Oribel Capital Management, LP
Oribel Capital Management, LP reported 143 holdings worth US$3.29B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Oribel Capital Management, LP reported 143 holdings worth US$3.29B as of Jun 30, 2026. Largest: Analog Devices, Inc., Jabil Inc. and 3m Company. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 143
- Value as reported
- US$3.29B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Analog Devices, Inc. | 364K | US$144M | 4.4% |
| Jabil Inc. | 175K | US$67.3M | 2.0% |
| 3m Company | 414K | US$67.1M | 2.0% |
| Texas Instruments Incorporated | 217K | US$64.6M | 2.0% |
| Ecolab Inc. | 160K | US$44.5M | 1.3% |
| Cisco Systems, Inc. | 340K | US$39.9M | 1.2% |
| Element Solutions Inc. | 651K | US$31.1M | 0.94% |
| Borgwarner Inc. | 458K | US$30.4M | 0.92% |
| Ralliant Corporation | 405K | US$29.8M | 0.90% |
| Visa Inc. | 86,200 | US$29.6M | 0.90% |
| Keysight Technologies Inc. | 83,800 | US$29.3M | 0.89% |
| Lowe's Companies, Inc. | 133K | US$29.2M | 0.89% |
| Baker Hughes Company | 516K | US$28.6M | 0.87% |
| Palo Alto Networks, Inc. | 80,900 | US$27.6M | 0.84% |
| Littelfuse, Inc. | 59,100 | US$26.9M | 0.82% |
| Api Group Corporation | 604K | US$25.6M | 0.78% |
| F5, Inc. | 59,000 | US$24.5M | 0.74% |
| Datadog, Inc. | 91,000 | US$23.7M | 0.72% |
| Cloudflare, Inc. | 94,000 | US$23.1M | 0.70% |
| Crowdstrike Holdings, Inc. | 29,300 | US$22.4M | 0.68% |
| Mongodb, Inc. | 63,600 | US$21.4M | 0.65% |
| Sanmina Corporation | 75,900 | US$19.2M | 0.58% |
| Ati Inc. | 96,500 | US$19M | 0.58% |
| Varonis Systems, Inc. | 444K | US$18.6M | 0.57% |
| Servicenow, Inc. | 184K | US$18.3M | 0.55% |
| Donaldson Company, Inc. | 177K | US$15.9M | 0.48% |
| Dynatrace, Inc. | 351K | US$15.4M | 0.47% |
| Republic Services, Inc. | 72,000 | US$15.3M | 0.47% |
| International Business Machines Corporation | 51,600 | US$14.5M | 0.44% |
| Waste Connections, Inc. | 86,200 | US$14.4M | 0.44% |
| Axon Enterprise, Inc. | 25,500 | US$14.3M | 0.43% |
| Mastercard Incorporated | 26,900 | US$13.8M | 0.42% |
| Take-two Interactive Software, Inc. | 45,900 | US$11.5M | 0.35% |
| Carpenter Technology Corporation | 17,200 | US$10.6M | 0.32% |
| Zebra Technologies Corporation | 39,500 | US$10.4M | 0.32% |
| Thermo Fisher Scientific Inc | 19,800 | US$9.93M | 0.30% |
| Advanced Micro Devices Inc | 17,000 | US$9.88M | 0.30% |
| Amazon.com, Inc. | 40,900 | US$9.7M | 0.29% |
| Nvidia Corporation | 46,900 | US$9.38M | 0.28% |
| Qualcomm Incorporated | 50,300 | US$9.29M | 0.28% |
| Digitalocean Holdings, Inc. | 54,200 | US$8.51M | 0.26% |
| Zoom Communications, Inc. | 83,200 | US$7.18M | 0.22% |
| Fortinet, Inc. | 32,300 | US$4.96M | 0.15% |
| Cerebras Systems Inc. | 22,100 | US$4.88M | 0.15% |
| Shoals Technologies Group, Inc. | 420K | US$4.15M | 0.13% |
| Mks Inc. | 8,300 | US$3.69M | 0.11% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Medline Inc. | 0 | US$0 | 0.00% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Motorola Solutions, Inc. | 0 | US$0 | 0.00% |
| Nokia Oyj | 0 | US$0 | 0.00% |
| Okta, Inc. | 0 | US$0 | 0.00% |
| Ul Solutions Inc. | 0 | US$0 | 0.00% |
| Viavi Solutions Inc. | 0 | US$0 | 0.00% |
| Western Digital Corporation | 0 | US$0 | 0.00% |
| Xylem Inc. | 0 | US$0 | 0.00% |
| Asml Holding Nv | 0 | US$0 | 0.00% |
| Autodesk, Inc. | 0 | US$0 | 0.00% |
| Cardinal Health, Inc. | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |
| Entegris, Inc. | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Advanced Energy Industries, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related