Oribel Capital Management, Lp Top Holdings and 13F Report (2025) About Oribel Capital Management, LpInvestment ActivityOribel Capital Management, Lp has $2.44 billion in total holdings as of March 31, 2025.Oribel Capital Management, Lp owns shares of 66 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 57.28% of the portfolio was purchased this quarter.About 72.39% of the portfolio was sold this quarter.This quarter, Oribel Capital Management, Lp has purchased 73 new stocks and bought additional shares in 15 stocks.Oribel Capital Management, Lp sold shares of 22 stocks and completely divested from 36 stocks this quarter.Largest Holdings Cardinal Health $229,139,064Meta Platforms $148,009,248Fiserv $117,172,398Cencora $112,515,214McKesson $101,890,686 Largest New Holdings this Quarter 337738108 - Fiserv $117,172,398 Holding03073E105 - Cencora $112,515,214 Holding58155Q103 - McKesson $101,890,686 HoldingG96629103 - Willis Towers Watson Public $76,849,830 Holding235851102 - Danaher $68,306,000 Holding Largest Purchases this Quarter Fiserv 530,600 shares (about $117.17M)Meta Platforms 200,600 shares (about $115.62M)Cencora 404,600 shares (about $112.52M)Cardinal Health 809,800 shares (about $111.57M)McKesson 151,400 shares (about $101.89M) Largest Sales this Quarter Arthur J. Gallagher & Co. 400,000 shares (about $138.10M)Salesforce 405,100 shares (about $108.71M)Autodesk 380,400 shares (about $99.59M)ServiceNow 120,700 shares (about $96.09M)Amazon.com 469,800 shares (about $89.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofOribel Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCAHCardinal Health$229,139,064$111,566,146 ▲94.9%1,663,2009.4%MedicalMETAMeta Platforms$148,009,248$115,617,816 ▲356.9%256,8006.1%Computer and TechnologyFIFiserv$117,172,398$117,172,398 ▲New Holding530,6004.8%Business ServicesCORCencora$112,515,214$112,515,214 ▲New Holding404,6004.6%MedicalMCKMcKesson$101,890,686$101,890,686 ▲New Holding151,4004.2%MedicalWTWWillis Towers Watson Public$76,849,830$76,849,830 ▲New Holding227,4003.1%FinanceAPOApollo Global Management$74,125,622$23,211,330 ▼-23.8%541,3003.0%FinanceAONAON$71,916,018$54,498,932 ▼-43.1%180,2002.9%FinanceMSCIMSCI$71,422,650$24,486,150 ▼-25.5%126,3002.9%FinanceGPNGlobal Payments$71,207,424$20,161,728 ▲39.5%727,2002.9%Business ServicesAVGOBroadcom$70,153,170$67,708,692 ▲2,769.9%419,0002.9%Computer and TechnologyTRMBTrimble$68,591,120$9,099,090 ▼-11.7%1,044,8002.8%IndustrialsDHRDanaher$68,306,000$68,306,000 ▲New Holding333,2002.8%MedicalDTDynatrace$62,610,485$62,610,485 ▲New Holding1,327,9002.6%Computer and TechnologyCBRECBRE Group$61,937,408$29,373,188 ▲90.2%473,6002.5%FinanceFEZSPDR EURO STOXX 50 ETF$61,254,778$61,254,778 ▲New Holding1,125,8002.5%ETFKKRKKR & Co. Inc.