DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HUBS | 5K | $2.25M |
 | CB | 5K | $1.36M |
 | TYL | 5K | $2.39M |
 | OMC | 4K | $364.52K |
 | MA | 4K | $2.54M |
 | MSCI | 4K | $2.52M |
 | TDY | 4K | $2.59M |
 | ZS | 4K | $1.31M |
 | NOC | 4K | $2.57M |
 | MLM | 4K | $2.55M |
 | LLY | 3K | $2.63M |
 | EQIX | 3K | $2.48M |
 | TTWO | 3K | $655.46K |
 | GWW | 2K | $2.30M |
 | FCNCA | 1K | $2.40M |
 | CI | 961 | $277.01K |
 | MELI | 650 | $1.52M |
 | NVR | 300 | $2.41M |
HubSpot, Inc.
HUBS
Shares Held
5K
Value
$2.25M
Chubb Limited
CB
Shares Held
5K
Value
$1.36M
Tyler Technologies, Inc.
TYL
Shares Held
5K
Value
$2.39M
Omnicom Group Inc.
OMC
Shares Held
4K
Value
$364.52K
Mastercard Incorporated
MA
Shares Held
4K
Value
$2.54M
MSCI Inc.
MSCI
Shares Held
4K
Value
$2.52M
Teledyne Technologies Incorporated
TDY
Shares Held
4K
Value
$2.59M
Zscaler, Inc.
ZS
Shares Held
4K
Value
$1.31M
Northrop Grumman Corporation
NOC
Shares Held
4K
Value
$2.57M
Martin Marietta Materials, Inc.
MLM
Shares Held
4K
Value
$2.55M
Eli Lilly and Company
LLY
Shares Held
3K
Value
$2.63M
Equinix, Inc.
EQIX
Shares Held
3K
Value
$2.48M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
3K
Value
$655.46K
W.W. Grainger, Inc.
GWW
Shares Held
2K
Value
$2.30M
First Citizens BancShares, Inc.
FCNCA
Shares Held
1K
Value
$2.40M
Cigna Corporation
CI
Shares Held
961
Value
$277.01K
MercadoLibre, Inc.
MELI
Shares Held
650
Value
$1.52M
NVR, Inc.
NVR
Shares Held
300
Value
$2.41M