Fifthdelta LTD Portfolio Holdings

Fifthdelta LTD

$320 Million
Q3 2025

Fifthdelta LTD has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $320 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cummins Inc with a value of $86.6M, Blackberry LTD with a value of $77.4M, Qualcomm Inc with a value of $70.6M, On Semiconductor Corp with a value of $44M, and Otis Worldwide Corp with a value of $41.3M.

Examining the 13F form we can see an increase of $38.8M in the current position value, from $281M to 320M.

Fifthdelta LTD is based out at London, X0

Below you can find more details about Fifthdelta LTD portfolio as well as his latest detailed transactions.

Portfolio value $320 Million

Technology: $192 Million

Industrials: $128 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
CMI Cummins Inc Industrials	$65.2B	$86.6 Million 27.09% of portfolio	205,119	Q3 2025 Added 23.85%
BB Blackberry LTD Technology	$2.49B	$77.4 Million 24.19% of portfolio	15,852,748	Q3 2025 Added 348.34%
QCOM Qualcomm Inc Technology	$187B	$70.6 Million 22.08% of portfolio	424,600	Q3 2025 Added 6.02%
ON On Semiconductor Corp Technology	$20.3B	$44 Million 13.74% of portfolio	891,389	Q3 2025 Added 21.77%
OTIS Otis Worldwide Corp Industrials	$37B	$41.3 Million 12.9% of portfolio	451,178	Q3 2025 New

Summary

Portfolio
No. of Stocks 5
Current Value $320 Million
Prior Value $281 Million
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 1 stocks
Additional Purchases 4 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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