Fifthdelta Ltd holds a concentrated book of 11 stocks worth $852.9M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Amphenol Corp-CL A and trimmed Axalta Coating Systems Ltd. Their largest long position is Axalta Coating Systems Ltd at 14% of the equity book.
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
Other tracked managers holding the same core names as Fifthdelta Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LANSDOWNE PARTNERS (UK) LLP | 2 / 11 | $662.7M |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 2 / 11 | $530.5M |
| LYNWOOD PRICE CAPITAL MANAGEMENT LP | 2 / 11 | $57.9M |
| Torrey Growth & Income Advisors | 3 / 11 | $80.4M |
| Trinity Street Asset Management LLP | 2 / 11 | $474.6M |
| Tairen Capital Ltd | 2 / 11 | $272.4M |
| Pelham Capital Ltd. | 2 / 11 | $37.0M |
| JOHO CAPITAL LLC | 2 / 11 | $96.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Fifthdelta Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $119.6M | 3.49M | 14.0% | ▼−13% Reduced · −513K sh | |
| 2 | Te Connectivity PLC ORD SHS | $117.3M | 581.6K | 13.7% | ▲+13% Added · +69K sh | |
| 3 | Harley Davidson Inc COM | $106.9M | 4.37M | 12.5% | ▲+105% Added · +2.2M sh | |
| 4 | Allegion PLC ORD SHS | $89.0M | 633.6K | 10.4% | ▲+152% Added · +382K sh | |
| 5 | Allison Transmission Hldgs I COM | $85.7M | 760.5K | 10.1% | ▲+64% Added · +298K sh | |
| 6 | Amphenol Corp CL A | $85.6M | 485.6K | 10.0% | ▲New New position | |
| 7 | Taiwan Semiconductor Manufac SPONSORED ADS | $76.2M | 159.5K | 8.9% | ▼−27% Reduced · −58K sh | |
| 8 | Otis Worldwide Corp COM | $70.3M | 981.2K | 8.2% | ▲+5.8% Added · +54K sh | |
| 9 | Visteon Corp COM NEW | $40.8M | 411.4K | 4.8% | ▼−33% Reduced · −203K sh | |
| 10 | Analog Devices Inc COM | $33.5M | 84.4K | 3.9% | ▲New New position | |
| 11 | General MTRS Co COM | $28.0M | 362.7K | 3.3% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.