Mirae Asset Global Investments
SEOUL, M5files as Mirae Asset Global Investments Co., Ltd.
$52.4bn in 1,664 US stocks at the end of 30 June 2026. The top 10 are 36.9% of the money. It changed about 24.1% of the portfolio this quarter.
Value
$52.4bn
Stocks
1,664
Top 10 share
36.9%
Turnover
24.1%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX8.5% of the fund
- Intuitive MachinesLUNR0.3% of the fund
- RedwireRDW0.3% of the fund
- Wisdomtree TRDXJ0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Karman HoldingsKRMN<0.1% of the fund
- Vanguard Instl Index FDVBIL<0.1% of the fund
- Firefly AerospaceFLY<0.1% of the fund
- Voyager TechnologiesVOYG<0.1% of the fund
- Ishares TRIXN<0.1% of the fund
- Ishares TRIXUS<0.1% of the fund
- Ishares TRIHE<0.1% of the fund
- ASE Technology HldgASX<0.1% of the fund
- ArganAGX<0.1% of the fund
- Ishares TRTOPT<0.1% of the fund
- Dycom IndustriesDY<0.1% of the fund
- Thomson Reuters Corp /canTRI<0.1% of the fund
- ETF SER SolutionsQTUM<0.1% of the fund
- Tower SemiconductorTSEM<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- Invesco Exch Traded FD TR IIPCY<0.1% of the fund
- HeicoHEI-A<0.1% of the fund
- Abrdn Silver ETF TrustSIVR<0.1% of the fund
- Vale S AVALE<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA6.1% of the fund+8%
- AppleAAPL4.3% of the fund+5%
- Micron TechnologyMU2.9% of the fund+17%
- MicrosoftMSFT2.9% of the fund+6%
- Amazon.comAMZN2.6% of the fund+6%
- BroadcomAVGO2.6% of the fund+6%
- Advanced Micro DevicesAMD2.2% of the fund+33%
- Vanguard Index FDSVOO1.6% of the fund+9%
- Meta PlatformsMETA1.5% of the fund+5%
- AlphabetGOOG1.4% of the fund+19088%
- Applied MaterialsAMAT1.3% of the fund+24%
- IntelINTC1.2% of the fund+2%
- Lam ResearchLRCX1.2% of the fund+18%
- KLAKLAC1.1% of the fund+22%
- Taiwan Semiconductor ManufacturingTSM1.0% of the fund+805%
- Texas InstrumentsTXN0.8% of the fund+4%
- Marvell TechnologyMRVL0.8% of the fund+3%
- WalmartWMT0.7% of the fund+16%
- ASML Holding NVASML0.7% of the fund+6098%
- Eli LillyLLY0.7% of the fund+5%
- SandiskSNDK0.6% of the fund+149%
- Cisco SystemsCSCO0.6% of the fund+15%
- Spdr Series TrustSPYM0.6% of the fund+11%
- AmgenAMGN0.5% of the fund+25%
- JPMorgan ChaseJPM0.5% of the fund+8%
Cut
Sold some of their stake.
- AlphabetGOOGL2.9% of the fund-29%
- QualcommQCOM0.7% of the fund-8%
- NetflixNFLX0.5% of the fund-6%
- Ishares TRIVV0.5% of the fund-17%
- IsharesIEMG0.4% of the fund-13%
- Palantir TechnologiesPLTR0.4% of the fund-12%
- Ishares TRTLT0.3% of the fund-20%
- GE VernovaGEV0.3% of the fund-12%
- Ishares TRIEFA0.2% of the fund-6%
- Vanguard Scottsdale FDSVGLT0.2% of the fund-18%
- Spdr Series TrustSPTL0.2% of the fund-21%
- Bloom EnergyBE0.2% of the fund-18%
- Vaneck ETF TrustSMH0.2% of the fund-24%
- State STR Spdr S&P 500 ETF TSPY0.2% of the fund-38%
- Ishares TRIGM0.1% of the fund-16%
- Constellation EnergyCEG0.1% of the fund-12%
- Quanta ServicesPWR0.1% of the fund-25%
- Ishares TRSGOV0.1% of the fund-11%
- WelltowerWELL0.1% of the fund-10%
- Spdr Series TrustBIL0.1% of the fund-11%
- Pimco ETF TRZROZ0.1% of the fund-30%
