account_balance
Investment manager · 13F filer · SEC CIK 1872766
Fifthdelta Ltd
Reported value$650Mas of Sep 30, 2026
Positions12 2 new, 1 sold out
Top 10 weight96.7%OTIS alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 12 stocks.
OTISOtis Worldwide Corp
14.5%Added +50%
APHAmphenol Corp
13.3%Added +112%
ALSNAllison Transmission Hldgs I
10.6%Trimmed −20%
TELTe Connectivity PLC
10.6%Trimmed −44%
HOGHarley Davidson Inc
10.2%Trimmed −38%
AXTAAxalta Coating Sys Ltd
9.9%Trimmed −43%
APTVAptiv PLC
8.1%New
VCVisteon Corp
8.1%Added +48%
ALBAlbemarle Corp
6.2%New
TSMTaiwan Semiconductor Manufac
5.1%Trimmed −54%
ALLE2.6%GM0.7%OTISOtis Worldwide Corp
14.5%Added +50%
APHAmphenol Corp
13.3%Added +112%
ALSNAllison Transmission Hldgs I
10.6%Trimmed −20%
TELTe Connectivity PLC
10.6%Trimmed −44%
HOGHarley Davidson Inc
10.2%Trimmed −38%
AXTA9.9%APTV8.1%VC8.1%ALB6.2%TSM5.1%ALLE2.6%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
OTIS Otis Worldwide Corp 14.5% Added +50%APH Amphenol Corp 13.3% Added +112%ALSN Allison Transmission Hldgs I 10.6% Trimmed −20%TEL Te Connectivity PLC 10.6% Trimmed −44%HOG Harley Davidson Inc 10.2% Trimmed −38%AXTA Axalta Coating Sys Ltd 9.9% Trimmed −43%APTV Aptiv PLC 8.1% NewVC Visteon Corp 8.1% Added +48%ALB Albemarle Corp 6.2% NewTSM Taiwan Semiconductor Manufac 5.1% Trimmed −54%ALLE Allegion PLC 2.6% Trimmed −83%GM General MTRS Co 0.7% Trimmed −83%
What changed