SEC 13F Intelligence

Managers / Q1 2026

Deltroit Asset Management (UK) LLP

CIK 0002104766 · 50 PALL MALL, LONDON, SW1Y 5JH · 00442045705600

Reported Value
$623M
Q1 2026
Positions
42
Filings on Record
2
2019–present window
Filed
May 15, 2026
original filing

Summary

Deltroit Asset Management (Uk) Llp reported $623M in U.S.-listed holdings across 42 positions for Q1 2026.

Its largest position, TLN, represents 15.9% of the portfolio.

Compared with Q4 2025, the fund opened 11 new positions and exited 8.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $687MQ4 ’25Q1 ’26: $623MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 80.8%Other: 13.9%ADR: 3.0%ETP: 2.2%Tracking Stk: 0.2%
  • Common Stock · 80.8% · $503M
  • Other · 13.9% · $86M
  • ADR · 3.0% · $19M
  • ETP · 2.2% · $13M
  • Tracking Stk · 0.2% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$623M42May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$687M39Feb 11, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.