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MIZUHO MARKETS AMERICAS LLC

· CIK 0001825516
13F Portfolio $5.2B AUM 173 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 HON HONEYWELL INTL INC Industrials 2,042,000 $398.4M 7.70% NEW $195.09 +11.6%
2 LRGF CALL SPDR S&P 500 ETF TR 65,819 $346.6M 6.70% NEW $5265.79 -98.6%
3 CSGP COSTAR GROUP INC Real Estate 4,416,116 $296.9M 5.74% NEW $67.24 -52.6%
4 KVUE KENVUE INC Consumer Defensive 14,153,935 $244.2M 4.72% NEW $17.25 -0.3%
5 FIS FIDELITY NATL INFORMATION SV Technology 3,672,169 $244.1M 4.72% NEW $66.46 -37.1%
6 IVV ISHARES TR 274,220 $187.8M 3.63% NEW $684.94 +8.4%
7 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 1,958,300 $160.6M 3.10% NEW $82.02 -23.6%
8 SHY ISHARES TR 1,708,955 $141.5M 2.73% NEW $82.82 -0.9%
9 NVDA NVIDIA CORPORATION Technology 726,000 $135.4M 2.62% NEW $186.50 +26.4%
10 FDX FEDEX CORP Industrials 444,262 $128.3M 2.48% NEW $288.86 +31.5%
11 SOFI SOFI TECHNOLOGIES INC Financial Services 3,304,230 $86.5M 1.67% NEW $26.18 -38.8%
12 ADI ANALOG DEVICES INC Technology 315,000 $85.4M 1.65% NEW $271.20 +53.9%
13 HALO HALOZYME THERAPEUTICS INC Healthcare 1,268,673 $85.4M 1.65% NEW $67.30 +2.8%
14 TSLA TESLA INC Consumer Cyclical 185,000 $83.2M 1.61% NEW $449.72 -1.4%
15 RCKT ROCKET LAB CORP Healthcare 1,157,383 $80.7M 1.56% NEW $69.76 -95.1%
16 COR CENCORA INC Healthcare 224,700 $75.9M 1.47% NEW $337.75 -22.7%
17 LRGF PUT SPDR S&P 500 ETF TR 65,819 $75.4M 1.46% NEW $1144.82 -93.5%
18 SNOW SNOWFLAKE INC Technology 328,668 $72.1M 1.39% NEW $219.36 -31.3%
19 META META PLATFORMS INC Communication Services 105,000 $69.3M 1.34% NEW $660.09 -6.3%
20 LULU LULULEMON ATHLETICA INC Consumer Cyclical 277,515 $57.7M 1.11% NEW $207.81 -41.7%
21 LUV SOUTHWEST AIRLS CO Industrials 1,338,500 $55.3M 1.07% NEW $41.33 -4.8%
22 RIOT RIOT PLATFORMS INC Financial Services 4,250,658 $53.9M 1.04% NEW $12.67 +94.3%
23 MSFT MICROSOFT CORP Technology 110,000 $53.2M 1.03% NEW $483.62 -15.3%
24 IREN IREN LIMITED Financial Services 1,313,595 $49.6M 0.96% NEW $37.77 +54.6%
25 CAR AVIS BUDGET GROUP Industrials 372,500 $47.8M 0.92% NEW $128.32 +17.0%
26 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 575,000 $47.7M 0.92% NEW $83.00 -44.5%
27 GOOGL ALPHABET INC Communication Services 150,000 $47.1M 0.91% NEW $313.80 +27.8%
28 KLAC KLA CORP Technology 37,000 $45.0M 0.87% NEW $1215.08 +55.8%
29 LRGF SPDR S&P 500 ETF TR 65,819 $44.9M 0.87% NEW $681.92 -89.2%
30 AAPL APPLE INC Technology 162,500 $44.2M 0.85% NEW $271.86 +10.4%
31 ATO ATMOS ENERGY CORP Utilities 240,814 $40.4M 0.78% NEW $167.63 +5.3%
32 AVGO BROADCOM INC Technology 116,000 $40.1M 0.78% NEW $346.10 +22.9%
33 BAC BANK AMERICA CORP Financial Services 728,500 $40.1M 0.77% NEW $55.00 -9.5%