- Vanguard World FDEDV<0.1% of the fund-25%
- EatonETN<0.1% of the fund-6%
- Invesco Exch Traded FD TR IIQQQM<0.1% of the fund-21%
- Invesco Actvely Mngd ETC FDPDBC<0.1% of the fund-31%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Spdr Series TrustXAR-100%
- Vanguard World FDVDE-100%
- RBB FDTBIL-100%
- Coterra EnergyCTRA-100%
- Sunbelt Rentals HoldingsSUNB-100%
- Galderma Group AGDERF-100%
- Global X FDSSHLD-100%
- Spdr Series TrustSPYV-100%
- Fidelity Comwlth TRONEQ-100%
- Carnival-100%
- Ishares 25 Year Treasury Strips Bond ETF-100%
- Ishares TREUFN-100%
- Invesco Exch Traded FD TR IITAN-100%
- Hologic-100%
- DuPont de NemoursDD-100%
- WayfairW-100%
- Global X FDSCLOU-100%
- Ormat TechnologiesORA-100%
- Ishares TRESGU-100%
- IngredionINGR-100%
- BYD CompanyBYDDF-100%
- Enact HoldingsACT-100%
- RepligenRGEN-100%
- Halyk Saving-Gdr-100%
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 8.5%
- Value
- $4.5bn
- Shares
- 26,056,048
New
- Vanguard Index FDSVOO
- Share
- 1.6%
- Value
- $855m
- Shares
- 1,245,238
+9%
- Spdr Series TrustSPYM
- Share
- 0.6%
- Value
- $304m
- Shares
- 3,461,511
+11%
- Ishares TRIVV
- Share
- 0.5%
- Value
- $252m
- Shares
- 336,655
-17%
- Ishares TRSOXX
- Share
- 0.4%
- Value
- $235m
- Shares
- 367,193
+186%
- ARM HoldingsARM
- Share
- 0.4%
- Value
- $222m
- Shares
- 625,235
+64%
- IsharesIEMG
- Share
- 0.4%
- Value
- $210m
- Shares
- 2,536,553
-13%
- Blackrock ETF TrustDYNF
- Share
- 0.3%
- Value
- $147m
- Shares
- 2,155,320
+410%
- Ishares TRMBB
- Share
- 0.3%
- Value
- $146m
- Shares
- 1,549,507
+66%
- Ishares TRTLT
- Share
- 0.3%
- Value
- $143m
- Shares
- 1,658,046
-20%
- Invesco Exch Traded FD TR IISPMO
- Share
- 0.3%
- Value
- $140m
- Shares
- 869,180
+1093%
- Spdr Index SHS FDSCWI
- Share
- 0.3%
- Value
- $131m
- Shares
- 3,228,420
Held
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $118m
- Shares
- 160,415
+35%
- Ishares TRIEFA
- Share
- 0.2%
- Value
- $111m
- Shares
- 1,146,545
-6%
- Vanguard Scottsdale FDSVGLT
- Share
- 0.2%
- Value
- $107m
- Shares
- 1,941,156
-18%
- Spdr Series TrustSPTL
- Share
- 0.2%
- Value
- $106m
- Shares
- 4,024,625
-21%
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $105m
- Shares
- 550,019
+50%
- Vaneck ETF TrustSMH
- Share
- 0.2%
- Value
- $105m
- Shares
- 159,429
-24%
- Ishares TRACWI
- Share
- 0.2%
- Value
- $103m
- Shares
- 653,715
Held
- Ishares TRLQD
- Share
- 0.2%
- Value
- $100m
- Shares
- 921,293
+124%
- Ishares TRIEUR
- Share
- 0.2%
- Value
- $91m
- Shares
- 1,206,942
Held
- Vanguard Charlotte FDSBNDX
- Share
- 0.2%
- Value
- $90m
- Shares
- 1,859,138
+7%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Space Exploration TechnologiesSPCX | 8.5% | $4.5bn | 26,056,048 | New |
| NvidiaNVDA | 6.1% | $3.2bn | 16,095,070 | +8% |
| AppleAAPL | 4.3% | $2.3bn | 7,855,520 | +5% |
| AlphabetGOOGL | 2.9% | $1.5bn | 4,323,190 | -29% |
| Micron TechnologyMU | 2.9% | $1.5bn | 1,325,376 | +17% |
| MicrosoftMSFT | 2.9% | $1.5bn | 4,097,211 | +6% |
| Amazon.comAMZN | 2.6% | $1.4bn | 5,706,712 | +6% |
| BroadcomAVGO | 2.6% | $1.3bn | 3,553,707 | +6% |
