13F HOLDINGS REPORT
Oribel Capital Management, LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001661140-26-000001
Total Value
$2.18B
Positions
99
Other Managers
0
Confidential Omitted
No
Holdings (99)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 299,300 | $93.7M | 4.29% |
| 2 | ALPHABET INC | GOOG | 262,800 | $82.3M | 3.77% |
| 3 | MOTOROLA SOLUTIONS INC | MSI | 199,700 | $76.5M | 3.51% |
| 4 | MOTOROLA SOLUTIONS INC | MSI | 199,700 | $76.5M | 3.51% |
| 5 | AMDOCS LTD | DOX | 929,300 | $74.8M | 3.43% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 241,700 | $73.5M | 3.37% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 205,200 | $62.4M | 2.86% |
| 8 | TE CONNECTIVITY PLC | TEL | 263,300 | $59.9M | 2.74% |
| 9 | TE CONNECTIVITY PLC | TEL | 263,300 | $59.9M | 2.74% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 267,900 | $57.4M | 2.63% |
| 11 | NVIDIA CORPORATION | NVDA | 270,900 | $50.5M | 2.31% |
| 12 | ISHARES TR | 464287523 | 132,900 | $40.0M | 1.83% |
| 13 | CME GROUP INC | CME | 143,500 | $39.2M | 1.80% |
| 14 | AMDOCS LTD | DOX | 484,700 | $39.0M | 1.79% |
| 15 | CADENCE DESIGN SYSTEM INC | CDNS | 118,800 | $37.1M | 1.70% |
| 16 | ECOLAB INC | ECL | 130,800 | $34.3M | 1.57% |
| 17 | WALMART INC | WMT | 286,200 | $31.9M | 1.46% |
| 18 | DANAHER CORPORATION | 235851102 | 133,500 | $30.6M | 1.40% |
| 19 | DANAHER CORPORATION | 235851102 | 133,500 | $30.6M | 1.40% |
| 20 | AMPHENOL CORP NEW | 032095101 | 221,300 | $29.9M | 1.37% |
| 21 | EATON CORP PLC | ETN | 93,800 | $29.9M | 1.37% |
| 22 | ROLLINS INC | ROL | 496,500 | $29.8M | 1.37% |
| 23 | FIDELITY NATL INFORMATION SV | 31620M106 | 448,200 | $29.8M | 1.36% |
| 24 | SPDR SERIES TRUST | 78464A144 | 344,800 | $29.4M | 1.35% |
| 25 | ADOBE INC | ADBE | 79,400 | $27.8M | 1.27% |
| 26 | WASTE MGMT INC DEL | 94106L109 | 122,600 | $26.9M | 1.23% |
| 27 | SNOWFLAKE INC | SNOW | 117,800 | $25.8M | 1.18% |
| 28 | T-MOBILE US INC | TMUSZ | 122,900 | $25.0M | 1.14% |
| 29 | KEYSIGHT TECHNOLOGIES INC | KEYS | 117,900 | $24.0M | 1.10% |
| 30 | KEYSIGHT TECHNOLOGIES INC | KEYS | 117,900 | $24.0M | 1.10% |
| 31 | CISCO SYS INC | CSCO | 277,800 | $21.4M | 0.98% |
| 32 | CISCO SYS INC | CSCO | 277,800 | $21.4M | 0.98% |
| 33 | DELL TECHNOLOGIES INC | DELL | 166,700 | $21.0M | 0.96% |
| 34 | HEICO CORP NEW | HEI-A | 64,800 | $21.0M | 0.96% |
| 35 | HEICO CORP NEW | HEI-A | 64,800 | $21.0M | 0.96% |
| 36 | META PLATFORMS INC | META | 30,800 | $20.3M | 0.93% |
| 37 | SALESFORCE INC | CRM | 76,300 | $20.2M | 0.93% |
| 38 | VERIZON COMMUNICATIONS INC | VZ | 493,300 | $20.1M | 0.92% |
| 39 | PALO ALTO NETWORKS INC | PANW | 108,200 | $19.9M | 0.91% |
| 40 | PALO ALTO NETWORKS INC | PANW | 108,200 | $19.9M | 0.91% |
| 41 | ON SEMICONDUCTOR CORP | ON | 359,500 | $19.5M | 0.89% |
| 42 | NXP SEMICONDUCTORS N V | NXPI | 89,000 | $19.3M | 0.89% |
| 43 | DATADOG INC | DDOG | 141,700 | $19.3M | 0.88% |
| 44 | CLEARWATER ANALYTICS HLDGS I | CWAN | 765,400 | $18.5M | 0.85% |
| 45 | IQVIA HLDGS INC | IQV | 81,300 | $18.3M | 0.84% |
| 46 | APOLLO GLOBAL MGMT INC | 03769M106 | 123,500 | $17.9M | 0.82% |
