EVENTIDE ASSET MANAGEMENT, LLC

Position in DELL — Dell Technologies Inc.

CIK 1442891 Boston, MA

Position in DELL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$80,036,692

+$64,084,405 QoQ

Shares Held

185,502

+90.9% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#136

of 2,109 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

EVENTIDE ASSET MANAGEMENT, LLC holds $115,197,436 across 5 Computer Hardware names. DELL ranks #1 (69.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	185,502	$80,036,692
2	STX	Seagate Technology Holdings plc	23,637	$22,809,705
3	ANET	Arista Networks, Inc.	51,343	$8,722,148
4	SNDK	Sandisk Corp	1,256	$2,855,804
5	P	Everpure, Inc.	9,812	$773,087

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,036,692	185,502	+90.9%	Shares	Sole	2026-08-14
2026-03-31	$15,952,287	97,193	+103.6%	Shares	Sole	2026-05-15
2025-12-31	$6,008,504	47,732	+69.9%	Shares	Sole	2026-02-13
2025-09-30	$3,982,744	28,093	+61.9%	Shares	Sole	2025-11-14
2025-06-30	$2,127,723	17,355	-51.0%	Shares	Sole	2025-08-14
2025-03-31	$3,231,176	35,449	-50.6%	Shares	Sole	2025-05-15
2024-12-31	$8,277,343	71,827	-17.5%	Shares	Sole	2025-02-14
2024-09-30	$10,317,840	87,041	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.