PayPay Securities Corp
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), PayPay Securities Corp reported 271 stock positions worth $2.0 million. Its top holding was Direxion Daily S&P 500 Bull (SPXL) at 6.3% of the portfolio, followed by Proshares Ultrapro QQQ (TQQQ, 5.7%) and Direxion Daily Semi Bear 3X (5.1%). Compared with Q1 2025, it added to 86 and reduced 155. The biggest buy was Proshares Ultrapro QQQ (TQQQ, shares +102%) and the biggest sale Direxion Daily S&P 500 Bull (SPXL, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- TOKYO, M0
- CIK
- 0001908623
- Portfolio Value
- $2.0M (Q2 2025)
- SEC Filing
- 0001908623-25-000005 ↗ filed Jul 24, 2025
Holdings Value
Holdings 271 stocks · $2.0M
| SPXL Direxion Daily S&P 500 Bull | 6.33% | 747 | $130K | Reduce -18.3% |
| TQQQ Proshares Ultrapro QQQ | 5.68% | 1,400 | $116K | Add +102.3% |
| DIREXION DAILY SEMI BEAR 3X | 5.08% | 13,180 | $104K | Add +718.6% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 5.08% | 4,136 | $104K | Add +8.9% |
| DIREXION DLY S&P 500 BEAR 3X | 5.00% | 21,800 | $102K | Add +297.9% |
| DIREXION SHS ETF TR | 3.45% | 9,004 | $71K | Add +87.2% |
| MSFT Microsoft Corp. | 3.06% | 126 | $63K | Add +29.9% |
| SQQQ Proshares TR | 2.99% | 3,124 | $61K | Add +100.8% |
| NVDD Direxion SHS ETF TR | 2.71% | 11,886 | $55K | Add +85.4% |
| NVDA Nvidia Corp. | 2.70% | 350 | $55K | Reduce -25.4% |
| AAPD Direxion Daily Aapl Bear 1X | 2.65% | 3,094 | $54K | Add +103.0% |
| AAPL Apple Inc. | 2.54% | 253 | $52K | Add +11.4% |
| GLD SPDR Gold Shares | 2.04% | 137 | $42K | Reduce -15.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.66% | 55 | $34K | Reduce -6.8% |
| AMZN Amazon.com Inc. | 1.65% | 154 | $34K | Add +29.4% |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | 1.63% | 2,821 | $33K | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 1.46% | 170 | $30K | Add +2.4% |
| AAPU Direxion Daily Aapl Bull 2X | 1.41% | 1,313 | $29K | Add +168.5% |
| NVDU Direxion Daily Nvda Bull 2X | 1.40% | 289 | $29K | Reduce -38.5% |
| DIREXION SHARES ETF TRUST | 1.37% | 2,262 | $28K | Add +66.8% |
| META Meta Platforms Inc. Class A | 1.30% | 36 | $27K | Add +28.6% |
| AVGO Broadcom Inc. | 1.06% | 79 | $22K | Add +2.6% |
| AMZD Direxion Daily Amzn Bear 1X | 1.03% | 1,933 | $21K | Add +26.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.02% | 38 | $21K | Reduce -7.3% |
| MSFD Dirxn DLY MSFT Bear 1X E-Usi | 1.01% | 1,841 | $21K | Add +39.9% |
| TSLA Tesla Inc. | 0.76% | 49 | $16K | Reduce -50.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 31 | $15K | Reduce -6.1% |
| JPM JPMorgan Chase & Co. | 0.67% | 47 | $14K | Reduce -14.6% |
| GGLL Direxion Daily Googl Bull 2X | 0.66% | 388 | $13K | Add +12.1% |
| VYM Vanguard High DVD Yield ETF | 0.64% | 98 | $13K | Reduce -2.0% |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | 0.52% | 272 | $11K | Reduce -29.7% |
