Stock Taper

DELTA GLOBAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
General Mills, Inc.GIS47.48K$1.65M
Cerebras Systems Inc.CBRS47.76K$10.55M
Hilton Worldwide Holdings Inc.HLT47.96K$15.85M
Deckers Outdoor CorporationDECK48.92K$4.86M
Cloudflare, Inc.NET55.8K$13.69M
The PNC Financial Services Group, Inc.PNC65.62K$16.16M
Visa Inc.V65.67K$22.53M
CoStar Group, Inc.CSGP68.09K$1.93M
DraftKings Inc.DKNG71.17K$1.8M
CBRE Group, Inc.CBRE75.49K$10.17M
Hut 8 Corp.HUT77.47K$8.94M
Akamai Technologies, Inc.AKAM78.87K$9.32M
KKR & Co. Inc.KKR80.22K$7.36M
MKS Inc.MKSI82.29K$36.6M
Copart, Inc.CPRT84.69K$2.39M
Alphabet Inc.GOOGL93.35K$33.36M
Morgan StanleyMS95.52K$19.97M
ON Semiconductor CorporationON100.63K$9.51M
GLOBALFOUNDRIES Inc.GFS104.1K$8.58M
Intercontinental Exchange, Inc.ICE107.59K$13.25M