13F Filings History of FIFTHDELTA Ltd
- Latest 13F filing
- Q2 2026 - 13 Aug 2026
- Latest reported 13F value
- $852,876,378
- Largest 13F holdings
-
AXTA TEL HOG ALLE ALSN APH TSM OTIS VC ADI GM
- Form 13F summary
-
- FIFTHDELTA Ltd Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- FIFTHDELTA Ltd reported 11 equity holdings with a total reported market value of $852,876,378 for Q2 2026. Top reported holdings included AXTA, TEL, HOG, ALLE, and ALSN.
- Manager signature
- Natasha Newbold - Chief Compliance Officer
- Manager location
- London
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$852,876,378
Quarter delta
+$128,069,927
Accepted
13 Aug 2026, 16:44
Rows shown
1-19 of 19
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 11 | $852,876,378 | +$306,853,873 | -$237,231,979 | +$69,621,894 | AXTA, TEL, HOG, ALLE, ALSN | 13F-HR | 13 Aug 2026, 16:44 |
| Q1 2026 | 11 | $724,806,451 | +$419,012,895 | -$145,777,496 | +$273,235,399 | AXTA, TEL, BB, TSM, OTIS | 13F-HR | 15 May 2026, 11:53 |
| Q4 2025 | 10 | $475,853,589 | +$255,466,179 | -$104,704,441 | +$150,761,738 | AXTA, BB, OTIS, ALSN, NXPI | 13F-HR | 13 Feb 2026, 12:01 |
| Q3 2025 | 5 | $319,839,575 | +$129,910,040 | -$137,788,759 | -$7,878,719 | CMI, BB, QCOM, ON, OTIS | 13F-HR | 14 Nov 2025, 12:04 |
| Q2 2025 | 9 | $310,370,910 | +$121,963,311 | -$233,328,272 | -$111,364,961 | QCOM, CMI, ON, BWA, HUN | 13F-HR | 14 Aug 2025, 11:27 |
| Q1 2025 | 13 | $399,510,566 | +$239,302,824 | -$97,527,295 | +$141,775,529 | ON, VC, HUN, BWA, TSM | 13F-HR | 13 May 2025, 12:47 |
| Q4 2024 | 11 | $282,363,916 | +$78,433,467 | -$104,965,230 | -$26,531,763 | BB, DOW, VC, HUN, APTV | 13F-HR | 14 Feb 2025, 13:22 |
| Q3 2024 | 10 | $299,669,209 | +$72,938,114 | -$246,994,749 | -$174,056,635 | BB, DOW, OTIS, HUN, VC | 13F-HR | 14 Nov 2024, 11:12 |
| Q2 2024 | 13 | $459,190,168 | +$78,040,477 | -$142,037,142 | -$63,996,665 | DOW, BB, HUN, GM, WHR | 13F-HR | 09 Aug 2024, 11:24 |
| Q1 2024 | 11 | $562,416,672 | +$147,391,348 | -$242,126,016 | -$94,734,668 | GM, BB, DOW, VC, HUN | 13F-HR | 10 May 2024, 14:38 |
| Q4 2023 | 12 | $651,230,816 | +$247,278,416 | -$261,317,547 | -$14,039,131 | BB, GM, DOW, VC, APTV | 13F-HR | 12 Feb 2024, 15:10 |
| Q3 2023 | 10 | $720,383,244 | +$230,414,305 | -$426,632,263 | -$196,217,958 | BB, CMI, LAC, HUN, VC | 13F-HR | 14 Nov 2023, 12:26 |
| Q2 2023 | 11 | $973,840,010 | +$232,518,185 | -$788,241,121 | -$555,722,936 | BB, FSRNQ, VC, LAC, QCOM | 13F-HR | 14 Aug 2023, 10:55 |
| Q1 2023 | 12 | $1,524,176,835 | +$365,994,704 | -$436,074,014 | -$70,079,310 | BB, QCOM, LAC, ALB, VC | 13F-HR | 12 May 2023, 12:18 |
| Q4 2022 | 10 | $1,395,261,786 | +$506,774,636 | -$417,634,515 | +$89,140,121 | BB, XPEV, AMD, QCOM, ON | 13F-HR | 13 Feb 2023, 13:17 |
| Q3 2022 | 11 | $1,426,170,000 | +$467,497,518 | -$525,754,589 | -$58,257,071 | QCOM, XPEV, AMD, ON, GM | 13F-HR | 14 Nov 2022, 12:36 |
| Q2 2022 | 16 | $1,519,513,000 | +$939,803,300 | -$265,436,339 | +$674,366,961 | MU, AMD, QCOM, ON, LAC | 13F-HR | 12 Aug 2022, 11:05 |
| Q1 2022 | 12 | $980,208,000 | +$524,354,432 | -$162,621,079 | +$361,733,353 | AXTA, ALB, XPEV, BB, LAC | 13F-HR | 16 May 2022, 16:33 |
| Q4 2021 | 13 | $749,319,000 | $0 | $0 | $0 | XPEV, QCOM, BB, INTC, VC | 13F-HR | 11 Feb 2022, 12:51 |