MIZUHO SECURITIES CO LTD
Q2 2024 Form 13-F

TOKYO
CIK 0001520309 · Institutional investment manager
Holdings reported by Rakuten Securities Inc since Q1 2024 , Mizuho Financial Group Inc since Q2 2026
$43.0M Reported Value Total
Reported value
$43.0M
Quarter over quarter
+9.8%
Holdings
82
Top-10 concentration
66.1%

Filing Structure

Reports holdings for

Holdings reported by

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Toru Udagawa
Director of Market Product Process Control Department

Filing Navigation

13F Metrics

Loading 13F Metrics

Q2 2024 13F record

Q2 2024 13F filing summary

Q2 2024 Form 13F portfolio summary
Period of report June 30, 2024
Filed August 01, 2024
Form 13F-HR
Reported value $43.0M
Positions 82
Change in reported value +136.7%
New positions 31
Exited positions 7
Position turnover 42.7%
Top-10 concentration 66.1%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Nov 3, 2026
19 $4.0M
Q1 2026 13F
Filed May 7, 2026
16 $7.7M
Q4 2025 13F
Filed Jan 30, 2026
14 $7.5M
Q3 2025 13F
Filed Oct 30, 2025
43 $14.6M
Q2 2025 13F
Filed Aug 12, 2025
49 $27.7M
Q1 2025 13F
Filed Apr 22, 2025
50 $8.4M
Q4 2024 13F
Filed Feb 12, 2025
45 $6.6M
Q3 2024 13F
Filed Nov 6, 2024
78 $40.6M
Q2 2024 13F
Filed Aug 1, 2024
82 $43.0M
Q1 2024 13F
Filed May 2, 2024
58 $18.2M
Q4 2023 13F
Filed Feb 2, 2024
74 $27.9M
Q3 2023 13F
Filed Nov 1, 2023
66 $21.4M
Q2 2023 13F
Filed Aug 1, 2023
78 $44.4M
Q1 2023 13F
Filed Apr 25, 2023
72 $32.1M
Q4 2022 13F
Filed Feb 7, 2023
87 $36.0M
Q3 2022 13F
Filed Oct 28, 2022
185 $295.2M
Q2 2022 13F
Filed Jul 21, 2022
197 $519.6M
Q1 2022 13F
Filed Apr 15, 2022
194 $459.9M
Q4 2021 13F
Filed Feb 4, 2022
194 $277.9M

12 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2024

Largest Q2 2024 13F positions by reported value
# Holding Reported value % of portfolio
1 NVDA NVIDIA CORPORATION $4.9M 11.44%
2 MU MICRON TECHNOLOGY INC $4.5M 10.38%
3 PANW PALO ALTO NETWORKS INC $3.4M 7.85%
4 ARM ARM HOLDINGS PLC $3.0M 7.0%
5 META META PLATFORMS INC $2.7M 6.33%
6 AMZN AMAZON COM INC $2.6M 6.07%
7 CRM SALESFORCE INC $2.6M 5.98%
8 AVGO BROADCOM INC $1.9M 4.52%
9 TSLA TESLA INC $1.5M 3.55%
10 LLY ELI LILLY & CO $1.3M 3.01%
11 UBER UBER TECHNOLOGIES INC $1.2M 2.9%
12 ADBE ADOBE INC $1.2M 2.85%
13 MSFT MICROSOFT CORP $1.1M 2.65%
14 AAPL APPLE INC $817.2K 1.9%
15 NOW SERVICENOW INC $755.2K 1.76%
16 UMC UNITED MICROELECTRONICS CORP $721.3K 1.68%
17 V VISA INC $635.2K 1.48%
18 WMT WALMART INC $486.2K 1.13%
19 AMAT APPLIED MATLS INC $431.9K 1.0%
20 AMD ADVANCED MICRO DEVICES INC $400.7K 0.93%

Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.

Filing Details

Loading Activities
Loading Sector Allocation
Crunching numbers

Performance

Loading Performance

Potential New Buys

Finding Potential New Buys

Holdings

Building table
Loading SEC filing data
Loading Form 4 Filings

Beneficial Ownership (Schedule 13D/13G)

Loading 13D/G filings