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Temp30.3°C
UV0.3
Feels37.4°C
Humidity70%
Wind20.5 km/h
Air QualityAQI 1
Cloud Cover25%
Rain86%
Sunrise05:58 AM
Sunset06:47 PM
Time6:05 PM
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Cayman Journal
29 April 2026
13F HOLDINGS REPORT

Delphia (USA) Inc.

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001493152-23-017293

Total Value
$81.6M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087695,447$1.1M1.36%
2TESLA INCTSLA5,344$1.1M1.36%
3PBF ENERGY INCPBF24,079$1.0M1.28%
4NIKE INCNKE7,713$945,8801.16%
5OKTA INCOKTA10,086$869,8171.07%
6LAM RESEARCH CORPLRCX1,603$849,6341.04%
7APPLIED MATLS INC0382221056,892$846,5671.04%
8CAL MAINE FOODS INCCALM13,375$814,3771.00%
9CRESCENT ENERGY COMPANYCRGY65,033$735,5230.90%
10LINDE PLCLIN1,994$708,8060.87%
11APPLE INCAAPL4,288$707,0490.87%
12RIVIAN AUTOMOTIVE INCRIVN44,547$689,5860.84%
13KLA CORPKLAC1,716$684,8210.84%
14PAR PAC HOLDINGS INCPARR22,708$663,0740.81%
15MONGODB INCMDB2,806$654,1350.80%
16ROBLOX CORPRBLX14,360$645,9130.79%
17ZIM INTEGRATED SHIPPING SERVZIM27,166$640,5740.78%
18LOCKHEED MARTIN CORPLMT1,352$639,0160.78%
19UNION PAC CORPUNP3,074$618,7670.76%
20MCDONALDS CORPMCD2,199$614,8500.75%
21DRAFTKINGS INC NEWDKNG31,443$608,7340.75%
22DANAHER CORPORATION2358511022,400$604,8570.74%
23ALPHABET INCGOOG5,790$600,6180.74%
24VISTRA CORPVST24,773$594,5520.73%
25CHENIERE ENERGY INCLNG3,746$590,3700.72%
26THERMO FISHER SCIENTIFIC INCTMO1,022$588,8210.72%
27AIR PRODS & CHEMS INCAIIR1,982$569,1440.70%
28ARROW ELECTRS INC0427351004,475$558,7930.68%
29TEXAS INSTRS INC8825081042,995$557,1760.68%
30TEEKAY TANKERS LTDTNK12,886$553,1960.68%
31ABBOTT LABSABLZF5,347$541,4870.66%
32DOMINION ENERGY INCD9,262$517,8480.63%
33PHILIP MORRIS INTL INC7181721095,319$517,2640.63%
34PROFRAC HLDG CORPACDC39,718$503,2270.62%
35PROCTER AND GAMBLE CO7427181093,345$497,3650.61%
36REGENERON PHARMACEUTICALSREGN603$495,3080.61%
37DEERE & CODE1,199$495,1680.61%
38LILLY ELI & COLLY1,424$489,0300.60%
39CHEWY INCCHWY13,044$487,5770.60%
40PULTE GROUP INC7458671018,332$485,6040.59%
41COCA COLA COKO7,818$484,9290.59%
42AVNET INCAVT10,654$481,5610.59%
43VERTEX PHARMACEUTICALS INCVRTX1,492$470,1940.58%
44ALTERYX INC02156B1037,910$465,4240.57%
45SALESFORCE INCCRM2,311$461,7870.57%
46WAYFAIR INCW13,397$460,0450.56%
47ALBEMARLE CORPALB-PA2,075$458,7450.56%
48SIGNET JEWELERS LIMITEDSIG5,804$451,4420.55%
49SNOWFLAKE INCSNOW2,888$445,5900.55%
50RANGER OIL CORPORATION70788V10210,789$440,6230.54%
51MACROGENICS INCMGNX61,047$437,7070.54%
52TD SYNNEX CORPORATIONSNX4,519$437,3940.54%
53ENPHASE ENERGY INCENPH2,072$435,7000.53%
54ZYMEWORKS INCZYME48,104$434,8600.53%
55SPLUNK INC8486371044,527$434,0490.53%
56GROUP 1 AUTOMOTIVE INCGPI1,914$433,3310.53%
57ANALOG DEVICES INCADI2,196$433,0950.53%
58TRI POINTE HOMES INCTPH17,104$433,0680.53%
59GLOBALFOUNDRIES INCGFS5,989$432,2860.53%
60VISA INCV1,917$432,1610.53%
61INTERNATIONAL SEAWAYS INCINSW10,336$430,8040.53%
