Stock Taper 
DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 199 | $1.36M |
 Fair Isaac Corporation | FICO | 235 | $280.77K |
 Ubiquiti Inc. | UI | 428 | $228.56K |
 MercadoLibre, Inc. | MELI | 461 | $782.5K |
 F5, Inc. | FFIV | 652 | $271.21K |
 MongoDB, Inc. | MDB | 877 | $294.58K |
 OSI Systems, Inc. | OSIS | 1.15K | $252.16K |
 TE Connectivity plc | TEL | 1.17K | $236.09K |
 First Citizens BancShares, Inc. | FCNCA | 1.19K | $2.48M |
 The Sherwin-Williams Company | SHW | 1.35K | $464.49K |
 Cintas Corporation | CTAS | 1.46K | $248.32K |
 Avery Dennison Corporation | AVY | 1.62K | $263.33K |
 Impinj, Inc. | PI | 1.66K | $237.19K |
 Amphenol Corporation | APH | 1.68K | $296.39K |
 Stryker Corporation | SYK | 1.71K | $537.12K |
 Apple Inc. | AAPL | 1.72K | $496.54K |
 AppFolio Inc. | APPF | 1.82K | $292.64K |
 Palantir Technologies Inc. | PLTR | 1.88K | $219.22K |
 Leidos Holdings, Inc. | LDOS | 1.96K | $201.41K |
 Jacobs Solutions Inc. | J | 2.09K | $262.84K |