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Portfolio (Quarterly) Guide ↗

MIZUHO MARKETS AMERICAS LLC

· CIK 0001825516
13F Portfolio $6.4B AUM 234 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 81 New 74 Added 62 Reduced 37 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QCOM QUALCOMM INC Technology 1,308.0 $242K 0.00% -2K -55.2% $184.79 -13.1%
62 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,021.0 $231K 0.00% -25K -92.7% $114.18 +3.6%
Page 4 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Financial Services 16.9%
Consumer Cyclical 14.4%
Utilities 10.2%
Consumer Defensive 9.7%
Industrials 8.7%
Energy 4.4%
Communication Services 4.3%
Healthcare 3.1%
Real Estate 2.1%