Mizuho Markets Cayman Lp Top Holdings and 13F Report (2024) About Mizuho Markets Cayman LpInvestment ActivityMizuho Markets Cayman Lp has $23.93 million in total holdings as of September 30, 2024.Mizuho Markets Cayman Lp owns shares of 20 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 38.24% of the portfolio was purchased this quarter.About 30.47% of the portfolio was sold this quarter.This quarter, Mizuho Markets Cayman Lp has purchased 22 new stocks and bought additional shares in 7 stocks.Mizuho Markets Cayman Lp sold shares of 10 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alphabet $6,058,335ARM HOLDINGS PLC $4,488,083Apple $2,232,915Tesla $1,941,978Micron Technology $1,337,250 Largest New Holdings this Quarter CrowdStrike $489,981 HoldingArista Networks $302,450 HoldingSuper Micro Computer $299,808 Holding Largest Purchases this Quarter ARM HOLDINGS PLC 27,423 shares (about $3.92M)Apple 12,400 shares (about $1.45M)Alphabet 6,759 shares (about $1.12M)Advanced Micro Devices 8,755 shares (about $615.46K)Applied Materials 2,875 shares (about $580.89K) Largest Sales this Quarter Meta Platforms 2,133 shares (about $1.22M)Intel 13,517 shares (about $317.11K)Microsoft 434 shares (about $186.75K)Adobe 200 shares (about $103.56K)Micron Technology 1,960 shares (about $103.12K) 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 PortfolioSectorGOOGLAlphabet$6,058,335$1,120,980 ▲22.7%36,52925.3%Computer and TechnologyARM HOLDINGS PLC$4,488,083$3,921,763 ▲692.5%31,38318.8%SPONSORED ADSAAPLApple$2,232,915$1,450,704 ▲185.5%19,0869.3%Computer and TechnologyTSLATesla$1,941,978$361,321 ▲22.9%8,0628.1%Auto/Tires/TrucksMUMicron Technology$1,337,250$103,124 ▼-7.2%25,4165.6%Computer and TechnologyINTCIntel$1,150,760$317,109 ▼-21.6%49,0524.8%Computer and TechnologyAMDAdvanced Micro Devices$1,054,258$615,458 ▲140.3%14,9974.4%Computer and TechnologyAMATApplied Materials$982,973$580,894 ▲144.5%4,8654.1%Computer and TechnologyAMZNAmazon.com$848,547$26,459 ▼-3.0%4,5543.5%Retail/WholesaleENPHEnphase Energy$576,741$8,250 ▲1.5%5,1032.4%Oils/EnergyMETAMeta Platforms$496,305$1,221,013 ▼-71.1%8672.1%Computer and TechnologyCRWDCrowdStrike$489,981$489,981 ▲New Holding1,7472.0%Computer and TechnologyADBEAdobe$478,947$103,556 ▼-17.8%9252.0%Computer and TechnologyMSFTMicrosoft$323,155$186,750 ▼-36.6%7511.4%Computer and TechnologyANETArista Networks$302,450$302,450 ▲New Holding7881.3%Computer and TechnologySMCISuper Micro Computer$299,808$299,808 ▲New Holding7201.3%Computer and TechnologyILMNIllumina$282,729$84,767 ▼-23.1%2,1681.2%MedicalJPMJPMorgan Chase & Co.$205,887$2,209 ▼-1.1%1,8640.9%FinanceCRMSalesforce$201,451$70,344 ▼-25.9%7360.8%Computer and TechnologyMSMorgan Stanley$180,526$24,027 ▼-11.7%15,7780.8%FinanceSQBlock$0$2,168,476 ▼-100.0%00.0%Business ServicesZMZoom Video Communications$0$1,547,345 ▼-100.0%00.0%Computer and TechnologyPYPLPayPal$0$860,295 ▼-100.0%00.0%Computer and TechnologyPANWPalo Alto Networks$0$291,888 ▼-100.0%00.0%Computer and TechnologyALBAlbemarle$0$285,318 ▼-100.0%00.0%Basic MaterialsShowing 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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