Mizuho Markets Cayman LP — 13F holdings

Mizuho Markets Cayman LP reported 95 holdings worth $2.67B in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. MRVL MARVELL TECHNOLOGY INC — $566M (21.2%)
2. DELL Dell Technologies Inc — $296M (11.1%)
3. IVV ISHARES TR — $206M (7.7%)
4. MSFT MICROSOFT CORP — $199M (7.5%)
5. META META PLATFORMS INC — $196M (7.4%)
6. PANW PALO ALTO NETWORKS INC — $194M (7.3%)
7. ABT ABBOTT LABS — $144M (5.4%)
8. HALO HALOZYME THERAPEUTICS INC — $65.3M (2.5%)
9. TYL TYLER TECHNOLOGIES INC — $57.4M (2.2%)
10. MKSI MKS INC. — $50.3M (1.9%)