Instuitional Investor - Mizuho Markets Cayman Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Marvell Technology Inc.	MRVL	1,900,891	$566,256,420	21.25%
2.	Dell Technologies Inc.	DELL	686,755	$296,307,312	11.12%
3.	Ishares Trust	IEF	275,717	$206,481,704	7.75%
4.	Microsoft Corp	MSFT	534,822	$199,499,302	7.49%
5.	Meta Platforms Inc.	META	348,811	$196,481,748	7.37%