Stock Taper 
DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 QUALCOMM Incorporated | QCOM | 13.48K | $2.49M |
 Atmos Energy Corporation | ATO | 13.5K | $2.32M |
 Mirion Technologies, Inc. | MIR | 13.68K | $245.21K |
 Public Service Enterprise Group Incorporated | PEG | 14.98K | $1.22M |
 Aflac Incorporated | AFL | 15.16K | $1.78M |
 Yum! Brands, Inc. | YUM | 15.72K | $2.51M |
 Take-Two Interactive Software, Inc. | TTWO | 17.24K | $4.31M |
 Insulet Corp. | PODD | 17.42K | $2.65M |
 Jack Henry & Associates, Inc. | JKHY | 17.86K | $2.46M |
 NIKE, Inc. | NKE | 17.99K | $738.65K |
 PTC Inc. | PTC | 18.61K | $2.11M |
 Twilio Inc. | TWLO | 19.55K | $4.03M |
 CDW Corporation | CDW | 19.73K | $2.78M |
 American Water Works Company, Inc. | AWK | 19.77K | $2.6M |
 WEC Energy Group, Inc. | WEC | 20.2K | $2.36M |
 Zscaler, Inc. | ZS | 21.52K | $3.04M |
 Bloom Energy Corporation | BE | 22.18K | $6.71M |
 Arch Capital Group Ltd. | ACGL | 22.39K | $2.17M |
 Netskope, Inc. Class A Common Stock | NTSK | 24.23K | $265.04K |
 Valmont Industries, Inc. | VMI | 24.88K | $14.37M |