DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AFL | 23K | $2.58M |
 | APP | 23K | $16.47M |
 | ZBH | 22K | $2.18M |
 | EXPD | 21K | $2.52M |
 | DECK | 20K | $2.07M |
 | DUK | 20K | $2.51M |
 | CLX | 20K | $2.50M |
 | ABNB | 20K | $2.39M |
 | NFLX | 20K | $23.47M |
 | FI | 19K | $2.44M |
 | AWK | 18K | $2.52M |
 | TJX | 18K | $2.58M |
 | STZ | 17K | $2.36M |
 | H | 17K | $2.48M |
 | GDDY | 17K | $2.36M |
 | ROST | 17K | $2.55M |
 | COO | 16K | $1.12M |
 | ZTS | 16K | $2.36M |
 | MAA | 16K | $2.24M |
 | JKHY | 16K | $2.34M |
Aflac Incorporated
AFL
Shares Held
23K
Value
$2.58M
AppLovin Corporation
APP
Shares Held
23K
Value
$16.47M
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
22K
Value
$2.18M
Expeditors International of Washington, Inc.
EXPD
Shares Held
21K
Value
$2.52M
Deckers Outdoor Corporation
DECK
Shares Held
20K
Value
$2.07M
Duke Energy Corporation
DUK
Shares Held
20K
Value
$2.51M
The Clorox Company
CLX
Shares Held
20K
Value
$2.50M
Airbnb, Inc.
ABNB
Shares Held
20K
Value
$2.39M
Netflix, Inc.
NFLX
Shares Held
20K
Value
$23.47M
Fiserv, Inc.
FI
Shares Held
19K
Value
$2.44M
American Water Works Company, Inc.
AWK
Shares Held
18K
Value
$2.52M
The TJX Companies, Inc.
TJX
Shares Held
18K
Value
$2.58M
Constellation Brands, Inc.
STZ
Shares Held
17K
Value
$2.36M
Hyatt Hotels Corporation
H
Shares Held
17K
Value
$2.48M
GoDaddy Inc.
GDDY
Shares Held
17K
Value
$2.36M
Ross Stores, Inc.
ROST
Shares Held
17K
Value
$2.55M
The Cooper Companies, Inc.
COO
Shares Held
16K
Value
$1.12M
Zoetis Inc.
ZTS
Shares Held
16K
Value
$2.36M
Mid-America Apartment Communities, Inc.
MAA
Shares Held
16K
Value
$2.24M
Jack Henry & Associates, Inc.
JKHY
Shares Held
16K
Value
$2.34M