Position in DELL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,091,115,060
-$404,799,675 QoQ
Shares Held
6,647,871
-44.1% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 44.12537487565568.ToString("F0")%
Shared 0.ToString("F0")%
None 55.87462512434433.ToString("F0")%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026MORGAN STANLEY holds $10,958,597,779 across 35 Computer Hardware names. DELL ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
18,505,177 | $2,272,065,623 | |
| 2 | WDC |
Western Digital Corp
|
7,939,106 | $2,147,448,770 | |
| 3 | STX |
Seagate Technology Holdings plc
|
4,759,312 | $1,864,508,059 | |
| 4 | SNDK |
Sandisk Corp
|
2,839,492 | $1,804,042,841 | |
| 5 | DELL |
Dell Technologies Inc.
This page
|
6,647,871 | $1,091,115,060 | |
| 6 | IONQ |
IonQ, Inc.
|
21,159,892 | $610,039,682 | |
| 7 | LOGI |
Logitech International S.A.
|
4,049,216 | $368,964,558 | |
| 8 | HPQ |
Hp Inc
|
18,195,194 | $349,529,667 |
All Filings in DELL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,091,115,060 | 6,647,871 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,495,914,735 | 11,883,657 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,707,026,759 | 12,040,818 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,434,491,469 | 11,700,583 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,041,357,480 | 11,424,657 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,204,596,453 | 10,452,937 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,233,121,353 | 10,402,576 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,444,304,116 | 10,472,802 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $837,411,517 | 7,338,634 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $368,970,665 | 4,823,146 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $346,136,712 | 5,023,755 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $138,028,596 | 2,550,889 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $79,269,182 | 1,971,380 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $83,598,231 | 2,078,524 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $64,475,128 | 1,886,893 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $95,672,300 | 2,070,381 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $99,592,365 | 1,984,307 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $153,520,413 | 2,733,139 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $153,902,367 | 2,918,582 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $111,971,077 | 2,216,503 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $75,768,727 | 1,695,877 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $67,162,910 | 1,808,055 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $64,449,391 | 1,878,542 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $47,272,506 | 1,697,647 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $10,062,408 | 501,976 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||