Fund Universe

Delta Global Management LP

CIK 0001992724 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.029
AUM ($M)
922
Positions
149
Turnover
0.47
Top-10 wt
34%
Herfindahl
0.019
History (qtrs)
6
Excess Return

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Quarter
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Holdings · 220 positions · portfolio value $922M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
WMT funds › WALMART INC TRIM 5.4% -0.3% 49.6 438,356 -121,157 5
MKSI funds › MKS INC. TRIM 4.0% +1.1% 36.6 82,294 -68,823 4
GOOGL funds › ALPHABET INC ADD 3.6% +1.9% 33.4 93,349 +19,160 5
COF funds › CAPITAL ONE FINL CORP TRIM 3.3% -0.7% 30.5 152,234 -115,603 5
C funds › CITIGROUP INC TRIM 3.3% -1.5% 30.2 215,711 -296,222 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD 3.2% +3.1% 29.9 31,035 +27,382 3
ROST funds › ROSS STORES INC ADD 2.9% +2.9% 27.0 127,006 +125,143 4
AMZN funds › AMAZON COM INC TRIM 2.8% -0.5% 25.7 107,882 -86,641 5
PEP funds › PEPSICO INC TRIM 2.7% -0.1% 25.2 186,364 -37,351 5
V funds › VISA INC ADD 2.4% +2.3% 22.5 65,668 +58,192 5
MS funds › MORGAN STANLEY NEW 2.2% +2.2% 20.0 95,521 +95,521 1
AMD funds › ADVANCED MICRO DEVICES INC TRIM 2.0% +0.6% 18.3 31,548 -53,819 5
TOST funds › TOAST INC TRIM 1.9% -0.1% 17.8 638,477 -300,276 5
NOW funds › SERVICENOW INC NEW 1.9% +1.9% 17.4 175,324 +175,324 1
PNC funds › PNC FINL SVCS GROUP INC TRIM 1.8% -0.4% 16.2 65,621 -61,853 5
HLT funds › HILTON WORLDWIDE HLDGS INC NEW 1.7% +1.7% 15.8 47,960 +47,960 1
KLAR funds › KLARNA GROUP PLC NEW 1.7% +1.7% 15.5 765,779 +765,779 1
GPN funds › GLOBAL PMTS INC ADD 1.6% +1.5% 15.0 206,955 +181,161 2
CART funds › MAPLEBEAR INC NEW 1.6% +1.6% 14.9 315,046 +315,046 1
CUSIP:920253101 funds › VALMONT INDS INC NEW 1.6% +1.6% 14.4 24,876 +24,876 1
SNDK funds › SANDISK CORP TRIM 1.5% +0.1% 14.1 6,192 -21,990 3
BAC funds › BANK AMERICA CORP TRIM 1.5% +0.0% 14.1 246,597 -125,550 4
NET funds › CLOUDFLARE INC ADD 1.5% +1.0% 13.7 55,803 +24,352 2
PANW funds › PALO ALTO NETWORKS INC TRIM 1.5% -0.5% 13.7 40,050 -108,846 2
ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM 1.4% -2.8% 13.2 107,588 -217,912 5
JLL funds › JONES LANG LASALLE INC TRIM 1.4% -0.4% 12.9 41,502 -30,319 3
BULL funds › WEBULL CORP NEW 1.3% +1.3% 12.0 1,833,179 +1,833,179 1
TENB funds › TENABLE HLDGS INC NEW 1.3% +1.3% 11.8 320,500 +320,500 1
GTLB funds › GITLAB INC ADD 1.2% +1.0% 10.8 353,908 +237,959 5
CBRS funds › CEREBRAS SYSTEMS INC NEW 1.1% +1.1% 10.6 47,758 +47,758 1
