StockDriftsStockDriftsTop 41 Oribel Capital Management, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | 12.39% | 287.1K | $81.5M | +767.37%(+254.00K) | $295.67(-1.40%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 7.76% | 657.8K | $51.0M | +136.79%(+380.00K) | $73.76(+56.63%) | 2026-03-31 | |
| JBL | JABIL INC | 5.71% | 141.3K | $37.5M | +1524.14%(+132.60K) | $239.75(+47.80%) | 2026-03-31 | |
| AEIS | ADVANCED ENERGY INDS | 5.59% | 113.8K | $36.7M | new | $266.04(+29.53%) | 2026-03-31 | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 4.55% | 106.0K | $29.9M | -10.09%(-11.90K) | $167.35(+116.04%) | 2026-03-31 | |
| GRMN | GARMIN LTD | 4.14% | 117.2K | $27.2M | new | $200.89(+16.69%) | 2026-03-31 | |
| FLEX | FLEXTRONICS INTL LTD | 4.12% | 414.2K | $27.1M | +186.84%(+269.80K) | $61.63(+132.99%) | 2026-03-31 | |
| CRS | CARPENTER TECHNOLOGY CORP | 4% | 66.7K | $26.3M | new | $354.49(+21.18%) | 2026-03-31 | |
| BWA | BORGWARNER INC | 3.54% | 429.1K | $23.3M | new | $49.66(+35.76%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 3.23% | 16.1K | $21.3M | new | $1195.34(+32.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.68% | +58.86% |
| Top 20 Holdings Unweighted | +15.91% | +55.72% |
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