Mizuho Markets Cayman LP Hedge Fund

CIK: 0001803149 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 28, 2022

Total Value ($000): $902,401 (100.0% shares, 0.0% debt)

Holdings (96)

BABA ALIBABA GROUP HLDG LTD 16.8%
Value ($000) $151,815 Shares 1,135,638 Est. Cost $153.69 Unrealized
BABA ALIBABA GROUP HLDG LTD 14.3%
Value ($000) $129,099 Shares 1,135,638 Est. Cost $153.69 Unrealized
NVDA NVIDIA CORPORATION 8.5%
Value ($000) $76,376 Shares 503,836 Est. Cost $23.04 Unrealized -18.2%
AMZN AMAZON COM INC 6.2%
Value ($000) $56,016 Shares 527,411 Est. Cost $125.90 Unrealized -0.6%
AMD ADVANCED MICRO DEVICES INC 5.6%
Value ($000) $50,503 Shares 660,426 Est. Cost $101.23 Unrealized -7.5%
ZM ZOOM VIDEO COMMUNICATIONS IN 4.1%
Value ($000) $36,734 Shares 340,224 Est. Cost $261.08 Unrealized -59.6%
XYZ BLOCK INC 3.3%
Value ($000) $30,135 Shares 490,326 Est. Cost $91.37 Unrealized 0.0%
AMZN AMAZON COM INC 3.2%
Value ($000) $28,442 Shares 527,411 Est. Cost $125.90 Unrealized -0.6%
XYZ BLOCK INC 3.1%
Value ($000) $27,852 Shares 490,326 Est. Cost $91.37 Unrealized 0.0%
AMAT APPLIED MATLS INC 2.6%
Value ($000) $23,306 Shares 256,167 Est. Cost $123.55 Unrealized -14.1%
META META PLATFORMS INC 2.4%
Value ($000) $21,892 Shares 135,762 Est. Cost $313.55 Unrealized -38.9%
CRWD CROWDSTRIKE HLDGS INC 2.2%
Value ($000) $20,027 Shares 118,812 Est. Cost $185.20 Unrealized -2.2%
PYPL PAYPAL HLDGS INC 2.1%
Value ($000) $18,604 Shares 266,377 Est. Cost $132.93 Unrealized -34.9%
NFLX NETFLIX INC 2.0%
Value ($000) $17,729 Shares 28,506 Est. Cost $22.17 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 1.8%
Value ($000) $16,622 Shares 812,426 Est. Cost $37.11 Unrealized -28.5%
MU MICRON TECHNOLOGY INC 1.8%
Value ($000) $16,382 Shares 176,332 Est. Cost $83.39 Unrealized -20.2%
TSLA TESLA INC 1.1%
Value ($000) $10,132 Shares 15,045 Est. Cost $266.08 Unrealized +2.6%
ZM ZOOM VIDEO COMMUNICATIONS IN 1.1%
Value ($000) $10,117 Shares 340,224 Est. Cost $261.08 Unrealized -59.6%
CRWD CROWDSTRIKE HLDGS INC 1.1%
Value ($000) $10,053 Shares 118,812 Est. Cost $185.20 Unrealized -2.2%
MU MICRON TECHNOLOGY INC 1.1%
Value ($000) $9,748 Shares 176,332 Est. Cost $83.39 Unrealized -20.2%
CRM SALESFORCE INC 1.1%
Value ($000) $9,622 Shares 58,304 Est. Cost $240.57 Unrealized -27.4%
SPY SPDR S&P 500 ETF TR 0.9%
Value ($000) $8,465 Shares 53,851 Est. Cost $393.30 Unrealized
AAPL APPLE INC 0.7%
Value ($000) $6,588 Shares 10,140 Est. Cost $118.62 Unrealized +25.3%
NOW SERVICENOW INC 0.7%
Value ($000) $6,470 Shares 13,606 Est. Cost $119.70 Unrealized -20.4%
DDD 3-D SYS CORP DEL 0.7%
Value ($000) $5,963 Shares 614,710 Est. Cost $24.42 Unrealized -52.2%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $5,733 Shares 18,171 Est. Cost $322.39 Unrealized +4.6%
META META PLATFORMS INC 0.6%
Value ($000) $5,532 Shares 135,762 Est. Cost $313.55 Unrealized -38.9%
DIS DISNEY WALT CO 0.6%
Value ($000) $5,128 Shares 54,320 Est. Cost $149.97 Unrealized -27.7%
NFLX NETFLIX INC 0.6%
Value ($000) $4,985 Shares 28,506 Est. Cost $22.17 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.5%
Value ($000) $4,774 Shares 1,135,638 Est. Cost $153.69 Unrealized
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $4,460 Shares 812,426 Est. Cost $37.11 Unrealized -28.5%
AVGO BROADCOM INC 0.5%
Value ($000) $4,459 Shares 9,178 Est. Cost $38.07 Unrealized +37.6%
CRM SALESFORCE INC 0.5%
Value ($000) $4,254 Shares 58,304 Est. Cost $240.57 Unrealized -27.4%
PYPL PAYPAL HLDGS INC 0.5%
Value ($000) $4,180 Shares 266,377 Est. Cost $132.93 Unrealized -34.9%
INTC INTEL CORP 0.4%
Value ($000) $3,422 Shares 91,471 Est. Cost $46.35 Unrealized -12.4%
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $3,295 Shares 13,921 Est. Cost $608.48 Unrealized -49.5%
MSFT MICROSOFT CORP 0.3%
Value ($000) $2,943 Shares 287 Est. Cost $287.91 Unrealized -8.5%
GOOGL ALPHABET INC 0.3%
Value ($000) $2,822 Shares 1,295 Est. Cost $95.41 Unrealized +22.5%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $2,647 Shares 660,426 Est. Cost $101.23 Unrealized -7.5%
MS MORGAN STANLEY 0.3%
Value ($000) $2,587 Shares 34,008 Est. Cost $85.42 Unrealized -15.2%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $2,565 Shares 9,152 Est. Cost $283.49 Unrealized
ALB ALBEMARLE CORP 0.3%
Value ($000) $2,350 Shares 11,244 Est. Cost $224.52 Unrealized -5.4%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,339 Shares 20,767 Est. Cost $133.71 Unrealized -15.5%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $2,273 Shares 6,210 Est. Cost $544.29 Unrealized -25.2%
CCL CARNIVAL CORP 0.2%
Value ($000) $2,200 Shares 254,303 Est. Cost $14.68 Unrealized 0.0%
ILMN ILLUMINA INC 0.2%
Value ($000) $2,024 Shares 10,980 Est. Cost $443.92 Unrealized -42.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,941 Shares 10,858 Est. Cost $197.29 Unrealized 0.0%
