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MIZUHO MARKETS AMERICAS LLC

Q1 2026 · 13F-HR

MIZUHO MARKETS AMERICAS LLCholdings as filed

Filed 2026-05-14 · accession 0001062993-26-002603

$3.66B
Reported value
190
Positions
2026-03-31
Period end
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The Brief · MIZUHO MARKETS AMERICAS LLC · Q1 2026

AI · grounded in 13F

MIZUHO MARKETS AMERICAS LLC established a new position in ETR worth $156.7M. The fund also opened new stakes in VICI for $108.4M and EXC for $81.1M. On the sell side, the fund trimmed its holdings in CSGP by 93.75% and KVUE by 85%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$293.4M8.01%451,094CommonSOLE
464287200IVVISHARES TR$162.8M4.45%249,220CommonSOLE
31428X106FDXFEDEX CORP$159.2M4.35%447,067CommonSOLE
438516106HONHONEYWELL INTL INC$157.9M4.31%698,500CommonSOLE
29364G103ETRENTERGY CORP NEW$156.7M4.28%1,394,400CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$111.6M3.05%2,378,011CommonSOLE
925652109VICIVICI PPTYS INC$108.4M2.96%3,966,900CommonSOLE
594918104MSFTMICROSOFT CORP$104.0M2.84%280,993CommonSOLE
03073E105CORCENCORA INC$90.4M2.47%287,900CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$85.5M2.34%1,323,544CommonSOLE
30161N101EXCEXELON CORP$81.1M2.22%1,655,400CommonSOLE
65473P105NINISOURCE INC$77.0M2.10%1,651,000CommonSOLE
773121108RKLBROCKET LAB CORP$75.7M2.07%1,179,373CommonSOLE
032654105ADIANALOG DEVICES INC$70.2M1.92%220,726CommonSOLE
88160R101TSLATESLA INC$68.8M1.88%185,000CommonSOLE
98389B100XELXCEL ENERGY INC$64.0M1.75%805,100CommonSOLE
767292105RIOTRIOT PLATFORMS INC$62.5M1.71%5,059,658CommonSOLE
29273V100ETENERGY TRANSFER L P$61.8M1.69%3,200,000CommonSOLE
98978V103ZTSZOETIS INC$61.7M1.69%522,350CommonSOLE
053774105CARAVIS BUDGET GROUP INC$58.3M1.59%400,000CommonSOLE
02079K305GOOGLALPHABET INC$57.7M1.58%200,630CommonSOLE
482480100KLACKLA CORP$54.9M1.50%37,253CommonSOLE
65339F101NEENEXTERA ENERGY INC$54.6M1.49%588,283CommonSOLE
252131107DXCMDEXCOM INC$50.2M1.37%800,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$49.6M1.35%284,196CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$42.3M1.15%1,600,000CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$40.4M1.10%197,659CommonSOLE
Q4982L109IRENIREN LIMITED$37.8M1.03%1,103,528CommonSOLE
49177J102KVUEKENVUE INC$36.6M1.00%2,123,921CommonSOLE
060505104BACBANK AMERICA CORP$35.5M0.97%728,500CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDGS$33.4M0.91%1,785,000CommonSOLE
256746108DLTRDOLLAR TREE INC$32.9M0.90%300,000CommonSOLE
640491106NEOGNEOGEN CORP$32.5M0.89%3,500,000CommonSOLE
30303M102METAMETA PLATFORMS INC$31.7M0.87%55,401CommonSOLE
02079K107GOOGALPHABET INC$31.2M0.85%108,635CommonSOLE
512807306LRCXLAM RESEARCH CORP$29.0M0.79%135,661CommonSOLE
023135106AMZNAMAZON COM INC$26.2M0.72%126,000CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$23.8M0.65%1,498,798CommonSOLE
17275R102CSCOCISCO SYS INC$22.9M0.63%295,000CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$22.7M0.62%158,900CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$21.7M0.59%110,487CommonSOLE
219350105GLWCORNING INC$20.5M0.56%151,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$20.3M0.55%75,000CommonSOLE
871607107SNPSSYNOPSYS INC$20.2M0.55%50,902CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$19.3M0.53%847,373CommonSOLE
64110L106NFLXNETFLIX INC.$19.2M0.53%200,000CommonSOLE
595112103MUMICRON TECHNOLOGY INC$19.2M0.52%56,897CommonSOLE
949746101WMT2WELLS FARGO & CO$19.1M0.52%240,000CommonSOLE
G69451105PAXPATRIA INVESTMENTS LIMITED$18.9M0.52%1,500,000CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$18.5M0.51%106,000CommonSOLE
G8726X106TNKTEEKAY TANKERS LTD$18.3M0.50%250,000CommonSOLE
11271J107BNBROOKFIELD CORP$18.2M0.50%450,000CommonSOLE
093712107BEBLOOM ENERGY CORP$17.8M0.49%131,500CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$17.3M0.47%963,167CommonSOLE