KVYO funds › KLAVIYO INC TRIM 1.1% -0.2% 10.4 690,658 -156,839 5
CBRE funds › CBRE GROUP INC TRIM 1.1% -0.2% 10.2 75,492 -39,590 5
ON funds › ON SEMICONDUCTOR CORP TRIM 1.0% +0.4% 9.5 100,629 -15,622 2
AKAM funds › AKAMAI TECHNOLOGIES INC ADD 1.0% +0.3% 9.3 78,870 +8,385 2
IVZ funds › INVESCO LTD TRIM 1.0% -1.3% 9.0 340,928 -781,329 2
HUT funds › HUT 8 CORP TRIM 1.0% +0.3% 8.9 77,473 -100,173 4
GFS funds › GLOBALFOUNDRIES INC TRIM 0.9% -0.5% 8.6 104,101 -287,754 2
HBAN funds › HUNTINGTON BANCSHARES INC TRIM 0.9% -1.9% 8.6 483,192 -1,701,027 5
TEAM funds › ATLASSIAN CORPORATION NEW 0.9% +0.9% 8.5 108,783 +108,783 1
FRMI funds › FERMI INC NEW 0.9% +0.9% 8.3 908,801 +908,801 1
AGX funds › ARGAN INC NEW 0.9% +0.9% 7.9 9,853 +9,853 1
AEVA funds › AEVA TECHNOLOGIES INC TRIM 0.8% -0.3% 7.8 270,560 -835,308 4
KKR funds › KKR & CO INC TRIM 0.8% +0.1% 7.4 80,215 -7,185 5
SNOW funds › SNOWFLAKE INC TRIM 0.8% -1.0% 7.3 28,603 -114,081 4
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI TRIM 0.8% +0.6% 7.2 26,497 -1,628 3
STEP funds › STEPSTONE GROUP INC ADD 0.8% +0.6% 7.2 174,120 +120,120 2
FIG funds › FIGMA INC CLASS A NEW 0.7% +0.7% 6.8 375,729 +375,729 1
BE funds › BLOOM ENERGY CORP ADD 0.7% +0.6% 6.7 22,182 +11,069 2
FDXF funds › FEDEX FGHT HLDG CO INC NEW 0.7% +0.7% 6.5 43,245 +43,245 1
CHKP funds › CHECK POINT SOFTWARE TECH LT NEW 0.7% +0.7% 6.0 45,789 +45,789 1
CUSIP:143658300 funds › CARNIVAL CORP ADD 0.6% +0.5% 5.9 206,898 +154,975 2
DECK funds › DECKERS OUTDOOR CORP TRIM 0.5% -1.3% 4.9 48,924 -173,320 4
CIFR funds › CIPHER DIGITAL INC NEW 0.5% +0.5% 4.7 189,948 +189,948 1
MAR funds › MARRIOTT INTL INC NEW NEW 0.5% +0.5% 4.6 12,401 +12,401 1
F funds › FORD MTR CO NEW 0.5% +0.5% 4.4 313,828 +313,828 1
TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR ADD 0.5% +0.3% 4.3 17,243 +7,784 5
MIAX funds › MIAMI INTL HLDGS INC TRIM 0.4% -0.5% 4.1 109,665 -177,994 4
TWLO funds › TWILIO INC TRIM 0.4% -0.2% 4.0 19,549 -41,683 2
UMC funds › UNITED MICROELECTRONICS CORP TRIM 0.4% +0.3% 3.6 133,925 -25,822 2
ZS funds › ZSCALER INC NEW 0.3% +0.3% 3.0 21,516 +21,516 1
RBRK funds › RUBRIK INC. NEW 0.3% +0.3% 2.9 35,596 +35,596 1
CDW funds › CDW CORP TRIM 0.3% +0.1% 2.8 19,732 -684 5
PODD funds › INSULET CORP ADD 0.3% +0.1% 2.7 17,419 +7,146 2
FWONK funds › LIBERTY MEDIA CORP DEL TRIM 0.3% +0.1% 2.6 27,670 -510 2
MA funds › MASTERCARD INCORPORATED NEW 0.3% +0.3% 2.6 5,071 +5,071 1
AWK funds › AMERICAN WTR WKS CO INC NEW ADD 0.3% +0.1% 2.6 19,772 +1,796 2
HUBB funds › HUBBELL INC ADD 0.3% +0.1% 2.6 4,913 +150 5