| DIREXION SHS ETF TR | 0.51% | 1,395 | $10K | Add +18.5% |
| MSFU Direxion Daily MSFT Bull 2X | 0.51% | 209 | $10K | Reduce -35.7% |
| LABU DRXN DLY S&P BT BL 3X ETF-Ui | 0.50% | 181 | $10K | Reduce -17.7% |
| V Visa Inc. Class A | 0.50% | 29 | $10K | Add +3.6% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 74 | $10K | Add +85.0% |
| TMV Dir Da 20+YR Tre Be 3X ETF-U | 0.49% | 272 | $10K | Reduce -41.1% |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | 0.49% | 273 | $10K | Reduce -15.2% |
| LLY Eli Lilly & Co. | 0.46% | 12 | $9K | Reduce -7.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 30 | $9K | Reduce -3.2% |
| VT Vanguard Tot World STK ETF | 0.43% | 69 | $9K | Reduce -5.5% |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 42 | $9K | Add +2.4% |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | 0.42% | 219 | $9K | Add +106.6% |
| XOM Exxon Mobil Corp. | 0.40% | 76 | $8K | Reduce -24.8% |
| NFLX Netflix Inc. | 0.39% | 6 | $8K | No change |
| COST Costco Wholesale Corp. | 0.39% | 8 | $8K | Reduce -20.0% |
| MA Mastercard Inc. Class A | 0.38% | 14 | $8K | Add +7.7% |
| WMT Walmart Inc. | 0.37% | 77 | $8K | Reduce -34.2% |
| HD Home Depot Inc. | 0.34% | 19 | $7K | Add +5.6% |
| JNJ Johnson & Johnson | 0.34% | 45 | $7K | Reduce -25.0% |
| SPXS Direxion SHS ETF TR | 0.34% | 1,274 | $7K | Add +204.1% |
| PG The Procter & Gamble Co. | 0.33% | 43 | $7K | Reduce -27.1% |
| ORCL Oracle Corp. | 0.31% | 29 | $6K | Add +7.4% |
| ABBV Abbvie Inc. | 0.30% | 33 | $6K | Add +10.0% |
| UNH Unitedhealth Group Inc. | 0.29% | 19 | $6K | Add +18.8% |
| BKNG Booking Holdings Inc. | 0.28% | 1 | $6K | No change |
| PM Philip Morris International | 0.28% | 31 | $6K | Add +3.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 118 | $6K | Reduce -0.8% |
| OIH Vaneck Oil Services ETF | 0.26% | 23 | $5K | Reduce -37.8% |
| KO The Coca-Cola Co. | 0.26% | 74 | $5K | Reduce -47.5% |
| CSCO Cisco Systems Inc. | 0.24% | 71 | $5K | Reduce -5.3% |
| CRM Salesforce Inc. | 0.24% | 18 | $5K | Reduce -5.3% |
| WFC Wells Fargo & Co. | 0.23% | 60 | $5K | Reduce -1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 16 | $5K | Add +14.3% |
| SUSA iShares ESG Optimized MSCI U | 0.22% | 36 | $5K | Reduce -5.3% |
| TLT iShares 20+ Year Treasury BD | 0.22% | 51 | $5K | Add +8.5% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 17 | $4K | Reduce -46.9% |
| ABT Abbott Laboratories | 0.21% | 32 | $4K | No change |
| MAIN Main Street Capital Corp. | 0.21% | 73 | $4K | Add +0.0% |
| T AT&T Inc. | 0.21% | 148 | $4K | Reduce -36.8% |
| CAT Caterpillar Inc. | 0.21% | 11 | $4K | No change |
| GS Goldman Sachs Group Inc. | 0.21% | 6 | $4K | No change |
| VZ Verizon Communications Inc. | 0.21% | 98 | $4K | Reduce -32.9% |