23804L103DDOGDATADOG INC$17.0M0.46%143,606CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$16.8M0.46%753,200CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC$16.7M0.46%149,266CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$16.4M0.45%90,000CommonSOLE
00182C103ANIPANI PHARMACEUTICALS INC$16.2M0.44%210,768CommonSOLE
466313103JBLJABIL INC$14.6M0.40%55,000CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$14.0M0.38%131,598CommonSOLE
770700102HOODROBINHOOD MKTS INC$13.9M0.38%200,000CommonSOLE
M7516K103NVMINOVA LTD$13.7M0.37%31,615CommonSOLE
10806X102BBIOBRIDGEBIO PHARMA INC$12.7M0.35%171,288CommonSOLE
833445109SNOWSNOWFLAKE INC$12.7M0.35%84,043CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$12.5M0.34%126,540CALLSOLE
25402D102DOCNDIGITALOCEAN HLDGS INC$11.1M0.30%129,943CommonSOLE
22160N109CSGPCOSTAR GROUP INC$11.1M0.30%275,876CommonSOLE
405024100HAEHAEMONETICS CORP MASS$10.8M0.30%192,314CommonSOLE
451107106IDAIDACORP INC$10.7M0.29%75,000CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$10.3M0.28%483,771CommonSOLE
387328107GVAGRANITE CONSTR INC$10.3M0.28%85,785CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$10.3M0.28%683,024CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$9.7M0.27%150,838CommonSOLE
11135F101AVGOBROADCOM INC$9.7M0.26%31,221CommonSOLE
44952J104CRGYCRESCENT ENERGY COMPANY$9.5M0.26%700,427CommonSOLE
10316T104BOXBOX INC$8.7M0.24%369,203CommonSOLE
192576106COHUCOHU INC$8.3M0.23%272,150CommonSOLE
037833100AAPLAPPLE INC$8.1M0.22%31,829CommonSOLE
204166102CVLTCOMMVAULT SYS INC$8.0M0.22%102,777CommonSOLE
92859G608VZLAVIZSLA SILVER CORP$8.0M0.22%2,419,862CommonSOLE
101121101BXPBXP INC$7.7M0.21%149,015CommonSOLE
724479100PBIPITNEY BOWES INC$7.7M0.21%692,308CommonSOLE
59001A102MTHMERITAGE HOMES CORP$7.5M0.21%121,631CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$7.5M0.21%174,100CommonSOLE
18915M107NETCLOUDFLARE INC$7.4M0.20%33,357CALLSOLE
18915M107NETCLOUDFLARE INC$6.9M0.19%33,357CommonSOLE
01877R108ARLPALLIANCE RESOURCE PARTNERS L$6.8M0.19%247,000CommonSOLE
713448108PEPPEPSICO INC$6.3M0.17%40,380CommonSOLE
816850101SMTCSEMTECH CORP$6.2M0.17%81,145CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$5.9M0.16%15,000PUTSOLE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$5.5M0.15%107,295CommonSOLE
532206109LIFLIFE360 INC$5.5M0.15%133,533CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$5.4M0.15%88,211CommonSOLE
Q4982L109IRENIREN LIMITED$5.1M0.14%1,103,528PUTSOLE
297178105ESSESSEX PPTY TR INC$4.9M0.13%20,217CommonSOLE
912932100UNITUNITI GROUP LLC$4.7M0.13%505,246CommonSOLE
92189F676SMHVANECK ETF TRUST$4.7M0.13%12,300CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$4.6M0.13%1,498,798PUTSOLE
83406F102SOFISOFI TECHNOLOGIES INC$4.5M0.12%1,498,798CALLSOLE
550021109LULULULULEMON ATHLETICA INC$4.2M0.12%27,515CommonSOLE
G1757E113CMCLCALEDONIA MNG CORP$4.0M0.11%177,134CommonSOLE
02079K107GOOGALPHABET INC$4.0M0.11%108,635CALLSOLE
532457108LLYELI LILLY & CO$3.9M0.11%4,200CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$3.5M0.10%12,000CommonSOLE
958102105WDCWESTERN DIGITAL CORP$3.4M0.09%12,676CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$3.3M0.09%75,000CommonSOLE
98980G102ZSZSCALER INC$3.3M0.09%2,504CALLSOLE
63900P608NRPNATURAL RESOURCE PARTNERS LP$3.1M0.08%25,400CommonSOLE
92538J106VERXVERTEX INC$3.1M0.08%257,927CommonSOLE
875372203TNDMTANDEM DIABETES CARE INC$3.0M0.08%157,362CommonSOLE
009066101ABNBAIRBNB INC$3.0M0.08%23,598CommonSOLE
565788106MARAMARA HOLDINGS INC$2.8M0.08%347,198CommonSOLE
34379V103FLNCFLUENCE ENERGY INC$2.6M0.07%190,794CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$2.5M0.07%784,675CommonSOLE
78573L106SBRASABRA HEALTH CARE REIT INC$2.4M0.07%126,500CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$2.4M0.06%6,032CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.3M0.06%15,000CommonSOLE
464287457SHYISHARES TR$2.1M0.06%25,888CommonSOLE
285512109EAELECTRONIC ARTS INC$2.0M0.06%10,000CommonSOLE
53115L104LBRTLIBERTY ENERGY INC$1.9M0.05%67,200CommonSOLE
18452B209CLSKCLEANSPARK INC$1.9M0.05%47,857CALLSOLE
19260Q107COINCOINBASE GLOBAL INC$1.8M0.05%106,000PUTSOLE
