
DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | HUT | 152K | $5.30M |
![]() | MKSI | 152K | $18.76M |
![]() | MSFT | 141K | $73.13M |
![]() | PEP | 136K | $19.14M |
![]() | KKR | 125K | $16.19M |
![]() | CIEN | 123K | $17.91M |
![]() | GTLB | 118K | $5.30M |
![]() | GOOGL | 112K | $27.33M |
![]() | HAL | 111K | $2.72M |
![]() | CEG | 107K | $35.09M |
![]() | DOW | 105K | $2.41M |
![]() | CTRA | 103K | $2.43M |
![]() | PRMB | 102K | $2.26M |
![]() | CZR | 98K | $2.64M |
![]() | CNK | 91K | $2.54M |
![]() | INVH | 81K | $2.39M |
![]() | SNOW | 80K | $17.97M |
![]() | CNC | 79K | $2.81M |
![]() | AR | 77K | $2.59M |
![]() | LUV | 77K | $2.45M |

Hut 8 Corp.
HUT
Shares Held
152K
Value
$5.30M

MKS Inc.
MKSI
Shares Held
152K
Value
$18.76M

Microsoft Corporation
MSFT
Shares Held
141K
Value
$73.13M

PepsiCo, Inc.
PEP
Shares Held
136K
Value
$19.14M

KKR & Co. Inc.
KKR
Shares Held
125K
Value
$16.19M

Ciena Corporation
CIEN
Shares Held
123K
Value
$17.91M

GitLab Inc.
GTLB
Shares Held
118K
Value
$5.30M

Alphabet Inc.
GOOGL
Shares Held
112K
Value
$27.33M

Halliburton Company
HAL
Shares Held
111K
Value
$2.72M

Constellation Energy Corporation
CEG
Shares Held
107K
Value
$35.09M

Dow Inc.
DOW
Shares Held
105K
Value
$2.41M

Coterra Energy Inc.
CTRA
Shares Held
103K
Value
$2.43M

Primo Brands Corporation
PRMB
Shares Held
102K
Value
$2.26M

Caesars Entertainment, Inc.
CZR
Shares Held
98K
Value
$2.64M

Cinemark Holdings, Inc.
CNK
Shares Held
91K
Value
$2.54M

Invitation Homes Inc.
INVH
Shares Held
81K
Value
$2.39M

Snowflake Inc.
SNOW
Shares Held
80K
Value
$17.97M

Centene Corporation
CNC
Shares Held
79K
Value
$2.81M

Antero Resources Corporation
AR
Shares Held
77K
Value
$2.59M

Southwest Airlines Co.
LUV
Shares Held
77K
Value
$2.45M
