Fund Holdings — MIZUHO SECURITIES USA LLC

Total Portfolio Value
$4.24B
Total Bought
$316.09M
Total Sold
$2.20B
Net Transaction
-$1.88B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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TRANSOCEAN INC(RIG)7,287,00010,543,000+3,256,00010,25321,1890.50%+10,936
WORKIVA INC(WK)2,440,00013,931,000+11,491,0002,95513,7460.32%+10,791
CLOUDFLARE INC(NET)16,767,00025,579,000+8,812,00019,70329,7360.70%+10,032
LEGATO MERGER CORP III232,1791,040,563+808,3842,51511,3530.27%+8,838
ROMAN DBDR ACQUISITION CORP
ORD SHS CL A
156,2051,000,000+843,7951,62910,4500.25%+8,821
MOUNTAIN LAKE ACQUISITION CO957,3691,710,141+752,7729,92617,9560.42%+8,030
YORKVILLE ACQUISITION CORP.(MCGA)538,5411,292,253+753,7125,44613,0520.31%+7,606
EXXON MOBIL CORP307,066252,639-54,42735,59542,8631.01%+7,268
ON SEMICONDUCTOR CORP(ON)10,515,00014,754,000+4,239,00012,18518,8530.44%+6,668
JACKSON ACQUISITION CO II(JACS)84,103714,774+630,6718757,4910.18%+6,616
GIGCAPITAL7 CORP
ORD SHS CL A
847,6831,453,030+605,3478,86015,4460.36%+6,586
LAKE SUPERIOR ACQUISITION CO(LKSP)344,940964,587+619,6473,4239,6460.23%+6,223
DRUGS MADE IN AMER ACQUTN CO
ORD SHS
1,433,4832,000,000+566,51714,77120,9000.49%+6,129
VERTIV HOLDINGS CO(VRT)023,127+23,12705,7950.14%+5,795
CANTOR EQUITY PARTNERS III I
SHS CL A
556,6381,109,397+552,7595,65211,3710.27%+5,719
NEXTERA ENERGY INC(NEE)0100,000+100,00005,5830.13%+5,583
RF ACQUISITION CORP II(RFAI)229,362732,379+503,0172,4437,9680.19%+5,526
RAMACO RES INC(METC)1,500,0008,925,000+7,425,0001,1646,6730.16%+5,509
TETRA TECH INC NEW(TTEK)1,719,0006,848,000+5,129,0001,8847,2010.17%+5,317
DIGITAL ASSET ACQUISITION CO(DAAQ)10,527531,384+520,8571075,4200.13%+5,313
SC II ACQUISITION CORP(SCII)0520,817+520,81705,1610.12%+5,161
HARVARD AVE ACQUISITION CORP(HAVA)340,860540,846+199,9865125,3810.13%+4,870
SPACSPHERE ACQUISITION CORP(SSAC)0491,508+491,50804,8410.11%+4,841
ARMADA ACQUISITION CORP II(XRPN)0458,272+458,27204,6740.11%+4,674
FLUOR CORP(FLR)851,0004,508,000+3,657,0009885,4840.13%+4,497
RIVIAN AUTOMOTIVE INC(RIVN)04,139,000+4,139,00004,4230.10%+4,423
ALBEMARLE CORP135,500165,500+30,0007,71411,7660.28%+4,052
DYNAMIX CORP(DYNC)113,630500,276+386,6461,1705,2030.12%+4,033
FUTURE MONEY ACQUISITION COR
UNIT 03/16/2031
0400,000+400,00003,9880.09%+3,988
APEX TECH ACQUISITION INC(TRAD)0400,000+400,00003,9800.09%+3,980
GLOBA TERRA ACQUISITION COR
CL A ORD SHS
1,127,4331,497,896+370,46311,24615,2040.36%+3,957
WEC ENERGY GROUP INC(WEC)31,000,00032,754,000+1,754,00035,30939,2620.93%+3,952
K2 CAP ACQUISITION CORP
ORD SHS CL A
0380,640+380,64003,7300.09%+3,730
XFLH CAP CORP
ORD SHS
0375,285+375,28503,6780.09%+3,678
MICRON TECHNOLOGY INC(MU)81,73168,042-13,68919,33422,9870.54%+3,653
CLEARTHINK 1 ACQUISITION COR
UNIT 01/26/2031
0351,056+351,05603,4750.08%+3,475
SANDISK CORP(SNDK)10,1378,923-1,2142,2655,6690.13%+3,404
CIENA CORP(CIEN)08,515+8,51503,3060.08%+3,306
GIGCAPITAL9 CORP(GIX)0332,355+332,35503,2470.08%+3,247
CENTURION ACQUISITION CORP(ALF)1,078,2271,363,111+284,88411,41714,6130.34%+3,195
WHITE PEARL ACQUISITION CORP(WPAC)0309,860+309,86003,0370.07%+3,037
LUMENTUM HLDGS INC(LITE)04,316+4,31603,0330.07%+3,033
GALAXYEDGE ACQUISITION CORP(GLED)0304,080+304,08003,0260.07%+3,026
MCKINLEY ACQUISITION CORP(MKLY)402,454699,150+296,6964,0086,9920.16%+2,983
PPL CAP FDG INC(PPL)02,512,000+2,512,00002,9370.07%+2,937
DT CLOUD STAR ACQUISITION CO(DTSQ)45,225308,995+263,7704773,3680.08%+2,891
CROWN RESV ACQUISITION CORP
ORD SHS CL A
688,858784,219+95,3615,1027,8420.18%+2,740
HENNESSY CAP INVT CORP VII
ORD SHS CL A
0263,595+263,59502,7020.06%+2,702
COHERENT CORP(COHR)011,334+11,33402,7000.06%+2,700
