Oribel Capital Management, LP
93 holdingsFiling period: 2026-06-30Current AUM: $3.33Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ADI | ANALOG DEVICES INC | 727.2K | $288.8M | $262.8M | 7.90% | -- | 2026-06-30 |
| 2 | JBL | JABIL INC | 349.4K | $134.7M | $103.4M | 3.11% | +25.2K | 2026-06-30 |
| 3 | MMM | 3M CO | 828.4K | $134.1M | $136.4M | 4.10% | -- | 2026-06-30 |
| 4 | TXN | TEXAS INSTRS INC | 433.6K | $129.2M | $114.2M | 3.43% | -- | 2026-06-30 |
| 5 | — | FLEX LTD | 725.0K | $117.5M | $117.5M | 3.53% | -103,400 | 2026-06-30 |
| 6 | MTUM | ISHARES TR | 286.4K | $98.2M | $85.8M | 2.58% | -- | 2026-06-30 |
| 7 | ECL | ECOLAB INC | 319.2K | $88.9M | $87.7M | 2.64% | +216.6K | 2026-06-30 |
| 8 | NVDA | NVIDIA CORPORATION | 402.2K | $80.5M | $85.3M | 2.57% | +16.9K | 2026-06-30 |
| 9 | CSCO | CISCO SYS INC | 679.8K | $79.8M | $74.8M | 2.25% | -913,200 | 2026-06-30 |
| 10 | BKR | BAKER HUGHES COMPANY | 1.26M | $70.0M | $71.6M | 2.15% | +1.12M | 2026-06-30 |
| 11 | DT | DYNATRACE INC | 1.44M | $62.4M | $78.4M | 2.36% | -- | 2026-06-30 |
| 12 | BWA | BORGWARNER INC | 916.6K | $60.9M | $57.3M | 1.72% | +58.4K | 2026-06-30 |
| 13 | RAL | RALLIANT CORP | 809.4K | $59.6M | $53.1M | 1.60% | -- | 2026-06-30 |
| 14 | CRM | SALESFORCE INC | 379.4K | $59.4M | $97.0M | 2.92% | -- | 2026-06-30 |
| 15 | V | VISA INC | 172.4K | $59.1M | $64.8M | 1.95% | -- | 2026-06-30 |
| 16 | KEYS | KEYSIGHT TECHNOLOGIES INC | 167.6K | $58.7M | $52.5M | 1.58% | -44,400 | 2026-06-30 |
| 17 | LOW | LOWES COS INC | 265.2K | $58.5M | $51.6M | 1.55% | -- | 2026-06-30 |
| 18 | PANW | PALO ALTO NETWORKS INC | 161.8K | $55.2M | $60.7M | 1.82% | -48,600 | 2026-06-30 |
| 19 | LFUS | LITTELFUSE INC | 118.2K | $53.8M | $46.8M | 1.41% | -- | 2026-06-30 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | 88.5K | $51.4M | $44.6M | 1.34% | -- | 2026-06-30 |
| 21 | DHR | DANAHER CORP DEL | 268.5K | $51.1M | $56.2M | 1.69% | -- | 2026-06-30 |
| 22 | APG | API GROUP CORP | 1.21M | $51.1M | $44.6M | 1.34% | +705.6K | 2026-06-30 |
| 23 | FFIV | F5 INC | 118.0K | $49.1M | $50.8M | 1.53% | -- | 2026-06-30 |
| 24 | DDOG | DATADOG INC | 182.0K | $47.4M | $41.9M | 1.26% | -61,600 | 2026-06-30 |
| 25 | NET | CLOUDFLARE INC | 188.0K | $46.1M | $61.5M | 1.85% | +30.6K | 2026-06-30 |
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