Mirae Asset Global Investments Q2 Portfolio Shifts: Focus on Tech, Notable Changes in Industrials and ETF Holdings
Mirae Asset Global Investments' portfolio saw significant changes during the second quarter of 2026. The firm increased its holdings in several stocks including GOOG and KLAC while exiting positions like URTH.
As reported by InsiderSet, Mirae Asset Global Investments Co., Ltd. experienced substantial portfolio changes during the second quarter of 2026.
The firm demonstrated significant buying activity, highlighted by a nearly 19,089% increase in its position in Alphabet Inc (GOOG). This purchase added considerable weight to the portfolio. Additionally, KLA Corporation (KLAC) and Taiwan Semiconductor Manufacturing Company (TSM) saw significant allocations increased by 1,116% and 805% respectively.
In the Technology sector, which remains a core holding area (Mirae Asset's portfolio currently allocates 40.28% to this category), the firm bolstered its exposure through purchases of NVIDIA Corporation (NVDA) and Microsoft Corporation (MSFT). The company also added positions to Broadcom Inc (AVGO) and Advanced Micro Devices Inc (AMD).
The shift towards Technology was also evident in the Communication Services sector, where Alphabet's GOOGL stock value increased by a massive 190.88%, boosting its portfolio allocation percentage from 2.95 to 1.35 (though this is still below the prior period level). This contrasts with the firm exiting shares of GOOGL (-29.16%) during Q2, but overall increasing its stake in Alphabet Inc.
In Industrials, Mirae Asset made notable additions including REDWIRE Corporation (RDW) and INTUITIVE MACHINES Inc (LUNR), both representing 100% increases in their respective positions. Planet Labs Plc (PL) also saw a significant increase of 2,608%. These additions signal an interest in this sector.
Conversely, the firm divested from several holdings during Q2. Notable exits include URTH Holdings Inc (-31.4%, based on prior period data), reflecting a reduction or complete sale of its position. The company also reduced positions in IAU and ACWX ETFs.
Overall, the portfolio shows active management with substantial inflows into specific Technology names like NVDA, KLAC, TSM, AMD, AVGO, and GOOG (GOOG). This quarter's activity highlights a strategic tilt towards high-growth technology companies while reducing exposure in certain other sectors.