Fifthdelta LTD Portfolio Holdings

Fifthdelta LTD

  • $400 Million
  • Q1 2025

Fifthdelta LTD has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $400 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: On Semiconductor Corp with a value of $53.6M, Visteon Corp with a value of $52.9M, Huntsman Corp with a value of $52.9M, Borgwarner Inc with a value of $52.4M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $43.8M.

Examining the 13F form we can see an increase of $143M in the current position value, from $257M to 400M.

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 $400 Million
Technology: $151 Million
Consumer Cyclical: $136 Million
Basic Materials: $102 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.78B
$52.9 Million 13.24% of portfolio
681,683
Q1 2025 Added 61.91%
$2.1B
$52.9 Million 13.23% of portfolio
3,348,553
Q1 2025 Added 68.29%
$7.84B
$52.4 Million 13.13% of portfolio
1,830,500
Q1 2025 New
$6.54B
$12.7 Million 3.18% of portfolio
505,600
Q1 2025 New
$2.64B
$6.33 Million 1.58% of portfolio
1,678,258
Q1 2025 Reduced 86.07%

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $400 Million
  • Prior Value $257 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
Track This Portfolio

Track Fifthdelta LTD Portfolio

Follow Fifthdelta LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fifthdelta LTD, based on Form 13F filings with the SEC.

News

Stay updated on Fifthdelta LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email