| AMD Advanced Micro Devices | 0.20% | 29 | $4K | Reduce -6.5% |
| UBER Uber Technologies Inc. | 0.20% | 44 | $4K | Reduce -2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 33 | $4K | Reduce -25.0% |
| MCD McDonald's Corp. | 0.20% | 14 | $4K | No change |
| RTX RTX Corp. | 0.20% | 28 | $4K | Reduce -28.2% |
| CVX Chevron Corp. | 0.20% | 28 | $4K | Reduce -28.2% |
| DRN Dir DLY Re Es Bul 3X ETF-Usd | 0.20% | 418 | $4K | Add +26.7% |
| MS Morgan Stanley | 0.19% | 27 | $4K | Reduce -12.9% |
| LIN Linde PLC | 0.18% | 8 | $4K | No change |
| MRK Merck & Co. Inc. | 0.18% | 47 | $4K | Reduce -9.6% |
| TXN Texas Instruments Inc. | 0.17% | 17 | $4K | Add +21.4% |
| HON Honeywell International Inc. | 0.17% | 15 | $3K | Reduce -37.5% |
| C Citigroup Inc. | 0.17% | 40 | $3K | Reduce -4.8% |
| SCHW Schwab (charles) Corp. | 0.17% | 37 | $3K | Add +12.1% |
| QCOM Qualcomm Inc. | 0.16% | 21 | $3K | No change |
| NEE Nextera Energy Inc. | 0.16% | 48 | $3K | Add +2.1% |
| PEP Pepsico Inc. | 0.16% | 25 | $3K | Reduce -41.9% |
| ACN Accenture PLC Class A | 0.16% | 11 | $3K | Reduce -8.3% |
| UNP Union Pacific Corp. | 0.16% | 14 | $3K | Add +180.0% |
| PGR Progressive Corp. | 0.16% | 12 | $3K | Add +33.3% |
| AXP American Express Co. | 0.16% | 10 | $3K | Reduce -23.1% |
| SPGI S&P Global Inc. | 0.15% | 6 | $3K | Add +50.0% |
| INTU Intuit Inc. | 0.15% | 4 | $3K | Reduce -33.3% |
| BLK BlackRock Inc. | 0.15% | 3 | $3K | Add +50.0% |
| BA The Boeing Co. | 0.15% | 15 | $3K | Reduce -50.0% |
| CMCSA Comcast Corp. Class A | 0.15% | 88 | $3K | Reduce -1.1% |
| ADBE Adobe Inc. | 0.15% | 8 | $3K | Reduce -11.1% |
Portfolio Sells Q1 2025 → Q2 2025
| SPXL Direxion Daily S&P 500 Bull | Reduce -18.3% | 6.33% | −1.00 |
| TSLA Tesla Inc. | Reduce -50.5% | 0.76% | −0.71 |
| GLD SPDR Gold Shares | Reduce -15.4% | 2.04% | −0.64 |
| INTC Intel Corp. | Reduce -81.6% | 0.12% | −0.64 |
| TMF Dir DLY 20+YR TR BL3X ETF-Ui | Reduce -29.7% | 0.52% | −0.45 |
| TMV Dir Da 20+YR Tre Be 3X ETF-U | Reduce -41.1% | 0.49% | −0.43 |
| KO The Coca-Cola Co. | Reduce -47.5% | 0.26% | −0.32 |
| OIH Vaneck Oil Services ETF | Reduce -37.8% | 0.26% | −0.31 |
| MO Altria Group Inc. | Reduce -70.2% | 0.10% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.1% | 0.74% | −0.29 |
| XOM Exxon Mobil Corp. | Reduce -24.8% | 0.40% | −0.29 |
| NKE Nike Inc. Class B | Reduce -72.1% | 0.10% | −0.28 |
| LABU DRXN DLY S&P BT BL 3X ETF-Ui | Reduce -17.7% | 0.50% | −0.26 |
| PG The Procter & Gamble Co. | Reduce -27.1% | 0.33% | −0.24 |
| JNJ Johnson & Johnson | Reduce -25.0% | 0.34% | −0.24 |
| LMT Lockheed Martin Corp. | Reduce -66.7% | 0.09% | −0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.8% | 1.66% | −0.23 |
| NOC Northrop Grumman Corp. | Reduce -60.0% | 0.10% | −0.22 |
| WMT Walmart Inc. | Reduce -34.2% | 0.37% | −0.22 |