YUM funds › YUM BRANDS INC ADD 0.3% +0.2% 2.5 15,725 +11,714 2
SO funds › SOUTHERN CO ADD 0.3% +0.1% 2.5 26,185 +393 3
VMC funds › VULCAN MATLS CO NEW 0.3% +0.3% 2.5 8,480 +8,480 1
ELS funds › EQUITY LIFESTYLE PROPERTIES ADD 0.3% +0.1% 2.5 38,688 +2,908 2
QCOM funds › QUALCOMM INC NEW 0.3% +0.3% 2.5 13,485 +13,485 1
FCNCA funds › FIRST CTZNS BANCSHARES INC N ADD 0.3% +0.1% 2.5 1,193 +219 5
JKHY funds › JACK HENRY & ASSOCIATES INC ADD 0.3% +0.1% 2.5 17,863 +4,175 4
KO funds › COCA COLA CO ADD 0.3% +0.1% 2.5 30,188 +9,741 3
CHD funds › CHURCH & DWIGHT CO INC ADD 0.3% +0.1% 2.5 25,291 +1,285 5
MLM funds › MARTIN MARIETTA MATLS INC NEW 0.3% +0.3% 2.4 4,230 +4,230 1
TDY funds › TELEDYNE TECHNOLOGIES INC TRIM 0.3% +0.1% 2.4 3,596 -102 4
CPRT funds › COPART INC ADD 0.3% +0.1% 2.4 84,688 +23,094 2
TYL funds › TYLER TECHNOLOGIES INC ADD 0.3% +0.1% 2.4 8,154 +2,422 2
WEC funds › WEC ENERGY GROUP INC TRIM 0.3% +0.1% 2.4 20,199 -1,506 3
MSI funds › MOTOROLA SOLUTIONS INC ADD 0.3% +0.1% 2.3 5,641 +489 5
ATO funds › ATMOS ENERGY CORP TRIM 0.3% +0.0% 2.3 13,496 -65 2
CHYM funds › CHIME FINL INC TRIM 0.3% -1.1% 2.3 113,002 -747,748 4
ROP funds › ROPER TECHNOLOGIES INC TRIM 0.2% +0.1% 2.3 6,748 -2 5
GDDY funds › GODADDY INC TRIM 0.2% +0.1% 2.3 26,726 -484 4
ACGL funds › ARCH CAP GROUP LTD ADD 0.2% +0.1% 2.2 22,389 +8,837 5
ISRG funds › INTUITIVE SURGICAL INC NEW 0.2% +0.2% 2.1 5,329 +5,329 1
PTC funds › PTC INC ADD 0.2% +0.2% 2.1 18,613 +15,441 2
OXY funds › OCCIDENTAL PETE CORP ADD 0.2% +0.0% 2.1 42,575 +1,759 5
CSGP funds › COSTAR GROUP INC NEW 0.2% +0.2% 1.9 68,094 +68,094 1
BA funds › BOEING CO TRIM 0.2% +0.0% 1.9 8,720 -2,061 2
BRO funds › BROWN & BROWN INC TRIM 0.2% +0.0% 1.8 28,825 -2,010 4
DKNG funds › DRAFTKINGS INC NEW NEW 0.2% +0.2% 1.8 71,169 +71,169 1
AFL funds › AFLAC INC NEW Common Stock 0.2% +0.2% 1.8 15,164 +15,164 1
LNG funds › CHENIERE ENERGY INC TRIM 0.2% -0.0% 1.8 7,373 -1,114 4
CME funds › CME GROUP INC NEW 0.2% +0.2% 1.7 7,555 +7,555 1
GIS funds › GENERAL MLS INC TRIM 0.2% +0.0% 1.7 47,481 -2,205 2
AON funds › AON PLC NEW 0.2% +0.2% 1.6 4,884 +4,884 1
LYB funds › LYONDELLBASELL INDUSTRIES NV NEW 0.2% +0.2% 1.5 27,853 +27,853 1
TSLA funds › TESLA INC ADD 0.2% +0.1% 1.4 3,357 +41 5
AME funds › AMETEK INC NEW 0.1% +0.1% 1.4 5,644 +5,644 1
NVR funds › NVR INC TRIM 0.1% -0.0% 1.4 199 -106 5
OKTA funds › OKTA INC NEW 0.1% +0.1% 1.3 9,804 +9,804 1
PEG funds › PUBLIC SVC ENTERPRISE GROUP NEW 0.1% +0.1% 1.2 14,982 +14,982 1
