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PayPay Securities Corp

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1908623

$4.1M

disclosed book value

302

positions

27.1%

largest position share

Positions, as of 2026-06-30

top 100 of 302 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SOXSGBPDIREXION SHARES ETF TRUST34,324$1.1M27.1%
2DIREXION SHARES ETF TRUST6,410$366,6528.9%
3SPXSDIREXION SHARES ETF TRUST4,836$128,1063.1%
4SOXLDIREXION SHARES ETF TRUST416$110,9512.7%
5NVDANVIDIA CORPORATION494$98,8442.4%
6SPXLDIREXION SHARES ETF TRUST339$91,7572.2%
7AAPLAPPLE INC309$89,4122.2%
8TQQQPROSHARES TR1,039$84,1592.1%
9SQQQPROSHARES TR2,265$82,2422%
10GOOGLALPHABET INC195$69,6871.7%
11NVDDDIREXION SHARES ETF TRUST1,766$60,0541.5%
12QQQINVESCO QQQ TR76$55,9661.4%
13MSFTMICROSOFT CORP135$50,3581.2%
14SPYSTATE STR SPDR S&P 500 ETF T67$50,0341.2%
15TSLSDIREXION SHARES ETF TRUST945$48,3371.2%
16NVDUDIREXION SHARES ETF TRUST382$45,2781.1%
17AMZNAMAZON COM INC180$42,9011%
18AMZDDIREXION SHARES ETF TRUST3,949$37,3030.9%
19MSFDDIREXION SHARES ETF TRUST2,575$36,5910.9%
20AAPDDIREXION SHARES ETF TRUST2,976$36,0390.9%
21AVGOBROADCOM INC83$31,3530.8%
22MUMICRON TECHNOLOGY INC27$31,1660.8%
23SPCXSPACE EXPLORATION TECHN CORP178$30,4130.7%
24MSFUDIREXION SHARES ETF TRUST1,372$30,3070.7%
25TSLLDIREXION SHARES ETF TRUST1,811$25,6440.6%
26TSLATESLA INC60$25,2360.6%
27GLDSPDR GOLD TR67$24,6810.6%
28VYMVANGUARD WHITEHALL FDS154$24,3370.6%
29METAMETA PLATFORMS INC40$22,5320.5%
30AAPUDIREXION SHARES ETF TRUST559$19,4920.5%
31LLYELI LILLY & CO16$19,1910.5%
32GGLLDIREXION SHARES ETF TRUST165$18,7610.5%
33AMZUDIREXION SHARES ETF TRUST548$18,2050.4%
34JPMJPMORGAN CHASE & CO52$17,0210.4%
35AMDADVANCED MICRO DEVICES INC28$16,2650.4%
36EXMOCEXXON MOBIL CORP112$15,3130.4%
37BRK/BBERKSHIRE HATHAWAY INC DEL29$14,5110.4%
38AMATAPPLIED MATLS INC20$14,4600.4%
39PEPPEPSICO INC98$13,2690.3%
40ABTABBOTT LABORATORIES145$13,1570.3%
41AZOAUTOZONE INC4$12,7840.3%
42CATCATERPILLAR INC12$12,7790.3%
43VVISA INC36$12,3510.3%
44LABDDIREXION SHARES ETF TRUST1,601$12,3440.3%
45VIGVANGUARD SPECIALIZED FUNDS52$12,3040.3%
46VZVERIZON COMMUNICATIONS INC290$12,2790.3%
47PLTRPALANTIR TECHNOLOGIES INC105$12,2500.3%
48VTVANGUARD INTL EQUITY INDEX F78$12,2420.3%
49VTIVANGUARD INDEX FDS33$12,2110.3%
50LRCXLAM RESEARCH CORP28$12,1330.3%
51ARMARM HOLDINGS PLC34$12,0550.3%
52LABUDIREXION SHARES ETF TRUST41$11,9760.3%
53BMYBRISTOL-MYERS SQUIBB CO207$11,9270.3%
54LOWLOWES COS INC54$11,9060.3%
55TAT&T INC575$11,9030.3%
56MEDTRONIC PLC151$11,8130.3%
57KLACKLA CORP39$11,7670.3%
58JNJJOHNSON & JOHNSON46$11,6830.3%
59CMCSACOMCAST CORP NEW470$11,5390.3%
60TMVDIREXION SHARES ETF TRUST310$11,4890.3%
61MCKMCKESSON CORP15$11,3340.3%
62NKENIKE INC276$11,3300.3%
63BSXBOSTON SCIENTIFIC CORP260$11,0970.3%
64ACCENTURE PLC IRELAND89$11,0750.3%
65HCAHCA HEALTHCARE INC28$10,9170.3%
66TMUST-MOBILE US INC64$10,7350.3%
67KRKROGER CO193$10,7170.3%
68DPZDOMINOS PIZZA INC36$10,6570.3%
69ZTSZOETIS INC148$10,6350.3%
70KHCKRAFT HEINZ CO445$10,5110.3%
71GEGE AEROSPACE28$10,4640.3%
72BDXBECTON DICKINSON & CO69$10,4420.3%
73HSYHERSHEY CO59$10,3520.3%
74INTCINTEL CORP73$10,1930.2%
75CVXCHEVRON CORPORATION58$9,6140.2%
76WMTWALMART INC83$9,4010.2%
77DRNDIREXION SHARES ETF TRUST884$9,3170.2%
78MSTRSTRATEGY INC106$9,2150.2%
79NFLXNETFLIX INC.128$9,1390.2%
80DVYISHARES TR58$9,0650.2%
81CSCOCISCO SYS INC76$8,9270.2%
82TMFDIREXION SHARES ETF TRUST251$8,9230.2%
83NEENEXTERA ENERGY INC100$8,7770.2%
84MAMASTERCARD INCORPORATED17$8,7310.2%
85UNHUNITEDHEALTH GROUP INC20$8,3130.2%
86ABBVABBVIE INC33$8,3040.2%
87ADPAUTOMATIC DATA PROCESSING IN36$8,0620.2%
88LINDE PLC15$7,7840.2%
89EDZDIREXION SHARES ETF TRUST528$7,6670.2%
90BACBANK OF AMER CORP132$7,5210.2%
91PGPROCTER & GAMBLE CO51$7,4790.2%
92EDCDIREXION SHARES ETF TRUST83$7,3810.2%
93GEVGE VERNOVA INC6$7,0490.2%
94RTXRTX CORPORATION37$7,0200.2%
95COSTCOSTCO WHOLESALE CORPORATION7$6,5480.2%
96HDHOME DEPOT INC18$6,3480.2%
97KOCOCA COLA CO78$6,3390.2%
98PFEPFIZER INC255$6,1400.1%
99GSGOLDMAN SACHS GROUP INC6$6,0680.1%
100COINCOINBASE GLOBAL INC41$5,9940.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.