Oribel Capital Management, LP — 13F Holdings & Portfolio

CIK 1661140 · latest 13F-HR filed 2026-05-14

Oribel Capital Management, LP manages $2.27B in 13F-reported U.S. long-equity assets across 118 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (6.17%), GE (3.59%), GE (3.59%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 27 new positions, exited 37, added to 8, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$2.27B

Long-equity book

Holdings

118

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+27 / −37 / ↑8 / ↓5

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GE AEROSPACE$71.3M +699.1%
  • JABIL INC$35.5M +1792.0%
  • CISCO SYS INC$29.6M +138.5%
  • FLEXTRONICS INTL LTD$18.4M +210.8%
  • CLOUDFLARE INC$12.3M +309.8%
Show all 8

Top Trims

  • MOTOROLA SOLUTIONS INC-$62.7M -81.9%
  • META PLATFORMS INC-$18.0M -88.7%
  • TAKE-TWO INTERACTIVE SOFTWAR-$6.9M -64.1%
  • PALO ALTO NETWORKS INC-$3.1M -15.4%
  • MONGODB INC-$2.1M -17.0%
Show all 5

New Positions

  • ADVANCED ENERGY INDS$36.7M
  • GARMIN LTD$27.2M
  • CARPENTER TECHNOLOGY CORP$26.3M
  • BORGWARNER INC$23.3M
  • ASML HLDG NV$21.3M
Show all 27

Exited Positions

  • ALPHABET INC$93.7M
  • TAIWAN SEMICONDUCTOR MFG LTD$73.5M
  • TE CONNECTIVITY PLC$59.9M
  • NVIDIA CORPORATION$50.5M
  • CME GROUP INC$39.2M
Show all 37
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T Call SPY 78462F103 $139.9M 6.17% 215,100 SH
2 GE AEROSPACE GE 369604301 $81.5M 3.59% 287,100 SH
3 GE AEROSPACE Put GE 369604301 $81.5M 3.59% 287,100 SH
4 GE AEROSPACE Call GE 369604301 $80.6M 3.55% 284,000 SH
5 ALPHABET INC Call GOOG 02079K107 $68.0M 3.00% 237,200 SH
6 NVIDIA CORPORATION Call NVDA 67066G104 $67.2M 2.96% 385,300 SH
7 CISCO SYS INC CSCO 17275R102 $51.0M 2.25% 657,800 SH
8 CISCO SYS INC Put CSCO 17275R102 $51.0M 2.25% 657,800 SH
9 SELECT SECTOR SPDR TR Call XLI 81369Y704 $40.7M 1.80% 251,900 SH
10 ROCKWELL AUTOMATION INC Call ROK 773903109 $39.5M 1.74% 110,200 SH
11 GE VERNOVA INC Call GEV 36828A101 $39.5M 1.74% 45,300 SH
12 JABIL INC JBL 466313103 $37.5M 1.66% 141,300 SH
13 JABIL INC Put JBL 466313103 $37.5M 1.66% 141,300 SH
14 ADVANCED ENERGY INDS AEIS 007973100 $36.7M 1.62% 113,800 SH
15 ADVANCED ENERGY INDS Put AEIS 007973100 $36.7M 1.62% 113,800 SH
16 AMDOCS LTD Call DOX G02602103 $30.0M 1.32% 460,300 SH
17 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $29.9M 1.32% 106,000 SH
18 KEYSIGHT TECHNOLOGIES INC Put KEYS 49338L103 $29.9M 1.32% 106,000 SH
19 ROPER TECHNOLOGIES INC Call ROP 776696106 $29.8M 1.31% 84,100 SH
20 MICROSOFT CORP Call MSFT 594918104 $29.3M 1.29% 79,100 SH
21 FIDELITY NATL FINL INC Put FNF 31620R303 $27.5M 1.21% 593,900 SH
22 ECOLAB INC Call ECL 278865100 $27.3M 1.20% 102,600 SH
23 GARMIN LTD GRMN H2906T109 $27.2M 1.20% 117,200 SH
24 GARMIN LTD Put GRMN H2906T109 $27.2M 1.20% 117,200 SH
25 FLEXTRONICS INTL LTD FLEX Y2573F102 $27.1M 1.20% 414,200 SH
26 FLEXTRONICS INTL LTD Put FLEX Y2573F102 $27.1M 1.20% 414,200 SH
27 CARPENTER TECHNOLOGY CORP CRS 144285103 $26.3M 1.16% 66,700 SH
28 CARPENTER TECHNOLOGY CORP Put CRS 144285103 $26.3M 1.16% 66,700 SH
29 S&P GLOBAL INC Call SPGI 78409V104 $23.6M 1.04% 55,400 SH
30 BORGWARNER INC BWA 099724106 $23.3M 1.03% 429,100 SH
31 BORGWARNER INC Put BWA 099724106 $23.3M 1.03% 429,100 SH
32 CISCO SYS INC Call CSCO 17275R102 $21.5M 0.95% 277,400 SH
33 ASML HLDG NV ASML N07059210 $21.3M 0.94% 16,100 SH
34 ASML HLDG NV Put ASML N07059210 $21.3M 0.94% 16,100 SH
35 CATERPILLAR INC CAT 149123101 $21.3M 0.94% 30,000 SH
36 CATERPILLAR INC Put CAT 149123101 $21.3M 0.94% 30,000 SH
37 HOWMET AEROSPACE INC Call HWM 443201108 $20.9M 0.92% 90,900 SH
38 TERADYNE INC Call TER 880770102 $20.9M 0.92% 70,600 SH
39 XYLEM INC Call XYL 98419M100 $19.9M 0.88% 166,300 SH
40 ENTEGRIS INC ENTG 29362U104 $19.7M 0.87% 168,000 SH
41 ENTEGRIS INC Put ENTG 29362U104 $19.7M 0.87% 168,000 SH
42 HEICO CORP NEW Call HEI.A 422806208 $19.2M 0.85% 69,900 SH
43 ACCENTURE PLC IRELAND Call ACN G1151C101 $19.0M 0.84% 95,800 SH
44 ILLINOIS TOOL WKS INC Call ITW 452308109 $18.2M 0.80% 69,800 SH
45 NASDAQ INC Call NDAQ 631103108 $17.7M 0.78% 208,400 SH
46 ECHOSTAR CORP SATS 278768106 $17.7M 0.78% 150,800 SH
47 ECHOSTAR CORP Put SATS 278768106 $17.7M 0.78% 150,800 SH
48 PALO ALTO NETWORKS INC PANW 697435105 $16.9M 0.74% 105,200 SH
49 PALO ALTO NETWORKS INC Put PANW 697435105 $16.9M 0.74% 105,200 SH
50 CLOUDFLARE INC NET 18915M107 $16.2M 0.72% 78,700 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $2.27B 118 0001661140-26-000002
2025-12-31 2026-02-13 $2.18B 99 0001661140-26-000001
2025-09-30 2025-11-13 $3.18B 79 0001661140-25-000006