DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLB | 73K | $2.50M |
 | HPQ | 72K | $1.97M |
 | CPB | 71K | $2.25M |
 | MGM | 70K | $2.41M |
 | KEYS | 69K | $12.14M |
 | ENPH | 65K | $2.30M |
 | RRC | 63K | $2.36M |
 | META | 63K | $46.00M |
 | IOT | 62K | $2.32M |
 | SPOT | 58K | $40.50M |
 | CE | 56K | $2.38M |
 | MDB | 56K | $17.26M |
 | CPRT | 55K | $2.45M |
 | OXY | 54K | $2.56M |
 | TTD | 54K | $2.66M |
 | MIAX | 50K | $2.03M |
 | ADBE | 48K | $16.86M |
 | GIS | 48K | $2.40M |
 | FTNT | 47K | $3.99M |
 | FTV | 44K | $2.15M |
SLB N.V.
SLB
Shares Held
73K
Value
$2.50M
HP Inc.
HPQ
Shares Held
72K
Value
$1.97M
Campbell Soup Company
CPB
Shares Held
71K
Value
$2.25M
MGM Resorts International
MGM
Shares Held
70K
Value
$2.41M
Keysight Technologies, Inc.
KEYS
Shares Held
69K
Value
$12.14M
Enphase Energy, Inc.
ENPH
Shares Held
65K
Value
$2.30M
Range Resources Corporation
RRC
Shares Held
63K
Value
$2.36M
Meta Platforms, Inc.
META
Shares Held
63K
Value
$46.00M
Samsara Inc.
IOT
Shares Held
62K
Value
$2.32M
Spotify Technology S.A.
SPOT
Shares Held
58K
Value
$40.50M
Celanese Corporation
CE
Shares Held
56K
Value
$2.38M
MongoDB, Inc.
MDB
Shares Held
56K
Value
$17.26M
Copart, Inc.
CPRT
Shares Held
55K
Value
$2.45M
Occidental Petroleum Corporation
OXY
Shares Held
54K
Value
$2.56M
The Trade Desk, Inc.
TTD
Shares Held
54K
Value
$2.66M
MIAMI INTERNATIONAL HOLDINGS, INC.
MIAX
Shares Held
50K
Value
$2.03M
Adobe Inc.
ADBE
Shares Held
48K
Value
$16.86M
General Mills, Inc.
GIS
Shares Held
48K
Value
$2.40M
Fortinet, Inc.
FTNT
Shares Held
47K
Value
$3.99M
Fortive Corporation
FTV
Shares Held
44K
Value
$2.15M