Delta Accumulation, LLC: 13F holdings
CIK 18083892026Q2
| Positions | 83 |
|---|
| Reported value | $2.5bn |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 83 (+41 vs prior quarter) |
|---|
| Reported value | $2.5bn (+117.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BNY BANK NEW YORK MELLON CORP | 80,513 | $11.6m | 0.5% |
| C CITIGROUP INC | 64,215 | $9.0m | 0.4% |
| CMI CUMMINS INC | 4,900 | $3.5m | 0.1% |
| PANW PALO ALTO NETWORKS INC | 7,770 | $2.6m | 0.1% |
| QQQ INVESCO QQQ TR | 3,130 | $2.3m | 0.1% |
| CSCO CISCO SYS INC | 14,500 | $1.7m | 0.1% |
| META META PLATFORMS INC | 2,647 | $1.5m | 0.1% |
| NVDA NVIDIA CORPORATION | 5,547 | $1.1m | 0.0% |
| SPY SPDR S&P 500 ETF TR | 902 | $673,587 | 0.0% |
| ABNB AIRBNB INC | 3,847 | $550,506 | 0.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1808389")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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