Stock Taper 
DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Snowflake Inc. | SNOW | 28.6K | $7.28M |
 LyondellBasell Industries N.V. | LYB | 27.85K | $1.47M |
 Liberty Media Corporation | FWONK | 27.67K | $2.63M |
 GoDaddy Inc. | GDDY | 26.73K | $2.27M |
 Credo Technology Group Holding Ltd | CRDO | 26.5K | $7.21M |
 The Southern Company | SO | 26.18K | $2.51M |
 Church & Dwight Co., Inc. | CHD | 25.29K | $2.45M |
 Grab Holdings Limited | GRAB | 25.22K | $95.09K |
 Valmont Industries, Inc. | VMI | 24.88K | $14.37M |
 Netskope, Inc. Class A Common Stock | NTSK | 24.23K | $265.04K |
 Arch Capital Group Ltd. | ACGL | 22.39K | $2.17M |
 Bloom Energy Corporation | BE | 22.18K | $6.71M |
 Zscaler, Inc. | ZS | 21.52K | $3.04M |
 WEC Energy Group, Inc. | WEC | 20.2K | $2.36M |
 American Water Works Company, Inc. | AWK | 19.77K | $2.6M |
 CDW Corporation | CDW | 19.73K | $2.78M |
 Twilio Inc. | TWLO | 19.55K | $4.03M |
 PTC Inc. | PTC | 18.61K | $2.11M |
 NIKE, Inc. | NKE | 17.99K | $738.65K |
 Jack Henry & Associates, Inc. | JKHY | 17.86K | $2.46M |