Oribel Capital Management, LP — 13F holdings

Oribel Capital Management, LP reported 143 holdings worth $3.29B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. ADI ANALOG DEVICES INC — $289M (8.8%)
2. JBL JABIL INC — $135M (4.1%)
3. MMM 3M CO — $134M (4.1%)
4. TXN TEXAS INSTRS INC — $129M (3.9%)
5. FLEX FLEX LTD — $118M (3.6%)
6. MTUM ISHARES TR — $98.2M (3.0%)
7. ECL ECOLAB INC — $88.9M (2.7%)
8. NVDA NVIDIA CORPORATION — $80.5M (2.4%)
9. CSCO CISCO SYS INC — $79.8M (2.4%)
10. BKR BAKER HUGHES COMPANY — $70.0M (2.1%)