Delta Global Management LP
- SEC CIK
- 0001992724
- 最新申報
- 2026/8/13
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位。
- 持股檔數
- 27
- 2023 年第 3 季沒有申報
- 總值
- $6.51 億
- 2023 年第 3 季沒有申報
Delta Global Management LP 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 421,607 | $6,406 萬 | 9.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 155,502 | $5,847 萬 | 9.0% | – | – | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 797,745 | $3,999 萬 | 6.1% | – | – | 歷史 |
| KEYKeycorp | COM | 2,646,758 | $3,811 萬 | 5.9% | – | – | 歷史 |
| NTNXNutanix, Inc. | Stock | 755,450 | $3,603 萬 | 5.5% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 468,184 | $3,552 萬 | 5.5% | – | – | 歷史 |
| ANETArista Networks, Inc. | COM | 149,267 | $3,515 萬 | 5.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 232,920 | $3,254 萬 | 5.0% | – | – | 歷史 |
| VVisa Inc. | Stock | 121,310 | $3,158 萬 | 4.8% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 151,056 | $2,830 萬 | 4.3% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 88,770 | $2,451 萬 | 3.8% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 272,195 | $2,323 萬 | 3.6% | – | – | 歷史 |
| WUWestern Union CO | Stock | 1,903,727 | $2,269 萬 | 3.5% | – | – | 歷史 |
| BURLBurlington Stores, Inc. | COM | 115,929 | $2,255 萬 | 3.5% | – | – | 歷史 |
| TEAMAtlassian Corp | CL A | 94,264 | $2,242 萬 | 3.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 43,272 | $1,846 萬 | 2.8% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 116,937 | $1,844 萬 | 2.8% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 120,102 | $1,770 萬 | 2.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,839 | $1,545 萬 | 2.4% | – | – | 歷史 |
| CBRECbre Group, Inc. | CL A | 148,483 | $1,382 萬 | 2.1% | – | – | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 682,397 | $1,262 萬 | 1.9% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 52,425 | $1,182 萬 | 1.8% | – | – | 歷史 |
| INTCIntel Corp | Stock | 210,473 | $1,058 萬 | 1.6% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 25,642 | $637.2 萬 | 1.0% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 12,494 | $618.7 萬 | 0.9% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 55,559 | $382.2 萬 | 0.6% | – | – | 歷史 |
| ALLYAlly Financial Inc. | Stock | 30,812 | $107.6 萬 | 0.2% | – | – | 歷史 |