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
+62.78%
-5.46%
24,910.1
Semiconductors
VC
Visteon Corp
681,683
52,912.2
+61.91%
13.240
+5.06%
2.500
+53.10%
+28.70%
3,112.3
Vehicles & Parts
HUN
Huntsman Corp
3,348,553
52,873.7
+68.29%
13.230
+5.37%
1.930
-4.41%
-30.58%
2,097.1
Chemicals
BWA
BorgWarner Inc
1,830,500
52,443.8
New Holding
13.130
+13.13%
0.830
+34.60%
+15.72%
8,026.4
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
+52.83%
+22.59%
1,246,476.4
Semiconductors
QCOM
Qualcomm Inc
222,600
34,193.6
+65.75%
8.560
+3.40%
0.020
+14.51%
+5.26%
175,548.2
Semiconductors
DOW
Dow Inc
850,157
29,687.5
-16.97%
7.430
-2.47%
0.120
+7.33%
-21.00%
21,467.4
Chemicals
GM
General Motors Co
594,300
27,949.9
New Holding
7.000
+7.00%
0.060
+16.27%
+0.31%
50,583.9
Vehicles & Parts
PPG
PPG Industries Inc
178,400
19,508.0
-13.31%
4.880
-1.16%
0.080
+15.23%
-1.20%
26,467.5
Chemicals
ALGM
Allegro Microsystems Inc
505,600
12,705.7
New Holding
3.180
+3.18%
0.270
+94.52%
+55.90%
6,302.3
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
$4.10
-9.89%
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
$36.53
20.44%
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
$59.61
18.44%
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
$240.33
23.66%
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
$71.91
13.46%
Sold Out
0
-422,000
OTIS
Otis Worldwide Corp
2025-03-31
Sold Out
Sold Out
-8.45%
●
90.77 ($97.69) 104.01
$88.49
-9.42%
Sold Out
0
-257,600
GM
General Motors Co
2025-03-31
New Buy
New Buy
+7.00%
●
45.22 ($49.28) 54.92
$53.13
7.81%
New holding
594,300
594,300
HUN
Huntsman Corp
2025-03-31
Add
Add
+5.37%
●
15.79 ($17) 18.04
$12.07
-29.00%
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
$114.18
35.64%
Add 61.91%
681,683
260,666
QCOM
Qualcomm Inc
2025-03-31
Add
Add
+3.40%
●
151.94 ($163) 175.86
$159.88
-1.91%
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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