62JACKSON FINANCIAL INCJXN-PA11,189$418,5800.51%
63QUALTRICS INTL INC74760120123,374$416,7580.51%
64UBER TECHNOLOGIES INCUBER13,120$415,9040.51%
65TAYLOR MORRISON HOME CORPTMHC10,746$411,1600.50%
66PEPSICO INCPEP2,249$410,0790.50%
67MONDAY COM LTDMNDY2,871$409,8350.50%
68ACTIVISION BLIZZARD INC00507V1094,780$409,1390.50%
69LINCOLN NATL CORP IND53418710917,883$401,8310.49%
70BREAD FINANCIAL HOLDINGS INCBFH-PA13,137$398,3140.49%
71MARKEL CORPMKL311$397,2750.49%
72CLOUDFLARE INCNET6,407$395,0560.48%
73PROLOGIS INC.PLDGP3,162$394,5510.48%
74ANDERSONS INCANDE9,490$392,1330.48%
75SYNCHRONY FINANCIALSYF-PB13,281$386,2110.47%
76BERKSHIRE HATHAWAY INC DELBRK-A1,228$379,2160.46%
77ARCTURUS THERAPEUTICS HLDGSARCT15,665$375,4900.46%
78CSX CORPCSX12,504$374,3810.46%
79CNX RES CORPCNX23,091$369,9180.45%
80MADISON SQUARE GRDN SPRT COR55825T1031,888$367,8770.45%
81COSTCO WHSL CORP NEW22160K105739$367,0970.45%
82SUNRUN INCRUN18,217$367,0730.45%
83ABBVIE INCABBV2,284$364,0660.45%
84UNITED NAT FOODS INCUNTCW13,787$363,2760.45%
85FMC CORPFMC2,972$362,9700.44%
86JOHNSON & JOHNSONJNJ2,331$361,3120.44%
87PACCAR INCPCAR4,898$358,4970.44%
88BUNGE LIMITEDBG3,739$357,1820.44%
89MACYS INC55616P10420,141$352,2670.43%
90NETFLIX INCNFLX1,016$351,0680.43%
91GRAY TELEVISION INCGTN-A40,151$350,1170.43%
92PERMIAN RESOURCES CORPPR33,303$349,6820.43%
93SMARTSHEET INC83200N1037,260$347,0280.43%
94MEDTRONIC PLCMDT4,231$341,1320.42%
95COINBASE GLOBAL INCCOIN5,015$338,8640.42%
96PERFORMANCE FOOD GROUP COPFGC5,565$335,8140.41%
97UNITEDHEALTH GROUP INCUNH700$330,7310.41%
98NEWMONT CORPNEMCL6,630$325,0220.40%
99MARRIOTT INTL INC NEW5719032021,953$324,3330.40%
100SONIC AUTOMOTIVE INCSAH5,923$321,8330.39%
101NUTANIX INCNTNX12,251$318,4030.39%
102KRAFT HEINZ COKHC8,195$316,9180.39%
103COMMSCOPE HLDG CO INC20337X10949,211$313,4740.38%
104BANK AMERICA CORP06050510410,781$308,3310.38%
105CME GROUP INCCME1,605$307,2980.38%
106AMCOR PLCAMCCF26,946$306,6450.38%
107HEWLETT PACKARD ENTERPRISE CHPE-PC19,245$306,5750.38%
108PROCORE TECHNOLOGIES INCPCOR4,862$304,5070.37%
109DILLARDS INC254067101985$303,1390.37%
110SPRINKLR INCCXM23,357$302,7070.37%
111TRAVELCENTERS OF AMERICA INC89421B1093,471$300,2410.37%
112V2X INCVVX7,550$299,8860.37%
113META PLATFORMS INCMETA1,408$298,3860.37%
114EXCELERATE ENERGY INCEE13,463$298,0710.37%
115EMERSON ELEC COEMR3,408$296,9730.36%
116HF SINCLAIR CORPDINO6,099$295,0700.36%
117BILL HOLDINGS INCBILL3,617$293,4830.36%
118UNITED PARCEL SERVICE INCUPS1,510$292,9250.36%
119COUPANG INCCPNG18,296$292,7280.36%
120CINCINNATI FINL CORP1720621012,609$292,4170.36%
121RAYTHEON TECHNOLOGIES CORPRTX2,983$292,0990.36%
122CATERPILLAR INCCAT1,266$289,7180.35%
123PAGERDUTY INCPD8,190$286,4860.35%
124FREEPORT-MCMORAN INCFCX6,995$286,1650.35%
125BLUE OWL CAPITAL INCOWL25,788$285,7310.35%
126ARDMORE SHIPPING CORPASC19,209$285,6380.35%
127ISHARES TR4642874322,683$285,4330.35%
128INTAPP INCINTA6,355$284,9580.35%
129COMMERCIAL METALS COCMC5,741$280,7350.34%
