
MIZUHO SECURITIES USA LLC
Latest 13F filing data - Q1 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | MPWR | 4K | $2.22M |
![]() | PAYC | 4K | $823.67K |
![]() | TDY | 4K | $1.86M |
![]() | ULTA | 4K | $1.36M |
![]() | GWW | 4K | $3.50M |
![]() | DVA | 4K | $538.91K |
![]() | TYL | 3K | $1.99M |
![]() | RL | 3K | $704.82K |
![]() | HII | 3K | $639.26K |
![]() | POOL | 3K | $970.01K |
![]() | FDS | 3K | $1.38M |
![]() | MKTX | 3K | $653.16K |
![]() | DPZ | 3K | $1.27M |
![]() | BKNG | 3K | $12.21M |
![]() | LII | 3K | $1.44M |
![]() | ERIE | 2K | $836.84K |
![]() | FICO | 2K | $3.61M |
![]() | MTD | 2K | $1.98M |
![]() | TPL | 2K | $2.00M |
![]() | AZO | 1K | $5.12M |

Monolithic Power Systems, Inc.
MPWR
Shares Held
4K
Value
$2.22M

Paycom Software, Inc.
PAYC
Shares Held
4K
Value
$823.67K

Teledyne Technologies Incorporated
TDY
Shares Held
4K
Value
$1.86M

Ulta Beauty, Inc.
ULTA
Shares Held
4K
Value
$1.36M

W.W. Grainger, Inc.
GWW
Shares Held
4K
Value
$3.50M

DaVita Inc.
DVA
Shares Held
4K
Value
$538.91K

Tyler Technologies, Inc.
TYL
Shares Held
3K
Value
$1.99M

Ralph Lauren Corporation
RL
Shares Held
3K
Value
$704.82K

Huntington Ingalls Industries, Inc.
HII
Shares Held
3K
Value
$639.26K

Pool Corporation
POOL
Shares Held
3K
Value
$970.01K

FactSet Research Systems Inc.
FDS
Shares Held
3K
Value
$1.38M

MarketAxess Holdings Inc.
MKTX
Shares Held
3K
Value
$653.16K

Domino's Pizza, Inc.
DPZ
Shares Held
3K
Value
$1.27M

Booking Holdings Inc.
BKNG
Shares Held
3K
Value
$12.21M

Lennox International Inc.
LII
Shares Held
3K
Value
$1.44M

Erie Indemnity Company
ERIE
Shares Held
2K
Value
$836.84K

Fair Isaac Corporation
FICO
Shares Held
2K
Value
$3.61M

Mettler-Toledo International Inc.
MTD
Shares Held
2K
Value
$1.98M

Texas Pacific Land Corporation
TPL
Shares Held
2K
Value
$2.00M

AutoZone, Inc.
AZO
Shares Held
1K
Value
$5.12M
