FIRST MANHATTAN CO. LLC.

Position in DELL — Dell Technologies Inc.

CIK 728083 NEW YORK, NY

Position in DELL

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

Position Value

$2,662,539

+$1,823,671 QoQ

Shares Held

6,171

+20.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#791

of 2,109 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $4,108,487 across 3 Computer Hardware names. DELL ranks #1 (64.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	6,171	$2,662,539
2	ANET	Arista Networks, Inc.	4,433	$753,078
3	STX	Seagate Technology Holdings plc	718	$692,870

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,662,539	6,171	+20.7%	Shares	Sole	2026-08-14
2026-03-31	$838,868	5,111	+451.9%	Shares	Sole	2026-05-15
2024-03-31	$105,665	926	0.0%	Shares	Sole	2024-05-15
2023-12-31	$70,839	926	0.0%	Shares	Sole	2024-02-13
2023-09-30	$63,801	926	0.0%	Shares	Sole	2023-11-14
2023-06-30	$50,105	926	0.0%	Shares	Sole	2023-08-14
2023-03-31	$37,234	926	0.0%	Shares	Sole	2023-05-15
2022-12-31	$37,243	926	0.0%	Shares	Sole	2023-02-14
2022-09-30	$31,641	926	-10.4%	Shares	Sole	2022-11-14
2022-06-30	$47,734	1,033	0.0%	Shares	Sole	2022-08-15
2022-03-31	$51,846	1,033	-73.7%	Shares	Sole	2022-05-16
2021-12-31	$220,916	3,933	+355.2%	Shares	Sole	2022-02-14
2021-09-30	$89,890	864	0.0%	Shares	Sole	2021-11-15
2021-06-30	$86,114	864	0.0%	Shares	Sole	2021-08-16
2021-03-31	$76,161	864	0.0%	Shares	Sole	2021-05-14
2020-12-31	$63,322	864	0.0%	Shares	Sole	2021-02-16
2020-09-30	$58,484	864	-17.1%	Shares	Sole	2020-11-12
2020-06-30	$57,247	1,042	-13.7%	Shares	Sole	2020-08-14
2020-03-31	$47,736	1,207	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.