| PEP Pepsico Inc. | Reduce -41.9% | 0.16% | −0.21 |
| NVDA Nvidia Corp. | Reduce -25.4% | 2.70% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -20.0% | 0.39% | −0.20 |
| CVX Chevron Corp. | Reduce -28.2% | 0.20% | −0.18 |
| VZ Verizon Communications Inc. | Reduce -32.9% | 0.21% | −0.17 |
| T AT&T Inc. | Reduce -36.8% | 0.21% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -7.7% | 0.46% | −0.16 |
| GE General Electric | Reduce -46.9% | 0.21% | −0.16 |
| BA The Boeing Co. | Reduce -50.0% | 0.15% | −0.14 |
| FCX Freeport-McMoran Inc. | Reduce -62.8% | 0.08% | −0.14 |
| CPB The Campbell's Company | Reduce -59.8% | 0.05% | −0.14 |
| KHC The Kraft Heinz Co. | Reduce -63.0% | 0.05% | −0.14 |
| LHX L3HARRIS Technologies Inc. | Reduce -61.1% | 0.09% | −0.14 |
| SLB SLB Ltd. | Reduce -49.4% | 0.07% | −0.12 |
| HON Honeywell International Inc. | Reduce -37.5% | 0.17% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -14.6% | 0.67% | −0.11 |
| COIN Coinbase Global Inc. Class A | Reduce -77.8% | 0.07% | −0.11 |
| CL Colgate-Palmolive Co. | Reduce -44.4% | 0.09% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -12.5% | 0.14% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.0% | 0.64% | −0.10 |
| EOG EOG Resources Inc. | Reduce -52.4% | 0.06% | −0.10 |
| RTX RTX Corp. | Reduce -28.2% | 0.20% | −0.10 |
| VLO Valero Energy Corp. | Reduce -52.6% | 0.06% | −0.09 |
| MPC Marathon Petroleum Corp. | Reduce -58.8% | 0.06% | −0.09 |
| PSX Phillips 66 | Reduce -47.6% | 0.06% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -35.4% | 0.10% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -9.6% | 0.18% | −0.09 |
| DHR Danaher Corp. | Reduce -29.4% | 0.12% | −0.08 |
| MRVL Marvell Technology Inc. | Reduce -75.0% | 0.03% | −0.08 |
| NOW ServiceNow Inc. | Reduce -40.0% | 0.15% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.3% | 1.02% | −0.08 |
Portfolio Buys Q1 2025 → Q2 2025
| TQQQ Proshares Ultrapro QQQ | Add +102.3% | 5.68% | +3.41 |
| DIREXION DLY S&P 500 BEAR 3X | Add +297.9% | 5.00% | +2.77 |
| DIREXION DAILY SEMI BEAR 3X | Add +718.6% | 5.08% | +2.42 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Add +8.9% | 5.08% | +1.61 |
| AAPD Direxion Daily Aapl Bear 1X | Add +103.0% | 2.65% | +1.17 |
| MSFT Microsoft Corp. | Add +29.9% | 3.06% | +0.96 |
| AAPU Direxion Daily Aapl Bull 2X | Add +168.5% | 1.41% | +0.62 |
| DIREXION SHS ETF TR | Add +87.2% | 3.45% | +0.38 |
| META Meta Platforms Inc. Class A | Add +28.6% | 1.30% | +0.37 |
| AMZN Amazon.com Inc. | Add +29.4% | 1.65% | +0.36 |
| AVGO Broadcom Inc. | Add +2.6% | 1.06% | +0.32 |
| PLTR Palantir Technologies Inc. Class A | Add +85.0% | 0.49% | +0.30 |
| DIREXION SHARES ETF TRUST | Add +66.8% | 1.37% | +0.24 |
| EDC Dir Da Ms Em Ma Bul 3X ETF-U | Add +106.6% | 0.42% | +0.23 |
