Funds › Mizuho Markets Americas LLC
Mizuho Markets Americas LLC
13F for Q3 2026, filed Nov 9, 2026. 230 positions worth $6.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$6.8B
+$451.3M (7.1%) vs Q2 2026
Positions
230
187 in Q2 2026
Top 10 share
37.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MRVL Marvell Technology, Inc. | 2.33M | $615.3M | 9.0% | +342% | 13F ↗ |
| 2 | SYY Sysco Corporation | 4.88M | $380.5M | 5.6% | -0.7% | 13F ↗ |
| 3 | iShares Tr Core S&P500 Etf | 469,056 | $359.2M | 5.3% | +101% | 13F ↗ |
| 4 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 271,141 | $206.8M | 3.0% | -43.5% | 13F ↗ |
| 5 | GOOGL Alphabet Inc. Class A | 575,671 | $198.1M | 2.9% | +113% | 13F ↗ |
| 6 | NCLH Norwegian Cruise Line Holdings Ltd. | 13.19M | $193.4M | 2.8% | +15.9% | 13F ↗ |
| 7 | OTIS Otis Worldwide Corporation | 2.58M | $165.8M | 2.4% | +5611% | 13F ↗ |
| 8 | RIOT Riot Platforms, Inc. | 7.84M | $158.0M | 2.3% | +52.5% | 13F ↗ |
| 9 | ET Energy Transfer LP · Com Ut Ltd Ptn | 7.22M | $142.7M | 2.1% | +7.7% | 13F ↗ |
| 10 | WYNN Wynn Resorts, Limited | 1.65M | $130.7M | 1.9% | New | 13F ↗ |
| 11 | NEE NextEra Energy, Inc. | 1.67M | $126.2M | 1.8% | +222% | 13F ↗ |
| 12 | FDXF FedEx Freight Holding Company, Inc. | 1.08M | $118.4M | 1.7% | +19.2% | 13F ↗ |
| 13 | VTR Ventas, Inc. | 1.35M | $114.4M | 1.7% | +758% | 13F ↗ |
| 14 | SNOW Snowflake Inc. | 301,371 | $102.3M | 1.5% | +28.6% | 13F ↗ |
| 15 | TSLA Tesla, Inc. | 258,701 | $91.8M | 1.3% | -45.3% | 13F ↗ |
| 16 | RKLB Rocket Lab Corporation | 1.26M | $87.7M | 1.3% | +5.2% | 13F ↗ |
| 17 | NSC Norfolk Southern Corporation | 270,015 | $83.4M | 1.2% | +22.2% | 13F ↗ |
| 18 | D Dominion Energy, Inc. | 1.32M | $79.8M | 1.2% | +5.6% | 13F ↗ |
| 19 | AMD Advanced Micro Devices, Inc. | 118,921 | $72.8M | 1.1% | +4064% | 13F ↗ |
| 20 | WDC Western Digital Corporation | 144,691 | $65.8M | 1.0% | +1871% | 13F ↗ |
| 21 | NI NiSource Inc | 1.60M | $62.4M | 0.9% | -20.3% | 13F ↗ |
| 22 | WM Waste Management, Inc. | 295,000 | $60.2M | 0.9% | New | 13F ↗ |
| 23 | AWK American Water Works Company, Inc. | 450,900 | $58.4M | 0.9% | +442% | 13F ↗ |
| 24 | DDOG Datadog, Inc. | 213,056 | $58.3M | 0.9% | +21.9% | 13F ↗ |
| 25 | HONA Honeywell Aerospace Inc. | 374,850 | $58.1M | 0.9% | +36.4% | 13F ↗ |
| 26 | CDNS Cadence Design Systems, Inc. | 172,744 | $57.0M | 0.8% | +19620% | 13F ↗ |
| 27 | EXC Exelon Corporation | 1.35M | $54.4M | 0.8% | +38.7% | 13F ↗ |
| 28 | CAR Avis Budget Group, Inc. | 500,000 | $53.3M | 0.8% | Unchanged | 13F ↗ |
| 29 | KVUE Kenvue Inc | 3.02M | $53.3M | 0.8% | +433% | 13F ↗ |
| 30 | AMAT Applied Materials, Inc. | 100,550 | $51.4M | 0.8% | +13674% | 13F ↗ |
| 31 | HALO Halozyme Therapeutics, Inc. | 445,808 | $49.2M | 0.7% | +13.4% | 13F ↗ |
| 32 | NEOG Neogen Corporation | 3.75M | $48.0M | 0.7% | -11.8% | 13F ↗ |
| 33 | QCOM QUALCOMM Incorporated | 251,479 | $46.3M | 0.7% | +19126% | 13F ↗ |
| 34 | JPM JPMorgan Chase & Co. | 138,927 | $46.0M | 0.7% | +172% | 13F ↗ |
| 35 | V Visa Inc. | 120,000 | $43.1M | 0.6% | Unchanged | 13F ↗ |
| 36 | WPC W. P. Carey Inc. REIT | 663,100 | $42.9M | 0.6% | +262% | 13F ↗ |
| 37 | BE Bloom Energy Corporation | 150,877 | $41.8M | 0.6% | +11.9% | 13F ↗ |
| 38 | FLUT Flutter Entertainment plc | 509,497 | $38.0M | 0.6% | -0.9% | 13F ↗ |
| 39 | AMGN Amgen Inc. | 88,250 | $37.2M | 0.5% | New | 13F ↗ |
| 40 | LYV Live Nation Entertainment, Inc. | 215,522 | $36.5M | 0.5% | -50.4% | 13F ↗ |
| 41 | ALLE Allegion plc | 237,100 | $36.5M | 0.5% | New | 13F ↗ |
| 42 | DAL Delta Air Lines, Inc. | 424,700 | $35.4M | 0.5% | New | 13F ↗ |
| 43 | MDLZ Mondelez International, Inc. | 590,000 | $34.1M | 0.5% | New | 13F ↗ |
| 44 | ADP Automatic Data Processing, Inc. | 131,598 | $34.0M | 0.5% | New | 13F ↗ |
| 45 | HAE Haemonetics Corporation | 314,714 | $33.1M | 0.5% | +11.5% | 13F ↗ |
| 46 | CSCO Cisco Systems, Inc. | 307,000 | $33.0M | 0.5% | -31.0% | 13F ↗ |
| 47 | AEE Ameren Corporation | 329,316 | $32.7M | 0.5% | -7.0% | 13F ↗ |
| 48 | SMCI Super Micro Computer, Inc. | 791,836 | $32.5M | 0.5% | +20.0% | 13F ↗ |
| 49 | NVDA NVIDIA Corporation | 142,387 | $32.5M | 0.5% | -41.8% | 13F ↗ |
| 50 | HOOD Robinhood Markets, Inc. | 283,758 | $31.9M | 0.5% | +39.5% | 13F ↗ |
Showing the top 50 of 230 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
72 new, 81 added to, 67 trimmed, 29 exited, 10 unchanged. By estimated dollars.
