Delta Global Management LP Purchases and Sells in Q2 2025

Delta Global Management LP

$1.5 Trillion
Q2 2025

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	150K + 2319.29%	$354.56 - $497.45 $53.1M - $74.5M	156K $77.7B
NVDA	302K + 210.15%	$94.31 - $157.99 $28.5M - $47.8M	446K $70.5B
TOST	910K + 518.83%	$30.03 - $45.23 $27.3M - $41.1M	1.08M $48.1B
COF	176K + 1039.22%	$150.57 - $212.76 $26.5M - $37.5M	193K $41.1B
HBAN	1.62M + 110.35%	$12.49 - $16.76 $20.3M - $27.2M	3.09M $51.8B
AMD	170K + 683.22%	$78.21 - $143.81 $13.3M - $24.5M	195K $27.7B

New Holdings

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PM	251K New	$149.23 - $184.95 $37.5M - $46.4M	251K $45.7B
GOOGL	169K New	$144.7 - $178.6 $24.4M - $30.1M	169K $29.7B
SPOT	36.2K New	$503.3 - $775.9 $18.2M - $28.1M	36.2K $27.8B
ADBE	58.2K New	$340.0 - $420.68 $19.8M - $24.5M	58.2K $22.5B
KLAVIYO INC	553K New	N/A	553K $18.6B
MDB	78.3K New	$145.85 - $225.38 $11.4M - $17.6M	78.3K $16.4B

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXP	-147K - 90.06%	$231.39 - $318.98 $34.1M - $47M	16.2K $5.18B
WMT	-398K - 50.5%	$81.79 - $99.98 $32.5M - $39.7M	390K $38.1B
PNC	-118K - 51.19%	$149.76 - $186.42 $17.7M - $22.1M	113K $21B
NFLX	-30K - 51.0%	$855.86 - $1339.13 $25.6M - $40.1M	28.8K $38.5B
C	-288K - 40.76%	$58.13 - $85.12 $16.8M - $24.6M	419K $35.7B
TTWO	-57.8K - 88.29%	$194.58 - $243.05 $11.3M - $14.1M	7.67K $1.86B

Activity Summary All Purchases 102 New Holdings 59 Increased Positions 43 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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