$58,984,222$5,318,060 ▼-8.3%510,2002.4%FinanceCIENCiena$50,404,663$50,404,663 ▲New Holding834,1002.1%Computer and TechnologyBXBlackstone$49,062,780$10,148,028 ▲26.1%351,0002.0%FinanceBDXBecton, Dickinson and Company$41,688,920$41,688,920 ▲New Holding182,0001.7%MedicalORCLOracle$40,209,356$33,218,856 ▲475.2%287,6001.6%Computer and TechnologyTAT&T$36,888,432$15,197,672 ▼-29.2%1,304,4001.5%Computer and TechnologyNVDANVIDIA$34,659,924$45,161,946 ▼-56.6%319,8001.4%Computer and TechnologyNFLXNetflix$34,503,610$69,286,979 ▼-66.8%37,0001.4%Consumer DiscretionaryWCNWaste Connections$34,002,098$5,055,421 ▲17.5%174,2001.4%Business ServicesWBDWarner Bros. Discovery$31,701,785$11,394,187 ▲56.1%2,954,5001.3%Consumer DiscretionaryCRMSalesforce$30,378,352$108,712,636 ▼-78.2%113,2001.2%Computer and TechnologyTE CONNECTIVITY PLC$28,702,092$28,702,092 ▲New Holding203,1001.2%ORD SHSCMECME Group$26,741,232$26,741,232 ▲New Holding100,8001.1%FinanceNOWServiceNow$26,033,778$96,094,098 ▼-78.7%32,7001.1%Computer and TechnologyCSGPCoStar Group$23,753,154$23,753,154 ▲New Holding299,8001.0%Computer and TechnologyPAYXPaychex$23,373,420$13,437,788 ▼-36.5%151,5001.0%Business ServicesIBMInternational Business Machines$22,976,184$22,976,184 ▲New Holding92,4000.9%Computer and TechnologyECLEcolab$21,422,440$3,954,912 ▲22.6%84,5000.9%Basic MaterialsTMOThermo Fisher Scientific$20,998,720$26,173,760 ▼-55.5%42,2000.9%MedicalAJGArthur J. Gallagher & Co.$18,401,292$138,096,000 ▼-88.2%53,3000.8%FinanceADPAutomatic Data Processing$18,331,800$25,267,331 ▼-58.0%60,0000.7%Business ServicesMMCMarsh & McLennan Companies$18,009,414$561,269 ▲3.2%73,8000.7%FinanceTTWOTake-Two Interactive Software$17,823,500$17,823,500 ▲New Holding86,0000.7%Consumer DiscretionaryWDAYWorkday$17,794,986$17,794,986 ▲New Holding76,2000.7%Computer and TechnologyXRTSPDR S&P Retail ETF$17,597,223$17,597,223 ▲New Holding254,7000.7%ETFVERALTO CORP$17,219,415$15,621,235 ▲977.4%176,7000.7%COM SHSPTCPTC$17,183,955$11,233,875 ▲188.8%110,9000.7%Computer and TechnologyADSKAutodesk$17,174,080$99,588,720 ▼-85.3%65,6000.7%Computer and TechnologyEMREmerson Electric$16,709,136$20,140,868 ▼-54.7%152,4000.7%IndustrialsPYPLPayPal$16,221,150$16,221,150 ▲New Holding248,6000.7%Computer and TechnologyITGartner$14,523,004$14,523,004 ▲New Holding34,6000.6%Business ServicesNWSANews$13,054,712$13,054,712 ▲New Holding479,6000.5%Consumer DiscretionaryETNEaton$11,253,762$17,533,035 ▼-60.9%41,4000.5%IndustrialsAPGAPi Group$10,470,528$8,811,264 ▲531.0%292,8000.4%Business ServicesCDNSCadence Design Systems$9,206,746$9,206,746 ▲New Holding36,2000.4%Computer and TechnologyVZVerizon Communications$9,076,536$17,821,944 ▼-66.3%200,1000.4%Computer and TechnologyFTNTFortinet$8,865,546$14,785,536 ▼-62.5%92,1000.4%Computer and TechnologyARISTA NETWORKS INC$8,848,216$8,848,216 ▲New Holding114,2000.4%COM SHSEFXEquifax$8,792,516$852,460 ▼-8.8%36,1000.4%Business ServicesABNBAirbnb$8,326,362$8,326,362 ▲New Holding69,7000.3%Consumer DiscretionaryIGFiShares Global Infrastructure ETF$8,092,850$8,092,850 ▲New Holding85,0000.3%ManufacturingXHBSPDR S&P Homebuilders ETF$8,062,080$8,062,080 ▲New Holding83,2000.3%ETFSSNCSS&C Technologies$5,254,037$5,254,037 ▲New Holding62,9000.