Mizuho Markets Cayman LP historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Mizuho Markets Cayman LP opened 297 positions, added to 86, reduced 84 and sold out of 246.
- Q2 2026: Stock GEHC; Country of operation United States; Class COMMON STOCK; Shares before 3,068,500.
- Q2 2026: Stock AMGN; Country of operation United States; Class COM; Shares before 488,970.
- Q2 2026: Stock ADI; Country of operation United States; Class COM; Shares before 472,294.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 880,159.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1803149), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-19); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 3,068,500 | 0 | -3,068,500 | $218,415,830 | $0 | -$218,415,830 | 2026-07-24 |
|---|
| Q2 2026 | AMGN
AMGEN INC | United States | COM | 488,970 | 0 | -488,970 | $172,044,095 | $0 | -$172,044,095 | 2026-07-24 |
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| Q2 2026 | ADI
ANALOG DEVICES INC | United States | COM | 472,294 | 0 | -472,294 | $150,255,613 | $0 | -$150,255,613 | 2026-07-24 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 880,159 | 0 | -880,159 | $149,327,776 | $0 | -$149,327,776 | 2026-07-24 |
|---|
| Q2 2026 | MCHP
MICROCHIP TECHNOLOGY INC. | United States | COM | 1,550,440 | 0 | -1,550,440 | $100,173,928 | $0 | -$100,173,928 | 2026-07-24 |
|---|
| Q2 2026 | NET
CLOUDFLARE INC | United States | CL A COM | 160,000 | 0 | -160,000 | $33,014,400 | $0 | -$33,014,400 | 2026-07-24 |
|---|
| Q2 2026 | APO
APOLLO GLOBAL MGMT INC | United States | COM | 157,189 | 0 | -157,189 | $17,513,998 | $0 | -$17,513,998 | 2026-07-24 |
|---|
| Q2 2026 | SCHW
SCHWAB CHARLES CORP | United States | COM | 179,240 | 0 | -179,240 | $16,844,975 | $0 | -$16,844,975 | 2026-07-24 |
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| Q2 2026 | WELL
WELLTOWER INC | United States | COM | 67,061 | 0 | -67,061 | $13,258,630 | $0 | -$13,258,630 | 2026-07-24 |
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| Q2 2026 | NU
NU HLDGS LTD | | ORD SHS CL A | 772,786 | 0 | -772,786 | $11,104,935 | $0 | -$11,104,935 | 2026-07-24 |
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| Q2 2026 | FCX
FREEPORT MCMORAN INC | United States | CL B | 181,500 | 0 | -181,500 | $10,668,570 | $0 | -$10,668,570 | 2026-07-24 |
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| Q2 2026 | COHR
COHERENT CORP | United States | COM | 44,777 | 0 | -44,777 | $10,666,329 | $0 | -$10,666,329 | 2026-07-24 |
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| Q2 2026 | INTU
INTUIT | United States | COM | 20,787 | 0 | -20,787 | $8,987,883 | $0 | -$8,987,883 | 2026-07-24 |
|---|
| Q2 2026 | AVY
AVERY DENNISON CORP | United States | COM | 50,543 | 0 | -50,543 | $8,727,765 | $0 | -$8,727,765 | 2026-07-24 |
|---|
| Q2 2026 | JBHT
HUNT J B TRANS SVCS INC | United States | COM | 37,202 | 0 | -37,202 | $7,883,104 | $0 | -$7,883,104 | 2026-07-24 |
|---|
| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 136,881 | 0 | -136,881 | $6,871,426 | $0 | -$6,871,426 | 2026-07-24 |
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| Q2 2026 | CSCO
CISCO SYS INC | United States | COM | 60,500 | 0 | -60,500 | $4,694,195 | $0 | -$4,694,195 | 2026-07-24 |
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| Q2 2026 | ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 230,813 | 0 | -230,813 | $4,454,691 | $0 | -$4,454,691 | 2026-07-24 |
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| Q2 2026 | ECL
ECOLAB INC | United States | COM | 15,798 | 0 | -15,798 | $4,202,584 | $0 | -$4,202,584 | 2026-07-24 |
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| Q2 2026 | NTAP
NETAPP INC | United States | COM | 40,860 | 0 | -40,860 | $4,183,655 | $0 | -$4,183,655 | 2026-07-24 |
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| Q2 2026 | WIX
WIX COM LTD | | SHS | 37,448 | 0 | -37,448 | $3,372,941 | $0 | -$3,372,941 | 2026-07-24 |
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| Q2 2026 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 6,436 | 0 | -6,436 | $2,512,679 | $0 | -$2,512,679 | 2026-07-24 |
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| Q2 2026 | RRX
REGAL REXNORD CORPORATION | United States | COM | 11,219 | 0 | -11,219 | $2,100,870 | $0 | -$2,100,870 | 2026-07-24 |
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| Q2 2026 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 7,336 | 0 | -7,336 | $1,490,528 | $0 | -$1,490,528 | 2026-07-24 |
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| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 2,167 | 0 | -2,167 | $670,708 | $0 | -$670,708 | 2026-07-24 |
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| Q2 2026 | ENPH
ENPHASE ENERGY INC | United States | COM | 13,491 | 0 | -13,491 | $510,095 | $0 | -$510,095 | 2026-07-24 |
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| Q2 2026 | DKNG
DRAFTKINGS INC NEW | United States | COM CL A | 13,649 | 0 | -13,649 | $295,091 | $0 | -$295,091 | 2026-07-24 |
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| Q2 2026 | NOW
SERVICENOW INC | United States | COM | 2,665 | 0 | -2,665 | $278,626 | $0 | -$278,626 | 2026-07-24 |
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| Q2 2026 | VLO
VALERO ENERGY CORP | United States | COM | 1,124 | 0 | -1,124 | $277,718 | $0 | -$277,718 | 2026-07-24 |
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| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | 2,600 | 0 | -2,600 | $249,990 | $0 | -$249,990 | 2026-07-24 |
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