Fund HoldingsMizuho Securities Co. Ltd.

Total Portfolio Value
$18.18M
Total Bought
$10.10M
Total Sold
$19.87M
Net Transaction
-$9.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ELI LILLY & CO(LLY)02,380+2,38001,85210.19%+1,852
SERVICENOW INC(NOW)202,130+2,110141,6248.93%+1,610
BROADCOM INC(AVGO)501,090+1,040561,4457.95%+1,389
NVIDIA CORPORATION(NVDA)6301,180+5503121,0665.87%+754
MICROSOFT CORP(MSFT)8802,260+1,3803319515.23%+620
PALO ALTO NETWORKS INC(PANW)9502,840+1,8902808074.44%+527
APPLE INC(AAPL)5153,600+3,085996173.40%+518
XPENG INC(XPEV)7,00076,500+69,5001025883.23%+485
COSTCO WHSL CORP NEW(COST)80510+430533742.06%+321
BLOCK INC(XYZ)7,2209,930+2,7105588404.62%+281
3M CO(MMM)4002,800+2,400442971.63%+253
INTUITIVE SURGICAL INC0500+50002001.10%+200
EXXON MOBIL CORP01,600+1,60001861.02%+186
ALPHABET INC(GOOG)4,1104,800+6905747243.99%+150
MICRON TECHNOLOGY INC(MU)2,9703,320+3502533912.15%+138
PAYPAL HLDGS INC(PYPL)5,9307,260+1,3303644862.68%+122
CHUNGHWA TELECOM CO LTD(CHT)6693,469+2,800261360.75%+110
GEN DIGITAL INC(GEN)04,350+4,3500970.54%+97
AUTODESK INC0340+3400890.49%+89
NEXTERA ENERGY INC(NEE)01,200+1,2000770.42%+77
INTUIT(INTU)20120+10013780.43%+65
MASTERCARD INCORPORATED(MA)210300+90901440.79%+55
ARISTA NETWORKS INC670720+501582091.15%+51
GENERAL ELECTRIC CO(GE)0187+1870330.18%+33
COCA COLA CO(KO)280690+41017420.23%+26
GENERAL MTRS CO(GM)2,8302,750-801021250.69%+23
NIKE INC(NKE)340630+29037590.33%+22
GOLDMAN SACHS GROUP INC(GS)050+500210.11%+21
KEYSIGHT TECHNOLOGIES INC(KEYS)70200+13011310.17%+20
INFOSYS LTD(INFY)01,000+1,0000180.10%+18
PROCTER AND GAMBLE CO(PG)340387+4750630.35%+13
ALTRIA GROUP INC(MO)030+30010.01%+1
TAIWAN SEMICONDUCTOR MFG LTD(TSM)11110110.01%0
PETROLEO BRASILEIRO SA PETRO(PBR)1000-10020-2
VALE S A2000-20030-3
GILEAD SCIENCES INC(GILD)400-4030-3
ON SEMICONDUCTOR CORP(ON)550550046400.22%-5
BAIDU INC470-4760-6
3-D SYS CORP DEL1,0300-1,03070-7
ALIBABA GROUP HLDG LTD(BABA)1,2801,280099930.51%-7
WOLFSPEED INC(WOLF)1700-17070-7
JOHNSON & JOHNSON(JNJ)1000-100160-16
JPMORGAN CHASE & CO(JPM)1100-110190-19
BOOKING HOLDINGS INC(BKNG)2518-789650.36%-23
VERIZON COMMUNICATIONS INC(VZ)1,0000-1,000380-38
ORACLE CORP(ORCL)480100-38051130.07%-38
LAS VEGAS SANDS CORP(LVS)8000-800390-39
BILIBILI INC4,5001,000-3,50055110.06%-44
ICICI BANK LIMITED(IBN)2,800860-1,94067230.12%-44
STARBUCKS CORP(SBUX)4700-470450-45
ALBEMARLE CORP(ALB)3200-320460-46
CISCO SYS INC(CSCO)1,0000-1,000510-51
JD.COM INC(JD)1,8200-1,820530-53
MARRIOTT INTL INC NEW(MAR)2800-280630-63
ACCENTURE PLC IRELAND
SHS CLASS A
1800-180630-63
INTERNATIONAL BUSINESS MACHS(IBM)4700-470770-77
NETEASE INC(NTES)9300-930870-87
CORTEVA INC(CTVA)2,2000-2,2001050-105
PFIZER INC(PFE)3,7000-3,7001070-107
ZOOM VIDEO COMMUNICATIONS IN(ZM)1,790290-1,500129190.10%-110
MORGAN STANLEY(MS)1,2000-1,2001120-112
ILLUMINA INC(ILMN)8700-8701210-121
DELTA AIR LINES INC DEL(DAL)5,0001,600-3,400201770.42%-125
UNITED MICROELECTRONICS CORP(UMC)82,33569,335-13,0006975613.09%-136
VISA INC(V)850190-660221530.29%-168
CATERPILLAR INC(CAT)1,510740-7704462711.49%-175
INTEL CORP(INTC)4,270850-3,420215380.21%-177
BOEING CO(BA)920200-720240390.21%-201
APTIV PLC(APTV)2,4600-2,4602210-221
ABBVIE INC(ABBV)1,8000-1,8002790-279
ADOBE INC(ADBE)890410-4805312071.14%-324
DISNEY WALT CO(DIS)6,1701,550-4,6205571901.04%-367
ALIGN TECHNOLOGY INC1,5400-1,5404220-422
APPLIED MATLS INC3,35020-3,33054340.02%-539
UBER TECHNOLOGIES INC(UBER)12,5402,960-9,5807722281.25%-544
SALESFORCE INC(CRM)2,500370-2,1306581110.61%-546
NETFLIX INC(NFLX)1,67090-1,580813550.30%-758
AT&T INC(T)60,0000-60,0001,0070-1,007
CROWDSTRIKE HLDGS INC(CRWD)5,000160-4,8401,277510.28%-1,225
TESLA INC(TSLA)6,3201,510-4,8101,5702651.46%-1,305
META PLATFORMS INC(META)4,960300-4,6601,7561460.80%-1,610
ARM HOLDINGS PLC39,8107,180-32,6302,9928974.94%-2,094
AMAZON COM INC(AMZN)23,6303,370-20,2603,5906083.34%-2,982
ADVANCED MICRO DEVICES INC(AMD)25,5102,450-23,0603,7604422.43%-3,318
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