Long-term investor
Fifthdelta LTD @fifthdeltaltd
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001872766).
Record
- Tracked since 2025-06-30 (454 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +980.2% · all +980.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AXTA · 14.0% · long · since 2025-12-31
- G87052109 · 13.7% · long · since 2026-03-31
- HOG · 12.5% · long · since 2025-12-31
- ALLE · 10.4% · long · since 2026-03-31
- ALSN · 10.1% · long · since 2025-12-31
- APH · 10.0% · long · since 2026-06-30
- TSM · 8.9% · long · since 2026-03-31
- OTIS · 8.2% · long · since 2025-09-30
- VC · 4.8% · long · since 2025-06-30
- ADI · 3.9% · long · since 2026-06-30
- GM · 3.3% · long · since 2026-06-30