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Portfolio (Quarterly) Guide ↗

Mirae Asset Global Investments Co., Ltd.

· CIK 0001569395
13F Portfolio $67.7B AUM 2,374 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 206 New 775 Added 610 Reduced
Page 70 of 84  ·  1,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 HOG HARLEY DAVIDSON INC Consumer Cyclical 1,715.0 $42K NEW $24.46 +12.2%
1382 JANX JANUX THERAPEUTICS INC Healthcare 2,727.0 $42K -446.0 -14.1% $15.36 +13.2%
1383 ANNX ANNEXON INC Healthcare 7,328.0 $42K -221.0 -2.9% $5.71 -6.5%
1384 MG MISTRAS GROUP INC Industrials 2,361.0 $41K NEW $17.47 +13.8%
1385 AHR AMERICAN HEALTHCARE REIT INC Real Estate 790.0 $41K -3K -78.4% $52.15 +6.2%
1386 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 6,597.0 $41K -1K -13.6% $6.24 +26.3%
1387 JOYY JOYY INC Communication Services 621.0 $41K -320.0 -34.0% $65.99 +11.7%
1388 REPL REPLIMUNE GROUP INC Healthcare 3,693.0 $41K -614.0 -14.3% $11.07 +31.0%
1389 EPAM EPAM SYS INC Technology 511.0 $41K -11K -95.7% $79.35 +37.8%
1390 GNTX GENTEX CORP Consumer Cyclical 1,600.0 $40K +94.0 +6.2% $25.27 -6.8%
1391 DSGN DESIGN THERAPEUTICS INC Healthcare 2,793.0 $40K -178.0 -6.0% $14.47 +7.9%
1392 DDS DILLARDS INC Consumer Cyclical 76.0 $40K -13.0 -14.6% $528.42 +14.7%
1393 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 1,972.0 $40K -394.0 -16.6% $20.18 +5.5%
1394 TBPH THERAVANCE BIOPHARMA INC Healthcare 2,306.0 $39K -337.0 -12.8% $17.00 -0.2%
1395 LOGI LOGITECH INTL S A Technology 413.0 $39K NEW $94.04 +2.6%
1396 NNN NNN REIT INC Real Estate 834.0 $39K -3K -78.9% $46.53 -0.4%
1397 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 3,567.0 $39K -543.0 -13.2% $10.85 -16.0%
1398 GRFS GRIFOLS S A Healthcare 5,456.0 $39K NEW $7.08 +15.6%
1399 NUAI CALL NEW ERA ENERGY & DIGITAL INC Energy 6,000.0 $38K NEW $6.38 -14.4%
1400 ZEVRA THERAPEUTICS INC 2,644.0 $38K -292.0 -9.9% $14.34
Page 70 of 84  ·  1,670 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
Technology 50.1%
Communication Services 9.8%
Consumer Cyclical 8.7%
Industrials 7.4%
Healthcare 7.0%
Financial Services 6.2%
Consumer Defensive 4.9%
Energy 2.6%
Utilities 1.6%
Basic Materials 1.0%