Mizuho Securities USA LLC 13F holdings
Mizuho Securities USA LLC reported 750 positions with a total reported value of $10.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-28. Top holdings by reported value: NVDA NVIDIA CORPORATION (6.1%), AAPL APPLE INC (5.3%), GOOGL ALPHABET INC (4.6%), SPY STATE STR SPDR S&P 500 ETF T (4.4%), MSFT MICROSOFT CORP (3.7%). Against 2026-03-31 it opened 82 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 750 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 3,365,235 | $635.6M | 6.1% |
| AAPL APPLE INC | 2,037,393 | $558.0M | 5.3% |
| GOOGL ALPHABET INC | 1,463,775 | $477.1M | 4.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 614,817 | $458.2M | 4.4% |
| MSFT MICROSOFT CORP | 1,030,474 | $383.1M | 3.7% |
| AMZN AMAZON COM INC | 1,356,931 | $305.7M | 2.9% |
| AVGO BROADCOM INC | 657,302 | $228.7M | 2.2% |
| META META PLATFORMS INC | 304,150 | $172.5M | 1.7% |
| TSLA TESLA INC | 390,430 | $155.9M | 1.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 254,386 | $124.9M | 1.2% |
| MU MICRON TECHNOLOGY INC | 156,331 | $124.9M | 1.2% |
| LLY ELI LILLY & CO | 109,836 | $118.3M | 1.1% |
| JPM JPMORGAN CHASE & CO | 372,772 | $116.6M | 1.1% |
| AMD ADVANCED MICRO DEVICES INC | 226,224 | $94.2M | 0.9% |
| XOM EXXON MOBIL CORP | 577,141 | $87.2M | 0.8% |
| JNJ JOHNSON & JOHNSON | 334,147 | $83.5M | 0.8% |
| V VISA INC | 231,566 | $75.3M | 0.7% |
| WMT WALMART INC | 608,229 | $71.8M | 0.7% |
| INTC INTEL CORP | 653,722 | $64.2M | 0.6% |
| AGRICULTURE & NAT SOL ACQ CO | 5,588,358 | $63.0M | 0.6% |
| APPLIED MATLS INC | 110,115 | $61.3M | 0.6% |
| COST COSTCO WHOLESALE CORPORATION | 61,567 | $59.2M | 0.6% |
| LRCX LAM RESEARCH CORP | 173,399 | $58.6M | 0.6% |
| CAT CATERPILLAR INC | 64,188 | $58.3M | 0.6% |
| ABBV ABBVIE INC | 245,166 | $58.0M | 0.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 82 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MRVL MARVELL TECHNOLOGY INC | 68,546 | $20.4M | 0.2% |
| ATLQ JAB ACQUISITION CORP I | 1,011,661 | $10.1M | <0.1% |
| AESP AEON ACQUISITION I CORP | 1,003,291 | $10.0M | <0.1% |
| SAGU SHREYA ACQUISITION GROUP | 1,002,571 | $9.8M | <0.1% |
| DGAC DISCIPLINED GROWTH | 959,841 | $9.6M | <0.1% |
| APUR APERTURE AC | 945,000 | $9.3M | <0.1% |
| ALPX ALPEX ACQUISITION CORP | 558,604 | $5.6M | <0.1% |
| PCAP PROCAP ACQUISITION CORP | 525,000 | $5.4M | <0.1% |
| COLLECTIVE ACQUISITION CORP | 510,043 | $5.3M | <0.1% |
| FWAC FUTUREWAVE ACQUISITION CORP | 500,000 | $5.0M | <0.1% |
| VECA VERNAL CAP ACQUISITION CORP | 482,233 | $4.7M | <0.1% |
| FLEX FLEX LTD | 28,785 | $4.7M | <0.1% |
| MCAH MOUNTAIN CREST ACQUISITION 6 | 468,506 | $4.6M | <0.1% |
| PECE PEACE ACQUISITION CORP | 468,619 | $4.6M | <0.1% |
| WENN WEN ACQUISITION CORP | 400,186 | $4.1M | <0.1% |
| FXAC FORTUNEX ACQUISITION CORP | 385,504 | $3.8M | <0.1% |
| BREZ BREEZE ACQUISITION CORP II | 367,422 | $3.6M | <0.1% |
| ARCL ARC GROUP ACQUISITION I CORP | 331,942 | $3.3M | <0.1% |
| PLUN PLUTONIAN ACQUISITION CORP I | 318,114 | $3.1M | <0.1% |
| OCAC OCEAN CAP ACQUISITION CORP | 301,626 | $3.0M | <0.1% |
| TACH TITAN ACQUISITION CORP | 255,691 | $2.7M | <0.1% |
| APXT APEX TREAS CORP | 257,110 | $2.6M | <0.1% |
| BAIN CAP GSS INVT CORP | 230,000 | $2.3M | <0.1% |
| MBVI M3-BRIGADE ACQUISITION VI CO | 230,925 | $2.3M | <0.1% |
| CASY CASEYS GEN STORES INC | 2,893 | $2.3M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| DUNE ACQUISITION CORP II | 187,395 | $1.9M | <0.1% |
| OAK WOODS ACQUISITION CORP | 248,100 | $1.8M | <0.1% |
| ALPHATIME ACQUISITION CORP | 107,105 | $3.2K | <0.1% |
| ECD AUTOMOTIVE DESIGN INC | 98,294 | $983 | <0.1% |
| ABPO ABPRO HLDGS INC | 11,386 | $23 | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 11,846 | 614,817 | +5,090.1% | $458.2M |
| NVDA NVIDIA CORPORATION | 1,469,043 | 3,365,235 | +129.1% | $635.6M |
| AAPL APPLE INC | 887,540 | 2,037,393 | +129.6% | $558.0M |
| GOOGL ALPHABET INC | 634,692 | 1,463,775 | +130.6% | $477.1M |
| MSFT MICROSOFT CORP | 448,912 | 1,030,474 | +129.5% | $383.1M |
| AMZN AMAZON COM INC | 590,566 | 1,356,931 | +129.8% | $305.7M |
| AVGO BROADCOM INC | 286,631 | 657,302 | +129.3% | $228.7M |
| META META PLATFORMS INC | 132,225 | 304,150 | +130.0% | $172.5M |
| TSLA TESLA INC | 170,024 | 390,430 | +129.6% | $155.9M |
| MU MICRON TECHNOLOGY INC | 68,042 | 156,331 | +129.8% | $124.9M |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 110,857 | 254,386 | +129.5% | $124.9M |
| LLY ELI LILLY & CO | 47,905 | 109,836 | +129.3% | $118.3M |
Decreases
No position was decreased.
CIK 812291 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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