Oribel Capital Management
$1.2B 13F equity value
74 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | 363,600 | $144M | 12.0% |
| JBL | JABIL INC | 174,700 | $67M | 5.6% |
| MMM | 3M CO | 414,200 | $67M | 5.6% |
| TXN | TEXAS INSTRS INC | 216,800 | $65M | 5.4% |
| FLEX | FLEX LTD | 362,500 | $59M | 4.9% |
| ECL | ECOLAB INC | 159,600 | $44M | 3.7% |
| CSCO | CISCO SYS INC | 339,900 | $40M | 3.3% |
| ESI | ELEMENT SOLUTIONS INC | 651,400 | $31M | 2.6% |
| BWA | BORGWARNER INC | 458,300 | $30M | 2.5% |
| RAL | RALLIANT CORP | 404,700 | $30M | 2.5% |
Track Oribel Capital Management's 13F portfolio: $1.2B in reported holdings, 74 positions. Top holdings and quarterly changes on SentiSense.
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