Stock Taper 
DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Tesla, Inc. | TSLA | 3.36K | $1.41M |
 Casella Waste Systems, Inc. | CWST | 3.04K | $294.98K |
 Avnet, Inc. | AVT | 2.88K | $255.45K |
 McDonald's Corporation | MCD | 2.75K | $743.62K |
 Zebra Technologies Corporation | ZBRA | 2.5K | $657.36K |
 The Brink's Company | BCO | 2.4K | $227.06K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 2.28K | $227.15K |
 Paylocity Holding Corporation | PCTY | 2.17K | $227.35K |
 Jacobs Solutions Inc. | J | 2.09K | $262.84K |
 Leidos Holdings, Inc. | LDOS | 1.96K | $201.41K |
 Palantir Technologies Inc. | PLTR | 1.88K | $219.22K |
 AppFolio Inc. | APPF | 1.82K | $292.64K |
 Apple Inc. | AAPL | 1.72K | $496.54K |
 Stryker Corporation | SYK | 1.71K | $537.12K |
 Amphenol Corporation | APH | 1.68K | $296.39K |
 Impinj, Inc. | PI | 1.66K | $237.19K |
 Avery Dennison Corporation | AVY | 1.62K | $263.33K |
 Cintas Corporation | CTAS | 1.46K | $248.32K |
 The Sherwin-Williams Company | SHW | 1.35K | $464.49K |
 First Citizens BancShares, Inc. | FCNCA | 1.19K | $2.48M |