MIZUHO MARKETS AMERICAS LLC Last Quarter Change: USA Stocks, Sold Out

MIZUHO MARKETS AMERICAS LLC quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MIZUHO MARKETS AMERICAS LLC opened 51 positions, added to 53, reduced 56, sold out of 24 and left 12 unchanged. The largest increase in value was SYY (+$410,853,203); the largest decrease was HONZZZZ (-$157,881,955).

HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 698,500; Shares 2026-06-30 0.
VICI: Country of operation United States; Class COM; Shares 2026-03-31 3,966,900; Shares 2026-06-30 0.
DXCM: Country of operation United States; Class COM; Shares 2026-03-31 800,000; Shares 2026-06-30 0.
BAC: Country of operation United States; Class COM; Shares 2026-03-31 728,500; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1825516): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
HONZZZZ HONEYWELL INTL INC		COM	698,500	-698,500	$157,881,955	$0	-$157,881,955
VICI VICI PPTYS INC	United States	COM	3,966,900	-3,966,900	$108,375,708	$0	-$108,375,708
DXCM DEXCOM INC	United States	COM	800,000	-800,000	$50,240,000	$0	-$50,240,000
BAC BANK AMERICA CORP	United States	COM	728,500	-728,500	$35,514,375	$0	-$35,514,375
UNH UNITEDHEALTH GROUP INC	United States	COM	75,000	-75,000	$20,294,250	$0	-$20,294,250
WFC WELLS FARGO & CO	United States	COM	240,000	-240,000	$19,106,400	$0	-$19,106,400
TNK TEEKAY TANKERS LTD		CL A	250,000	-250,000	$18,330,000	$0	-$18,330,000
VSH VISHAY INTERTECHNOLOGY INC	United States	COM	963,167	-963,167	$17,337,006	$0	-$17,337,006
COF CAPITAL ONE FINL CORP	United States	COM	90,000	-90,000	$16,418,700	$0	-$16,418,700
JBL JABIL INC	United States	COM	55,000	-55,000	$14,609,650	$0	-$14,609,650
DOCN DIGITALOCEAN HLDGS INC	United States	COM	129,943	-129,943	$11,146,511	$0	-$11,146,511
CSGP COSTAR GROUP INC	United States	COM	275,876	-275,876	$11,128,838	$0	-$11,128,838
IDA IDACORP INC	United States	COM	75,000	-75,000	$10,722,750	$0	-$10,722,750
GVA GRANITE CONSTR INC	United States	COM	85,785	-85,785	$10,283,906	$0	-$10,283,906
PEP PEPSICO INC	United States	COM	40,380	-40,380	$6,270,610	$0	-$6,270,610
LLY ELI LILLY & CO	United States	COM	4,200	-4,200	$3,863,034	$0	-$3,863,034
ABNB AIRBNB INC	United States	COM CL A	23,598	-23,598	$2,979,955	$0	-$2,979,955
GEHC GE HEALTHCARE TECHNOLOGIES I	United States	COMMON STOCK	12,800	-12,800	$911,104	$0	-$911,104
CTSH COGNIZANT TECHNOLOGY SOLUTIO	United States	CL A	6,110	-6,110	$374,849	$0	-$374,849
TRIXXXX THOMSON REUTERS CORP		COM	4,059	-4,059	$365,229	$0	-$365,229
ZS ZSCALER INC	United States	COM	2,504	-2,504	$351,286	$0	-$351,286
TEAM ATLASSIAN CORPORATION		CL A	5,144	-5,144	$351,078	$0	-$351,078
MSTR STRATEGY INC	United States	CL A NEW	2,796	-2,796	$348,941	$0	-$348,941
WMT WALMART INC	United States	COM	467	-467	$58,039	$0	-$58,039

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