Oribel Capital Management, LP
93 holdingsFiling period: 2026-06-30Current AUM: $3.40Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ADI | Analog Devices Inc | 727.2K | $288.8M | $288.7M | 8.50% | -- | 2026-06-30 |
| 2 | JBL | Jabil Inc | 349.4K | $134.7M | $96.8M | 2.85% | +25.2K | 2026-06-30 |
| 3 | MMM | 3M Co | 828.4K | $134.1M | $142.0M | 4.18% | -- | 2026-06-30 |
| 4 | TXN | Texas Instrs Inc | 433.6K | $129.2M | $120.4M | 3.55% | -- | 2026-06-30 |
| 5 | — | Flex Ltd | 725.0K | $117.5M | $117.5M | 3.46% | -103,400 | 2026-06-30 |
| 6 | MTUM | iShares TR | 286.4K | $98.2M | $84.7M | 2.49% | -- | 2026-06-30 |
| 7 | ECL | Ecolab Inc | 319.2K | $88.9M | $92.0M | 2.71% | +216.6K | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 402.2K | $80.5M | $87.1M | 2.56% | +16.9K | 2026-06-30 |
| 9 | CSCO | Cisco Sys Inc | 679.8K | $79.8M | $72.5M | 2.14% | -913,200 | 2026-06-30 |
| 10 | BKR | Baker Hughes Company | 1.26M | $70.0M | $70.2M | 2.07% | +1.12M | 2026-06-30 |
| 11 | DT | Dynatrace Inc | 1.44M | $62.4M | $90.5M | 2.66% | -- | 2026-06-30 |
| 12 | BWA | Borgwarner Inc | 916.6K | $60.9M | $53.7M | 1.58% | +58.4K | 2026-06-30 |
| 13 | RAL | Ralliant Corp | 809.4K | $59.6M | $54.2M | 1.60% | -- | 2026-06-30 |
| 14 | CRM | Salesforce Inc | 379.4K | $59.4M | $92.0M | 2.71% | -- | 2026-06-30 |
| 15 | V | Visa Inc | 172.4K | $59.1M | $70.1M | 2.06% | -- | 2026-06-30 |
| 16 | KEYS | Keysight Technologies Inc | 167.6K | $58.7M | $56.0M | 1.65% | -44,400 | 2026-06-30 |
| 17 | LOW | Lowes Cos Inc | 265.2K | $58.5M | $52.6M | 1.55% | -- | 2026-06-30 |
| 18 | PANW | Palo Alto Networks Inc | 161.8K | $55.2M | $55.1M | 1.62% | -48,600 | 2026-06-30 |
| 19 | LFUS | Littelfuse Inc | 118.2K | $53.8M | $45.3M | 1.33% | -- | 2026-06-30 |
| 20 | AMD | Advanced Micro Devices Inc | 88.5K | $51.4M | $47.3M | 1.39% | -- | 2026-06-30 |
| 21 | DHR | Danaher Corp Del | 268.5K | $51.1M | $60.2M | 1.77% | -- | 2026-06-30 |
| 22 | APG | Api Group Corp | 1.21M | $51.1M | $48.3M | 1.42% | +705.6K | 2026-06-30 |
| 23 | FFIV | F5 Inc | 118.0K | $49.1M | $53.9M | 1.59% | -- | 2026-06-30 |
| 24 | DDOG | Datadog Inc | 182.0K | $47.4M | $46.7M | 1.37% | -61,600 | 2026-06-30 |
| 25 | NET | Cloudflare Inc | 188.0K | $46.1M | $54.8M | 1.61% | +30.6K | 2026-06-30 |
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