75134P600METCRAMACO RES INC$1.6M0.04%102,180CommonSOLE
126408103CSXCSX CORP$1.6M0.04%37,991CommonSOLE
64119V303NTSTNETSTREIT CORP$1.4M0.04%77,000CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.4M0.04%50,000CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$1.1M0.03%11,100CommonSOLE
18452B209CLSKCLEANSPARK INC$1.0M0.03%47,857PUTSOLE
11135F101AVGOBROADCOM INC$993,5060.03%31,221CALLSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$950,0040.03%4,950CommonSOLE
92189F106GDXVANECK ETF TRUST$922,3800.03%10,051CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$911,1040.02%12,800CommonSOLE
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$847,0440.02%27,900CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$838,7720.02%6,032PUTSOLE
19260Q107COINCOINBASE GLOBAL INC$821,1610.02%106,000CALLSOLE
958102105WDCWESTERN DIGITAL CORP$801,3140.02%12,676PUTSOLE
81369Y803XLKSELECT SECTOR SPDR TR$730,9500.02%5,500CommonSOLE
093712107BEBLOOM ENERGY CORP$695,1490.02%131,500CALLSOLE
Q4982L109IRENIREN LIMITED$668,7720.02%1,103,528CALLSOLE
093712107BEBLOOM ENERGY CORP$612,7440.02%131,500PUTSOLE
37045V100GMGENERAL MTRS CO$599,7250.02%8,050CommonSOLE
166764100CVXCHEVRON CORPORATION$558,6620.02%334CALLSOLE
042068205ARMARM HOLDINGS PLC$433,5680.01%2,866CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$428,1710.01%1,210CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$427,3020.01%4,314CommonSOLE
18915M107NETCLOUDFLARE INC$403,8120.01%33,357PUTSOLE
722304102PDDPDD HOLDINGS INC$402,8960.01%3,943CommonSOLE
882508104TXNTEXAS INSTRS INC$393,3280.01%2,026CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$390,1770.01%1,982CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$388,1390.01%355CommonSOLE
82509L107SHOPSHOPIFY INC$385,2780.01%3,248CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$383,2620.01%1,884CommonSOLE
458140100INTCINTEL CORP$381,5040.01%8,645CommonSOLE
34959E109FTNTFORTINET INC$380,7330.01%4,659CommonSOLE
N07059210ASMLASML HLDG NV$380,3990.01%288CommonSOLE
747525103QCOMQUALCOMM INC$376,0380.01%2,920CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$374,8490.01%6,110CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$373,2250.01%2,328CommonSOLE
00724F101ADBEADOBE INC$371,4260.01%1,528CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$371,2340.01%1,336CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$368,1870.01%2,517CommonSOLE
052769106ADSKAUTODESK INC$366,2820.01%1,530CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$365,2290.01%4,059CommonSOLE
25809K105DASHDOORDASH INC$363,5130.01%2,421CommonSOLE
038222105AMATAPPLIED MATLS INC$362,9810.01%1,062CommonSOLE
98138H101WDAYWORKDAY INC$362,3470.01%2,789CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$362,3000.01%928CommonSOLE
461202103INTUINTUIT$360,1730.01%833CommonSOLE
037833100AAPLAPPLE INC$358,8400.01%31,829CALLSOLE
81369Y704XLISELECT SECTOR SPDR TR$355,8060.01%2,200CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$354,7870.01%7,100CommonSOLE
98980G102ZSZSCALER INC$351,2860.01%2,504CommonSOLE
049468101TEAMATLASSIAN CORPORATION$351,0780.01%5,144CommonSOLE
594972408MSTRSTRATEGY INC$348,9410.01%2,796CommonSOLE
03831W108APPAPPLOVIN CORP$341,0860.01%857CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$287,0890.01%126,540PUTSOLE
931142103WMTWALMART INC$161,0540.00%467CALLSOLE
037833100AAPLAPPLE INC$108,7350.00%31,829PUTSOLE
717081103PFEPFIZER INC$93,6110.00%22,213CALLSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$76,5300.00%15,000CALLSOLE
166764100CVXCHEVRON CORPORATION$69,1050.00%334CommonSOLE
11135F101AVGOBROADCOM INC$68,2790.00%31,221PUTSOLE
931142103WMTWALMART INC$58,0390.00%467CommonSOLE
931142103WMTWALMART INC$49,2620.00%467PUTSOLE
166764100CVXCHEVRON CORPORATION$37,2210.00%334PUTSOLE
717081103PFEPFIZER INC$22,0980.00%22,213PUTSOLE
02079K107GOOGALPHABET INC$10,2200.00%108,635PUTSOLE
773121108RKLBROCKET LAB CORP$2,3470.00%1,179,373CALLSOLE
81369Y506XLESELECT SECTOR SPDR TR$6200.00%88,211PUTSOLE

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.