本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
FIFTHDELTA Ltd (CIK 1872766) reported $852.9M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AXTA ($119.6M, 14.02%), TEL ($117.3M, 13.75%), HOG ($106.9M, 12.54%), ALLE ($89.0M, 10.44%), ALSN ($85.7M, 10.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AXTA | AXALTA COATING SYS LTD | $119.6M | 14.02% | 3.5M | Trimmed |
| 2 | TEL | TE CONNECTIVITY PLC | $117.3M | 13.75% | 581,596 | Added |
| 3 | HOG | HARLEY DAVIDSON INC | $106.9M | 12.54% | 4.4M | Added |
| 4 | ALLE | ALLEGION PLC | $89.0M | 10.44% | 633,615 | Added |
| 5 | ALSN | ALLISON TRANSMISSION HLDGS I | $85.7M | 10.05% | 760,474 | Added |
| 6 | APH | AMPHENOL CORP | $85.6M | 10.04% | 485,552 | New |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $76.2M | 8.93% | 159,486 | Trimmed |
| 8 | OTIS | OTIS WORLDWIDE CORP | $70.3M | 8.24% | 981,190 | Added |
| 9 | VC | VISTEON CORP | $40.8M | 4.79% | 411,443 | Trimmed |
| 10 | ADI | ANALOG DEVICES INC | $33.5M | 3.93% | 84,400 | New |
| 11 | GM | GENERAL MTRS CO | $28.0M | 3.28% | 362,700 | New |
| 12 | AMBA | AMBARELLA INC | $0 | 0.00% | 0 | Exited |
| 13 | BB | BLACKBERRY LTD | $0 | 0.00% | 0 | Exited |
| 14 | NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30