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Natasha Newbold

Fifthdelta Ltd

Assets Managed
$724.806M
Holdings
11
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
52.32%(2Q avg: 50.55%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Fifthdelta Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Fifthdelta Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 724.806M in assets, with a quarterly growth rate of 52.32% and a 2-quarter average growth rate of 50.55%. The portfolio is managed by Natasha Newbold, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AXTA
Axalta Coating Systems Ltd
Recent Activity
Increased 41.64%
15.32%
$111.01M
4.008M shares@ $27.7 avg price
TEL
Te Connectivity Plc
Recent Activity
New Position
14.79%
$107.199M
512,863 shares@ $209.02 avg price
BB
Blackberry Ltd
Recent Activity
Increased 50.31%
11.83%
$85.682M
26.445M shares@ $3.24 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
New Position
10.16%
$73.582M
217,731 shares@ $337.95 avg price
OTIS
Otis Worldwide Corp
Recent Activity
Increased 21.82%
9.87%
$71.468M
927,190 shares@ $77.08 avg price
NXPI
Nxp Semiconductors Nv
Recent Activity
Increased 19.42%
8%
$57.934M
294,292 shares@ $196.86 avg price
VC
Visteon Corp
Recent Activity
New Position
7.73%
$55.968M
614,287 shares@ $91.12 avg price
ALSN
Allison Transmission Holding
Recent Activity
Decreased -21.89%
7.48%
$54.184M
462,874 shares@ $117.06 avg price
HOG
Harley-davidson Inc
Recent Activity
Increased 376.37%
5.95%
$43.075M
2.13M shares@ $20.22 avg price
ALLE
Allegion Plc
Recent Activity
New Position
5.05%
$36.572M
251,719 shares@ $145.3 avg price

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