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