130DUKE ENERGY CORP NEWDUKB2,888$278,6480.34%
131WILLIAMS SONOMA INCWSM2,262$275,1660.34%
132DREAM FINDERS HOMES INCDFH20,618$273,1890.33%
133SPARTANNASH CO84721510010,791$267,6210.33%
134CAESARS ENTERTAINMENT INC NE12769G1005,458$266,3860.33%
135AUTONATION INCAN1,971$264,8100.32%
136MASTERCARD INCORPORATEDMA721$262,0650.32%
137IONIS PHARMACEUTICALS INCIONS7,326$261,8310.32%
138GXO LOGISTICS INCORPORATEDGXO5,181$261,4330.32%
139PEABODY ENERGY CORPBTU10,193$260,9410.32%
140ALBERTSONS COS INC01309110312,505$259,8490.32%
141AMERICAN AIRLS GROUP INC02376R10217,571$259,1720.32%
142RUSH ENTERPRISES INCRUSHB4,273$255,9100.31%
143PUBLIC SVC ENTERPRISE GRP IN7445731064,061$253,5990.31%
144HEALTHEQUITY INCHQY4,298$252,3360.31%
145SILVERBOW RES INC82836G10211,043$252,3330.31%
146ARROWHEAD PHARMACEUTICALS INARWR9,923$252,0440.31%
147CONSOL ENERGY INC NEW20854L1084,321$251,7850.31%
148EARTHSTONE ENERGY INC27032D30419,335$251,5480.31%
149ZOOMINFO TECHNOLOGIES INCGTM10,176$251,4490.31%
150WORLD FUEL SVCS CORPWKC9,812$250,6970.31%
151VANGUARD BD INDEX FDS9219378353,394$250,5550.31%
152ARCH CAP GROUP LTDG0450A1053,685$250,0710.31%
153EXACT SCIENCES CORP30063P1053,670$248,8630.30%
154CYBERARK SOFTWARE LTDM2682V1081,677$248,1620.30%
155AGNC INVT CORP00123Q10424,612$248,0890.30%
156TENET HEALTHCARE CORPTHC4,175$248,0790.30%
157XEROX HOLDINGS CORPXRXDW16,043$247,0620.30%
158HESS CORPHESM1,838$243,2390.30%
159HONEYWELL INTL INC4385161061,268$242,3210.30%
160MIRATI THERAPEUTICS INC60468T1056,501$241,7070.30%
161BROADCOM INCAVGO376$241,2190.30%
162PARKER-HANNIFIN CORPPH714$239,9650.29%
163M/I HOMES INCMHO3,767$237,6400.29%
1641 800 FLOWERS COM INCFLWS20,568$236,5310.29%
165WIX COM LTDWIX2,370$236,5260.29%
166ATI INCATI5,936$234,2350.29%
167ARKO CORPARKO27,269$231,5140.28%
168PRIMORIS SVCS CORP74164F1039,388$231,5080.28%
169GARRETT MOTION INCGTX30,160$231,0260.28%
170ETSY INCETSY2,065$229,9060.28%
171HASHICORP INC4181001037,773$227,6710.28%
172GILEAD SCIENCES INCGILD2,729$226,4660.28%
173VENTAS INCVTR5,222$226,3740.28%
174ISHARES TR46434V6397,075$223,2260.27%
175VICI PPTYS INC9256521096,842$223,1860.27%
176NORFOLK SOUTHN CORP6558441081,043$221,0650.27%
177RELIANCE STEEL & ALUMINUM CORS858$220,2830.27%
178TOLL BROTHERS INCTOL3,646$218,8930.27%
179GLOBAL SHIP LEASE INC NEWGSL-PB11,618$217,7210.27%
180BEST BUY INCBBY2,750$215,2280.26%
181CROWN CASTLE INCCCI1,604$214,7010.26%
182APOLLO GLOBAL MGMT INC03769M1063,369$212,7860.26%
183ALPHA METALLURGICAL RESOUR I0207641061,354$211,2240.26%
184MOLINA HEALTHCARE INCMOH787$210,5650.26%
185POINT BIOPHARMA GLOBAL INC73054110928,905$210,1390.26%
186CORTEVA INCCTVA3,483$210,0610.26%
187LAMB WESTON HLDGS INCLW2,003$209,3260.26%
188L3HARRIS TECHNOLOGIES INCLHX1,052$206,3690.25%
189DECKERS OUTDOOR CORPDECK451$202,6590.25%
190TENABLE HLDGS INC88025T1024,237$201,3000.25%
191ECHOSTAR CORPSATS10,935$200,0010.25%
192AFFIRM HLDGS INCAFRM17,513$197,3720.24%
193SOUTHWESTERN ENERGY CO84546710938,815$194,0750.24%