V VISA INC 0.2%
Value ($000) $1,894 Shares 9,619 Est. Cost $199.96 Unrealized +0.6%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $1,632 Shares 933 Est. Cost $2183.85 Unrealized -3.9%
CCL CARNIVAL CORP 0.2%
Value ($000) $1,591 Shares 254,303 Est. Cost $14.68 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,488 Shares 17,371 Est. Cost $69.21 Unrealized +15.0%
AAPL APPLE INC 0.2%
Value ($000) $1,386 Shares 10,140 Est. Cost $118.62 Unrealized +25.3%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,292 Shares 503,836 Est. Cost $23.04 Unrealized -18.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,077 Shares 8,430 Est. Cost $150.97 Unrealized -17.3%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,045 Shares 115,225 Est. Cost $10.75 Unrealized -8.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,029 Shares 9,152 Est. Cost $283.49 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1,016 Shares 115,225 Est. Cost $10.75 Unrealized -8.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $965 Shares 15,279 Est. Cost $72.56 Unrealized -9.7%
SVB FINANCIAL GROUP 0.1%
Value ($000) $963 Shares 2,439 Est. Cost $523.04 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $955 Shares 91,471 Est. Cost $46.35 Unrealized -12.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $839 Shares 2,825 Est. Cost $287.13 Unrealized -1.2%
SPLUNK INC 0.1%
Value ($000) $814 Shares 9,205 Est. Cost $148.25 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $802 Shares 340,224 Est. Cost $261.08 Unrealized -59.6%
TWITTER INC 0.1%
Value ($000) $763 Shares 20,397 Est. Cost $44.06 Unrealized
MMM 3M CO 0.1%
Value ($000) $717 Shares 5,537 Est. Cost $118.72 Unrealized -11.4%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $635 Shares 21,709 Est. Cost $37.93 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value ($000) $601 Shares 135,762 Est. Cost $313.55 Unrealized -38.9%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $547 Shares 503,836 Est. Cost $23.04 Unrealized -18.2%
APTIV PLC 0.1%
Value ($000) $525 Shares 5,891 Est. Cost $124.02 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $413 Shares 15,045 Est. Cost $266.08 Unrealized +2.6%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $384 Shares 20,767 Est. Cost $133.71 Unrealized -15.5%
KO COCA COLA CO 0.0%
Value ($000) $366 Shares 5,818 Est. Cost $47.94 Unrealized +18.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $307 Shares 2,825 Est. Cost $287.13 Unrealized -1.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $295 Shares 2,130 Est. Cost $157.56 Unrealized 0.0%
XYZ BLOCK INC 0.0%
Value ($000) $283 Shares 490,326 Est. Cost $91.37 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $243 Shares 11,593 Est. Cost $14.91 Unrealized +9.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $225 Shares 1,122 Est. Cost $234.60 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value ($000) $223 Shares 10,140 Est. Cost $118.62 Unrealized +25.3%
BED BATH & BEYOND INC 0.0%
Value ($000) $217 Shares 43,704 Est. Cost $9.26 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $204 Shares 2,633 Est. Cost $78.47 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $195 Shares 660,426 Est. Cost $101.23 Unrealized -7.5%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $185 Shares 17,371 Est. Cost $69.21 Unrealized +15.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $143 Shares 53,851 Est. Cost $393.30 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $142 Shares 176,332 Est. Cost $83.39 Unrealized -20.2%
MSFT MICROSOFT CORP 0.0%
Value ($000) $110 Shares 287 Est. Cost $287.91 Unrealized -8.5%
NFLX NETFLIX INC 0.0%
Value ($000) $77 Shares 28,506 Est. Cost $22.17 Unrealized 0.0%
MS MORGAN STANLEY 0.0%
Value ($000) $54 Shares 34,008 Est. Cost $85.42 Unrealized -15.2%
AMZN AMAZON COM INC 0.0%
Value ($000) $34 Shares 527,411 Est. Cost $125.90 Unrealized -0.6%
INTC INTEL CORP 0.0%
Value ($000) $33 Shares 91,471 Est. Cost $46.35 Unrealized -12.4%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $33 Shares 256,167 Est. Cost $123.55 Unrealized -14.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $22 Shares 54,320 Est. Cost $149.97 Unrealized -27.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $14 Shares 266,377 Est. Cost $132.93 Unrealized -34.9%
DIS DISNEY WALT CO 0.0%
Value ($000) $9 Shares 54,320 Est. Cost $149.97 Unrealized -27.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $5 Shares 256,167 Est. Cost $123.55 Unrealized -14.1%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $3 Shares 20,767 Est. Cost $133.71 Unrealized -15.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 812,426 Est. Cost $37.11 Unrealized -28.5%