Mizuho Markets Cayman Lp Top Holdings and 13F Report (2025) About Mizuho Markets Cayman LpInvestment ActivityMizuho Markets Cayman Lp has $24.00 million in total holdings as of March 31, 2025.Mizuho Markets Cayman Lp owns shares of 21 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 22.26% of the portfolio was purchased this quarter.About 173.24% of the portfolio was sold this quarter.This quarter, Mizuho Markets Cayman Lp has purchased 22 new stocks and bought additional shares in 8 stocks.Mizuho Markets Cayman Lp sold shares of 8 stocks and completely divested from 6 stocks this quarter.Largest Holdings Advanced Micro Devices $3,770,763ARM HOLDINGS PLC $3,391,330NVIDIA $2,479,734Applied Materials $1,838,670Intel $1,772,561 Largest New Holdings this Quarter 92537N108 - Vertiv $1,074,047 Holding852234103 - BLOCK INC $1,033,465 Holding452327109 - Illumina $479,452 Holding11135F101 - Broadcom $263,870 Holding682189105 - Onsemi $250,976 Holding Largest Purchases this Quarter Vertiv 14,876 shares (about $1.07M)BLOCK INC 19,022 shares (about $1.03M)Albemarle 7,735 shares (about $557.07K)Illumina 6,043 shares (about $479.45K)Intel 21,000 shares (about $476.91K) Largest Sales this Quarter Tesla 78,706 shares (about $20.40M)Amazon.com 15,598 shares (about $2.97M)Alphabet 12,103 shares (about $1.87M)NVIDIA 14,473 shares (about $1.57M)Advanced Micro Devices 11,552 shares (about $1.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMizuho Markets Cayman Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMDAdvanced Micro Devices$3,770,763$1,186,852 ▼-23.9%36,70215.7%Computer and TechnologyARM HOLDINGS PLC$3,391,330$86,927 ▼-2.5%31,75714.1%SPONSORED ADSNVDANVIDIA$2,479,734$1,568,583 ▼-38.7%22,88010.3%Computer and TechnologyAMATApplied Materials$1,838,670$472,365 ▲34.6%12,6707.7%Computer and TechnologyINTCIntel$1,772,561$476,910 ▲36.8%78,0527.4%Computer and TechnologyTSLATesla$1,596,685$20,397,450 ▼-92.7%6,1616.7%Auto/Tires/TrucksALBAlbemarle$1,465,895$557,075 ▲61.3%20,3546.1%Basic MaterialsVRTVertiv$1,074,047$1,074,047 ▲New Holding14,8764.5%Computer and TechnologyBLOCK INC$1,033,465$1,033,465 ▲New Holding19,0224.3%CL AAMZNAmazon.com$748,102$2,967,674 ▼-79.9%3,9323.1%Retail/WholesaleENPHEnphase Energy$740,691$48,647 ▲7.0%11,9373.1%EnergyARISTA NETWORKS INC$645,641$466,197 ▲259.8%8,3332.7%COM SHSGOOGLAlphabet$600,467$1,871,608 ▼-75.7%3,8832.5%Computer and TechnologyADBEAdobe$571,460$72,871 ▲14.6%1,4902.4%Computer and TechnologyILMNIllumina$479,452$479,452 ▲New Holding6,0432.0%MedicalMUMicron Technology$478,764$956,312 ▼-66.6%5,5102.0%Computer and TechnologyPYPLPayPal$337,995$122,344 ▲56.7%5,1801.4%Computer and TechnologyAVGOBroadcom$263,870$263,870 ▲New Holding1,5761.1%Computer and TechnologySUPER MICRO COMPUTER INC$252,691$6,848 ▼-2.6%7,3801.1%COM NEWONOnsemi$250,976$250,976 ▲New Holding6,1681.0%Computer and TechnologyALGNAlign Technology$205,883$23,829 ▲13.1%1,2960.9%MedicalMSFTMicrosoft$0$6,278,068 ▼-100.0%00.0%Computer and TechnologyAAPLApple$0$5,291,610 ▼-100.0%00.0%Computer and TechnologyVZVerizon Communications$0$362,029 ▼-100.0%00.0%Computer and TechnologyMSMorgan Stanley$0$344,960 ▼-100.0%00.0%FinanceCRWDCrowdStrike$0$245,329 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$10,774 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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