| Advanced Micro DevicesAMD | 2.2% | $1.2bn | 2,016,713 | +33% |
| TeslaTSLA | 1.7% | $909m | 2,160,225 | Held |
| Vanguard Index FDSVOO | 1.6% | $855m | 1,245,238 | +9% |
| Meta PlatformsMETA | 1.5% | $789m | 1,401,052 | +5% |
| AlphabetGOOG | 1.4% | $710m | 2,009,027 | +19088% |
| Applied MaterialsAMAT | 1.3% | $705m | 975,112 | +24% |
| IntelINTC | 1.2% | $650m | 4,658,124 | +2% |
| Lam ResearchLRCX | 1.2% | $646m | 1,490,242 | +18% |
| KLAKLAC | 1.1% | $552m | 1,829,105 | +22% |
| Taiwan Semiconductor ManufacturingTSM | 1.0% | $517m | 1,082,496 | +805% |
| Texas InstrumentsTXN | 0.8% | $440m | 1,474,933 | +4% |
| Marvell TechnologyMRVL | 0.8% | $429m | 1,439,525 | +3% |
| WalmartWMT | 0.7% | $355m | 3,138,212 | +16% |
| QualcommQCOM | 0.7% | $354m | 1,915,867 | -8% |
| ASML Holding NVASML | 0.7% | $346m | 174,036 | +6098% |
| Eli LillyLLY | 0.7% | $343m | 286,254 | +5% |
| SandiskSNDK | 0.6% | $335m | 147,376 | +149% |
| Cisco SystemsCSCO | 0.6% | $311m | 2,650,297 | +15% |
| Spdr Series TrustSPYM | 0.6% | $304m | 3,461,511 | +11% |
| AmgenAMGN | 0.5% | $284m | 785,516 | +25% |
| JPMorgan ChaseJPM | 0.5% | $280m | 855,351 | +8% |
| Analog DevicesADI | 0.5% | $271m | 681,707 | +36% |
| Costco WholesaleCOST | 0.5% | $269m | 287,588 | +16% |
| MerckMRK | 0.5% | $261m | 2,033,072 | +14% |
| NetflixNFLX | 0.5% | $258m | 3,620,401 | -6% |
| PepsiCoPEP | 0.5% | $254m | 1,878,694 | +23% |
| Ishares TRIVV | 0.5% | $252m | 336,655 | -17% |
| UnitedHealth GroupUNH | 0.5% | $252m | 606,437 | +3% |
| Home DepotHD | 0.5% | $238m | 673,912 | +24% |
| Ishares TRSOXX | 0.4% | $235m | 367,193 | +186% |
| ARM HoldingsARM | 0.4% | $222m | 625,235 | +64% |
| Coca-ColaKO | 0.4% | $218m | 2,682,565 | +13% |
| Procter & GamblePG | 0.4% | $216m | 1,472,729 | +23% |
| IsharesIEMG | 0.4% | $210m | 2,536,553 | -13% |
| Berkshire HathawayBRK-B | 0.4% | $209m | 416,698 | +13% |
| VisaV | 0.4% | $199m | 579,904 | +14% |
| Verizon CommunicationsVZ | 0.4% | $197m | 4,664,026 | +17% |
| Seagate Technology HoldingsSTX | 0.4% | $194m | 201,481 | +19% |
| ChevronCVX | 0.4% | $193m | 1,165,344 | +12% |
| LindeLIN | 0.4% | $191m | 367,392 | +14% |
| Rocket LabRKLB | 0.4% | $188m | 1,850,297 | +2318% |
| Palantir TechnologiesPLTR | 0.4% | $184m | 1,577,606 | -12% |
| Johnson & JohnsonJNJ | 0.3% | $183m | 718,900 | +12% |
| Palo Alto NetworksPANW | 0.3% | $182m | 534,590 | +14% |
| Western DigitalWDC | 0.3% | $178m | 278,405 | +22% |
| Abbott LaboratoriesABT | 0.3% | $172m | 1,895,185 | +38% |
| TeradyneTER | 0.3% | $168m | 348,243 | +42% |
| ConocoPhillipsCOP | 0.3% | $155m | 1,490,684 | +14% |
| ExxonMobil HoldingsXOM | 0.3% | $151m | 1,101,801 | +17% |
| CaterpillarCAT | 0.3% | $147m | 138,332 | +6% |
| Blackrock ETF TrustDYNF | 0.3% | $147m | 2,155,320 | +410% |
| Ishares TRMBB | 0.3% | $146m | 1,549,507 | +66% |
| Intuitive MachinesLUNR | 0.3% | $146m | 6,822,991 | New |
| RedwireRDW | 0.3% | $145m | 11,851,668 | New |
| Astera LabsALAB | 0.3% | $145m | 299,405 | +53% |
| Ishares TRTLT | 0.3% | $143m | 1,658,046 | -20% |
| GE VernovaGEV | 0.3% | $142m | 120,959 | -12% |
