EdgeMarket › What Oribel Capital Management, Lp reported owning
What Oribel Capital Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.3BPositions
118Quarter
2026-03-31Shown below
41largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GE GENERAL ELECTRIC CO | 81.5M | 3.6% | 287.1K | 348.37 | +30.7% |
| CSCO CISCO SYSTEMS, INC. | 51.0M | 2.3% | 657.8K | 111.04 | +65.5% |
| JBL JABIL INC | 37.5M | 1.7% | 141.3K | 313.21 | +53.5% |
| AEIS ADVANCED ENERGY INDUSTRIES INC | 36.7M | 1.6% | 113.8K | 285.83 | +93.5% |
| KEYS Keysight Technologies, Inc. | 29.9M | 1.3% | 106.0K | 316.13 | +99.4% |
| GRMN GARMIN LTD | 27.2M | 1.2% | 117.2K | 294.85 | +28.1% |
| FLEX FLEX LTD. | 27.1M | 1.2% | 414.2K | 110.45 | +124.9% |
| CRS CARPENTER TECHNOLOGY CORP | 26.3M | 1.2% | 66.7K | 492.38 | +105.1% |
| BWA BORGWARNER INC | 23.3M | 1.0% | 429.1K | 67.78 | +60.5% |
| ASML ASML HOLDING NV | 21.3M | 0.9% | 16.1K | 1,763.76 | +135.3% |
| CAT CATERPILLAR INC | 21.3M | 0.9% | 30.0K | 827.90 | +96.8% |
| ENTG ENTEGRIS INC | 19.7M | 0.9% | 168.0K | 143.66 | +80.9% |
| ECHO EchoStar CORP | 17.7M | 0.8% | 150.8K | 86.81 | +214.0% |
| PANW Palo Alto Networks Inc | 16.9M | 0.7% | 105.2K | 357.87 | +94.0% |
| NET Cloudflare, Inc. | 16.2M | 0.7% | 78.7K | 293.14 | +51.7% |
| ZM Zoom Communications, Inc. | 15.2M | 0.7% | 189.0K | 107.43 | +48.9% |
| DDOG Datadog, Inc. | 14.4M | 0.6% | 121.8K | 235.62 | +83.4% |
| MSI Motorola Solutions, Inc. | 13.9M | 0.6% | 32.0K | 480.47 | +4.0% |
| NOK NOKIA CORP | 13.2M | 0.6% | 1.6M | 10.21 | +140.8% |
| XYL Xylem Inc. | 11.7M | 0.5% | 98.1K | 113.42 | -20.1% |
| MDLN Medline Inc. | 10.7M | 0.5% | 240.6K | 34.26 | — |
| OKTA Okta, Inc. | 10.3M | 0.5% | 130.8K | 135.14 | +48.5% |
| MDB MongoDB, Inc. | 10.3M | 0.5% | 42.0K | 430.83 | +102.6% |
| APG APi Group Corp | 10.2M | 0.4% | 250.8K | 41.16 | +16.2% |
| ADSK Autodesk, Inc. | 10.0M | 0.4% | 41.6K | 253.82 | -12.1% |
| INTU INTUIT INC. | 9.9M | 0.4% | 22.9K | 367.00 | -47.5% |
| VIAV VIAVI SOLUTIONS INC. | 8.3M | 0.4% | 249.8K | 38.90 | +268.7% |
| STX Seagate Technology Holdings plc | 7.9M | 0.3% | 20.2K | 850.00 | +436.6% |
| WDC WESTERN DIGITAL CORP | 7.6M | 0.3% | 28.2K | 459.44 | +507.4% |
| AKAM AKAMAI TECHNOLOGIES INC | 7.2M | 0.3% | 62.3K | 110.42 | +45.2% |
| ARM ARM HOLDINGS PLC /UK | 6.9M | 0.3% | 45.9K | 243.32 | +85.5% |
| SPY SPDR S&P 500 ETF TRUST | 5.6M | 0.2% | 8.6K | 765.72 | +20.0% |
| CAH CARDINAL HEALTH INC | 5.3M | 0.2% | 25.1K | 229.51 | +50.1% |
| ULS UL Solutions Inc. | 4.3M | 0.2% | 50.3K | 75.06 | +12.2% |
| BKR Baker Hughes Co | 4.3M | 0.2% | 70.0K | 62.34 | +45.5% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 3.9M | 0.2% | 19.6K | 239.62 | +4.8% |
| VRNS VARONIS SYSTEMS INC | 3.5M | 0.2% | 165.3K | 41.23 | -29.2% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 2.8M | 0.1% | 4.8K | 713.44 | +26.1% |
| META Meta Platforms, Inc. | 2.3M | 0.1% | 4.0K | 549.90 | -26.5% |
| DOCN DigitalOcean Holdings, Inc. | 2.2M | 0.1% | 25.2K | 115.64 | +282.8% |
| FTNT Fortinet, Inc. | 2.1M | 0.1% | 25.9K | 153.51 | +92.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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