Stock Taper 
DELTA GLOBAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Insulet Corp. | PODD | 17.42K | $2.65M |
 Take-Two Interactive Software, Inc. | TTWO | 17.24K | $4.31M |
 Yum! Brands, Inc. | YUM | 15.72K | $2.51M |
 Aflac Incorporated | AFL | 15.16K | $1.78M |
 Public Service Enterprise Group Incorporated | PEG | 14.98K | $1.22M |
 Mirion Technologies, Inc. | MIR | 13.68K | $245.21K |
 Atmos Energy Corporation | ATO | 13.5K | $2.32M |
 QUALCOMM Incorporated | QCOM | 13.48K | $2.49M |
 Marriott International, Inc. | MAR | 12.4K | $4.6M |
 Argan, Inc. | AGX | 9.85K | $7.87M |
 Okta, Inc. | OKTA | 9.8K | $1.34M |
 The Boeing Company | BA | 8.72K | $1.89M |
 ExlService Holdings, Inc. | EXLS | 8.61K | $222.71K |
 Vulcan Materials Company | VMC | 8.48K | $2.5M |
 Samsara Inc. | IOT | 8.41K | $272.61K |
 Tyler Technologies, Inc. | TYL | 8.15K | $2.38M |
 Bill.com Holdings, Inc. | BILL | 7.95K | $287.29K |
 CME Group Inc. | CME | 7.55K | $1.67M |
 Planet Fitness, Inc. | PLNT | 7.42K | $386.94K |
 Cheniere Energy, Inc. | LNG | 7.37K | $1.76M |