Stock Taper

DELTA GLOBAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Paylocity Holding CorporationPCTY2.17K$227.35K
CoreWeave, Inc. Class A Common StockCRWV2.28K$227.15K
The Brink's CompanyBCO2.4K$227.06K
Zebra Technologies CorporationZBRA2.5K$657.36K
McDonald's CorporationMCD2.75K$743.62K
Avnet, Inc.AVT2.88K$255.45K
Casella Waste Systems, Inc.CWST3.04K$294.98K
Tesla, Inc.TSLA3.36K$1.41M
T-Mobile US, Inc.TMUS3.58K$599.97K
Teledyne Technologies IncorporatedTDY3.6K$2.4M
JFrog Ltd.FROG3.7K$336.35K
Cognex CorporationCGNX3.8K$274.98K
Maximus, Inc.MMS4.04K$217.03K
Martin Marietta Materials, Inc.MLM4.23K$2.44M
Aon plcAON4.88K$1.62M
Hubbell IncorporatedHUBB4.91K$2.57M
Mastercard IncorporatedMA5.07K$2.6M
Trimble Inc.TRMB5.21K$266.85K
Intuitive Surgical, Inc.ISRG5.33K$2.12M
Zoom Communications, Inc.ZM5.34K$460.55K