Fund HoldingsMizuho Securities Co. Ltd.

Total Portfolio Value
$40.61M
Total Bought
$16.29M
Total Sold
$17.70M
Net Transaction
-$1.41M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CROWDSTRIKE HLDGS INC(CRWD)92012,130+11,2103533,4028.38%+3,050
ASE TECHNOLOGY HLDG CO LTD(ASX)0183,520+183,52001,7914.41%+1,791
TESLA INC(TSLA)7,71012,060+4,3501,5263,1557.77%+1,630
ALPHABET INC(GOOG)2,0909,040+6,9503811,4993.69%+1,119
CATERPILLAR INC(CAT)01,930+1,93007551.86%+755
ARISTA NETWORKS INC5202,320+1,8001828902.19%+708
INTEL CORP(INTC)96028,900+27,940306781.67%+648
PAYPAL HLDGS INC(PYPL)3,2009,020+5,8201867041.73%+518
NVIDIA CORPORATION(NVDA)39,85044,610+4,7604,9235,41713.34%+494
BLOCK INC(XYZ)2,5708,710+6,1401665851.44%+419
DOORDASH INC(DASH)1,5504,020+2,4701695741.41%+405
ZOOM VIDEO COMMUNICATIONS IN(ZM)3,0408,250+5,2101805751.42%+395
CORNING INC(GLW)08,600+8,60003880.96%+388
NEWMONT CORP(NEM)07,000+7,00003740.92%+374
ICICI BANK LIMITED(IBN)4,70013,190+8,4901353940.97%+258
HOME DEPOT INC(HD)0620+62002510.62%+251
DISNEY WALT CO(DIS)8903,450+2,560883320.82%+243
MASTERCARD INCORPORATED(MA)180650+470793210.79%+242
ALIBABA GROUP HLDG LTD(BABA)1,2803,100+1,820923290.81%+237
ENPHASE ENERGY INC(ENPH)01,900+1,90002150.53%+215
ADVANCED MICRO DEVICES INC(AMD)2,4703,660+1,1904016011.48%+200
NIKE INC(NKE)4702,220+1,750351960.48%+161
ON SEMICONDUCTOR CORP(ON)1,6803,730+2,0501152710.67%+156
FREEPORT-MCMORAN INC(FCX)3802,810+2,430181400.35%+122
UBER TECHNOLOGIES INC(UBER)17,14017,870+7301,2461,3433.31%+97
PROCTER AND GAMBLE CO(PG)258760+502431320.32%+89
BOSTON SCIENTIFIC CORP(BSX)01,000+1,0000840.21%+84
BLACKROCK INC(BLK)80140+60631330.33%+70
MARRIOTT INTL INC NEW(MAR)0280+2800700.17%+70
MICROSOFT CORP(MSFT)2,5502,800+2501,1401,2052.97%+65
COCA COLA CO(KO)5101,330+82032960.24%+63
ALBEMARLE CORP(ALB)7701,390+620741320.32%+58
BARRICK GOLD CORP23,00022,050-9503834391.08%+56
BOOKING HOLDINGS INC(BKNG)416+1216670.17%+52
NEXTERA ENERGY INC(NEE)0600+6000510.12%+51
ACCENTURE PLC IRELAND
SHS CLASS A
20160+1406570.14%+50
INFOSYS LTD(INFY)01,500+1,5000330.08%+33
OCCIDENTAL PETE CORP(OXY)0620+6200320.08%+32
JPMORGAN CHASE & CO.(JPM)0120+1200250.06%+25
ABBVIE INC(ABBV)100200+10017390.10%+22
VERIZON COMMUNICATIONS INC(VZ)7801,200+42032540.13%+22
ALTRIA GROUP INC(MO)100400+3005200.05%+16
AT&T INC(T)5,1005,090-10971120.28%+15
AMERICAN ELEC PWR CO INC0100+1000100.03%+10
ECOLAB INC(ECL)040+400100.03%+10