| 47 | APOLLO GLOBAL MGMT INC | 03769M106 | 123,500 | $17.9M | 0.82% |
| 48 | ZEBRA TECHNOLOGIES CORPORATI | ZBRA | 69,600 | $16.9M | 0.77% |
| 49 | CINTAS CORP | CTAS | 85,100 | $16.0M | 0.73% |
| 50 | CELESTICA INC | CLS | 53,500 | $15.8M | 0.72% |
| 51 | SAP SE | SAPGF | 57,600 | $14.0M | 0.64% |
| 52 | EQUIFAX INC | EFX | 64,000 | $13.9M | 0.64% |
| 53 | ANALOG DEVICES INC | ADI | 50,900 | $13.8M | 0.63% |
| 54 | FLEX LTD | FLEX | 223,100 | $13.5M | 0.62% |
| 55 | ENVIRI CORP | NVRI | 709,600 | $12.7M | 0.58% |
| 56 | BIO-TECHNE CORP | TECH | 211,400 | $12.4M | 0.57% |
| 57 | MONGODB INC | MDB | 29,500 | $12.4M | 0.57% |
| 58 | MONGODB INC | MDB | 29,500 | $12.4M | 0.57% |
| 59 | APTARGROUP INC | ATR | 98,200 | $12.0M | 0.55% |
| 60 | WORKDAY INC | WDAY | 55,700 | $12.0M | 0.55% |
| 61 | ORACLE CORP | ORCL-PD | 61,000 | $11.9M | 0.54% |
| 62 | CHECK POINT SOFTWARE TECH LT | M22465104 | 63,600 | $11.8M | 0.54% |
| 63 | CROWDSTRIKE HLDGS INC | CRWD | 24,900 | $11.7M | 0.53% |
| 64 | CROWDSTRIKE HLDGS INC | CRWD | 24,900 | $11.7M | 0.53% |
| 65 | ZSCALER INC | ZS | 51,600 | $11.6M | 0.53% |
| 66 | JOHNSON CTLS INTL PLC | G51502105 | 95,300 | $11.4M | 0.52% |
| 67 | CHARLES RIV LABS INTL INC | 159864107 | 54,500 | $10.9M | 0.50% |
| 68 | CHARLES RIV LABS INTL INC | 159864107 | 54,500 | $10.9M | 0.50% |
| 69 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 42,100 | $10.8M | 0.49% |
| 70 | DISNEY WALT CO | 254687106 | 93,000 | $10.6M | 0.48% |
| 71 | HUBSPOT INC | HUBS | 25,500 | $10.2M | 0.47% |
| 72 | HUBSPOT INC | HUBS | 25,500 | $10.2M | 0.47% |
| 73 | GE AEROSPACE | 369604301 | 33,100 | $10.2M | 0.47% |
| 74 | HONEYWELL INTL INC | 438516106 | 52,200 | $10.2M | 0.47% |
| 75 | AT&T INC | T-PC | 403,900 | $10.0M | 0.46% |
| 76 | ACCENTURE PLC IRELAND | ACN | 37,100 | $10.0M | 0.46% |
| 77 | MICROSOFT CORP | MSFT | 20,200 | $9.8M | 0.45% |
| 78 | TRIMBLE INC | TRMB | 123,400 | $9.7M | 0.44% |
| 79 | QIAGEN NV | QGEN | 213,200 | $9.6M | 0.44% |
| 80 | WESTERN DIGITAL CORP | WDC | 53,500 | $9.2M | 0.42% |
| 81 | FLEX LTD | FLEX | 144,400 | $8.7M | 0.40% |
| 82 | FLEX LTD | FLEX | 144,400 | $8.7M | 0.40% |
| 83 | AUTODESK INC | ADSK | 26,900 | $8.0M | 0.36% |
| 84 | ROCKET COS INC | 77311W101 | 406,800 | $7.9M | 0.36% |
| 85 | PAYPAL HLDGS INC | PYPL | 134,800 | $7.9M | 0.36% |
| 86 | VISA INC | V | 17,300 | $6.1M | 0.28% |
| 87 | SERVICENOW INC | NOW | 39,500 | $6.1M | 0.28% |
| 88 | WASTE CONNECTIONS INC | WCN | 33,700 | $5.9M | 0.27% |
| 89 | AMAZON COM INC | AMZN | 25,300 | $5.8M | 0.27% |
| 90 | HP INC | HPQ | 248,100 | $5.5M | 0.25% |
| 91 | SPDR S&P 500 ETF TR | SPY | 7,700 | $5.3M | 0.24% |
| 92 | CROWN CASTLE INC | CCI | 50,500 | $4.5M | 0.21% |
| 93 | CELESTICA INC | CLS | 14,000 | $4.1M | 0.19% |
| 94 | CORNING INC | GLW | 45,500 | $4.0M | 0.18% |
| 95 | ADVANCED MICRO DEVICES INC | AMD | 18,600 | $4.0M | 0.18% |
| 96 | CLOUDFLARE INC | NET | 20,100 | $4.0M | 0.18% |
| 97 | WARNER BROS DISCOVERY INC | WBD | 94,200 | $2.7M | 0.12% |
| 98 | INVESCO QQQ TR | IVZ | 4,300 | $2.6M | 0.12% |
| 99 | JABIL INC | JBL | 8,700 | $2.0M | 0.09% |