| MAIN Main Street Capital Corp. | Add +0.0% | 0.21% | +0.21 |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | Add +5.0% | 1.63% | +0.17 |
| SPXS Direxion SHS ETF TR | Add +204.1% | 0.34% | +0.14 |
| ORCL Oracle Corp. | Add +7.4% | 0.31% | +0.09 |
| GGLL Direxion Daily Googl Bull 2X | Add +12.1% | 0.66% | +0.09 |
| UNP Union Pacific Corp. | Add +180.0% | 0.16% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +66.7% | 0.12% | +0.05 |
| NVDD Direxion SHS ETF TR | Add +85.4% | 2.71% | +0.04 |
| LULU Lululemon Athletica Inc. | Add +400.0% | 0.06% | +0.03 |
| DAL Delta Air Lines Inc. | Add +92.9% | 0.06% | +0.03 |
| SPGI S&P Global Inc. | Add +50.0% | 0.15% | +0.03 |
| IBM Intl Business Machines Corp. | Add +14.3% | 0.23% | +0.03 |
| USB US Bancorp | Add +60.9% | 0.08% | +0.03 |
| ETN Eaton Corp. PLC | Add +14.3% | 0.14% | +0.02 |
| CB Chubb Ltd. | Add +100.0% | 0.08% | +0.02 |
| ADP Automatic Data Processing | Add +60.0% | 0.12% | +0.02 |
| TXN Texas Instruments Inc. | Add +21.4% | 0.17% | +0.02 |
| MCK McKesson Corp. | Add +100.0% | 0.07% | +0.02 |
| YUM Yum! Brands Inc. | Add +100.0% | 0.04% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +12.1% | 0.17% | +0.01 |
| ADSK Autodesk Inc. | Add +20.0% | 0.09% | +0.01 |
| BLK BlackRock Inc. | Add +50.0% | 0.15% | +0.01 |
| NEM Newmont Corp. | Add +5.9% | 0.10% | +0.01 |
| AON Aon PLC Class A | Add +100.0% | 0.07% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +15.6% | 0.10% | +0.01 |
| CSGP Costar Group Inc. | Add +50.0% | 0.05% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +50.0% | 0.10% | +0.01 |
| ICE Intercontinental Exchange Inc. | Add +22.2% | 0.10% | +0.01 |
| CSX CSX Corp. | Add +12.5% | 0.10% | +0.00 |
| TPR Tapestry Inc. | Add +11.1% | 0.04% | +0.00 |
| HSY The Hershey Co. | Add +66.7% | 0.04% | +0.00 |
| PLUG Plug Power Inc. | Add +21.1% | 0.02% | +0.00 |
| PGR Progressive Corp. | Add +33.3% | 0.16% | +0.00 |
| PM Philip Morris International | Add +3.3% | 0.28% | +0.00 |
| REGN Regeneron Pharmaceuticals | Add +50.0% | 0.08% | +0.00 |
| CME Cme Group Inc. | Add +16.7% | 0.09% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 296 | $4.1M | DIREXION SHARES ETF TRUST, DIREXION SHARES ETF TRUST, SPXS, SOXL, NVDA |
| Q1 2026 | 295 | $2.9M | SOXL, SPXL, TQQQ, NVDA, AAPL |
| Q4 2025 | 275 | $3.4M | GLD, DIREXION DAILY SEMI BEAR 3X, SOXL, SPXS, AAPL |
| Q3 2025 | 280 | $2.8M | SPXL, SQQQ, GLD, DIREXION DAILY SEMI BEAR 3X, SOXL |
| Q2 2025 | 271 | $2.0M | SPXL, TQQQ, DIREXION DAILY SEMI BEAR 3X, SOXL, DIREXION DLY S&P 500 BEAR 3X |
| Q1 2025 | 270 | $1.8M | SPXL, SOXL, SQQQ, DIREXION SHS ETF TR, NVDA |
| Q4 2024 | 273 | $2.3M | SPXL, AAPL, MSFT, NVDA, DIREXION SHS ETF TR |
| Q3 2024 | 186 | $1.1M | AAPL, NVDA, MSFT, SOXL, SPXL |
| Q2 2024 | 189 | $1.2M | SOXL, NVDA, SPXL, MSFT, AAPL |
| Q1 2024 | 190 | $2.0M | SPXL, NVDA, SOXL, DIREXION SHS ETF TR, MSFT |