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Oribel Capital Management, LP

13F filer · CIK 0001661140
Reported Aug 13, 2026
Net buyer this quarter
13F portfolio value$3.29BU.S. long equity reported on 13F
Positions4831 new · 24 closed
Net flow last quarter+$271MBuys minus sells
Top 10 positions weight17.5%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 13, 202648 positions
ADIAnalog Devices Inc$144M4.38%0.07%Not reportedQ4 2016
JBLJabil Inc$67.3M2.04%0.17%+23.6%Q2 2020
MMM3m Co$67.1M2.04%0.08%NewQ2 2026
TXNTexas Instruments Inc$64.6M1.96%0.02%Not reportedQ2 2019
FLEXFlex Ltd.$58.8M1.78%0.10%-12.5%Q2 2017
ECLEcolab Inc.$44.5M1.35%0.06%Not reportedQ1 2017
CSCOCisco Systems, Inc.$39.9M1.21%0.01%-48.3%Q3 2025
ESIElement Solutions Inc$31.1M0.94%0.27%NewQ2 2026
BWABorgwarner Inc$30.4M0.92%0.22%+6.8%Q1 2026
RALRalliant Corp$29.8M0.90%0.36%NewQ2 2026
VVisa Inc.$29.6M0.90%0.00%Not reportedQ4 2016
KEYSKeysight Technologies, Inc.$29.3M0.89%0.05%-20.9%Q2 2025
LOWLowes Companies Inc$29.2M0.89%0.02%NewQ2 2026
BKRBaker Hughes Co$28.6M0.87%0.05%+636.4%Q1 2026
PANWPalo Alto Networks Inc$27.6M0.84%0.01%-23.1%Q3 2022
LFUSLittelfuse Inc$26.9M0.82%0.23%NewQ2 2026
APGAPi Group Corp$25.6M0.78%0.14%+140.7%Q4 2024
FFIVF5, Inc.$24.5M0.74%0.10%Not reportedQ1 2021
DDOGDatadog, Inc.$23.7M0.72%0.12%-25.3%Q2 2023
NETCloudflare, Inc.$23.1M0.70%Not reported+19.4%Q1 2025
CRWDCrowdStrike Holdings, Inc.$22.4M0.68%0.01%Not reportedQ4 2019
MDBMongoDB, Inc.$21.4M0.65%0.08%+51.4%Q3 2021
SANMSanmina Corp$19.2M0.58%0.14%Not reportedQ2 2025
ATIAti Inc$19M0.58%0.07%NewQ2 2026
VRNSVaronis Systems Inc$18.6M0.57%0.39%+168.7%Q1 2026
NOWServiceNow, Inc.$18.3M0.55%0.02%Not reportedQ3 2018
ICLRIcon PLC$17M0.52%0.13%Not reportedQ2 2021
DCIDONALDSON Co INC$15.9M0.48%0.15%NewQ2 2026
DTDynatrace, Inc.$15.4M0.47%0.12%Not reportedQ1 2021
RSGRepublic Services, Inc.$15.3M0.47%0.02%Not reportedQ3 2024
IBMInternational Business Machines Corp$14.5M0.44%0.01%Not reportedQ4 2020
WCNWaste Connections, Inc.$14.4M0.44%0.03%Not reportedQ3 2023
AXONAxon Enterprise, Inc.$14.3M0.43%0.03%NewQ2 2026
MAMastercard Inc$13.8M0.42%0.00%Not reportedQ1 2017
TTWOTake Two Interactive Software Inc$11.5M0.35%0.02%+134.2%Q4 2019
CRSCarpenter Technology Corp$10.6M0.32%0.03%-74.2%Q1 2026
ZBRAZebra Technologies Corp$10.4M0.32%0.08%Not reportedQ1 2023
TMOThermo Fisher Scientific Inc.$9.93M0.30%0.01%Not reportedQ4 2021
AMDAdvanced Micro Devices Inc$9.88M0.30%0.00%Not reportedQ3 2018
AMZNAmazon Com Inc$9.7M0.29%0.00%Not reportedQ2 2017