APTIV PLC(APTV)0100+100070.02%+7
ITAU UNIBANCO HLDG S A(ITUB)0657+657040.01%+4
SOLAREDGE TECHNOLOGIES INC(SEDG)0130+130030.01%+3
TAL EDUCATION GROUP(TAL)090+90010.00%+1
TAIWAN SEMICONDUCTOR MFG LTD(TSM)110-1120-2
DELTA AIR LINES INC DEL(DAL)2,2202,020-2001051030.25%-3
BRISTOL-MYERS SQUIBB CO(BMY)1000-10040-4
LAUDER ESTEE COS INC(EL)180140-4019140.03%-5
CORTEVA INC(CTVA)1800-180100-10
VALE S A1,500400-1,1001750.01%-12
BOEING CO(BA)280250-3051380.09%-13
CISCO SYS INC(CSCO)3,0402,410-6301441280.32%-16
GENERAL MTRS CO(GM)1,000500-50046220.06%-24
3M CO(MMM)750350-40077480.12%-29
SCHWAB CHARLES CORP(SCHW)4000-400290-29
CHUNGHWA TELECOM CO LTD(CHT)6,4725,493-9792502180.54%-32
RTX CORPORATION(RTX)3200-320320-32
3-D SYS CORP DEL12,4600-12,460380-38
UNITED RENTALS INC(URI)700-70450-45
ORACLE CORP(ORCL)670260-41095440.11%-50
AUTODESK INC2300-230570-57
STARBUCKS CORP(SBUX)7700-770600-60
LOCKHEED MARTIN CORP(LMT)1300-130610-61
ILLUMINA INC(ILMN)6000-600630-63
EXXON MOBIL CORP5500-550630-63
COSTCO WHSL CORP NEW(COST)240150-902041330.33%-71
ALIGN TECHNOLOGY INC3000-300720-72
AMERICAN EXPRESS CO(AXP)3200-320740-74
JOHNSON & JOHNSON(JNJ)6500-650950-95
INTUITIVE SURGICAL INC370120-250165590.15%-106
NETFLIX INC(NFLX)17010-16011570.02%-108
MCDONALDS CORP(MCD)46020-44011760.01%-111
PFIZER INC(PFE)4,5000-4,5001260-126
QUALCOMM INC(QCOM)1,380770-6102751310.32%-144
INTUIT(INTU)2200-2201450-145
UNITEDHEALTH GROUP INC(UNH)3400-3401730-173
XPENG INC(XPEV)25,9000-25,9001900-190
CHEVRON CORP NEW(CVX)1,4200-1,4202220-222
GE AEROSPACE(GE)1,4200-1,4202260-226
FEDEX CORP(FDX)9100-9102730-273
SALESFORCE INC(CRM)10,0008,090-1,9102,5712,2145.45%-357
VISA INC(V)2,420890-1,5306352450.60%-390
SERVICENOW INC(NOW)960390-5707553490.86%-406
APPLIED MATLS INC1,830100-1,730432200.05%-412
WALMART INC(WMT)7,180550-6,630486440.11%-442
UNITED MICROELECTRONICS CORP(UMC)82,33529,335-53,0007212470.61%-474
ELI LILLY & CO(LLY)1,430920-5101,2958152.01%-480
BROADCOM INC(AVGO)1,2107,950+6,7401,9431,3713.38%-571
APPLE INC(AAPL)3,880930-2,9508172170.53%-601
ADOBE INC(ADBE)2,210880-1,3301,2284561.12%-772
ARM HOLDINGS PLC18,40013,780-4,6203,0111,9714.85%-1,040
META PLATFORMS INC(META)5,4002,380-3,0202,7231,3623.35%-1,360
AMAZON COM INC(AMZN)13,5205,320-8,2002,6139912.44%-1,621
PALO ALTO NETWORKS INC(PANW)9,9601,770-8,1903,3776051.49%-2,772
MICRON TECHNOLOGY INC(MU)33,9507,210-26,7404,4657481.84%-3,718
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