Position in DELL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$132,488,422
+$73,289,193 QoQ
Shares Held
307,070
-14.9% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#100
of 2,114 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Gotham Asset Management, LLC holds $474,310,194 across 10 Computer Hardware names. DELL ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
61,881 | $140,700,686 | |
| 2 | DELL |
Dell Technologies Inc.
This page
|
307,070 | $132,488,422 | |
| 3 | WDC |
Western Digital Corp
|
166,756 | $106,510,392 | |
| 4 | HPQ |
Hp Inc
|
1,890,065 | $41,468,026 | |
| 5 | ANET |
Arista Networks, Inc.
|
215,509 | $36,610,668 | |
| 6 | STX |
Seagate Technology Holdings plc
|
10,760 | $10,383,400 | |
| 7 | P |
Everpure, Inc.
|
61,034 | $4,808,868 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
38,374 | $1,125,509 |
All Filings in DELL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,488,422 | 307,070 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $59,199,229 | 360,685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,980,252 | 309,662 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,138,307 | 254,908 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,053,997 | 196,199 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,928,566 | 196,693 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,352,065 | 193,961 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,439,855 | 180,866 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,969,179 | 101,292 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,581,708 | 101,496 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,829,010 | 102,340 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,397,655 | 107,368 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,977,315 | 110,466 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $428,719 | 10,662 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,044,885 | 100,569 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $796,297 | 23,304 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $412,701 | 8,931 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,555,990 | 31,002 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,857,654 | 33,072 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $658,121 | 6,603 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,031,393 | 34,389 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,466,387 | 20,008 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $560,003 | 10,193 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||