CZR funds › CAESARS ENTERTAINMENT INC NE NEW 0.1% +0.1% 1.0 31,623 +31,623 1
AEP funds › AMERICAN ELEC PWR CO INC TRIM 0.1% -0.1% 0.8 5,738 -13,164 3
MELI funds › MERCADOLIBRE INC ADD 0.1% +0.0% 0.8 461 +154 2
MCD funds › MCDONALDS CORP TRIM 0.1% +0.0% 0.7 2,751 -388 3
NKE funds › NIKE INC TRIM 0.1% -0.1% 0.7 17,994 -19,211 2
FLUT funds › FLUTTER ENTMT PLC TRIM 0.1% -0.0% 0.7 7,197 -7,129 2
ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI TRIM 0.1% -0.1% 0.7 2,497 -8,002 2
TMUS funds › T-MOBILE US INC TRIM 0.1% -0.1% 0.6 3,577 -7,870 3
SYK funds › STRYKER CORPORATION NEW 0.1% +0.1% 0.5 1,706 +1,706 1
AAPL funds › APPLE INC NEW 0.1% +0.1% 0.5 1,716 +1,716 1
SHW funds › SHERWIN WILLIAMS CO NEW 0.1% +0.1% 0.5 1,349 +1,349 1
ZM funds › ZOOM COMMUNICATIONS INC TRIM 0.0% -0.2% 0.5 5,336 -30,848 2
PLNT funds › PLANET FITNESS MASTER ISSUER TRIM 0.0% -0.1% 0.4 7,417 -20,201 2
ACM funds › AECOM TRIM 0.0% -0.1% 0.4 5,513 -15,670 2
FROG funds › JFROG LTD NEW 0.0% +0.0% 0.3 3,701 +3,701 1
APH funds › AMPHENOL CORP NEW 0.0% +0.0% 0.3 1,681 +1,681 1
CWST funds › CASELLA WASTE SYS INC NEW 0.0% +0.0% 0.3 3,042 +3,042 1
MDB funds › MONGODB INC TRIM 0.0% -1.1% 0.3 877 -55,755 5
APPF funds › APPFOLIO INC NEW 0.0% +0.0% 0.3 1,825 +1,825 1
BILL funds › BILL HOLDINGS INC NEW 0.0% +0.0% 0.3 7,945 +7,945 1
FICO funds › FAIR ISAAC CORP TRIM 0.0% -0.3% 0.3 235 -3,667 5
CGNX funds › COGNEX CORP NEW 0.0% +0.0% 0.3 3,797 +3,797 1
IOT funds › SAMSARA INC NEW 0.0% +0.0% 0.3 8,406 +8,406 1
FFIV funds › F5 INC NEW 0.0% +0.0% 0.3 652 +652 1
TRMB funds › TRIMBLE INC NEW 0.0% +0.0% 0.3 5,214 +5,214 1
NTSK funds › NETSKOPE INC NEW 0.0% +0.0% 0.3 24,227 +24,227 1
AVY funds › AVERY DENNISON CORP NEW 0.0% +0.0% 0.3 1,622 +1,622 1
J funds › JACOBS SOLUTIONS INC NEW 0.0% +0.0% 0.3 2,086 +2,086 1
AVT funds › AVNET INC NEW 0.0% +0.0% 0.3 2,876 +2,876 1
OSIS funds › OSI SYSTEMS INC NEW 0.0% +0.0% 0.3 1,153 +1,153 1
CTAS funds › CINTAS CORP NEW 0.0% +0.0% 0.2 1,460 +1,460 1
KBR funds › KBR INC NEW 0.0% +0.0% 0.2 7,153 +7,153 1
MIR funds › MIRION TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 13,676 +13,676 1
PI funds › IMPINJ INC NEW 0.0% +0.0% 0.2 1,656 +1,656 1
TEL funds › TE CONNECTIVITY PLC NEW 0.0% +0.0% 0.2 1,171 +1,171 1
UI funds › UBIQUITI INC NEW 0.0% +0.0% 0.2 428 +428 1
PCTY funds › PAYLOCITY HLDG CORP NEW 0.0% +0.0% 0.2 2,175 +2,175 1
CRWV funds › COREWEAVE INC NEW 0.0% +0.0% 0.2 2,282 +2,282 1
BCO funds › BRINKS CO NEW 0.0% +0.0% 0.2 2,403 +2,403 1
EXLS funds › EXLSERVICE HLDGS INC NEW 0.0% +0.0% 0.2 8,612 +8,612 1
