Instuitional Investor - Mizuho Markets Cayman Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Advanced Micro Devices Inc	AMD	259,688	$38,280,608	26.36%
2.	Applied Materials Inc	AMAT	119,403	$19,351,644	13.33%
3.	Crowdstrike Holdings Inc.CALL	CRWD	134,818	$13,578,566	9.35%
4.	Meta Platforms Inc.	META	34,851	$12,335,860	8.49%
5.	Paypal Holdings Inc.	PYPL	146,220	$8,979,370	6.18%