New positions (72)
| WYNN Wynn Resorts, Limited | 1.65M | New | $130.7M |
| WM Waste Management, Inc. | 295,000 | New | $60.2M |
| AMGN Amgen Inc. | 88,250 | New | $37.2M |
| ALLE Allegion plc | 237,100 | New | $36.5M |
| DAL Delta Air Lines, Inc. | 424,700 | New | $35.4M |
| MDLZ Mondelez International, Inc. | 590,000 | New | $34.1M |
| ADP Automatic Data Processing, Inc. | 131,598 | New | $34.0M |
| XOM ExxonMobil Holdings Corporation | 182,154 | New | $29.6M |
| DE Deere & Company | 40,000 | New | $26.9M |
| O Realty Income Corporation | 376,175 | New | $20.4M |
Added to (81)
| MRVL Marvell Technology, Inc. | 2.33M | +342% | $476.1M |
| iShares Tr Core S&P500 Etf | 469,056 | +101% | $180.5M |
| OTIS Otis Worldwide Corporation | 2.58M | +5611% | $162.9M |
| GOOGL Alphabet Inc. Class A | 575,671 | +113% | $105.0M |
| VTR Ventas, Inc. | 1.35M | +758% | $101.1M |
| NEE NextEra Energy, Inc. | 1.67M | +222% | $87.0M |
| AMD Advanced Micro Devices, Inc. | 118,921 | +4064% | $71.0M |
| WDC Western Digital Corporation | 144,691 | +1871% | $62.4M |
| CDNS Cadence Design Systems, Inc. | 172,744 | +19620% | $56.7M |
| RIOT Riot Platforms, Inc. | 7.84M | +52.5% | $54.4M |
Trimmed (67)
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 271,141 | -43.5% | -$159.2M |
| KLAC KLA Corporation | 44,147 | -91.0% | -$87.2M |
| TSLA Tesla, Inc. | 258,701 | -45.3% | -$76.0M |
| CZR Caesars Entertainment, Inc. | 1.00M | -70.6% | -$71.2M |
| MSFT Microsoft Corporation | 23,263 | -84.3% | -$64.0M |
| MU Micron Technology, Inc. | 13,196 | -81.9% | -$63.7M |
| ETR Entergy Corporation | 32,900 | -94.9% | -$60.7M |
| AMZN Amazon.com, Inc. | 13,834 | -93.3% | -$47.8M |
| ADI Analog Devices, Inc. | 696 | -99.3% | -$40.7M |
| IREN IREN Limited | 148,191 | -86.8% | -$40.0M |
Exited (29)
| COR Cencora, Inc. | 340,000 | Exited | -$96.2M |
| XEL Xcel Energy Inc. | 885,200 | Exited | -$71.1M |
| GOOG Alphabet Inc. Class C | 163,436 | Exited | -$57.7M |
| FCX Freeport-McMoRan, Inc. | 720,800 | Exited | -$45.3M |
| NET Cloudflare, Inc. | 150,941 | Exited | -$37.0M |
| BRK-B Berkshire Hathaway Inc. Class B | 73,000 | Exited | -$36.5M |
| DLTR Dollar Tree, Inc. | 300,000 | Exited | -$36.3M |
| SRE Sempra | 351,500 | Exited | -$32.6M |
| Webster Financial Corp | 255,000 | Exited | -$19.5M |
| PAX Patria Investments Limited | 1.50M | Exited | -$16.5M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 281 | $6.8B | Current | SEC ↗ |
| Q2 2026 | Jul 24, 2026 | 13F-HR | 234 | $6.4B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 190 | $3.7B | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 173 | $5.2B | Current | SEC ↗ |
| Q3 2025 | Oct 29, 2025 | 13F-HR | 205 | $5.3B | Current | SEC ↗ |
| Q2 2025 | Aug 1, 2025 | 13F-HR | 170 | $3.3B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 202 | $4.9B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer