inc.-Sponsored ADR | 21.80% | 74,206 | $1.7M | No change |
| BABA Alibaba Group Holding-SP ADR | 4.49% | 2,750 | $345K | No change |
| JD Jd.com Inc.-ADR | 3.50% | 9,100 | $269K | No change |
| NVDA Nvidia Corp. | 2.02% | 890 | $155K | Add +8800.0% |
| IAU iShares Gold Trust | 0.95% | 830 | $73K | New |
| LI Li Auto Inc. - ADR | 0.92% | 3,950 | $70K | No change |
| MA Mastercard Inc. Class A | 0.52% | 80 | $40K | New |
| MSFT Microsoft Corp. | 0.43% | 90 | $33K | Add +500.0% |
| AMZN Amazon.com Inc. | 0.30% | 110 | $23K | New |
| T AT&T Inc. | 0.29% | 780 | $23K | New |
| ALB Albemarle Corp. | 0.23% | 100 | $18K | New |
| META Meta Platforms Inc. Class A | 0.19% | 25 | $14K | New |
| GOOGL Alphabet Inc. Class A | 0.15% | 40 | $12K | Reduce -48.7% |
| UMC United Microelectron-SP ADR | 0.09% | 782 | $7K | No change |
| TSLA Tesla Inc. | 0.09% | 18 | $7K | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Add +8800.0% | 2.02% | +2.00 |
| IAU iShares Gold Trust | New | 0.95% | +0.95 |
| MA Mastercard Inc. Class A | New | 0.52% | +0.52 |
| MSFT Microsoft Corp. | Add +500.0% | 0.43% | +0.34 |
| AMZN Amazon.com Inc. | New | 0.30% | +0.30 |
| T AT&T Inc. | New | 0.29% | +0.29 |
| ALB Albemarle Corp. | New | 0.23% | +0.23 |
| META Meta Platforms Inc. Class A | New | 0.19% | +0.19 |
| TSLA Tesla Inc. | New | 0.09% | +0.09 |
| TCOM Trip.com Group Ltd.-ADR | Add +48.0% | 64.02% | −0.12 |
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 |