PLTR funds › PALANTIR TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 1,879 +1,879 1
MMS funds › MAXIMUS INC NEW 0.0% +0.0% 0.2 4,037 +4,037 1
LDOS funds › LEIDOS HOLDINGS INC NEW 0.0% +0.0% 0.2 1,956 +1,956 1
GRAB funds › GRAB HOLDINGS LIMITED NEW 0.0% +0.0% 0.1 25,222 +25,222 1
H funds › HYATT HOTELS CORP EXIT 0.0% -0.2% 0.0 0 -14,956 0
KMX funds › CARMAX INC EXIT 0.0% -0.2% 0.0 0 -52,536 0
UNH funds › UNITEDHEALTH GROUP INC EXIT 0.0% -0.1% 0.0 0 -6,050 0
CHWY funds › CHEWY INC EXIT 0.0% -0.2% 0.0 0 -104,584 0
RNR funds › RENAISSANCERE HLDGS LTD EXIT 0.0% -0.1% 0.0 0 -5,900 0
Q funds › QNITY ELECTRONICS INC EXIT 0.0% -0.1% 0.0 0 -11,930 0
UBER funds › UBER TECHNOLOGIES INC EXIT 0.0% -0.2% 0.0 0 -29,436 0
MGM funds › MGM RESORTS INTERNATIONAL EXIT 0.0% -0.2% 0.0 0 -67,367 0
NOC funds › NORTHROP GRUMMAN CORP EXIT 0.0% -0.1% 0.0 0 -1,893 0
DASH funds › DOORDASH INC EXIT 0.0% -1.2% 0.0 0 -98,864 0
CRM funds › SALESFORCE INC EXIT 0.0% -0.4% 0.0 0 -25,115 0
SPOT funds › SPOTIFY TECHNOLOGY S A EXIT 0.0% -2.8% 0.0 0 -71,779 0
XEL funds › XCEL ENERGY INC EXIT 0.0% -0.2% 0.0 0 -29,995 0
DDOG funds › DATADOG INC EXIT 0.0% -0.7% 0.0 0 -70,523 0
DOW funds › DOW HLDGS INC EXIT 0.0% -0.2% 0.0 0 -60,580 0
SFM funds › SPROUTS FMRS MKT INC EXIT 0.0% -0.1% 0.0 0 -22,135 0
BSX funds › BOSTON SCIENTIFIC CORP EXIT 0.0% -0.1% 0.0 0 -28,012 0
LYV funds › LIVE NATION ENTERTAINMENT IN EXIT 0.0% -0.2% 0.0 0 -14,808 0
MKC funds › MCCORMICK & CO INC EXIT 0.0% -0.0% 0.0 0 -4,112 0
EPAM funds › EPAM SYS INC EXIT 0.0% -0.1% 0.0 0 -6,193 0
PAYX funds › PAYCHEX INC EXIT 0.0% -0.0% 0.0 0 -4,079 0
FTV funds › FORTIVE CORP EXIT 0.0% -0.0% 0.0 0 -8,414 0
RVI funds › ROBINHOOD VENTURES FD I EXIT 0.0% -0.2% 0.0 0 -70,309 0
FND funds › FLOOR & DECOR HLDGS INC EXIT 0.0% -0.1% 0.0 0 -18,303 0
POOL funds › POOL CORP EXIT 0.0% -0.2% 0.0 0 -9,151 0
AXON funds › AXON ENTERPRISE INC EXIT 0.0% -0.2% 0.0 0 -4,598 0
META funds › META PLATFORMS INC EXIT 0.0% -1.2% 0.0 0 -25,733 0
KMB funds › KIMBERLY-CLARK CORP EXIT 0.0% -0.1% 0.0 0 -10,263 0
ELF funds › E L F BEAUTY INC EXIT 0.0% -0.1% 0.0 0 -20,243 0
AR funds › ANTERO RESOURCES CORP EXIT 0.0% -0.2% 0.0 0 -57,644 0
GME funds › GAMESTOP CORP EXIT 0.0% -0.3% 0.0 0 -149,669 0
TDG funds › TRANSDIGM GROUP INC EXIT 0.0% -0.0% 0.0 0 -201 0
RCL funds › ROYAL CARIBBEAN GROUP EXIT 0.0% -0.8% 0.0 0 -37,476 0
XYZ funds › BLOCK INC EXIT 0.0% -0.4% 0.0 0 -80,750 0
TT funds › TRANE TECHNOLOGIES PLC EXIT 0.0% -0.2% 0.0 0 -5,311 0
BALL funds › BALL CORP EXIT 0.0% -0.1% 0.0 0 -14,212 0
