Ardmore Road Asset Management LP

Position in DELL — Dell Technologies Inc.

CIK 1835730 WESTPORT, CT

Position in DELL

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

Position Value

$26,060,184

+$24,801,384 QoQ

Shares Held

60,400

+504.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

#288

of 2,109 holders

Holding Since

Mar 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ardmore Road Asset Management LP holds $27,479,295 across 3 Computer Hardware names. DELL ranks #1 (94.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	60,400	$26,060,184
2	SMCI	Super Micro Computer, Inc.	33,500	$982,555
3	SNDK	Sandisk Corp	192	$436,556

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,060,184	60,400	+504.0%	Shares	Sole	2026-08-14
2025-12-31	$1,258,800	10,000	-83.3%	Shares	Sole	2026-02-17
2024-03-31	$6,846,600	60,000	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.