194B & G FOODS INC NEWBGS12,349$191,7830.23%
195VIATRIS INCVTRS19,932$191,7460.23%
196CLARIVATE PLCCLVT19,883$186,7010.23%
197BEAZER HOMES USA INCBZH11,722$186,1450.23%
198SOTERA HEALTH COSHC10,324$184,9030.23%
199JANUS INTERNATIONAL GROUP INJBI18,375$181,1780.22%
200JELD-WEN HLDG INCJELD14,287$180,8730.22%
201RECURSION PHARMACEUTICALS INRXRX26,470$176,5550.22%
202FRESHWORKS INCFRSH11,321$173,8910.21%
203JETBLUE AWYS CORP47714310123,391$170,2860.21%
204RELAY THERAPEUTICS INCRLAY10,316$169,9050.21%
205WARNER BROS DISCOVERY INCWBD11,251$169,8900.21%
206STAGWELL INCSTGW22,591$167,6250.21%
207ACCOLADE INC00437E10211,331$162,9400.20%
208DHT HOLDINGS INCDHT15,031$162,4850.20%
209DISH NETWORK CORPORATION25470M10916,939$158,0420.19%
2102U INC90214J10122,539$154,3920.19%
211RAYONIER ADVANCED MATLS INCRYN24,341$152,6180.19%
212LIONS GATE ENTMNT CORP53591940113,588$150,4190.18%
213DOMO INCDOMO10,538$149,5340.18%
214ACCEL ENTERTAINMENT INCACEL16,147$147,1030.18%
215HELIX ENERGY SOLUTIONS GRP I42330P10718,706$144,7840.18%
216LANDS END INC NEWLE14,697$142,8600.18%
217SUMO LOGIC INC86646P10311,710$140,2860.17%
218PETCO HEALTH & WELLNESS CO IWOOF15,523$139,7070.17%
219NORTHEAST CMNTY BANCORP INC66412110010,306$135,2150.17%
220ALLOGENE THERAPEUTICS INCALLO26,867$132,7230.16%
221COURSERA INCCOUR11,290$130,0600.16%
222VOXX INTL CORP91829F10410,466$129,0460.16%
223DULUTH HLDGS INCDLTH20,076$128,0880.16%
224AVIDXCHANGE HOLDINGS INC05368X10215,712$122,5540.15%
225GREENHILL & CO INC39525910413,752$121,9800.15%
226TURTLE BEACH CORPTBCH11,745$117,6850.14%
227NEW YORK CMNTY BANCORP INC64944510312,829$115,9740.14%
228SUNCOKE ENERGY INCSXC12,855$115,4380.14%
229MRC GLOBAL INC55345K10311,176$108,6310.13%
230ZIMVIE INC98888T10714,758$106,7000.13%
231ZUORA INC98983V10610,444$103,1870.13%
232CRAWFORD & COCRD-B12,299$102,8200.13%
233PAYONEER GLOBAL INCPAYO16,204$101,7610.12%
234MERSANA THERAPEUTICS INC59045L10624,365$100,1400.12%
235ALTICE USA INCOPTU27,689$94,6960.12%
236EHEALTH INCEHTH10,056$94,1240.12%
237UNDER ARMOUR INCUA10,998$93,8090.11%
238RPC INCRES11,433$87,9200.11%
239HARSCO CORPNVRI11,535$78,7840.10%
240UNITI GROUP INCUNIT19,307$68,5400.08%
241UPLAND SOFTWARE INCUPLD15,793$67,9100.08%
242LL FLOORING HOLDINGS INC55003T10717,830$67,7520.08%
243CAPITOL FED FINL INC14057J10110,062$67,7170.08%
244UNISYS CORPUIS17,074$66,2470.08%
245GETTY IMAGES HOLDINGS INCGETY12,638$64,3270.08%
246LUMEN TECHNOLOGIES INCLUMN23,574$62,4710.08%
247OPORTUN FINL CORP68376D10416,001$61,7640.08%
248POSEIDA THERAPEUTICS INC73730P10817,717$54,5680.07%
249ALLAKOS INC01671P10011,765$52,3540.06%
250MARQETA INCMQ11,453$52,3400.06%
251LIVEPERSON INCLPSN11,788$51,9850.06%
252FARFETCH LTD30744W10710,320$50,6730.06%
253ROOT INCROOT10,606$47,8330.06%
254CLEAN ENERGY FUELS CORPCLNE10,943$47,7110.06%
255SIRIUS XM HOLDINGS INCSIRI10,598$42,0740.05%
256TUPPERWARE BRANDS CORP89989610414,737$36,8420.05%
257FULCRUM THERAPEUTICS INCFULC10,895$31,0510.04%
258JOANN INC47768J10112,853$20,4360.03%