FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,185.55-0.09%
XLE56.940.13%
STOXX50E5,860.32-0.39%
XLF51.810.75%
FTSE10,321.09-0.56%
IXIC24,850.450.06%
RUT2,787.410.01%
GSPC7,171.560.09%
Temp30.1°C
UV10.4
Feels35°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:10 PM

Institutional Manager · CIK 0001825516

MIZUHO MARKETS AMERICAS LLC

NEW YORK, NY · File #028-20530

Latest AUM
$5.18B
Positions
173
Top-10 Concentration
54.6%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDHONEYWELL INTL INC438516106+1,842,000+$359.4M-$3.1M
EXITEDS&P GLOBAL INC78409V104-595,631-$289.9M$0
REDUCEISHARES TR464287457-3,291,292-$272.6M-$700,035
EXITEDENTERGY CORP NEW29364G103-1,452,900-$135.4M$0
REDUCEPEPSICO INCPEP-806,010-$115.7M+$3.3M
REDUCEGE HEALTHCARE TECHNOLOGIES IGEHC-1,250,700-$102.6M+$22.2M
NEWTESLA INCTSLA+185,000+$83.2M$0
ADDNVIDIA CORPORATIONNVDA+355,000+$66.2M-$29,680
ADDHALOZYME THERAPEUTICS INCHALO+926,526+$62.4M-$2.1M
REDUCEFIDELITY NATL INFORMATION SV31620M106-937,000-$62.3M+$2.4M

Sector Allocation

Technology
17.9%$925.3M
Healthcare
9.7%$503.4M
Industrials
7.2%$372.8M
Real Estate
6.0%$312.4M
Financials
5.5%$284.7M
Consumer Staples
5.4%$280.9M
Utilities
1.6%$82.0M
Energy
0.8%$40.1M
Materials
0.6%$32.6M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1HONEYWELL INTL INC4385161062,042,000$398.4M9.53%
2SPDR S&P 500 ETF TRSPY65,819$346.6M8.29%
3COSTAR GROUP INCCSGP4,416,116$296.9M7.10%
4KENVUE INCKVUE14,153,935$244.2M5.84%
5FIDELITY NATL INFORMATION SV31620M1063,672,169$244.1M5.84%
6ISHARES TR464287200274,220$187.8M4.49%
7GE HEALTHCARE TECHNOLOGIES IGEHC1,958,300$160.6M3.84%
8ISHARES TR4642874571,708,955$141.5M3.39%
9NVIDIA CORPORATIONNVDA726,000$135.4M3.24%
10FEDEX CORPFDX444,262$128.3M3.07%
11SOFI TECHNOLOGIES INCSOFI3,304,230$86.5M2.07%
12ANALOG DEVICES INCADI315,000$85.4M2.04%
13HALOZYME THERAPEUTICS INCHALO1,268,673$85.4M2.04%
14TESLA INCTSLA185,000$83.2M1.99%
15ROCKET LAB CORPRKLB1,157,383$80.7M1.93%
16CENCORA INCCOR224,700$75.9M1.82%
17SPDR S&P 500 ETF TRSPY65,819$75.4M1.80%
18SNOWFLAKE INCSNOW328,668$72.1M1.72%
19META PLATFORMS INCMETA105,000$69.3M1.66%
20LULULEMON ATHLETICA INCLULU277,515$57.7M1.38%