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Mirae Asset Global ETFS Holdings Ltd.: 13F portfolio Q2 2026 and what copying it returned
Mirae Asset Global ETFS Holdings Ltd.'s 13F for the quarter ended 2026-06-30 (filed Aug 14, 2026): 400 common-share positions, $83.9B reported. Copying each 13F the day after it was filed returned +24.0% from May 19, 2025 to Nov 6, 2026, against +23.7% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (91.1% of the portfolio on average); 6 filings since May 15, 2025. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| NVDA | NVIDIA | 2.7% | $2.3B | -4.7% |
| MU | Micron Technology | 2.3% | $1.9B | -3.4% |
| AAPL | Apple | 2.0% | $1.7B | -3.3% |
| CCJ | Cameco | 1.9% | $1.6B | +1.2% |
| AMD | Advanced Micro Devices | 1.6% | $1.4B | -0.6% |
| INTC | Intel | 1.4% | $1.2B | -0.9% |
| MSFT | Microsoft | 1.4% | $1.2B | -6.1% |
| AMZN | Amazon.com | 1.4% | $1.1B | -4.2% |
| WPM | Wheaton Precious Metals | 1.3% | $1.1B | -6.4% |
| GOOGL | Alphabet | 1.3% | $1.1B | -5.3% |
| AVGO | Broadcom | 1.3% | $1.1B | -0.1% |
| PLTR | Palantir Technologies | 1.2% | $991M | +14.1% |
| TSLA | Tesla | 1.1% | $951M | -1.0% |
| META | Meta Platforms | 0.9% | $781M | -4.3% |
| RTX | RTX | 0.9% | $717M | -0.7% |
| CSCO | Cisco Systems | 0.9% | $711M | -3.5% |
| PAAS | PAN American Silver | 0.8% | $698M | +1.5% |
| GD | General Dynamics | 0.8% | $677M | -7.2% |
| LMT | Lockheed Martin | 0.8% | $673M | -8.5% |
| PWR | Quanta Services | 0.8% | $662M | +8.1% |
| CDE | Coeur Mining | 0.8% | $647M | +37.2% |
| CSX | CSX | 0.7% | $622M | +12.4% |
| NOC | Northrop Grumman | 0.7% | $601M | +70.4% |
| MRVL | Marvell Technology | 0.7% | $588M | +17.6% |
Biggest adds
- TGB new
- AYA new
- HON new
- HONA new
- TRI new
- QFIN new
- MRP new
- ATHM new
- KEEL new
- UWMC new
Biggest cuts
- XLU exit
- XLK exit
Track record
Of 133 position changes scored in 133 separate decisions, 41.3% were on the right side of SPY over the next three months (Disclosures → Smart money).
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 1705339. Not investment advice.