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Portfolio (Quarterly) Guide ↗

MIRAE ASSET SECURITIES (USA) INC.

· CIK 0000890203
13F Portfolio $2.7B AUM 153 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 75 New 30 Added 28 Reduced 106 Exited
Page 4 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD PUT ADVANCED MICRO DEVICES INC Technology 50,000.0 $10.2M 0.37% -343K -87.3% $203.43 +147.7%
62 QCOM QUALCOMM INC Technology 75,167.0 $9.7M 0.35% +25K +50.0% $128.78 +93.2%
63 QCOM PUT QUALCOMM INC Technology 75,000.0 $9.7M 0.35% +25K +49.6% $128.78 +93.2%
64 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 75,398.0 $9.5M 0.35% -100K -57.0% $125.46 +3.2%
65 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 75,000.0 $9.4M 0.35% -100K -57.2% $125.46 +3.2%
66 TSLA TESLA INC Consumer Cyclical 25,250.0 $9.4M 0.34% -26K -50.3% $371.75 +16.6%
67 CRM SALESFORCE INC Technology 50,109.0 $9.4M 0.34% $186.67 -4.1%
68 CRM PUT SALESFORCE INC Technology 50,000.0 $9.3M 0.34% $186.67 -4.1%
69 TSLA PUT TESLA INC Consumer Cyclical 25,000.0 $9.3M 0.34% -77K -75.4% $371.75 +16.6%
70 GDX VANECK ETF TRUST 100,212.0 $9.2M 0.34% NEW $91.77 -3.6%
71 GDX PUT VANECK ETF TRUST 100,000.0 $9.2M 0.34% NEW $91.77 -3.6%
72 TGT TARGET CORP Consumer Defensive 73,198.0 $8.9M 0.33% +533.0 +0.7% $121.20 +3.5%
73 TGT PUT TARGET CORP Consumer Defensive 72,500.0 $8.8M 0.32% $121.20 +3.5%
74 HD HOME DEPOT INC Consumer Cyclical 25,074.0 $8.2M 0.30% +5K +24.6% $328.89 -5.6%
75 HD PUT HOME DEPOT INC Consumer Cyclical 25,000.0 $8.2M 0.30% +5K +24.2% $328.89 -5.6%
76 MCHP PUT MICROCHIP TECHNOLOGY INC. Technology 125,000.0 $8.1M 0.30% NEW $64.61 +51.8%
77 DASH DOORDASH INC Communication Services 50,188.0 $7.5M 0.28% NEW $150.15 +2.6%
78 DASH PUT DOORDASH INC Communication Services 50,000.0 $7.5M 0.28% NEW $150.15 +2.6%
79 GE GE AEROSPACE Industrials 22,048.0 $6.3M 0.23% -28K -56.2% $283.77 +10.8%
80 GE PUT GE AEROSPACE Industrials 22,000.0 $6.2M 0.23% -28K -56.3% $283.77 +10.8%
Page 4 of 8  ·  153 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 60.6%
Technology 20.3%
Consumer Cyclical 6.8%
Communication Services 4.0%
Industrials 3.9%
Consumer Defensive 2.4%
Energy 1.3%
Basic Materials 0.6%
Healthcare 0.1%
Real Estate 0.0%