Position in DELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$497,860,945
+$312,264,481 QoQ
Shares Held
3,033,333
+105.7% QoQ
Ownership
0.468%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 98.27582398635428.ToString("F0")%
Shared 0.ToString("F0")%
None 1.7241760136457156.ToString("F0")%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Derivatives in DELL
reported options exposure · as of Mar 31, 2026CallValue
$4,086,837
CallShares
24,900
PutValue
$4,103,250
PutShares
25,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $1,792,669,440 across 20 Computer Hardware names. DELL ranks #1 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
3,033,333 | $497,860,945 | |
| 2 | SNDK |
Sandisk Corp
|
762,726 | $484,590,336 | |
| 3 | ANET |
Arista Networks, Inc.
|
3,758,279 | $461,441,495 | |
| 4 | P |
Everpure, Inc.
|
1,651,020 | $97,476,220 | |
| 5 | IONQ |
IonQ, Inc.
|
2,343,951 | $67,576,107 | |
| 6 | HPQ |
Hp Inc
|
2,092,106 | $40,189,356 | |
| 7 | STX |
Seagate Technology Holdings plc
|
102,525 | $40,165,194 | |
| 8 | RGTI |
Rigetti Computing, Inc.
|
2,786,495 | $39,122,389 |
All Filings in DELL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $497,860,945 | 3,033,333 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $4,103,250 | 25,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $4,086,837 | 24,900 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $2,492,424 | 19,800 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $185,596,464 | 1,474,392 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $3,021,120 | 24,000 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $121,542,539 | 857,322 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,147,642 | 400,878 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,565,223 | 159,794 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $25,060,724 | 219,619 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $37,059,430 | 484,437 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $107,475,800 | 1,559,881 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,206,891 | 225,594 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,136,029 | 575,380 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $17,902,614 | 318,722 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $369,123 | 7,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $105,463 | 2,000 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $66,990,947 | 1,326,107 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $333,412 | 6,600 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $46,538,510 | 1,041,638 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $679,780 | 18,300 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $679,780 | 18,300 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $4,678,898 | 125,958 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $981,214 | 28,600 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $1,602,192 | 46,700 | Call | Sole | 2020-11-16 | |
| 2020-03-31 | $803,828 | 40,100 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $637,450 | 31,800 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||