13F Filings for Oribel Capital Management, LP (CIK: 1661140)
View the most recent portfolio holdings disclosed by Oribel Capital Management, LP in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
SAP - SAP SE(Class: SPON ADR) | 538.70K* | $163.82M* | 4.18% | N/A | - |
BX - BLACKSTONE INC(Class: COM) | 1.07M* | $159.59M* | 4.07% | Increased | 715.90K (203.0%, $110.52M) |
ADSK - AUTODESK INC(Class: COM) | 446.40K* | $138.19M* | 3.53% | Increased | 380.80K (580.0%, $121.02M) |
TSM - TAIWAN SEMICONDUCTOR MFG LTD(Class: SPONSORED ADS) | 574.60K* | $130.14M* | 3.32% | N/A | - |
KKR - KKR CO INC(Class: COM) | 957.60K* | $127.39M* | 3.25% | Increased | 447.40K (87.0%, $68.41M) |
MSFT - MICROSOFT CORP(Class: COM) | 250K | $124.35M | 3.17% | N/A | - |
CAH - CARDINAL HEALTH INC(Class: COM) | 739.50K* | $124.24M* | 3.17% | Decreased | 923.70K (55.0%, $104.90M) |
NVDA - NVIDIA CORPORATION(Class: COM) | 774.90K | $122.43M | 3.13% | Increased | 455.10K (142.0%, $87.77M) |
MCK - MCKESSON CORP(Class: COM) | 144.10K* | $105.59M* | 2.70% | Decreased | 7.30K (4.0%, $3.70M) |
AMZN - AMAZON COM INC(Class: COM) | 475.40K | $104.30M | 2.66% | Increased | 458K (2632.0%, $100.99M) |
T - ATT INC(Class: COM) | 3.41M | $98.71M | 2.52% | Increased | 2.11M (161.0%, $61.82M) |
AMD - ADVANCED MICRO DEVICES INC(Class: COM) | 681.20K* | $96.66M* | 2.47% | New | 681.20K ($96.66M) |
MCO - MOODYS CORP(Class: COM) | 191.10K* | $95.85M* | 2.45% | N/A | - |
AMT - AMERICAN TOWER CORP NEW(Class: COM) | 430.80K* | $95.22M* | 2.43% | New | 430.80K ($95.22M) |
HEI - HEICO CORP NEW(Class: COM) | 286.10K* | $93.84M* | 2.40% | New | 286.10K ($93.84M) |
JCI - JOHNSON CTLS INTL PLC(Class: SHS) | 733.60K | $77.48M | 1.98% | New | 733.60K ($77.48M) |
VZ - VERIZON COMMUNICATIONS INC(Class: COM) | 1.77M* | $76.40M* | 1.95% | Increased | 1.57M (782.0%, $67.33M) |
COR - CENCORA INC(Class: COM) | 249.60K* | $74.84M* | 1.91% | Decreased | 155K (38.0%, $37.67M) |
MELI - MERCADOLIBRE INC(Class: COM) | 28.20K* | $73.70M* | 1.88% | New | 28.20K ($73.70M) |
SPOT - SPOTIFY TECHNOLOGY S A(Class: SHS) | 96K* | $73.66M* | 1.88% | New | 96K ($73.66M) |
MCHP - MICROCHIP TECHNOLOGY INC.(Class: COM) | 1.01M* | $71.41M* | 1.82% | N/A | - |
GRMN - GARMIN LTD(Class: SHS) | 334.80K* | $69.88M* | 1.78% | N/A | - |
WM - WASTE MGMT INC DEL(Class: COM) | 303K* | $69.33M* | 1.77% | New | 303K ($69.33M) |
ECL - ECOLAB INC(Class: COM) | 248.70K* | $67.01M* | 1.71% | Increased | 164.20K (194.0%, $45.59M) |
NFLX - NETFLIX INC(Class: COM) | 49.30K* | $66.02M* | 1.69% | Increased | 12.30K (33.0%, $31.52M) |