Skip to content
Disclosery

Mizuho Securities Co. Ltd.

Follow

13F filer, CIK 1520309, TOKYO, Japan

Mizuho Securities Co. Ltd. reported $27,692,100 across 49 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12. Its ten largest share positions make up 70.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001520309-25-000024

Period
2025-06-30
Reported value
$27.7M
Holdings
49
Top 10 weight
70.46%
New
19
Sold out
20

Part of the filer group MIZUHO FINANCIAL GROUP INC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+39,500$6.24M
MUadded+14,380$1.77M
CRMadded+5,580$1.52M
ETNnew+4,060$1.45M
MSFTadded+2,580$1.28M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSMreduced-4,190-$949K
TSLAreduced-1,040-$330K
WMexited-1,200-$278K
GSreduced-310-$219K
CRWDreduced-420-$214K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001520309-25-000024, largest first. % of portfolio is the value over $27,692,100, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,610 shares; 2024Q4: 1,210 shares; 2025Q1: 7,280 shares; 2025Q2: 46,780 shares 46,780$7.39M26.69%+39,500Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,210 shares; 2024Q4: 2,460 shares; 2025Q1: 670 shares; 2025Q2: 15,050 shares 15,050$1.85M6.7%+14,380Timeline
ARMARM HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,780 shares; 2024Q4: 1,720 shares; 2025Q1: 7,050 shares; 2025Q2: 10,970 shares 10,970$1.77M6.41%+3,920Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 190 shares; 2025Q1: 40 shares; 2025Q2: 5,620 shares 5,620$1.53M5.53%+5,580Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 420 shares; 2025Q1: 340 shares; 2025Q2: 2,920 shares 2,920$1.45M5.24%+2,580Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,060 shares 4,060$1.45M5.23%newTimeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,280 shares 5,280$1.11M4%newTimeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 560 shares; 2025Q1: 1,340 shares; 2025Q2: 9,840 shares 9,840$1.01M3.64%+8,500Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 180 shares; 2025Q1: 3,070 shares; 2025Q2: 8,080 shares 8,080$1M3.62%+5,010Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,060 shares; 2024Q4: 80 shares; 2025Q1: 4,010 shares; 2025Q2: 2,970 shares 2,970$943K3.41%-1,040Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 5,870 shares 5,870$754K2.72%+5,270Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 70 shares; 2025Q1: 50 shares; 2025Q2: 2,010 shares 2,010$714K2.58%+1,960Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,870 shares; 2024Q4: 2,510 shares; 2025Q1: 5,030 shares; 2025Q2: 7,480 shares 7,480$698K2.52%+2,450Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 380 shares; 2025Q1: 2,760 shares; 2025Q2: 2,930 shares 2,930$643K2.32%+170Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,023 shares 34,023$608K2.2%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: not reported; 2025Q1: 1,710 shares; 2025Q2: 4,060 shares 4,060$576K2.08%+2,350Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 10 shares; 2025Q1: 150 shares; 2025Q2: 460 shares 460$359K1.29%+310Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 10 shares; 2025Q1: 710 shares; 2025Q2: 480 shares 480$354K1.28%-230Timeline
JDJD.COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,100 shares 9,100$297K1.07%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 60 shares; 2025Q1: 230 shares; 2025Q2: 220 shares 220$295K1.06%-10Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 2,390 shares; 2025Q1: 860 shares; 2025Q2: 1,430 shares 1,430$293K1.06%+570Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 2,340 shares; 2025Q1: 390 shares; 2025Q2: 1,660 shares 1,660$293K1.06%+1,270Timeline
BILIBILIBILI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,100 shares 12,100$260K0.94%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 390 shares; 2025Q1: 170 shares; 2025Q2: 800 shares 800$221K0.8%+630Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550 shares; 2024Q4: 380 shares; 2025Q1: not reported; 2025Q2: 2,130 shares 2,130$208K0.75%newTimeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 680 shares; 2025Q1: 1,780 shares; 2025Q2: 970 shares 970$199K0.72%-810Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares 500$144K0.52%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,230 shares 2,230$139K0.5%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 370 shares; 2025Q1: 230 shares; 2025Q2: 340 shares 340$132K0.48%+110Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: 130 shares 130$129K0.46%newTimeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 1,440 shares; 2025Q1: 680 shares; 2025Q2: 1,670 shares 1,670$113K0.41%+990Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 30 shares; 2025Q1: 200 shares; 2025Q2: 690 shares 690$110K0.4%+490Timeline
LILI AUTO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,950 shares 3,950$107K0.39%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares 400$103K0.37%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,540 shares; 2025Q2: 350 shares 350$79.3K0.29%-4,190Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: not reported; 2025Q2: 550 shares 550$62.4K0.23%newTimeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,130 shares; 2024Q4: 1,000 shares; 2025Q1: 520 shares; 2025Q2: 100 shares 100$50.9K0.18%-420Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,020 shares; 2024Q4: 660 shares; 2025Q1: 110 shares; 2025Q2: 670 shares 670$49.8K0.18%+560Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares 500$42.9K0.15%newTimeline
LVSLAS VEGAS SANDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 950 shares 950$41.3K0.15%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 110 shares 110$31.9K0.12%+90Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares 500$21K0.08%newTimeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares 110$20.1K0.07%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 450 shares; 2025Q1: 330 shares; 2025Q2: 20 shares 20$14.2K0.05%-310Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,205 shares 1,205$8.18K0.03%newTimeline
UMCUNITED MICROELECTRONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,335 shares; 2024Q4: 53,335 shares; 2025Q1: not reported; 2025Q2: 501 shares 501$3.83K0.01%newTimeline
VALEVALE S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 300 shares 300$2.91K0.01%+200Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 200 shares 200$2.5K0.01%-100Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares 10$1.11K<0.01%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WMWASTE MGMT INC DEL1,200$278Kshares
CVXCHEVRON CORPORATION1,080$181Kshares
ADBEADOBE INC430$165Kshares
IBNICICI BK LTD5,000$158Kshares
MAMASTERCARD INCORPORATED250$137Kshares
TNL MEDIAGENETNL MEDIAGENE168,298$128Kshares
ZMZOOM COMMUNICATIONS INC930$68.6Kshares
ISRGINTUITIVE SURGICAL INC120$59.4Kshares
MMM3M CO380$55.8Kshares
DASHDOORDASH INC300$54.8Kshares
TAT&T INC1,650$46.7Kshares
ONON SEMICONDUCTOR CORP1,100$44.8Kshares
KOCOCA COLA CO460$32.9Kshares
INTCINTEL CORP1,400$31.8Kshares
IBMINTERNATIONAL BUSINESS MACHS90$22.4Kshares
JNJJOHNSON & JOHNSON130$21.6Kshares
NKENIKE INC120$7.62Kshares
ENPHENPHASE ENERGY INC120$7.45Kshares
DDD3D SYS CORP DEL680$1.44Kshares
KMIKINDER MORGAN INC DEL20$571shares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001520309-25-000024 base2025-08-12acceptance time not in the bulk data set