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Equibles

Concurrent Investment Advisors, LLC

Position in DELL — Dell Technologies Inc.

CIK 2001015 Tampa, FL
Back to DELL Full portfolio

Position in DELL

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$25,867,752
+$18,813,446 QoQ
Shares Held
59,954
+39.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#291
of 2,116 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in DELL Over Time

Shares Held

Position Value (USD)

Derivatives in DELL

reported options exposure · as of Sep 30, 2024
CallValue
$59,270
CallShares
500
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Computer Hardware

Technology · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $79,173,376 across 13 Computer Hardware names. DELL ranks #1 (32.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DELL
Dell Technologies Inc.
This page 		59,954 $25,867,752
2 STX
Seagate Technology Holdings plc
 13,030 $12,573,950
3 ANET
Arista Networks, Inc.
 70,065 $11,902,641
4 WDC
Western Digital Corp
 16,533 $10,559,956
5 SNDK
Sandisk Corp
 3,317 $7,541,962
6 IONQ
IonQ, Inc.
 63,474 $3,380,624
7 RGTI
Rigetti Computing, Inc.
 158,946 $3,070,836
8 UMAC
Unusual Machines, Inc.
 64,846 $1,446,065

All Filings in DELL

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,867,752 59,954
2026-03-31 $7,054,306 42,980
2025-12-31 $4,912,340 39,024
2025-09-30 $2,245,636 15,840
2025-06-30 $1,894,170 15,450
2025-03-31 $563,671 6,184
2024-12-31 $455,428 3,952
2024-09-30 $464,913 3,922
2024-09-30 $59,270 500
2024-06-30 $492,062 3,568
2024-06-30 $386,148 2,800
2024-03-31 $239,060 2,095