FL

FIFTHDELTA Ltd

13F
FIFTHDELTA Ltd
Last update 2025-05-13 13 Stocks (4 new)
Value $400.00 Mil Turnover 60 %
Countries:
Top Holdings: ON(13.42%)VC(13.24%)HUN(13.23%)BWA(13.13%)TSM(10.97%)
Summary Stock Picks Current Portfolio
FIFTHDELTA Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ON
ON Semiconductor Corp
1,317,968
53,628.1
+525.22%
13.420
+11.27%
0.320
+38.74%
-12.07%
23,167.6
Semiconductors
VC
Visteon Corp
681,683
52,912.2
+61.91%
13.240
+5.06%
2.500
+47.56%
+29.77%
3,138.2
Vehicles & Parts
HUN
Huntsman Corp
3,348,553
52,873.7
+68.29%
13.230
+5.37%
1.930
-16.80%
-37.42%
1,890.3
Chemicals
BWA
BorgWarner Inc
1,830,500
52,443.8
New Holding
13.130
+13.13%
0.830
+27.16%
+14.14%
7,916.5
Vehicles & Parts
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
264,000
43,824.0
+660.81%
10.970
+9.53%
0.010
+47.67%
+23.24%
1,253,063.2
Semiconductors
QCOM
Qualcomm Inc
222,600
34,193.6
+65.75%
8.560
+3.40%
0.020
+8.55%
+4.58%
174,406.3
Semiconductors
DOW
Dow Inc
850,157
29,687.5
-16.97%
7.430
-2.47%
0.120
-13.66%
-34.78%
17,721.0
Chemicals
GM
General Motors Co
594,300
27,949.9
New Holding
7.000
+7.00%
0.060
+12.00%
-1.18%
49,831.8
Vehicles & Parts
PPG
PPG Industries Inc
178,400
19,508.0
-13.31%
4.880
-1.16%
0.080
+11.15%
-2.54%
26,106.7
Chemicals
ALGM
Allegro Microsystems Inc
505,600
12,705.7
New Holding
3.180
+3.18%
0.270
+73.61%
+49.86%
6,058.2
Semiconductors

FIFTHDELTA Ltd's Historical Top Holdings Breakdowns

FIFTHDELTA Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BB
BlackBerry Ltd
2025-03-31
Reduce
Reduce
-13.87%
●
3.68 ($4.55) 6.07
$3.96
-12.97%
Reduce -86.07%
1,678,258
-10,366,873
BWA
BorgWarner Inc
2025-03-31
New Buy
New Buy
+13.13%
●
27.78 ($30.33) 32.9
$36.03
18.79%
New holding
1,830,500
1,830,500
ON
ON Semiconductor Corp
2025-03-31
Add
Add
+11.27%
●
40.69 ($50.33) 64.51
$55.44
10.15%
Add 525.22%
1,317,968
1,107,168
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Add
Add
+9.53%
●
165.25 ($194.34) 224.62
$241.60
24.32%
Add 660.81%
264,000
229,300
APTV
Aptiv PLC
2025-03-31
Sold Out
Sold Out
-9.04%
●
59.35 ($63.38) 67.62
$70.46
11.17%
Sold Out
0
-422,000
OTIS
Otis Worldwide Corp
2025-03-31
Sold Out
Sold Out
-8.45%
●
90.77 ($97.69) 104.01
$89.20
-8.69%
Sold Out
0
-257,600
GM
General Motors Co
2025-03-31
New Buy
New Buy
+7.00%
●
45.22 ($49.28) 54.92
$52.34
6.21%
New holding
594,300
594,300
HUN
Huntsman Corp
2025-03-31
Add
Add
+5.37%
●
15.79 ($17) 18.04
$10.88
-36.00%
Add 68.29%
3,348,553
1,358,817
VC
Visteon Corp
2025-03-31
Add
Add
+5.06%
●
77.62 ($84.18) 90.68
$115.13
36.77%
Add 61.91%
681,683
260,666
QCOM
Qualcomm Inc
2025-03-31
Add
Add
+3.40%
●
151.94 ($163) 175.86
$158.84
-2.55%
Add 65.75%
222,600
88,300

FIFTHDELTA Ltd Total Holding History ($B)

To

FIFTHDELTA Ltd's Asset Allocation

To

FIFTHDELTA Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FIFTHDELTA Ltd's Hypothetical Growth since 2025-03-31

FIFTHDELTA Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

FIFTHDELTA Ltd's Holdings Heat Map

Size field:

FIFTHDELTA Ltd's Holdings Bubble Chart

FIFTHDELTA Ltd News

  • 1

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