Mizuho Securities USA’s Inflection Point Acquisition Corp V IPEX Stock Holding History

Mizuho Securities USA’s Portfolio IPEX Stock Details IPEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.69M	Buy	455,453 +27,627	+6%	+$286K	0.11%	201
2025 Q4	$4.42M	Sell	427,826 -74,474	-15%	-$767K	0.07%	237
2025 Q3	$5.11M	Sell	502,300 -117,908	-19%	-$1.2M	0.1%	196
2025 Q2	$6.2M	Sell	620,208 -54,792	-8%	-$548K	0.13%	155
2025 Q1	$6.65M	Buy	+675,000	New	+$6.68M	0.14%	143

Other funds holding IPEX

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Westchester Capital Management (New York) Valhalla, New York $2.07B AUM 26.02% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $4.21B AUM 35.27% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return

Shaolin Capital Management Miami, Florida $2.39B AUM 64.83% 1-Year Est. Return