1y return+23.1%S&P 500 +20.9%
3y return+61.1%S&P 500 +68.5%
5y return+52.4%S&P 500 +74.5%
10y return+193.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $294 against $357 in the S&P 500.2
Mirae Asset Global Investments Co., Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | $4.5B | 8.5% | New |
| NVDANvidia Corporation | $3.2B | 6.1% | +8.0% |
| AAPLApple Inc | $2.3B | 4.3% | +4.7% |
| GOOGLAlphabet Inc | $1.5B | 2.9% | −29.2% |
| MUMicron Technology Inc | $1.5B | 2.9% | +16.7% |
| MSFTMicrosoft Corp | $1.5B | 2.9% | +6.0% |
| AMZNAmazon Com Inc | $1.4B | 2.6% | +5.7% |
| AVGOBroadcom Inc | $1.3B | 2.6% | +5.7% |
| AMDAdvanced Micro Devices Inc | $1.2B | 2.2% | +32.9% |
| TSLATesla Inc | $908.6M | 1.7% | |
| VOOVanguard Index Fds | $855.2M | 1.6% | +9.3% |
| METAMeta Platforms Inc | $789.2M | 1.5% | +5.0% |
| GOOGAlphabet Inc | $709.8M | 1.4% | +19088.4% |
| AMATApplied Matls Inc | $705.0M | 1.3% | +24.2% |
| INTCIntel Corp | $650.4M | 1.2% | +2.2% |
| LRCXLam Research Corp | $645.8M | 1.2% | +18.2% |
| KLACKla Corp | $551.9M | 1.1% | +1116.2% |
| TSMTaiwan Semiconductor Manufac | $517.0M | 1.0% | +805.2% |
| TXNTexas Instrs Inc | $439.6M | 0.8% | +4.0% |
| MRVLMarvell Technology Inc | $428.8M | 0.8% | +2.8% |
| WMTWalmart Inc | $355.4M | 0.7% | +15.5% |
| QCOMQualcomm Inc | $354.0M | 0.7% | −8.2% |
| Asml Hldg NvCUSIP N07059210 | $346.2M | 0.7% | +6097.9% |
| LLYEli Lilly & Co | $343.3M | 0.7% | +5.0% |
| SNDKSandisk Corp | $335.1M | 0.6% | +149.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $3.2B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $1.3B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $705.0M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $1.2B |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $517.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $343.3M |
| ARMArm Holdings PLC | September 30, 2023 | +562.5% | $221.7M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $645.8M |
| SOXXIshares Tr | December 31, 2022 | +452.4% | $235.3M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $346.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $86.5M
- XARSpdr Series Trust was $47.9M
- VDEVanguard World Fd was $38.4M
- TBILRbb Fd Inc was $34.8M
- CTRACoterra Energy Inc was $23.9M
- SUNBSunbelt Rentals Holdings Inc was $18.4M
- Galderma Group ACUSIP H3301B107 was $16.8M
- SHLDGlobal X Fds was $14.1M
- SPYVSpdr Series Trust was $11.3M
- ONEQFidelity Comwlth Tr was $6.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.5% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +8.5% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −6.0% | −4.6% |
| December 31, 2024 | +1.8% | +2.1% |
| September 30, 2024 | +3.3% | +5.4% |
| June 30, 2024 | +4.3% | +4.0% |
| March 31, 2024 | +9.2% | +10.0% |
| December 31, 2023 | +12.1% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +9.0% | +8.3% |
| March 31, 2023 | +10.9% | +7.0% |
| December 31, 2022 | +3.8% | +7.1% |
| September 30, 2022 | −3.4% | −5.3% |
| June 30, 2022 | −19.4% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +5.3% | +10.7% |
| September 30, 2021 | −2.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mirae Asset Global Investments Co., Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1569395&type=13F-HR&dateb=&owner=include&count=40CIK 1569395
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1569395/000090514826003308/Filed July 22, 2026 · accession 0000905148-26-003308