MIZUHO MARKETS CAYMAN LP

PrivateCIK: 1803149
Location

GRAND CAYMAN, E9

89
Positions
$2.67B
Total AUM (reported)
17.61M
Total Shares

Allocation by class

TOTAL AUM$2.67B89 positions
COM$1.71B64.3%
CL C$296.31M11.1%
CL A$231.24M8.7%
CORE S&P500 ETF$206.48M7.7%
COM CL A$87.69M3.3%
CL A COM$20.61M0.8%
COM SHS CL A$18.31M0.7%

Portfolio Concentration

Top 340.1%4–1034.1%11–2516.6%Rest9.3%TOP 1074.2%0%100%
Top 3$1.07B40.1%
4–10$907.52M34.1%
11–25$441.42M16.6%
Rest$247.12M9.3%

Top 3 weight

40.1%

Top 10 weight

74.2%

Voting Authority Distribution

Total shares with voting rights: 2.67B

Sole

Full voting authority

2.67B

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other89
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:

MARVELL TECHNOLOGY INC

DFND
COM
Shares1.90M
TypeSH
Market value$566.26M
21.25%
Sole
566.26M
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

DFND
CL C
Shares686.75K
TypeSH
Market value$296.31M
11.12%
Sole
296.31M
Shared
0.00
None
0.00

ISHARES TR

DFND
CORE S&P500 ETF
Shares275.72K
TypeSH
Market value$206.48M
7.75%
Sole
206.48M
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COM
Shares534.82K
TypeSH
Market value$199.50M
7.49%
Sole
199.50M
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares1.05M
TypeSH
Market value$196.49M
7.37%
Sole
196.49M
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

DFND
COM
Shares570.11K
TypeSH
Market value$194.42M
7.29%
Sole
194.42M
Shared
0.00
None
0.00

ABBOTT LABORATORIES

DFND
COM
Shares1.59M
TypeSH
Market value$144.09M
5.41%
Sole
144.09M
Shared
0.00
None
0.00

HALOZYME THERAPEUTICS INC

DFND
COM
Shares834.50K
TypeSH
Market value$65.32M
2.45%
Sole
65.32M
Shared
0.00
None
0.00

TYLER TECHNOLOGIES INC

DFND
COM
Shares196.30K
TypeSH
Market value$57.41M
2.15%
Sole
57.41M
Shared
0.00
None
0.00

MKS INC.

DFND
COM
Shares113.09K
TypeSH
Market value$50.30M
1.89%
Sole
50.30M
Shared
0.00
None
0.00

NEXTERA ENERGY INC

DFND
COM
Shares517.72K
TypeSH
Market value$45.44M
1.70%
Sole
45.44M
Shared
0.00
None
0.00

WESTERN DIGITAL CORP

DFND
COM
Shares70.34K
TypeSH
Market value$44.93M
1.69%
Sole
44.93M
Shared
0.00
None
0.00

COREWEAVE INC

DFND
COM CL A
Shares448.16K
TypeSH
Market value$44.61M
1.67%
Sole
44.61M
Shared
0.00
None
0.00

HA SUSTAINABLE INFRA CAP INC

DFND
COM
Shares900K
TypeSH
Market value$35.15M
1.32%
Sole
35.15M
Shared
0.00
None
0.00

GRANITE CONSTR INC

DFND
COM
Shares200.01K
TypeSH
Market value$31.62M
1.19%
Sole
31.62M
Shared
0.00
None
0.00

BALL CORP

DFND
COM
Shares498.20K
TypeSH
Market value$31.09M
1.17%
Sole
31.09M
Shared
0.00
None
0.00

BOEING CO

DFND
COM
Shares143.56K
TypeSH
Market value$31.08M
1.17%
Sole
31.08M
Shared
0.00
None
0.00

ONTO INNOVATION INC

DFND
COM
Shares72.99K
TypeSH
Market value$27.62M
1.04%
Sole
27.62M
Shared
0.00
None
0.00

PAYPAL HLDGS INC

DFND
COM
Shares620.75K
TypeSH
Market value$26.80M
1.01%
Sole
26.80M
Shared
0.00
None
0.00

WESCO INTL INC

DFND
COM
Shares76.34K
TypeSH
Market value$26.37M
0.99%
Sole
26.37M
Shared
0.00
None
0.00

KNIGHT-SWIFT TRANSN HLDGS IN

DFND
CL A
Shares330K
TypeSH
Market value$25.70M
0.96%
Sole
25.70M
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

DFND
COM
Shares41.66K
TypeSH
Market value$24.20M
0.91%
Sole
24.20M
Shared
0.00
None
0.00

FORGENT POWER SOLUTIONS INC

DFND
COM SHS CL A
Shares327.71K
TypeSH
Market value$18.31M
0.69%
Sole
18.31M
Shared
0.00
None
0.00

SYNOPSYS INC

DFND
COM
Shares33.41K
TypeSH
Market value$14.90M
0.56%
Sole
14.90M
Shared
0.00
None
0.00

AIRBNB INC

DFND
COM CL A
Shares95.09K
TypeSH
Market value$13.61M
0.51%
Sole
13.61M
Shared
0.00
None
0.00
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