DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMX | 42K | $1.90M |
 | MNST | 39K | $2.62M |
 | ICE | 38K | $6.41M |
 | CHYM | 37K | $747.36K |
 | PYPL | 37K | $2.46M |
 | HSIC | 36K | $2.40M |
 | CTSH | 36K | $2.42M |
 | TEAM | 35K | $5.52M |
 | AKAM | 33K | $2.47M |
 | K | 32K | $2.59M |
 | TXT | 30K | $2.53M |
 | UPS | 29K | $2.39M |
 | OTIS | 28K | $2.56M |
 | CHD | 28K | $2.42M |
 | ACGL | 28K | $2.50M |
 | LNT | 27K | $1.79M |
 | BRO | 26K | $2.44M |
 | EXE | 25K | $2.70M |
 | ED | 25K | $2.52M |
 | FWONK | 24K | $2.52M |
CarMax, Inc.
KMX
Shares Held
42K
Value
$1.90M
Monster Beverage Corporation
MNST
Shares Held
39K
Value
$2.62M
Intercontinental Exchange, Inc.
ICE
Shares Held
38K
Value
$6.41M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
37K
Value
$747.36K
PayPal Holdings, Inc.
PYPL
Shares Held
37K
Value
$2.46M
Henry Schein, Inc.
HSIC
Shares Held
36K
Value
$2.40M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
36K
Value
$2.42M
Atlassian Corporation
TEAM
Shares Held
35K
Value
$5.52M
Akamai Technologies, Inc.
AKAM
Shares Held
33K
Value
$2.47M
Kellanova
K
Shares Held
32K
Value
$2.59M
Textron Inc.
TXT
Shares Held
30K
Value
$2.53M
United Parcel Service, Inc.
UPS
Shares Held
29K
Value
$2.39M
Otis Worldwide Corporation
OTIS
Shares Held
28K
Value
$2.56M
Church & Dwight Co., Inc.
CHD
Shares Held
28K
Value
$2.42M
Arch Capital Group Ltd.
ACGL
Shares Held
28K
Value
$2.50M
Alliant Energy Corporation
LNT
Shares Held
27K
Value
$1.79M
Brown & Brown, Inc.
BRO
Shares Held
26K
Value
$2.44M
Expand Energy Corporation
EXE
Shares Held
25K
Value
$2.70M
Consolidated Edison, Inc.
ED
Shares Held
25K
Value
$2.52M
Formula One Group
FWONK
Shares Held
24K
Value
$2.52M