MIZUHO MARKETS CAYMAN LP

PrivateCIK: 1803149
Location

GRAND CAYMAN, E9

80
Positions
$1.86B
Total AUM (reported)
15.69M
Total Shares

Allocation by class

TOTAL AUM$1.86B80 positions
COM$1.09B58.9%
COMMON STOCK$218.42M11.7%
CL A$207.79M11.2%
CL C$114.47M6.2%
1 3 YR TREAS BD$53.67M2.9%
CORE S&P500 ETF$37.89M2.0%
CL A COM$33.01M1.8%

Portfolio Concentration

Top 333.1%4–1042.0%11–2516.4%Rest8.5%TOP 1075.1%0%100%
Top 3$615.56M33.1%
4–10$780.16M42.0%
11–25$305.39M16.4%
Rest$158.22M8.5%

Top 3 weight

33.1%

Top 10 weight

75.1%

Voting Authority Distribution

Total shares with voting rights: 1.86B

Sole

Full voting authority

1.86B

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
Other80
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:

GE HEALTHCARE TECHNOLOGIES I

DFND
COMMON STOCK
Shares3.07M
TypeSH
Market value$218.42M
11.75%
Sole
218.42M
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares698.38K
TypeSH
Market value$199.85M
10.75%
Sole
199.85M
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COM
Shares1.07M
TypeSH
Market value$197.30M
10.61%
Sole
197.30M
Shared
0.00
None
0.00

AMGEN INC

DFND
COM
Shares488.97K
TypeSH
Market value$172.04M
9.25%
Sole
172.04M
Shared
0.00
None
0.00

ANALOG DEVICES INC

DFND
COM
Shares472.29K
TypeSH
Market value$150.26M
8.08%
Sole
150.26M
Shared
0.00
None
0.00

EXXON MOBIL CORP

DFND
COM
Shares880.16K
TypeSH
Market value$149.33M
8.03%
Sole
149.33M
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

DFND
CL C
Shares697.46K
TypeSH
Market value$114.47M
6.16%
Sole
114.47M
Shared
0.00
None
0.00

MICROCHIP TECHNOLOGY INC.

DFND
COM
Shares1.55M
TypeSH
Market value$100.17M
5.39%
Sole
100.17M
Shared
0.00
None
0.00

ISHARES TR

DFND
1 3 YR TREAS BD
Shares650K
TypeSH
Market value$53.67M
2.89%
Sole
53.67M
Shared
0.00
None
0.00

MKS INC.

DFND
COM
Shares175K
TypeSH
Market value$40.22M
2.16%
Sole
40.22M
Shared
0.00
None
0.00

ISHARES TR

DFND
CORE S&P500 ETF
Shares58K
TypeSH
Market value$37.89M
2.04%
Sole
37.89M
Shared
0.00
None
0.00

HA SUSTAINABLE INFRA CAP INC

DFND
COM
Shares900K
TypeSH
Market value$33.08M
1.78%
Sole
33.08M
Shared
0.00
None
0.00

CLOUDFLARE INC

DFND
CL A COM
Shares160K
TypeSH
Market value$33.01M
1.78%
Sole
33.01M
Shared
0.00
None
0.00

PAYPAL HLDGS INC

DFND
COM
Shares689.16K
TypeSH
Market value$31.17M
1.68%
Sole
31.17M
Shared
0.00
None
0.00

BALL CORP

DFND
COM
Shares500K
TypeSH
Market value$29.55M
1.59%
Sole
29.55M
Shared
0.00
None
0.00

GRANITE CONSTR INC

DFND
COM
Shares200.01K
TypeSH
Market value$23.98M
1.29%
Sole
23.98M
Shared
0.00
None
0.00

APOLLO GLOBAL MGMT INC

DFND
COM
Shares157.19K
TypeSH
Market value$17.51M
0.94%
Sole
17.51M
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

DFND
COM
Shares179.24K
TypeSH
Market value$16.84M
0.91%
Sole
16.84M
Shared
0.00
None
0.00

COINBASE GLOBAL INC

DFND
COM CL A
Shares89K
TypeSH
Market value$15.54M
0.84%
Sole
15.54M
Shared
0.00
None
0.00

WELLTOWER INC

DFND
COM
Shares67.06K
TypeSH
Market value$13.26M
0.71%
Sole
13.26M
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

DFND
COM
Shares55.99K
TypeSH
Market value$11.39M
0.61%
Sole
11.39M
Shared
0.00
None
0.00

NU HLDGS LTD

DFND
ORD SHS CL A
Shares772.79K
TypeSH
Market value$11.10M
0.60%
Sole
11.10M
Shared
0.00
None
0.00

FREEPORT MCMORAN INC

DFND
CL B
Shares181.50K
TypeSH
Market value$10.67M
0.57%
Sole
10.67M
Shared
0.00
None
0.00

COHERENT CORP

DFND
COM
Shares44.78K
TypeSH
Market value$10.67M
0.57%
Sole
10.67M
Shared
0.00
None
0.00

APPLIED MATLS INC

DFND
COM
Shares28.46K
TypeSH
Market value$9.73M
0.52%
Sole
9.73M
Shared
0.00
None
0.00
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