Convergence Investment Partners, LLC

Position in DELL — Dell Technologies Inc.

CIK 1456133 PALM BEACH GARDENS, FL

Position in DELL

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$17,706,686

+$10,323,791 QoQ

Shares Held

41,039

-8.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#339

of 2,109 holders

Holding Since

Jun 2022

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $48,766,890 across 4 Computer Hardware names. DELL ranks #1 (36.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	41,039	$17,706,686
2	SNDK	Sandisk Corp	7,121	$16,191,231
3	ANET	Arista Networks, Inc.	49,725	$8,447,283
4	WDC	Western Digital Corp	10,054	$6,421,690

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,706,686	41,039	-8.8%	Shares	Sole	2026-07-31
2026-03-31	$7,382,895	44,982	+237.5%	Shares	Sole	2026-05-07
2025-12-31	$1,677,854	13,329	+58.1%	Shares	Sole	2026-02-05
2022-06-30	$389,550	8,430	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.