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Portfolio (Quarterly) Guide ↗

MIRAE ASSET SECURITIES (USA) INC.

· CIK 0000890203
13F Portfolio $3.6B AUM 127 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 30 Added 35 Reduced 79 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 848,158.0 $633.4M 17.68% +341K +67.3% $746.77 +2.6%
2 EWY ISHARES INC 300,589.0 $60.7M 1.69% +200K +200.0% $201.90 -11.3%
3 EWY PUT ISHARES INC 300,000.0 $60.6M 1.69% +200K +200.0% $201.90 -11.3%
4 NVDA NVIDIA CORPORATION Technology 261,138.0 $52.3M 1.46% +176K +206.6% $200.09 +4.8%
5 NVDA PUT NVIDIA CORPORATION Technology 260,000.0 $52.0M 1.45% +175K +205.9% $200.09 +4.8%
6 MSFT MICROSOFT CORP Technology 125,750.0 $46.9M 1.31% +50K +66.6% $373.02 +33.1%
7 MSFT PUT MICROSOFT CORP Technology 125,000.0 $46.6M 1.30% +50K +66.7% $373.02 +33.1%
8 GOOGL ALPHABET INC Communication Services 125,761.0 $44.9M 1.25% +76K +150.8% $357.37 -4.3%
9 GOOGL PUT ALPHABET INC Communication Services 125,000.0 $44.7M 1.25% +75K +150.0% $357.37 -4.3%
10 GOOG ALPHABET INC 105,646.0 $37.3M 1.04% +56K +110.8% $353.33
11 GOOG PUT ALPHABET INC 105,000.0 $37.1M 1.04% +55K +110.0% $353.33
12 QCOM QUALCOMM INC Technology 150,344.0 $27.8M 0.78% +75K +100.0% $184.79 -11.4%
13 QCOM PUT QUALCOMM INC Technology 150,000.0 $27.7M 0.77% +75K +100.0% $184.79 -11.4%
14 PLTR PALANTIR TECHNOLOGIES INC Technology 225,523.0 $26.3M 0.73% +100K +80.2% $116.67 +52.1%
15 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 225,000.0 $26.3M 0.73% +100K +80.0% $116.67 +52.1%
16 TSLA TESLA INC Consumer Cyclical 50,240.0 $21.1M 0.59% +25K +99.0% $420.60 -17.8%
17 TSLA PUT TESLA INC Consumer Cyclical 50,000.0 $21.0M 0.59% +25K +100.0% $420.60 -17.8%
18 USO UNITED STS OIL FD LP Financial Services 150,438.0 $16.0M 0.45% +50K +50.3% $106.44 +19.6%
19 USO PUT UNITED STS OIL FD LP Financial Services 150,000.0 $16.0M 0.45% +50K +50.0% $106.44 +19.6%
20 GE GE AEROSPACE Industrials 25,066.0 $9.4M 0.26% +3K +13.7% $373.73 -5.2%
Page 1 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 69.8%
Technology 14.8%
Communication Services 4.9%
Consumer Cyclical 4.5%
Industrials 2.6%
Energy 1.4%
Consumer Defensive 1.4%
Healthcare 0.7%