We are live on ! Find out more
OCM

Oribel Capital Management Portfolio holdings

AUM $2.27B
1-Year Est. Return 60.32%
This Fund
S&P 500
This Quarter Est. Return
+23.25%
1 Year Est. Return
+60.32%
3 Year Est. Return
+265.6%
5 Year Est. Return
+433%
10 Year Est. Return
–
AUM
$3.92B
AUM Growth
+$1.47B
Cap. Flow
+$952M
Cap. Flow %
24.31%
Top 10 Hldgs %
23.86%
Holding
169
New
76
Increased
16
Reduced
17
Closed
60

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$109M
2
AMZN icon
Amazon
AMZN
+$90.6M
3
SAP icon
SAP
SAP
+$81.8M
4
NVDA icon
NVIDIA
NVDA
+$77.4M
5
T icon
AT&T
T
+$76M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$74M
2
CAH icon
Cardinal Health
CAH
+$65.2M
3
MCK icon
McKesson
MCK
+$53.4M
4
WTW icon
Willis Towers Watson
WTW
+$38.4M
5
FISV
Fiserv Inc
FISV
+$36.4M

Sector Composition

Rank Sector Weight
1 Technology 22.54%
2 Financials 6.14%
3 Communication Services 5.19%
4 Industrials 4.25%
5 Consumer Discretionary 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.84T
$124M 3.17%
+250,000
New +$109M
NVDA icon
2
NVIDIA
NVDA
$5.01T
$122M 3.13%
774,900
+615,000
+385% +$77.4M
AMZN icon
3
Amazon
AMZN
$2.5T
$104M 2.66%
475,400
+458,000
+2,632% +$90.6M
T icon
4
AT&T
T
$165B
$98.7M 2.52%
3,410,900
+2,758,700
+423% +$76M
ADSK icon
5
Autodesk
ADSK
$44.3B
$87.5M 2.23%
282,800
+250,000
+762% +$70.9M
SAP icon
6
SAP
SAP
$187B
$86.8M 2.22%
+285,500
New +$81.8M
KKR icon
7
PUT
KKR & Co
KKR
$89.2B
$79.5M 2.03%
597,600
+342,500
+134% +$40.1M
JCI icon
8
Johnson Controls International
JCI
$87.5B
$77.5M 1.98%
+733,600
New +$67.5M
SAP icon
9
PUT
SAP
SAP
$187B
$77M 1.97%
+253,200
New +$72.6M
VZ icon
10
CALL
Verizon
VZ
$194B
$76.4M 1.95%
1,765,700
+1,565,600
+782% +$67.8M
AMT icon
11
American Tower
AMT
$77.7B
$76M 1.94%
+343,900
New +$74.2M
BX icon
12
Blackstone
BX
$104B
$69.5M 1.77%
+464,400
New +$63.8M
BX icon
13
PUT
Blackstone
BX
$104B
$69.5M 1.77%
+464,400
New +$63.8M
CAH icon
14
Cardinal Health
CAH
$53.4B
$65.9M 1.68%
392,400
-439,200
-53% -$65.2M
MCHP icon
15
Microchip Technology
MCHP
$42.8B
$65.7M 1.68%
+934,100
New +$51.3M
TSM icon
16
TSMC
TSM
$2.09T
$65.1M 1.66%
+287,300
New +$53.2M
TSM icon
17
PUT
TSMC
TSM
$2.09T
$65.1M 1.66%
+287,300
New +$53.2M
MCK icon
18
PUT
McKesson
MCK
$98.5B
$61.1M 1.56%
83,400
+7,700
+10% +$5.43M
CAH icon
19
PUT
Cardinal Health
CAH
$53.4B
$58.3M 1.49%
347,100
-484,500
-58% -$71.9M
TMUS icon
20
CALL
T-Mobile US
TMUS
$193B
$57.5M 1.47%
+241,500
New +$59M
WDAY icon
21
CALL
Workday
WDAY
$33.4B
$57M 1.46%
237,600
+161,400
+212% +$39.3M
MCO icon
22
Moody's
MCO
$82.4B
$52.9M 1.35%
+105,500
New +$48.9M
HEI icon
23
HEICO Corp
HEI
$48.9B
$51.9M 1.32%
+158,100
New +$43.7M
ORCL icon
24
CALL
Oracle
ORCL
$331B
$51.2M 1.31%
234,300
-53,300
-19% -$8.61M
ADSK icon
25
PUT
Autodesk
ADSK
$44.3B
$50.6M 1.29%
163,600
+130,800
+399% +$37.1M
1
2 3 4 5

Similar funds

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.27B AUM
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
SEGHC
Saudi Electronic Games Holding Co Riyadh $2.25B AUM
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
RA
RPOA Advisors Plano, Texas $2.29B AUM 11.74% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Oribel Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Oribel Capital Management held 169 positions worth $3.92B, up 60% from $2.44B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Oribel Capital Management deployed $952M of net new capital in Q2 2025, opening 76 new positions and adding to 16 existing holdings. Its largest new stake was Microsoft: 250,000 shares worth $124M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 7.8% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Cardinal Health, an estimated $65.2M trimmed.

  • Oribel Capital Management's largest Q2 2025 buy was Microsoft: 250,000 shares worth $124M.
  • Oribel Capital Management added most to Amazon in Q2 2025, an estimated $90.6M increase.
  • Oribel Capital Management's biggest Q2 2025 reduction was Cardinal Health, cutting an estimated $65.2M.
  • Oribel Capital Management fully exited Meta Platforms (Facebook) in Q2 2025, selling an estimated $74M.
  • Oribel Capital Management's ten largest holdings make up 24% of its $3.92B portfolio in Q2 2025.
  • Oribel Capital Management opened 76 new positions and closed 60 in Q2 2025.
  • Oribel Capital Management's portfolio value rose 60% quarter-over-quarter to $3.92B.

Based on Oribel Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.