NVDANvidia Corp$9.38M0.28%0.00%Not reportedQ1 2017
QCOMQualcomm Inc$9.29M0.28%0.00%Not reportedQ2 2020
DOCNDigitalOcean Holdings, Inc.$8.51M0.26%0.05%+115.1%Q1 2026
ZMZoom Communications, Inc.$7.18M0.22%Not reported-56.0%Q4 2024
FTNTFortinet, Inc.$4.96M0.15%0.00%+24.7%Q3 2024
CBRSCerebras Systems Inc.$4.88M0.15%Not reportedNewQ2 2026
SHLSShoals Technologies Group, Inc.$4.15M0.13%Not reportedNewQ2 2026
MKSIMKS Inc$3.69M0.11%0.01%NewQ2 2026
Q1 2026Reported May 14, 202641 positions
GEGeneral Electric Co$81.5M3.59%0.03%+767.4%Q3 2025
CSCOCisco Systems, Inc.$51M2.25%0.02%+136.8%Q3 2025
JBLJabil Inc$37.5M1.66%0.13%+1524.1%Q2 2020
AEISAdvanced Energy Industries Inc$36.7M1.62%0.30%NewQ1 2026
KEYSKeysight Technologies, Inc.$29.9M1.32%0.06%-10.1%Q2 2025
GRMNGarmin Ltd$27.2M1.20%0.06%Not reportedQ1 2022
FLEXFlex Ltd.$27.1M1.20%0.11%+186.8%Q2 2017
CRSCarpenter Technology Corp$26.3M1.16%0.13%NewQ1 2026
BWABorgwarner Inc$23.3M1.03%0.21%NewQ1 2026
ASMLAsml Holding NV$21.3M0.94%0.00%Not reportedQ2 2024
CATCaterpillar Inc$21.3M0.94%0.01%NewQ1 2026
ENTGEntegris Inc$19.7M0.87%0.11%NewQ1 2026
ECHOEchoStar CORP$17.7M0.78%0.32%NewQ1 2026
PANWPalo Alto Networks Inc$16.9M0.74%0.01%-2.8%Q3 2022
NETCloudflare, Inc.$16.2M0.72%Not reported+291.5%Q1 2025
ZMZoom Communications, Inc.$15.2M0.67%Not reportedNot reportedQ4 2024
DDOGDatadog, Inc.$14.4M0.63%0.16%Not reportedQ2 2023
MSIMotorola Solutions, Inc.$13.9M0.61%0.02%-84.0%Q3 2018
NOKNokia Corp$13.2M0.58%0.03%NewQ1 2026
XYLXylem Inc.$11.7M0.52%0.04%NewQ1 2026
MDLNMedline Inc.$10.7M0.47%Not reportedNewQ1 2026
OKTAOkta, Inc.$10.3M0.45%Not reportedNewQ1 2026
MDBMongoDB, Inc.$10.3M0.45%0.05%+42.4%Q3 2021
APGAPi Group Corp$10.2M0.45%0.06%Not reportedQ4 2024
ADSKAutodesk, Inc.$9.96M0.44%0.02%+54.7%Q4 2016
INTUIntuit Inc.$9.9M0.44%0.01%Not reportedQ4 2016
VIAVViavi Solutions Inc.$8.31M0.37%0.11%NewQ1 2026
STXSeagate Technology Holdings plc$7.91M0.35%0.01%Not reportedQ2 2025
WDCWestern Digital Corp$7.63M0.34%0.01%Not reportedQ4 2016
AKAMAkamai Technologies Inc$7.16M0.32%0.04%NewQ1 2026
ARMArm Holdings PLC$6.94M0.31%0.00%Not reportedQ3 2023
SPYSPDR S&P 500 ETF Trust$5.59M0.25%Not reported+11.7%Q1 2022
CAHCardinal Health Inc$5.3M0.23%0.01%Not reportedQ1 2023
ULSUL Solutions Inc.$4.31M0.19%0.03%Not reportedQ3 2024
BKRBaker Hughes Co$4.27M0.19%0.01%NewQ1 2026
TTWOTake Two Interactive Software Inc$3.87M0.17%0.01%-53.4%Q4 2019
VRNSVaronis Systems Inc$3.55M0.16%0.14%NewQ1 2026
QQQInvesco QQQ Trust, Series 1$2.77M0.12%Not reported+11.6%Q3 2023
