Fifthdelta Ltd Top Holdings and 13F Report (2025) About Fifthdelta LtdInvestment ActivityFifthdelta Ltd has $399.51 million in total holdings as of March 31, 2025.Fifthdelta Ltd owns shares of 13 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 59.90% of the portfolio was purchased this quarter.About 24.41% of the portfolio was sold this quarter.This quarter, Fifthdelta Ltd has purchased 11 new stocks and bought additional shares in 6 stocks.Fifthdelta Ltd sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Onsemi $53,628,118Visteon $52,912,234Huntsman $52,873,652BorgWarner $52,443,825Taiwan Semiconductor Manufacturing $43,824,000 Largest New Holdings this Quarter 099724106 - BorgWarner $52,443,825 Holding37045V100 - General Motors $27,949,929 Holding01749D105 - Allegro MicroSystems $12,705,728 HoldingM5R635108 - Innoviz Technologies $2,963,790 Holding Largest Purchases this Quarter BorgWarner 1,830,500 shares (about $52.44M)Onsemi 1,107,168 shares (about $45.05M)Taiwan Semiconductor Manufacturing 229,300 shares (about $38.06M)General Motors 594,300 shares (about $27.95M)Huntsman 1,358,817 shares (about $21.46M) Largest Sales this Quarter BlackBerry 10,366,873 shares (about $39.08M)DOW 173,800 shares (about $6.07M)PPG Industries 27,400 shares (about $3.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFifthdelta Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorONOnsemi$53,628,118$45,050,666 ▲525.2%1,317,96813.4%Computer and TechnologyVCVisteon$52,912,234$20,232,895 ▲61.9%681,68313.2%Auto/Tires/TrucksHUNHuntsman$52,873,652$21,455,720 ▲68.3%3,348,55313.2%Basic MaterialsBWABorgWarner$52,443,825$52,443,825 ▲New Holding1,830,50013.1%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$43,824,000$38,063,800 ▲660.8%264,00011.0%Computer and TechnologyQCOMQUALCOMM$34,193,586$13,563,763 ▲65.7%222,6008.6%Computer and TechnologyDOWDOW$29,687,482$6,069,096 ▼-17.0%850,1577.4%Basic MaterialsGMGeneral Motors$27,949,929$27,949,929 ▲New Holding594,3007.0%Auto/Tires/TrucksPPGPPG Industries$19,508,040$2,996,190 ▼-13.3%178,4004.9%Basic MaterialsALGMAllegro MicroSystems$12,705,728$12,705,728 ▲New Holding505,6003.2%Computer and TechnologyMBLYMobileye Global$10,493,149$4,872,708 ▲86.7%728,9442.6%Auto/Tires/TrucksBBBlackBerry$6,327,033$39,083,113 ▼-86.1%1,678,2581.6%Computer and TechnologyINVZInnoviz Technologies$2,963,790$2,963,790 ▲New Holding4,546,3870.7%Auto/Tires/TrucksAPTIV PLC$0$25,522,560 ▼-100.0%00.0%COM SHSOTISOtis Worldwide$0$23,856,336 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
