Position in DELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,084,849,402
+$588,385,985 QoQ
Shares Held
6,609,696
+67.6% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85.65233559909564.ToString("F0")%
Shared 0.052392727290332265.ToString("F0")%
None 14.295271673614035.ToString("F0")%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Derivatives in DELL
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$162,242,505
PutShares
988,500
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 Mar 31, 2026GOLDMAN SACHS GROUP INC holds $7,224,117,372 across 28 Computer Hardware names. DELL ranks #5 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
5,406,883 | $1,462,507,779 | |
| 2 | STX |
Seagate Technology Holdings plc
|
3,573,790 | $1,400,067,967 | |
| 3 | SNDK |
Sandisk Corp
|
2,042,540 | $1,297,707,361 | |
| 4 | ANET |
Arista Networks, Inc.
|
10,132,041 | $1,244,011,990 | |
| 5 | DELL |
Dell Technologies Inc.
This page
|
6,609,696 | $1,084,849,402 | |
| 6 | HPQ |
Hp Inc
|
10,611,013 | $203,837,559 | |
| 7 | LOGI |
Logitech International S.A.
|
1,554,895 | $141,682,031 | |
| 8 | P |
Everpure, Inc.
|
1,751,198 | $103,390,729 |
All Filings in DELL
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,242,505 | 988,500 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $1,084,849,402 | 6,609,696 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $13,871,976 | 110,200 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $496,463,417 | 3,943,942 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $94,586,232 | 751,400 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $29,800,054 | 210,200 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $590,100,751 | 4,162,381 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $63,045,119 | 444,700 | Put | Defined | 2025-11-14 | |
| 2025-06-30 | $181,264,100 | 1,478,500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $657,991,010 | 5,366,974 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $13,510,520 | 110,200 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $15,513,730 | 170,200 | Call | Defined | 2025-06-27 | |
| 2025-03-31 | $30,781,355 | 337,700 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $188,548,330 | 2,068,550 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $60,501,000 | 525,000 | Call | Defined | 2025-02-11 | |
| 2024-12-31 | $247,675,188 | 2,149,212 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $33,385,028 | 289,700 | Put | Defined | 2025-02-11 | |
| 2024-09-30 | $15,173,120 | 128,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $4,741,600 | 40,000 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $261,890,537 | 2,209,301 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,516,400 | 40,000 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $500,338,856 | 3,628,010 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $610,759,737 | 5,352,377 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $566,089,059 | 7,399,857 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,186,700 | 67,800 | Call | Defined | 2024-05-14 | |
| 2023-09-30 | $412,346,722 | 5,984,713 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $175,294,428 | 3,239,594 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $36,596,286 | 910,129 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $166,707,032 | 4,144,879 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $66,450,637 | 1,944,707 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $203,690,951 | 4,407,941 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $249,758,738 | 4,976,265 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $149,034,173 | 2,653,270 | Shares | Defined | 2022-02-17 | |
| 2021-12-31 | $5,617,000 | 100,000 | Call | Defined | 2022-02-17 | |
| 2021-09-30 | $79,794,385 | 1,513,209 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $65,877,962 | 1,249,300 | Call | Defined | 2022-01-20 | |
| 2021-06-30 | $91,398,638 | 1,809,265 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,948,761 | 66,000 | Call | Defined | 2021-05-17 | |
| 2021-03-31 | $89,156,240 | 1,995,520 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $41,746,609 | 1,123,837 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $43,584,862 | 1,270,392 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,654,046 | 59,400 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $245,043 | 8,800 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $19,059,319 | 684,457 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $28,290,314 | 1,411,298 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $5,813,224 | 290,000 | Call | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||