Institutions / Mizuho Markets Americas LLC

Mizuho Markets Americas LLC

CIK 1825516 · Institution · as of Dec 31, 2025
Portfolio value
$4.66B
Positions
128
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 128 →
CompanyClassValueShares% of portfolio
Honeywell International Inc$398.37M2,042,0008.6%
CoStar Group Inc$296.94M4,416,1166.4%
Kenvue Inc.$244.16M14,153,9355.2%
Fidelity National Information Services Inc$244.05M3,672,1695.2%
iShares Tr$187.82M274,2204.0%
GE HealthCare Technologies Inc.$160.62M1,958,3003.4%
iShares Tr$141.54M1,708,9553.0%
NVIDIA Corp$135.40M726,0002.9%
FedEx Corp$128.33M444,2622.8%
SoFi Technologies, Inc.$86.50M3,304,2301.9%
Analog Devices Inc$85.43M315,0001.8%
Halozyme Therapeutics Inc$85.38M1,268,6731.8%
Tesla Inc$83.20M185,0001.8%
Rocket Lab CorpRKLBCommon Stock$80.74M1,157,3831.7%
Cencora Inc$75.89M224,7001.6%
Snowflake Inc.$72.10M328,6681.5%
Meta Platforms Inc$69.31M105,0001.5%
Lululemon Athletica Inc$57.67M277,5151.2%
Southwest Airlines Co$55.32M1,338,5001.2%
Riot Platforms, Inc.$53.86M4,250,6581.2%
Microsoft Corp$53.20M110,0001.1%
Iren Limited$49.61M1,313,5951.1%
Avis Budget Group, Inc.CARCommon Stock$47.80M372,5001.0%
Cognizant Technology Solutions Corp$47.73M575,0001.0%
Alphabet Inc.$47.07M150,0001.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.