MondegarAI
Mizuho Markets Cayman LP

Q3 2024 · 13F-HR

Mizuho Markets Cayman LPholdings as filed

Filed 2024-11-06 · accession 0001062993-24-018412

$23.9M
Reported value
27
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$6.1M25.3%36,529CommonSOLE
042068205ARMARM HOLDINGS PLC$4.5M18.8%31,383CommonSOLE
037833100AAPLAPPLE INC$2.2M9.29%9,543CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.3M5.51%12,708CommonSOLE
458140100INTCINTEL CORP$1.2M4.81%49,052CommonSOLE
88160R101TSLATESLA INC$1.1M4.41%4,031CommonSOLE
038222105AMATAPPLIED MATLS INC$982,9734.11%4,865CommonSOLE
88160R101TSLATESLA INC$887,3473.71%4,031CALLSOLE
023135106AMZNAMAZON COM INC$848,5473.55%4,554CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$820,2363.43%4,999CommonSOLE
29355A107ENPHENPHASE ENERGY INC$576,7412.41%5,103CommonSOLE
30303M102METAMETA PLATFORMS INC$496,3052.07%867CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$489,9812.05%1,747CommonSOLE
00724F101ADBEADOBE INC$478,9472.00%925CommonSOLE
594918104MSFTMICROSOFT CORP$323,1551.35%751CommonSOLE
040413106ANETEURARISTA NETWORKS INC$302,4501.26%788CommonSOLE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$299,8081.25%720CommonSOLE
452327109ILMNILLUMINA INC$282,7291.18%2,168CommonSOLE
79466L302CRMSALESFORCE INC$201,4510.84%736CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$196,5220.82%932CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$181,0350.76%4,999CALLSOLE
617446448MSMORGAN STANLEY$176,7160.74%7,889CALLSOLE
007903107AMDADVANCED MICRO DEVICES INC$52,9870.22%4,999PUTSOLE
595112103MUMICRON TECHNOLOGY INC$19,3030.08%12,708PUTSOLE
037833100AAPLAPPLE INC$9,3960.04%9,543PUTSOLE
46625H100JPMJPMORGAN CHASE & CO.$9,3650.04%932PUTSOLE
617446448MSMORGAN STANLEY$3,8100.02%7,889PUTSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.