| NXP SemiconductorsNXPI | 0.3% | $141m | 502,571 | +16% |
| Invesco Exch Traded FD TR IISPMO | 0.3% | $140m | 869,180 | +1093% |
| Automatic Data ProcessingADP | 0.3% | $139m | 622,464 | +15% |
| CoherentCOHR | 0.3% | $139m | 351,812 | +6% |
| Bristol-Myers SquibbBMY | 0.3% | $138m | 2,396,422 | +25% |
| ComcastCMCSA | 0.3% | $135m | 5,499,710 | +17% |
| Monolithic Power SystemsMPWR | 0.3% | $135m | 97,618 | +17% |
| Spdr Index SHS FDSCWI | 0.3% | $131m | 3,228,420 | Held |
| Altria GroupMO | 0.2% | $130m | 1,804,601 | +15% |
| Intuitive SurgicalISRG | 0.2% | $127m | 319,952 | +10% |
| AbbVieABBV | 0.2% | $125m | 495,003 | +6% |
| MastercardMA | 0.2% | $121m | 234,829 | +14% |
| Invesco QQQ TRQQQ | 0.2% | $118m | 160,415 | +35% |
| AppLovinAPP | 0.2% | $118m | 228,214 | +21% |
| Lockheed MartinLMT | 0.2% | $118m | 230,706 | +12% |
| Gilead SciencesGILD | 0.2% | $117m | 926,242 | +11% |
| General ElectricGE | 0.2% | $116m | 310,461 | +15% |
| Ishares TRIEFA | 0.2% | $111m | 1,146,545 | -6% |
| Vanguard Scottsdale FDSVGLT | 0.2% | $107m | 1,941,156 | -18% |
| Spdr Series TrustSPTL | 0.2% | $106m | 4,024,625 | -21% |
| Bloom EnergyBE | 0.2% | $105m | 347,192 | -18% |
| Select Sector Spdr TRXLK | 0.2% | $105m | 550,019 | +50% |
| Vaneck ETF TrustSMH | 0.2% | $105m | 159,429 | -24% |
| Vertex PharmaceuticalsVRTX | 0.2% | $104m | 210,209 | +12% |
| Vertiv HoldingsVRT | 0.2% | $103m | 307,180 | +21% |
| Ishares TRACWI | 0.2% | $103m | 653,715 | Held |
| Ishares TRLQD | 0.2% | $100m | 921,293 | +124% |
| Microchip TechnologyMCHP | 0.2% | $97m | 1,059,082 | +16% |
| BlackstoneBX | 0.2% | $95m | 806,048 | +16% |
| Booking HoldingsBKNG | 0.2% | $94m | 527,425 | +2643% |
| OracleORCL | 0.2% | $94m | 638,674 | +13% |
| T-Mobile USTMUS | 0.2% | $92m | 550,202 | +14% |
| Ishares TRIEUR | 0.2% | $91m | 1,206,942 | Held |
| Vanguard Charlotte FDSBNDX | 0.2% | $90m | 1,859,138 | +7% |
| Planet Labs PBCPL | 0.2% | $89m | 2,682,192 | +2608% |
Showing the largest 100 of 1,664.
Options (6)
- Ishares TRTLT
- Type
- Call
- Value
- $15.2bn
- Contracts
- 176,431,020
- Hyperliquid StrategiesPURR
- Type
- Call
- Value
- $78,700
- Contracts
- 10,000
- MonroMNRO
- Type
- Call
- Value
- $68,440
- Contracts
- 4,000
- New ERA Energy & DigitalNUAI
- Type
- Call
- Value
- $38,280
- Contracts
- 6,000
- NetflixNFLX
- Type
- Call
- Value
- $21,420
- Contracts
- 300
- AemetisAMTX
- Type
- Call
- Value
- $4,920
- Contracts
- 3,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| Ishares TRTLT | Call | $15.2bn | 176,431,020 |
| Hyperliquid StrategiesPURR | Call | $78,700 | 10,000 |
| MonroMNRO | Call | $68,440 | 4,000 |
| New ERA Energy & DigitalNUAI | Call | $38,280 | 6,000 |
| NetflixNFLX | Call | $21,420 | 300 |
| AemetisAMTX | Call | $4,920 | 3,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 82.7% since 30 June 2025.
Where the money is
Technology47.3%
Media & telecom8.1%
Industrials7.0%
Retail & consumer6.7%
Health care5.6%
Financial services4.7%
Everyday goods3.8%
Energy1.9%
Utilities1.0%
Materials0.9%
Real estate0.6%
Other12.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.