MRVL funds › MARVELL TECHNOLOGY INC EXIT 0.0% -0.2% 0.0 0 -27,068 0
SBAC funds › SBA COMMUNICATIONS CORP EXIT 0.0% -0.2% 0.0 0 -12,564 0
NVDA funds › NVIDIA CORPORATION EXIT 0.0% -2.3% 0.0 0 -162,899 0
SHAK funds › SHAKE SHACK INC EXIT 0.0% -0.2% 0.0 0 -21,024 0
LIN funds › LINDE PLC EXIT 0.0% -0.2% 0.0 0 -4,969 0
ZTS funds › ZOETIS INC EXIT 0.0% -0.2% 0.0 0 -19,059 0
ENTG funds › ENTEGRIS INC EXIT 0.0% -0.1% 0.0 0 -9,994 0
WSO funds › WATSCO INC EXIT 0.0% -0.1% 0.0 0 -2,745 0
RKT funds › ROCKET COS INC EXIT 0.0% -1.1% 0.0 0 -981,153 0
AZO funds › AUTOZONE INC EXIT 0.0% -0.2% 0.0 0 -668 0
MARA funds › MARA HOLDINGS INC EXIT 0.0% -0.4% 0.0 0 -620,562 0
COR funds › CENCORA INC EXIT 0.0% -0.1% 0.0 0 -4,567 0
PYPL funds › PAYPAL HLDGS INC EXIT 0.0% -0.2% 0.0 0 -45,974 0
SMCI funds › SUPER MICRO COMPUTER INC EXIT 0.0% -0.2% 0.0 0 -91,620 0
LULU funds › LULULEMON ATHLETICA INC EXIT 0.0% -0.2% 0.0 0 -13,576 0
BROS funds › DUTCH BROS INC EXIT 0.0% -1.1% 0.0 0 -265,781 0
WCN funds › WASTE CONNECTIONS INC EXIT 0.0% -0.2% 0.0 0 -14,020 0
RRC funds › RANGE RES CORP EXIT 0.0% -0.2% 0.0 0 -54,419 0
EQIX funds › EQUINIX INC EXIT 0.0% -0.2% 0.0 0 -2,592 0
CMG funds › CHIPOTLE MEXICAN GRILL INC EXIT 0.0% -2.1% 0.0 0 -787,194 0
MOH funds › MOLINA HEALTHCARE INC EXIT 0.0% -0.0% 0.0 0 -3,431 0
LNT funds › ALLIANT ENERGY CORP EXIT 0.0% -0.2% 0.0 0 -35,006 0
ETN funds › EATON CORP PLC EXIT 0.0% -0.2% 0.0 0 -6,344 0
DPZ funds › DOMINOS PIZZA INC EXIT 0.0% -2.0% 0.0 0 -67,771 0
SJM funds › SMUCKER J M CO EXIT 0.0% -0.2% 0.0 0 -20,232 0
COIN funds › COINBASE GLOBAL INC EXIT 0.0% -0.0% 0.0 0 -2,877 0
AJG funds › GALLAGHER ARTHUR J & CO EXIT 0.0% -0.0% 0.0 0 -1,680 0
HUM funds › HUMANA INC EXIT 0.0% -0.1% 0.0 0 -5,521 0
ARES funds › ARES MANAGEMENT CORPORATION EXIT 0.0% -0.2% 0.0 0 -21,230 0
FLR funds › FLUOR CORP EXIT 0.0% -0.2% 0.0 0 -52,665 0
SCHW funds › SCHWAB CHARLES CORP EXIT 0.0% -4.1% 0.0 0 -533,493 0
TKO funds › TKO GROUP HOLDINGS INC EXIT 0.0% -0.2% 0.0 0 -12,202 0
RMD funds › RESMED INC EXIT 0.0% -0.2% 0.0 0 -9,061 0
ABNB funds › AIRBNB INC EXIT 0.0% -0.1% 0.0 0 -7,116 0
EXE funds › EXPAND ENERGY CORPORATION EXIT 0.0% -0.2% 0.0 0 -22,792 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 922 149 0.47 34% 0.019 0.029 in
2026Q1 1,222 154 0.53 37% 0.022 0.028 in
2025Q4 2,160 156 0.53 59% 0.153 0.074 in
2025Q3 1,365 180 0.34 37% 0.021 0.111 in
2025Q2 1,497 170 0.42 38% 0.024 0.075 entered
2025Q1 1,386 185 0.00 37% 0.022 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status