MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

Mirae Asset Global ETFs reported approximately $73.7B in 13F holdings across 4,399 positions as of Q1 2026, with a structure that belies the ETF-manager label — the underlying book is concentrated in Technology ($9.2B) and Basic Materials ($7.9B), the latter reflecting a meaningful uranium and gold-streaming allocation. Nvidia ($2.1B, 2.8%), Cameco ($1.7B, 2.3%), Apple ($1.5B, 2.1%), and Wheaton Precious Metals ($1.4B, 1.9%) represent the four largest lines, pairing an AI-compute thesis with a commodities-hedge thesis that is unusual in its directness for a manager operating primarily through ETFs. The quarter's new positions — Lockheed Martin, Northrop Grumman, L3Harris Technologies, and Quanta Services — are a coherent defense-and-infrastructure cluster that brings the Q1 pivot full circle: energy-commodity satellites already in the book, plus a net-new defense-capital outlay. Together the rotation makes Mirae one of the more descriptively unusual entries in this batch — an ETF issuer with a single-name commodity and defense overlay, less diversified than its 4,399 lines initially suggest.