34 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 1,600,000 $37.4M 0.72% NEW $23.39 +16.1%
35 NET CLOUDFLARE INC Technology 189,751 $37.4M 0.72% NEW $197.15 +1.3%
36 PEP PEPSICO INC Consumer Defensive 255,942 $36.7M 0.71% NEW $143.52 +3.6%
37 BWXT BWX TECHNOLOGIES INC Industrials 208,849 $36.1M 0.70% NEW $172.84 +18.4%
38 AMD ADVANCED MICRO DEVICES INC Technology 150,000 $32.1M 0.62% NEW $214.16 +98.0%
39 MU MICRON TECHNOLOGY INC Technology 110,000 $31.4M 0.61% NEW $285.41 +171.9%
40 INTC INTEL CORP Technology 850,000 $31.4M 0.61% NEW $36.90 +214.2%
41 AMZN AMAZON COM INC Consumer Cyclical 126,000 $29.1M 0.56% NEW $230.82 +14.4%
42 NFLX NETFLIX INC Communication Services 310,000 $29.1M 0.56% NEW $93.76 -7.3%
43 JPM JPMORGAN CHASE & CO. Financial Services 87,000 $28.0M 0.54% NEW $322.22 -6.9%
44 CVX CHEVRON CORP NEW Energy 182,077 $27.8M 0.54% NEW $152.41 +22.5%
45 SMCI SUPER MICRO COMPUTER INC Technology 942,734 $27.6M 0.53% NEW $29.27 +12.8%
46 ABBV ABBVIE INC Healthcare 120,631 $27.6M 0.53% NEW $228.49 -7.9%
47 CAT CATERPILLAR INC Industrials 47,281 $27.1M 0.52% NEW $572.87 +55.1%
48 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 828,488 $26.0M 0.50% NEW $31.43 +31.7%
49 AMAT APPLIED MATLS INC Technology 99,000 $25.4M 0.49% NEW $256.99 +69.9%
50 UNH UNITEDHEALTH GROUP INC Healthcare 75,000 $24.8M 0.48% NEW $330.11 +20.9%
51 NEOG NEOGEN CORP Healthcare 3,500,000 $24.5M 0.47% NEW $6.99 +20.6%
52 COIN COINBASE GLOBAL INC Financial Services 106,000 $24.0M 0.46% NEW $226.14 -6.2%
53 PAX PATRIA INVESTMENTS LIMITED Financial Services 1,500,000 $23.8M 0.46% NEW $15.89 -27.2%
54 TER TERADYNE INC Technology 123,000 $23.8M 0.46% NEW $193.56 +84.2%
55 MA MASTERCARD INCORPORATED Financial Services 41,430 $23.7M 0.46% NEW $570.88 -14.2%
56 LRCX LAM RESEARCH CORP Technology 134,000 $22.9M 0.44% NEW $171.18 +74.8%
57 DDOG DATADOG INC Technology 167,924 $22.8M 0.44% NEW $135.99 +49.2%
58 HOOD ROBINHOOD MKTS INC Financial Services 200,000 $22.6M 0.44% NEW $113.10 -28.6%
59 SHW SHERWIN WILLIAMS CO Basic Materials 69,432 $22.5M 0.43% NEW $324.03 -4.6%
60 WFC WELLS FARGO CO NEW Financial Services 240,000 $22.4M 0.43% NEW $93.20 -20.8%
61 HAE HAEMONETICS CORP MASS Healthcare 278,314 $22.3M 0.43% NEW $80.15 -28.7%
62 CIT CINTAS CORP 117,745 $22.1M 0.43% NEW $188.07
63 COF CAPITAL ONE FINL CORP Financial Services 90,000 $21.8M 0.42% NEW $242.36 -23.3%
64 BN BROOKFIELD CORP Financial Services 450,000 $20.7M 0.40% NEW $45.89 -0.8%
65 NEE NEXTERA ENERGY INC Utilities 257,223 $20.6M 0.40% NEW $80.28 +19.2%
66 DRI DARDEN RESTAURANTS INC Consumer Cyclical 110,487 $20.3M 0.39% NEW $184.02 +5.8%
67 APP APPLOVIN CORP Technology 30,000 $20.2M 0.39% NEW $673.82 -25.6%
68 ORCL ORACLE CORP Technology 100,000 $19.5M 0.38% NEW $194.91 +0.4%
69 CVLT COMMVAULT SYS INC Technology 155,067 $19.4M 0.38% NEW $125.36 -18.6%
