Mizuho Securities USA
Mizuho Securities USA reported 775 stocks worth $10.4B in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are NVDA (6.1%), AAPL (5.3%) and SPY (4.4%). Compared with Q1 2026, the fund opened new positions in MRVL, added to NVDA, AAPL and SPY and sold out of OAKU, ATMCW and ABPWW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $636M | 6.1% | 3.4M | +1.9M (+129%) | 5 of 5 | |
| 2 |  AAPL Apple Inc | $558M | 5.3% | 2M | +1.1M (+130%) | 5 of 5 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $458M | 4.4% | 615K | +603K (+5090%) | 5 of 5 | |
| 4 |  MSFT Microsoft Corp | $383M | 3.7% | 1M | +582K (+130%) | 5 of 5 | |
| 5 |  GOOG Alphabet Inc | $376M | 3.6% | 1.1M | +829K (+293%) | 5 of 5 | |
| 6 |  AMZN Amazon Com Inc | $306M | 2.9% | 1.4M | +766K (+130%) | 5 of 5 | |
| 7 |  AVGO Broadcom Inc | $229M | 2.2% | 657K | +371K (+129%) | 5 of 5 | |
| 8 |  META Meta Platforms Inc | $172M | 1.6% | 304K | +172K (+130%) | 5 of 5 | |
| 9 |  TSLA Tesla Inc | $156M | 1.5% | 390K | +220K (+130%) | 5 of 5 | |
| 10 |  BRK.B Berkshire Hathaway Inc Del | $125M | 1.2% | 254K | +144K (+129%) | 5 of 5 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 5 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 28, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Jul 24, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Mizuho Securities USA 13F FAQ
What does Mizuho Securities USA own?
Mizuho Securities USA reported 775 stocks worth $10.4B in its 13F filing for Q2 2026, filed Jul 28, 2026. Its largest holdings are NVDA (6.1%), AAPL (5.3%) and SPY (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Mizuho Securities USA buy and sell in Q2 2026?
Compared with Q1 2026: 91 new positions, 598 added to, 0 trimmed and 5 sold out. New positions include MRVL. It sold all of OAKU, ATMCW and ABPWW.
When will Mizuho Securities USA file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Mizuho Securities USA's portfolio worth?
The Q2 2026 filing reports $10.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.