Mizuho Markets Cayman LP: 13F holdings
CIK 18031492026Q2
| Positions | 89 |
|---|
| Reported value | $2.7bn |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 89 (+9 vs prior quarter) |
|---|
| Reported value | $2.7bn (+43.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MRVL MARVELL TECHNOLOGY INC | 1,900,891 | $566.3m | 21.2% |
| DELL DELL TECHNOLOGIES INC | 686,755 | $296.3m | 11.1% |
| IVV ISHARES TR | 275,717 | $206.5m | 7.7% |
| MSFT MICROSOFT CORP | 534,822 | $199.5m | 7.5% |
| META META PLATFORMS INC | 348,811 | $196.5m | 7.4% |
| PANW PALO ALTO NETWORKS INC | 570,105 | $194.4m | 7.3% |
| ABT ABBOTT LABORATORIES | 1,587,904 | $144.1m | 5.4% |
| HALO HALOZYME THERAPEUTICS INC | 834,500 | $65.3m | 2.5% |
| TYL TYLER TECHNOLOGIES INC | 196,296 | $57.4m | 2.2% |
| MKSI MKS INC. | 113,090 | $50.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803149")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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