Filed: 2/13/2026ACC: 0001661140-26-000001
📋 What this filing means
ORIBEL CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $2.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$2.18B
Total AUM (reported)
15.38M
Total Shares
Allocation by class
COM$1.05B48.0%
COM NEW$163.29M7.5%
SHS$155.13M7.1%
CL A$145.67M6.7%
SPONSORED ADS$135.81M6.2%
ORD SHS$119.81M5.5%
CAP STK CL A$93.68M4.3%
Portfolio Concentration
Top 3$408.71M18.7%
4–10$510.69M23.4%
11–25$522.63M23.9%
Rest$740.73M33.9%
Top 3 weight
18.7%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 15.38M
Sole
Full voting authority
15.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
MOTOROLA SOLUTIONS INC
SOLEShares399.40K
TypeSH
Market value$153.10M
7.01%
Sole
399.40K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares446.90K
TypeSH
Market value$135.81M
6.22%
Sole
446.90K
Shared
0.00
None
0.00
TE CONNECTIVITY PLC
SOLEShares526.60K
TypeSH
Market value$119.81M
5.49%
Sole
526.60K
Shared
0.00
None
0.00
AMDOCS LTD
SOLEShares1.41M
TypeSH
Market value$113.84M
5.22%
Sole
1.41M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares299.30K
TypeSH
Market value$93.68M
4.29%
Sole
299.30K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares262.80K
TypeSH
Market value$82.26M
3.77%
Sole
262.80K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares286.50K
TypeSH
Market value$61.36M
2.81%
Sole
286.50K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares267K
TypeSH
Market value$61.12M
2.80%
Sole
267K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares270.90K
TypeSH
Market value$50.52M
2.31%
Sole
270.90K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares235.80K
TypeSH
Market value$47.91M
2.20%
Sole
235.80K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares555.60K
TypeSH
Market value$42.80M
1.96%
Sole
555.60K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares129.60K
TypeSH
Market value$41.94M
1.92%
Sole
129.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares132.90K
TypeSH
Market value$40.02M
1.83%
Sole
132.90K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares216.40K
TypeSH
Market value$39.86M
1.83%
Sole
216.40K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares143.50K
TypeSH
Market value$39.19M
1.80%
Sole
143.50K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares118.80K
TypeSH
Market value$37.13M
1.70%
Sole
118.80K
Shared
0.00
None
0.00
APOLLO GLOBAL MGMT INC
SOLEShares247K
TypeSH
Market value$35.76M
1.64%
Sole
247K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares130.80K
TypeSH
Market value$34.34M
1.57%
Sole
130.80K
Shared
0.00
None
0.00
WALMART INC
SOLEShares286.20K
TypeSH
Market value$31.89M
1.46%
Sole
286.20K
Shared
0.00
None
0.00
FLEX LTD
SOLEShares511.90K
TypeSH
Market value$30.93M
1.42%
Sole
511.90K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares221.30K
TypeSH
Market value$29.91M
1.37%
Sole
221.30K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares93.80K
TypeSH
Market value$29.88M
1.37%
Sole
93.80K
Shared
0.00
None
0.00
ROLLINS INC
SOLEShares496.50K
TypeSH
Market value$29.80M
1.37%
Sole
496.50K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares448.20K
TypeSH
Market value$29.79M
1.36%
Sole
448.20K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares344.80K
TypeSH
Market value$29.41M
1.35%
Sole
344.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 399.40K | SH | $153.10M 7.01% | 399.40K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 446.90K | SH | $135.81M 6.22% | 446.90K | 0.00 | 0.00 |
TE CONNECTIVITY PLCSOLE | ORD SHS | 526.60K | SH | $119.81M 5.49% | 526.60K | 0.00 | 0.00 |
AMDOCS LTDSOLE | SHS | 1.41M | SH | $113.84M 5.22% | 1.41M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 299.30K | SH | $93.68M 4.29% | 299.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 262.80K | SH | $82.26M 3.77% | 262.80K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 286.50K | SH | $61.36M 2.81% | 286.50K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 267K | SH | $61.12M 2.80% | 267K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 270.90K | SH | $50.52M 2.31% | 270.90K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 235.80K | SH | $47.91M 2.20% | 235.80K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 555.60K | SH | $42.80M 1.96% | 555.60K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 129.60K | SH | $41.94M 1.92% | 129.60K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHARES SEMICDTR | 132.90K | SH | $40.02M 1.83% | 132.90K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 216.40K | SH | $39.86M 1.83% | 216.40K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 143.50K | SH | $39.19M 1.80% | 143.50K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 118.80K | SH | $37.13M 1.70% | 118.80K | 0.00 | 0.00 |
APOLLO GLOBAL MGMT INCSOLE | COM | 247K | SH | $35.76M 1.64% | 247K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 130.80K | SH | $34.34M 1.57% | 130.80K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 286.20K | SH | $31.89M 1.46% | 286.20K | 0.00 | 0.00 |
FLEX LTDSOLE | ORD | 511.90K | SH | $30.93M 1.42% | 511.90K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 221.30K | SH | $29.91M 1.37% | 221.30K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 93.80K | SH | $29.88M 1.37% | 93.80K | 0.00 | 0.00 |
ROLLINS INCSOLE | COM | 496.50K | SH | $29.80M 1.37% | 496.50K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 448.20K | SH | $29.79M 1.36% | 448.20K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 344.80K | SH | $29.41M 1.35% | 344.80K | 0.00 | 0.00 |
Page 1 of 4