Mizuho Markets Cayman LP Portfolio Holdings by Sector

Mizuho Markets Cayman LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$6.55 Million 33.71% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology MU INTC AMD AMD AMD MU 6 stocks	$3.54 Million 18.22% of portfolio	3	3	1	-	1 Calls 2 Puts
Consumer Electronics \| Technology AAPL AAPL 2 stocks	$2.23 Million 11.48% of portfolio	2	-	-	-	0 Calls 1 Puts
Auto Manufacturers \| Consumer Cyclical TSLA TSLA 2 stocks	$1.94 Million 9.99% of portfolio	2	-	-	-	1 Calls 0 Puts
Software—Infrastructure \| Technology CRWD ADBE MSFT 3 stocks	$1.29 Million 6.64% of portfolio	1	2	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$982,973 5.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$848,547 4.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET SMCI 2 stocks	$602,258 3.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Solar \| Technology ENPH 1 stocks	$576,741 2.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ILMN 1 stocks	$282,729 1.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM JPM 2 stocks	$205,887 1.06% of portfolio	-	2	-	-	0 Calls 1 Puts
Software—Application \| Technology CRM 1 stocks	$201,451 1.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS MS 2 stocks	$180,526 0.93% of portfolio	-	2	-	-	1 Calls 1 Puts

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