70 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 262,175 $19.4M 0.38% NEW $74.03 +17.2%
71 ZS ZSCALER INC Technology 85,193 $19.2M 0.37% NEW $224.92 -31.7%
72 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 54,557 $19.0M 0.37% NEW $348.29 -61.9%
73 JNJ JOHNSON & JOHNSON Healthcare 88,747 $18.4M 0.35% NEW $206.95 +11.5%
74 PLTR PALANTIR TECHNOLOGIES INC Technology 100,000 $17.8M 0.34% NEW $177.75 -24.8%
75 CLSK CLEANSPARK INC Technology 1,734,143 $17.5M 0.34% NEW $10.12 +29.5%
76 BOX BOX INC Technology 578,203 $17.3M 0.33% NEW $29.91 -17.5%
77 ZTS ZOETIS INC Healthcare 136,250 $17.1M 0.33% NEW $125.82 -40.0%
78 GVA GRANITE CONSTR INC Industrials 148,351 $17.1M 0.33% NEW $115.35 +22.2%
79 D DOMINION ENERGY INC Utilities 280,000 $16.4M 0.32% NEW $58.59 +7.5%
80 ANIP ANI PHARMACEUTICALS INC Healthcare 201,994 $15.9M 0.31% NEW $78.94 -1.2%
81 ORA ORMAT TECHNOLOGIES INC Utilities 140,481 $15.5M 0.30% NEW $110.47 +22.6%
82 LLY ELI LILLY & CO Healthcare 14,000 $15.0M 0.29% NEW $1074.68 -6.3%
83 NVMI NOVA LTD Technology 42,804 $14.1M 0.27% NEW $328.39 +69.3%
84 GLW CORNING INC Technology 151,000 $13.2M 0.26% NEW $87.56 +137.9%
85 BXP BXP INC Real Estate 187,415 $12.6M 0.24% NEW $67.48 -13.3%
86 BBIO BRIDGEBIO PHARMA INC Healthcare 161,788 $12.4M 0.24% NEW $76.49 -13.5%
87 PR PERMIAN RESOURCES CORP Energy 866,747 $12.2M 0.23% NEW $14.03 +44.0%
88 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 588,184 $11.6M 0.22% NEW $19.71 -26.3%
89 FRT FEDERAL RLTY INVT TR NEW Real Estate 108,382 $10.9M 0.21% NEW $100.80 +12.9%
90 DOCN DIGITALOCEAN HLDGS INC Technology 224,723 $10.8M 0.21% NEW $48.12 +229.2%
91 VZLA VIZSLA SILVER CORP Basic Materials 1,845,862 $10.1M 0.20% NEW $5.47 -31.3%
92 BE CALL BLOOM ENERGY CORP Industrials 131,125 $10.0M 0.19% NEW $76.42 +261.1%
93 IREN PUT IREN LIMITED Financial Services 1,313,595 $9.3M 0.18% NEW $7.11 +721.3%
94 WDC CALL WESTERN DIGITAL CORP Technology 40,338 $9.3M 0.18% NEW $230.08 +112.6%
95 MTH MERITAGE HOMES CORP Consumer Cyclical 136,831 $9.0M 0.17% NEW $65.80 -6.0%
96 MKSI MKS INC. Technology 56,281 $9.0M 0.17% NEW $159.80 +96.4%
97 MCHP MICROCHIP TECHNOLOGY INC. Technology 134,565 $8.6M 0.17% NEW $63.72 +52.3%
98 WIX WIX COM LTD Technology 81,242 $8.4M 0.16% NEW $103.89 -49.3%
99 VSH VISHAY INTERTECHNOLOGY INC Technology 563,367 $8.2M 0.16% NEW $14.49 +162.2%
100 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 54,557 $8.0M 0.15% NEW $146.58 -9.5%
101 XLE SELECT SECTOR SPDR TR 174,011 $7.8M 0.15% NEW $44.71 +33.0%
102 LIF LIFE360 INC Technology 120,819 $7.7M 0.15% NEW $64.14 -37.5%
103 VERX VERTEX INC Technology 378,927 $7.6M 0.15% NEW $19.97 -38.0%
104 LYV PUT LIVE NATION ENTERTAINMENT IN Communication Services 1,809,567 $7.2M 0.14% NEW $3.99 +4161.6%
105 PBI PITNEY BOWES INC Industrials 682,808 $7.2M 0.14% NEW $10.57 +49.7%
106 COHU COHU INC Technology 302,838 $7.0M 0.14% NEW $23.27 +110.4%
107 AEE AMEREN CORP Utilities 70,000 $7.0M 0.14% NEW $99.86 +6.5%
108 SMTC SEMTECH CORP Technology 84,675 $6.2M 0.12% NEW $73.69 +91.6%
109 GOOGL CALL ALPHABET INC Communication Services 150,000 $5.8M 0.11% NEW $38.88 +931.6%
110 SEDG SOLAREDGE TECHNOLOGIES INC Energy 170,555 $4.9M 0.10% NEW $28.85 +74.1%
111 DVAX DYNAVAX TECHNOLOGIES CORP 319,443 $4.9M 0.10% NEW $15.38
112 PRGS PROGRESS SOFTWARE CORP Technology 109,712 $4.7M 0.09% NEW $42.96 -37.6%
113 COIN CALL COINBASE GLOBAL INC Financial Services 106,000 $4.3M 0.08% NEW $40.19 +427.5%
114 CHECK POINT SOFTWARE TECH LT 21,665 $4.0M 0.08% NEW $185.56
115 BAM BROOKFIELD ASSET MANAGMT LTD Financial Services 75,000 $3.9M 0.08% NEW $52.39 -8.5%
116 KRE SPDR SERIES TRUST 59,000 $3.8M 0.07% NEW $64.81 +3.3%
117 LYV CALL LIVE NATION ENTERTAINMENT IN Communication Services 1,809,567 $3.8M 0.07% NEW $2.09 +8025.5%
118 BALL BALL CORP Consumer Cyclical 70,060 $3.7M 0.07% NEW $52.97 +4.2%
119 SOFI CALL SOFI TECHNOLOGIES INC Financial Services 3,304,230 $3.6M 0.07% NEW $1.10 +1358.3%
120 BABA PUT ALIBABA GROUP HLDG LTD Consumer Cyclical 54,557 $3.2M 0.06% NEW $59.52 +122.8%
121 TNDM TANDEM DIABETES CARE INC Healthcare 144,617 $3.2M 0.06% NEW $21.98 -35.8%
122 MARA MARA HOLDINGS INC Financial Services 330,578 $3.0M 0.06% NEW $8.98 +48.0%
123 NEE CALL NEXTERA ENERGY INC Utilities 257,223 $2.8M 0.05% NEW $10.88 +779.6%
124 UNIT UNITI GROUP LLC Real Estate 398,246 $2.8M 0.05% NEW $7.01 +60.5%
125 WIX PUT WIX COM LTD Technology 81,242 $2.7M 0.05% NEW $33.54 +57.2%
126 SABR SABRE CORP Consumer Cyclical 2,000,000 $2.7M 0.05% NEW $1.36 +16.2%
127 FLNC FLUENCE ENERGY INC Utilities 136,435 $2.7M 0.05% NEW $19.78 +5.9%
128 INDI INDIE SEMICONDUCTOR INC Technology 709,125 $2.5M 0.05% NEW $3.53 +22.4%
129 WDC PUT WESTERN DIGITAL CORP Technology 40,338 $2.3M 0.04% NEW $57.69 +748.0%
130 METC RAMACO RES INC Energy 128,300 $2.3M 0.04% NEW $18.00 -15.6%
131 AVGO CALL BROADCOM INC Technology 116,000 $2.1M 0.04% NEW $18.17 +2239.9%
132 EA ELECTRONIC ARTS INC Communication Services 10,000 $2.0M 0.04% NEW $204.33 -1.7%
133 COIN PUT COINBASE GLOBAL INC Financial Services 106,000 $2.0M 0.04% NEW $18.59 +1040.1%
134 CLSK PUT CLEANSPARK INC Technology 1,734,143 $1.7M 0.03% NEW $1.01 +1200.7%
135 SNOW PUT SNOWFLAKE INC Technology 328,668 $1.6M 0.03% NEW $4.84 +3014.5%
136 UBER UBER TECHNOLOGIES INC Technology 18,185 $1.5M 0.03% NEW $81.71 -8.6%
137 WBD WARNER BROS DISCOVERY INC Communication Services 50,000 $1.4M 0.03% NEW $28.82 -5.9%
138 PPL PPL CORP Utilities 40,100 $1.4M 0.03% NEW $35.02 +2.2%
139 CSX CSX CORP Industrials 37,991 $1.4M 0.03% NEW $36.25 +26.7%
140 XLP SELECT SECTOR SPDR TR 12,900 $1.0M 0.02% NEW $77.68 +9.0%
141 QQQM INVESCO QQQ TR 1,605 $986K 0.02% NEW $614.31 -52.5%
142 CALL SEAGATE TECHNOLOGY HLDNGS PL 2,771 $958K 0.02% NEW $345.85
143 GDX VANECK ETF TRUST 11,001 $944K 0.02% NEW $85.77 +1.8%
144 RCKT CALL ROCKET LAB CORP Healthcare 1,157,383 $909K 0.02% NEW $0.79 +332.7%
145 SMCI CALL SUPER MICRO COMPUTER INC Technology 942,734 $892K 0.02% NEW $0.95 +3390.2%
146 XOP SPDR SERIES TRUST 6,827 $862K 0.02% NEW $126.26 +37.9%
147 AAPL CALL APPLE INC Technology 162,500 $819K 0.02% NEW $5.04 +5859.8%
148 RCKT PUT ROCKET LAB CORP Healthcare 1,157,383 $772K 0.01% NEW $0.67 +409.5%
149 CLSK CALL CLEANSPARK INC Technology 1,734,143 $605K 0.01% NEW $0.35 +3657.1%
150 SMLR SEMLER SCIENTIFIC INC 35,045 $536K 0.01% NEW $15.29
151 COPX GLOBAL X FDS 5,322 $382K 0.01% NEW $71.79 +15.7%
152 BE PUT BLOOM ENERGY CORP Industrials 131,125 $337K 0.01% NEW $2.57 +10640.6%
153 HAE CALL HAEMONETICS CORP MASS Healthcare 278,314 $271K 0.01% NEW $0.97 +5760.9%
154 ALB ALBEMARLE CORP Basic Materials 1,580 $223K 0.00% NEW $141.44 +27.5%
155 UBER PUT UBER TECHNOLOGIES INC Technology 18,185 $214K 0.00% NEW $11.75 +535.6%
156 AMCR AMCOR PLC Consumer Cyclical 17,717 $148K 0.00% NEW $8.34 +339.9%
157 IREN CALL IREN LIMITED Financial Services 1,313,595 $113K 0.00% NEW $0.09 +67875.7%
158 CVX PUT CHEVRON CORP NEW Energy 182,077 $107K 0.00% NEW $0.59 +31540.5%
159 PRGS PUT PROGRESS SOFTWARE CORP Technology 109,712 $102K 0.00% NEW $0.93 +2772.5%
160 AAPL PUT APPLE INC Technology 162,500 $94K 0.00% NEW $0.58 +52012.7%
161 AVGO PUT BROADCOM INC Technology 116,000 $72K 0.00% NEW $0.62 +68218.8%
162 CVX CALL CHEVRON CORP NEW Energy 182,077 $66K 0.00% NEW $0.36 +51711.8%
163 PFE PUT PFIZER INC Healthcare 5,713 $50K 0.00% NEW $8.76 +193.9%
164 PFE CALL PFIZER INC Healthcare 5,713 $41K 0.00% NEW $7.16 +259.7%
165 VYGR PUT VOYAGER TECHNOLOGIES INC Healthcare 135,868 $37K 0.00% NEW $0.28 +1439.4%
166 PUT SEAGATE TECHNOLOGY HLDNGS PL 361 $34K 0.00% NEW $95.18
167 CVLT PUT COMMVAULT SYS INC Technology 155,067 $29K 0.00% NEW $0.19 +54567.5%
168 SNOW CALL SNOWFLAKE INC Technology 328,668 $14K NEW $0.04 +355888.1%
169 GOOGL PUT ALPHABET INC Communication Services 150,000 $14K NEW $0.09 +441769.3%
170 UBER CALL UBER TECHNOLOGIES INC Technology 18,185 $12K NEW $0.64 +11608.9%
171 XLE PUT SELECT SECTOR SPDR TR 174,011 $2K NEW $0.01 +434415.9%
172 MCHP CALL MICROCHIP TECHNOLOGY INC. Technology 134,565 $1K NEW $0.01 +1100000.1%
173 ZS CALL ZSCALER INC Technology 85,193 $24 NEW $0.00 +54558917.1%

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 29.8%
Industrials 17.0%
Healthcare 13.8%
Financial Services 11.1%
Real Estate 7.6%
Consumer Defensive 6.6%
Consumer Cyclical 6.2%
Communication Services 3.5%
Utilities 2.5%
Energy 1.1%