MIZUHO SECURITIES USA LLC Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$4.7B
Holdings
706
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (706 positions)
| Stock | Value |
|---|---|
AVYAVERY DENNISON CORP | $948K |
AZEKAZEK CO INC | $943K |
MASMASCO CORP | $938K |
IEXIDEX CORP | $918K |
JNPJUNIPER NETWORKS INC | $914K |
JKHYHENRY JACK & ASSOC INC | $906K |
BBYBEST BUY INC | $894K |
AFWALIGN TECHNOLOGY INC | $892K |
BLDRBUILDERS FIRSTSOURCE INC | $891K |
CCCXUCHURCHILL CAP CORP X | $879K |
JENAJENA ACQUISITION CORP II | $865K |
QETAQUETTA ACQUISITION CORP | $863K |
ALLEALLEGION PLC | $856K |
UDRUDR INC | $851K |
TKOTKO GROUP HOLDINGS INC | $844K |
DOCHEALTHPEAK PROPERTIES INC | $841K |
CPTCAMDEN PPTY TR | $832K |
FOXAFOX CORP | $829K |
MSSAFMETAL SKY STAR ACQUISITION C | $825K |
AKAMAKAMAI TECHNOLOGIES INC | $806K |
REGREGENCY CTRS CORP | $804K |
NDSNNORDSON CORP | $800K |
MOSMOSAIC CO NEW | $800K |
PKNREVVITY INC | $788K |
CHRWC H ROBINSON WORLDWIDE INC | $787K |
PAYCPAYCOM SOFTWARE INC | $778K |
JBHTHUNT J B TRANS SVCS INC | $778K |
NWSANEWS CORP NEW | $775K |
AWMSKYWORKS SOLUTIONS INC | $774K |
FTWEQV VENTURES ACQUISITION COR | $773K |
AREALEXANDRIA REAL ESTATE EQ IN | $772K |
RLRALPH LAUREN CORP | $758K |
POOLPOOL CORP | $758K |
INCYINCYTE CORP | $756K |
GTENGORES HLDGS X INC | $750K |
BGBUNGE GLOBAL SA | $746K |
PNWPINNACLE WEST CAP CORP | $739K |
HSTHOST HOTELS & RESORTS INC | $736K |
SOLVSOLVENTUM CORP | $726K |
SWKSTANLEY BLACK & DECKER INC | $725K |
VTRSVIATRIS INC | $724K |
SJMSMUCKER J M CO | $722K |
LOBLIVE OAK ACQUISITION CORP V | $718K |
UHSUNIVERSAL HLTH SVCS INC | $715K |
GLGLOBE LIFE INC | $708K |
KMXCARMAX INC | $707K |
RANGRANGE CAP ACQUISITION CORP | $697K |
EPAMEPAM SYS INC | $693K |
AIZASSURANT INC | $692K |
WLACWILLOW LANE ACQUISITION CORP | $685K |
BXPBXP INC | $679K |
CAGCONAGRA BRANDS INC | $675K |
HASHASBRO INC | $672K |
LKQ1LKQ CORP | $660K |
HIIHUNTINGTON INGALLS INDS INC | $655K |
MRNAMODERNA INC | $649K |
—GLOBAL BLUE GROUP HOLDING AG | $634K |
NCLHNORWEGIAN CRUISE LINE HLDG L | $626K |
IPGINTERPUBLIC GROUP COS INC | $625K |
HSICHENRY SCHEIN INC | $614K |
DAYDAYFORCE INC | $612K |
HRLHORMEL FOODS CORP | $609K |
FGMCFG MERGER II CORP | $608K |
ERIEERIE INDTY CO | $596K |
EMNEASTMAN CHEM CO | $596K |
GNRCGENERAC HLDGS INC | $584K |
MKTXMARKETAXESS HLDGS INC | $579K |
WBAWALGREENS BOOTS ALLIANCE INC | $570K |
WYNNWYNN RESORTS LTD | $569K |
TAPMOLSON COORS BEVERAGE CO | $569K |
TECHBIO-TECHNE CORP | $558K |
0VVBPARAMOUNT GLOBAL | $537K |
AOSSMITH A O CORP | $527K |
MTCHMATCH GROUP INC NEW | $524K |
AESAES CORP | $518K |
CRLCHARLES RIV LABS INTL INC | $515K |
BENFRANKLIN RESOURCES INC | $511K |
CGCTCARTESIAN GROWTH CORP III | $510K |
ALBALBEMARLE CORP | $510K |
FRTFEDERAL RLTY INVT TR NEW | $509K |
LWLAMB WESTON HLDGS INC | $506K |
NHICNEWHOLD INVT CORP III | $506K |
YOTAWYOTTA ACQUISITION CORPORATIO | $500K |
RAAQREAL ASSET ACQUISITION CORP | $500K |
RACRITHM ACQUISITION CORP | $500K |
HSPTHORIZON SPACE ACQUSTN I CORP | $500K |
MGMMGM RESORTS INTERNATIONAL | $491K |
IVZINVESCO LTD | $488K |
FOXFOX CORP | $470K |
APAAPA CORPORATION | $456K |
CPBTHE CAMPBELLS COMPANY | $417K |
DVADAVITA INC | $410K |
CZRCAESARS ENTERTAINMENT INC NE | $408K |
MHKMOHAWK INDS INC | $375K |
ENPHENPHASE ENERGY INC | $360K |
BF/BBROWN FORMAN CORP | $339K |
NWSNEWS CORP NEW | $264K |
CCIICOHEN CIRCLE ACQUISITION COR | $263K |
RDAGREPUBLIC DIGITAL ACQUISITION | $223K |
NDQINVESCO QQQ TR | $214K |