Fifthdelta LTD Portfolio Holdings by Sector
Fifthdelta LTD
- $281 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
QCOM ON 2 stocks |
$102,147
37.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA VC 2 stocks |
$66,296
24.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI 1 stocks |
$54,240
19.7% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
HUN 1 stocks |
$36,443
13.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
BB 1 stocks |
$16,194
5.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|