Deltroit Asset Management (UK) LLP
Top Portfolio Positions
31 positions ·
$437,287,676 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TLN |
Talen Energy Corp
Utilities
|
310,380 | $99,082,607 | 22.66% |
| INTC |
Intel Corp
Technology
|
641,000 | $28,287,330 | 6.47% |
| NXE |
NexGen Energy Ltd.
Energy
|
2,231,035 | $25,880,006 | 5.92% |
| CORZ |
Core Scientific, Inc./tx
Technology
|
1,650,000 | $24,684,000 | 5.64% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
60,000 | $22,305,000 | 5.10% |
| CCJ |
Cameco Corp
Energy
|
200,493 | $21,775,544 | 4.98% |
| SMC |
Summit Midstream Corp
Energy
|
707,056 | $21,381,373 | 4.89% |
| MRX |
Marex Group plc
Financial Services
|
449,773 | $20,050,880 | 4.59% |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
75,000 | $18,375,000 | 4.20% |
| UAA |
Under Armour, Inc.
Consumer Cyclical
|
2,523,328 | $14,912,868 | 3.41% |
Portfolio Trend
Holdings in NB
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,870,165 | 867,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,677,095 | 1,071,150 | Shares | Sole | 2026-02-11 | |
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