Stock Taper 
DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CoStar Group, Inc. | CSGP | 68.09K | $1.93M |
 Visa Inc. | V | 65.67K | $22.53M |
 The PNC Financial Services Group, Inc. | PNC | 65.62K | $16.16M |
 Cloudflare, Inc. | NET | 55.8K | $13.69M |
 Deckers Outdoor Corporation | DECK | 48.92K | $4.86M |
 Hilton Worldwide Holdings Inc. | HLT | 47.96K | $15.85M |
 Cerebras Systems Inc. | CBRS | 47.76K | $10.55M |
 General Mills, Inc. | GIS | 47.48K | $1.65M |
 Check Point Software Technologies Ltd. | CHKP | 45.79K | $6.02M |
 FedEx Freight Holding Company, Inc. | FDXF | 43.24K | $6.53M |
 Occidental Petroleum Corporation | OXY | 42.58K | $2.07M |
 Jones Lang LaSalle Incorporated | JLL | 41.5K | $12.86M |
 Palo Alto Networks, Inc. | PANW | 40.05K | $13.66M |
 Equity LifeStyle Properties, Inc. | ELS | 38.69K | $2.49M |
 Rubrik, Inc. | RBRK | 35.6K | $2.86M |
 Caesars Entertainment, Inc. | CZR | 31.62K | $954.38K |
 Advanced Micro Devices, Inc. | AMD | 31.55K | $18.33M |
 Seagate Technology Holdings plc | STX | 31.04K | $29.95M |
 The Coca-Cola Company | KO | 30.19K | $2.45M |
 Brown & Brown, Inc. | BRO | 28.82K | $1.85M |