METAMeta Platforms, Inc.$2.29M0.10%Not reported-87.0%Q4 2016
DOCNDigitalOcean Holdings, Inc.$2.16M0.10%0.02%NewQ1 2026
FTNTFortinet, Inc.$2.12M0.09%0.00%Not reportedQ3 2024
Q4 2025Reported Feb 13, 202651 positions
GOOGLAlphabet Inc.$93.7M4.29%0.00%+24.2%Q4 2016
MSIMotorola Solutions, Inc.$76.5M3.51%0.12%Not reportedQ3 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd$73.5M3.37%0.00%+3166.2%Q2 2019
TELTE Connectivity plc$59.9M2.74%0.09%+72.3%Q3 2017
NVDANvidia Corp$50.5M2.31%0.00%-44.0%Q1 2017
CMECme Group Inc.$39.2M1.80%0.04%Not reportedQ4 2023
DOXAmdocs Ltd$39M1.79%0.45%Not reportedQ3 2018
ECLEcolab Inc.$34.3M1.57%0.05%-0.1%Q1 2017
WMTWalmart Inc.$31.9M1.46%0.00%-50.3%Q1 2020
DHRDanaher Corp$30.6M1.40%0.02%Not reportedQ1 2023
FISFidelity National Information Services, Inc.$29.8M1.36%0.09%Not reportedQ4 2016
WMWaste Management Inc$26.9M1.23%0.03%Not reportedQ2 2023
KEYSKeysight Technologies, Inc.$24M1.10%0.07%-58.2%Q2 2025
CSCOCisco Systems, Inc.$21.4M0.98%0.01%-5.3%Q3 2025
HEIHeico Corp$21M0.96%0.12%+47.6%Q2 2025
METAMeta Platforms, Inc.$20.3M0.93%Not reportedNot reportedQ4 2016
CRMSalesforce, Inc.$20.2M0.93%0.01%Not reportedQ1 2017
PANWPalo Alto Networks Inc$19.9M0.91%0.02%Not reportedQ3 2022
ONOn Semiconductor Corp$19.5M0.89%0.09%Not reportedQ4 2016
IQVIqvia Holdings Inc.$18.3M0.84%0.05%Not reportedQ1 2020
APOApollo Global Management, Inc.$17.9M0.82%0.02%Not reportedQ1 2024
ZBRAZebra Technologies Corp$16.9M0.77%0.14%Not reportedQ1 2023
CTASCintas Corp$16M0.73%0.02%Not reportedQ4 2016
ADIAnalog Devices Inc$13.8M0.63%0.01%Not reportedQ4 2016
NVRIEnviri Corp$12.7M0.58%Not reportedNewQ4 2025
MDBMongoDB, Inc.$12.4M0.57%0.04%Not reportedQ3 2021
CRWDCrowdStrike Holdings, Inc.$11.7M0.53%0.01%Not reportedQ4 2019
JCIJohnson Controls International plc$11.4M0.52%0.02%-51.5%Q2 2025
CRLCharles River Laboratories International, Inc.$10.9M0.50%0.11%Not reportedQ3 2023
TTWOTake Two Interactive Software Inc$10.8M0.49%0.02%+3.7%Q4 2019
DISWalt Disney Co$10.6M0.48%0.01%Not reportedQ4 2018
HUBSHubspot Inc$10.2M0.47%0.05%Not reportedQ3 2021
GEGeneral Electric Co$10.2M0.47%0.00%+141.6%Q3 2025
HONHoneywell International Inc$10.2M0.47%0.01%Not reportedQ4 2023
TAt&T Inc.$10M0.46%0.01%-85.4%Q4 2016
MSFTMicrosoft Corp$9.77M0.45%0.00%-85.1%Q2 2017
TRMBTrimble Inc.$9.67M0.44%0.05%-49.9%Q3 2019
FLEXFlex Ltd.$8.72M0.40%0.04%Not reportedQ2 2017
ADSKAutodesk, Inc.$7.96M0.36%0.01%-22.5%Q4 2016
RKTRocket Companies, Inc.$7.88M0.36%Not reportedNewQ4 2025
