LYELL WEALTH MANAGEMENT, LP

Position in DELL — Dell Technologies Inc.

CIK 1686444 MENLO PARK, CA

Position in DELL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$16,324,289

+$11,861,595 QoQ

Shares Held

37,835

+39.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#364

of 2,109 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $17,077,254 across 3 Computer Hardware names. DELL ranks #1 (95.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	37,835	$16,324,289
2	ANET	Arista Networks, Inc.	2,785	$473,115
3	STX	Seagate Technology Holdings plc	290	$279,850

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,324,289	37,835	+39.2%	Shares	Sole	2026-08-05
2026-03-31	$4,462,694	27,190	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.