NEWBRIDGE ACQUISITION LTD(NBRG)0266,848+266,84802,6280.06%+2,628
CHEVRON CORPORATION(CVX)137,815113,323-24,49220,82823,4470.55%+2,619
MELAR ACQUISITION CORP. I
SHS CL A
1,027,2741,250,727+223,45310,81713,4080.32%+2,591
PLUM ACQUISITION CORP IV(PLMK)375,000603,467+228,4673,8846,3670.15%+2,483
GE VERNOVA INC(GEV)19,75616,294-3,46211,84914,2230.34%+2,374
WEC ENERGY GROUP INC(WEC)01,920,000+1,920,00002,3610.06%+2,361
BLUEPORT ACQUISITION LTD(BPAC)0229,444+229,44402,2780.05%+2,278
RF ACQUISITION CORP III(RFAM)0225,541+225,54102,1990.05%+2,199
TAVIA ACQUISITION CORP(TAVI)305,648509,125+203,4773,1485,3310.13%+2,182
PINNACLE WEST CAP CORP(PNW)3,500,0005,179,000+1,679,0003,7325,8990.14%+2,166
MILUNA ACQUISITION CORP(MMTX)139,493314,913+175,4209873,1180.07%+2,131
BHAV ACQUISITION CORP(BHAV)0200,000+200,00001,9900.05%+1,990
D. BORAL ARC ACQ I CORP.
SHS CL A
207,537400,505+192,9682,0794,0250.09%+1,946
SILVERBOX CORP IV(SBXD)1,645,6731,796,947+151,27417,29619,1730.45%+1,877
SOULPOWER ACQUISITION CORP(SOUL)358,686539,785+181,0993,6355,5060.13%+1,870
LAM RESEARCH CORP(LRCX)91,45675,494-15,96214,26716,1300.38%+1,863
RANGE CAP ACQUISITION CORP
ORD SHS
225,000400,771+175,7712,3364,1720.10%+1,837
ANDRETTI ACQUISITION CORP II(POLE)506,798670,875+164,0775,3107,1180.17%+1,808
CONOCOPHILLIPS(COP)89,97774,067-15,9107,9809,7770.23%+1,797
APPLIED MATLS INC58,00647,984-10,02214,63216,4000.39%+1,768
LAUNCH TWO ACQUISITION CORP.(LPBB)250,000407,342+157,3422,5834,2770.10%+1,695
ON SEMICONDUCTOR CORP(ON)2,684,0004,323,000+1,639,0002,5484,1930.10%+1,646
CORNING INC(GLW)56,80947,199-9,6104,7836,4180.15%+1,634
SIDDHI ACQUISITION CORP
CL A SHS
197,800341,871+144,0712,0123,5040.08%+1,492
WESTERN DIGITAL CORP(WDC)24,89520,496-4,3994,0665,5440.13%+1,478
PANTAGES CAPITAL ACQUISITION(PGAC)632,951758,757+125,8066,4927,8910.19%+1,399
CALISA ACQUISITION CORP(ALIS)125,809205,591+79,7826482,0460.05%+1,397
BLUE WTR ACQUISITION CORP. I
ORD SHS CL A
175,300304,608+129,3081,7703,1070.07%+1,337
NEWBURY STR II ACQUISITION C
ORD SHS CL A
280,437393,726+113,2892,8744,0950.10%+1,220
WARNER BROS DISCOVERY INC(WBD)180,430199,830+19,4004,3315,4870.13%+1,157
MESHFLOW ACQUISITION CORP(MESH)0117,219+117,21901,1550.03%+1,155
AMCOR PLC
COM NEW
027,933+27,93301,1100.03%+1,110
CARTESIAN GROWTH CORP III
COM CL A
0107,976+107,97601,1060.03%+1,106
LIONHEART HOLDINGS(CUB)477,344574,868+97,5245,0546,1220.14%+1,068
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
2,907,3382,951,189+43,85132,05933,1120.78%+1,054
UNITED ACQUISITION CORP I(UAC)0107,179+107,17901,0470.02%+1,047
CRANE HBR ACQUISITION CORP I
ORD SHS CL A
0102,022+102,02201,0100.02%+1,010
NEW AMER ACQUISITION I CORP0100,000+100,00001,0000.02%+1,000
M EVO GBL ACQUISITION CORP I
ORD SHS CL A
0100,000+100,00009800.02%+980
GALATA ACQUISITION CORP II(LATA)50,000148,201+98,2014951,4750.03%+980
LEAPFROG ACQUISITION CORP(LFAC)098,862+98,86209740.02%+974
LIGHTWAVE ACQUISITION CORP(LWAC)44,820139,629+94,8094481,4030.03%+955
ECHOSTAR CORP(ECHO)08,138+8,13809530.02%+953
JAZZ INVESTMENTS I LTD(JAZZ)0750,000+750,00009090.02%+909
K&F GROWTH ACQUISITION CORP
SHS CL A
225,057307,857+82,8002,2963,1960.08%+900
CANTOR EQUITY PARTNERS I INC(CEPO)085,748+85,74808960.02%+896
BORR DRILLING LTD(BORR)01,000,000+1,000,00008750.02%+875
INVESCO QQQ TR01,500+1,50008660.02%+866
LAUNCH ONE ACQUISITION CORP(LPAA)1,429,2551,483,112+53,85714,99615,7950.37%+800
ALUSSA ENERGY ACQUISIT CORP
ORD SHS CL A
079,323+79,32307910.02%+791
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
15,86413,183-2,6814,3975,1650.12%+768
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MIZUHO SECURITIES USA LLC — 13F Holdings — Q1 2026 | TickerTrail