Fifthdelta LTD Portfolio Holdings

Fifthdelta LTD

  • $281 Million
  • Q2 2025

Fifthdelta LTD has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $281 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Qualcomm Inc with a value of $63.8M, Cummins Inc with a value of $54.2M, On Semiconductor Corp with a value of $38.4M, Borgwarner Inc with a value of $36.9M, and Huntsman Corp with a value of $36.4M.

Examining the 13F form we can see an decrease of $118M in the current position value, from $400M to 281M.

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 $281 Million
Technology: $118 Million
Consumer Cyclical: $66.3 Million
Industrials: $54.2 Million
Basic Materials: $36.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.89B
$36.4 Million 12.97% of portfolio
3,497,455
Q2 2025 Added 4.45%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $281 Million
  • Prior Value $400 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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