VVisa Inc.$6.07M0.28%0.00%Not reportedQ4 2016
WCNWaste Connections, Inc.$5.91M0.27%0.01%Not reportedQ3 2023
AMZNAmazon Com Inc$5.84M0.27%0.00%Not reportedQ2 2017
SPYSPDR S&P 500 ETF Trust$5.25M0.24%Not reportedNot reportedQ1 2022
CLSCelestica Inc$4.14M0.19%0.01%-66.0%Q2 2025
GLWCorning Inc$3.98M0.18%0.01%NewQ4 2025
AMDAdvanced Micro Devices Inc$3.98M0.18%0.00%Not reportedQ3 2018
NETCloudflare, Inc.$3.96M0.18%Not reported+131.0%Q1 2025
WBDWarner Bros. Discovery, Inc.$2.71M0.12%0.00%Not reportedQ4 2024
QQQInvesco QQQ Trust, Series 1$2.64M0.12%Not reportedNot reportedQ3 2023
Q3 2025Reported Nov 13, 202534 positions
MSFTMicrosoft Corp$386M12.12%0.00%-46.0%Q2 2017
NVDANvidia Corp$90.3M2.84%0.00%-37.6%Q1 2017
TAt&T Inc.$78.3M2.46%0.04%-18.7%Q4 2016
WMTWalmart Inc.$59.4M1.87%0.01%Not reportedQ1 2020
AVGOBroadcom Inc.$59.3M1.86%0.00%+75.7%Q4 2016
CAHCardinal Health Inc$59.2M1.86%0.16%-3.9%Q1 2023
GOOGLAlphabet Inc.$58.6M1.84%0.00%Not reportedQ4 2016
COOPCooperative Bankshares Inc$57.2M1.80%Not reported+12.1%Q2 2025
KEYSKeysight Technologies, Inc.$49.4M1.55%0.16%+503.0%Q2 2025
AJGArthur J. Gallagher & Co.$39.9M1.25%0.05%Not reportedQ1 2023
ECLEcolab Inc.$35.8M1.13%0.05%-6.8%Q1 2017
TELTE Connectivity plc$33.5M1.05%0.05%Not reportedQ3 2017
SANMSanmina Corp$31.2M0.98%0.51%+23.3%Q2 2025
JCIJohnson Controls International plc$21.6M0.68%0.03%-73.2%Q2 2025
TRMBTrimble Inc.$20.1M0.63%0.10%-41.7%Q3 2019
CSCOCisco Systems, Inc.$20.1M0.63%0.01%NewQ3 2025
SHOPShopify Inc.$19.7M0.62%0.03%Not reportedQ3 2020
TMOThermo Fisher Scientific Inc.$19.6M0.62%0.01%Not reportedQ4 2021
HEIHeico Corp$14.2M0.45%0.08%-72.2%Q2 2025
ADSKAutodesk, Inc.$11M0.35%0.02%-87.7%Q4 2016
TTWOTake Two Interactive Software Inc$10.5M0.33%0.02%-2.4%Q4 2019
CLSCelestica Inc$10.2M0.32%0.04%-50.1%Q2 2025
NOWServiceNow, Inc.$9.85M0.31%0.01%Not reportedQ3 2018
AAPLApple Inc.$9.8M0.31%0.00%Not reportedQ1 2017
HPEHewlett Packard Enterprise Co$7.7M0.24%0.02%Not reportedQ4 2016
QXOQXO, Inc.$5.69M0.18%0.04%NewQ3 2025
SPYSPDR S&P 500 ETF Trust$5.13M0.16%Not reportedNot reportedQ1 2022
CIENCiena Corp$4.22M0.13%0.02%Not reportedQ1 2017
GEGeneral Electric Co$4.12M0.13%0.00%NewQ3 2025
APHAmphenol Corp$3.98M0.13%0.00%-88.8%Q2 2019
QQQInvesco QQQ Trust, Series 1$2.58M0.08%Not reported+22.9%Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd$2.07M0.06%0.00%-97.4%Q2 2019
NETCloudflare, Inc.$1.87M0.06%Not reported+4.8%Q1 2025
ARXAccelerant Holdings$386K0.01%0.02%NewQ3 2025
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