Fifthdelta Ltd holds a concentrated book of 11 stocks worth $724.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Te Connectivity PLC and trimmed Allison Transmission Holding. Their largest long position is Axalta Coating Systems Ltd at 15% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1872766/holdings"
Use Arkolith to show FIFTHDELTA Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Axalta Coating Sys Ltd COM | $111.0M | 4.01M | 15.3% | ▲+42% Added · +1.2M sh | |
| 2 | Te Connectivity PLC ORD SHS | $107.2M | 512.9K | 14.8% | ▲New New position | |
| 3 | Blackberry Ltd COM | $85.7M | 26.45M | 11.8% | ▲+50% Added · +8.9M sh | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $73.6M | 217.7K | 10.2% | ▲New New position | |
| 5 | Otis Worldwide Corp COM | $71.5M | 927.2K | 9.9% | ▲+22% Added · +166K sh | |
| 6 | NXP Semiconductors N V COM | $57.9M | 294.3K | 8.0% | ▲+19% Added · +48K sh | |
| 7 | Visteon Corp COM NEW | $56.0M | 614.3K | 7.7% | ▲New New position | |
| 8 | Allison Transmission Hldgs I COM | $54.2M | 462.9K | 7.5% | ▼−22% Reduced · −130K sh | |
| 9 | Harley Davidson Inc COM | $43.1M | 2.13M | 5.9% | ▲+376% Added · +1.7M sh | |
| 10 | Allegion PLC ORD SHS | $36.6M | 251.7K | 5.0% | ▲New New position | |
| 11 | Ambarella Inc SHS | $28.1M | 546.5K | 3.9% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.