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,698,876$1,370,506 ▲41.2%8,4000.2%FinanceINFYInfosys$4,016,825$4,016,825 ▲New Holding220,1000.2%Computer and TechnologyTWTradeweb Markets$3,756,038$3,756,038 ▲New Holding25,3000.2%FinanceROKRockwell Automation$3,617,320$3,617,320 ▲New Holding14,0000.1%Computer and TechnologyAMZNAmazon.com$3,310,524$89,384,148 ▼-96.4%17,4000.1%Retail/WholesaleNETCloudflare$3,279,279$3,279,279 ▲New Holding29,1000.1%Computer and TechnologyQQQInvesco QQQ$1,735,004$468,920 ▼-21.3%3,7000.1%FinanceTEAMAtlassian$0$97,157,296 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$96,928,092 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$91,296,900 ▼-100.0%00.0%Computer and TechnologyTWLOTwilio$0$40,594,848 ▼-100.0%00.0%Computer and TechnologySAPSAP$0$40,476,924 ▼-100.0%00.0%Computer and TechnologyADIAnalog Devices$0$38,391,522 ▼-100.0%00.0%Computer and TechnologyMCHPMicrochip Technology$0$33,526,810 ▼-100.0%00.0%Computer and TechnologyGRMNGarmin$0$33,310,990 ▼-100.0%00.0%Computer and TechnologySWKSSkyworks Solutions$0$28,723,452 ▼-100.0%00.0%Computer and TechnologyJBLJabil$0$28,463,420 ▼-100.0%00.0%Computer and TechnologyINTUIntuit$0$28,408,200 ▼-100.0%00.0%Computer and TechnologyNDAQNasdaq$0$27,429,588 ▼-100.0%00.0%FinanceCRWDCrowdStrike$0$26,312,104 ▼-100.0%00.0%Computer and TechnologyICEIntercontinental Exchange$0$23,677,689 ▼-100.0%00.0%FinanceTERTeradyne$0$21,998,224 ▼-100.0%00.0%Computer and TechnologyRSGRepublic Services$0$20,238,708 ▼-100.0%00.0%Business ServicesCLHClean Harbors$0$16,777,206 ▼-100.0%00.0%Business ServicesQCOMQUALCOMM$0$16,683,132 ▼-100.0%00.0%Computer and TechnologyGE VERNOVA INC$0$16,676,751 ▼-100.0%00.0%COMMCOMoody's$0$14,911,155 ▼-100.0%00.0%FinanceZSZscaler$0$14,883,825 ▼-100.0%00.0%Computer and TechnologyBRZEBraze$0$13,108,440 ▼-100.0%00.0%Computer and TechnologyQIAGEN NV$0$10,495,721 ▼-100.0%00.0%SHS NEWCDWCDW$0$8,301,708 ▼-100.0%00.0%Computer and TechnologyAPHAmphenol$0$8,250,660 ▼-100.0%00.0%Computer and TechnologyCTASCintas$0$8,166,690 ▼-100.0%00.0%Business ServicesCTSHCognizant Technology Solutions$0$7,943,770 ▼-100.0%00.0%Computer and TechnologyZMZoom Video Communications$0$7,867,204 ▼-100.0%00.0%Computer and TechnologyCDAYCeridian HCM$0$6,581,184 ▼-100.0%00.0%Computer and TechnologyVRSKVerisk Analytics$0$6,555,234 ▼-100.0%00.0%Business ServicesVEEVVeeva Systems$0$4,520,375 ▼-100.0%00.0%MedicalARESAres Management$0$3,753,036 ▼-100.0%00.0%FinanceHUBSHubSpot$0$3,623,204 ▼-100.0%00.0%Computer and TechnologyUL SOLUTIONS INC$0$3,167,380 ▼-100.0%00.0%CLASS A COM SHSShowing 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. 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