Delta Global Management LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.5T
Holdings
40
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (40 positions)
| Stock | Value |
|---|---|
WMTWALMART INC | $118.0B |
MSFTMICROSOFT CORP | $88.6B |
VVISA INC | $63.9B |
MAMASTERCARD INCORPORATED | $61.8B |
TRVCCITIGROUP INC | $61.0B |
STXSEAGATE TECHNOLOGY HLDNGS PL | $60.2B |
CBRECBRE GROUP INC | $58.6B |
METAMETA PLATFORMS INC | $57.7B |
BURLBURLINGTON STORES INC | $50.7B |
FTNTFORTINET INC | $49.5B |
PNCPNC FINL SVCS GROUP INC | $49.3B |
CMACOMERICA INC | $48.2B |
SNPSSYNOPSYS INC | $48.1B |
NVDANVIDIA CORPORATION | $45.5B |
TWLOTWILIO INC | $44.9B |
CARTMAPLEBEAR INC | $44.6B |
NTNXNUTANIX INC | $44.3B |
AKXANSYS INC | $44.3B |
AXPAMERICAN EXPRESS CO | $43.9B |
MDBMONGODB INC | $43.9B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $43.1B |
AMZNAMAZON COM INC | $38.8B |
WDAYWORKDAY INC | $36.8B |
KEYKEYCORP | $33.5B |
AMDADVANCED MICRO DEVICES INC | $30.8B |
KKRKKR & CO INC | $29.8B |
W3UWESTERN UN CO | $22.4B |
WWAYFAIR INC | $21.9B |
ADSKAUTODESK INC | $18.4B |
MCHPMICROCHIP TECHNOLOGY INC. | $16.8B |
BABAALIBABA GROUP HLDG LTD | $15.3B |
DLTRDOLLAR TREE INC | $10.9B |
ADBEADOBE INC | $6.3B |
ROKUROKU INC | $5.6B |
AVGOBROADCOM INC | $5.6B |
ALLYALLY FINL INC | $5.5B |
FNDFLOOR & DECOR HLDGS INC | $5.5B |
UBERUBER TECHNOLOGIES INC | $5.4B |
TSLATESLA INC | $5.3B |
WULFTERAWULF INC | $3.9B |