PICTON MAHONEY ASSET MANAGEMENT
Position in HPE — Hewlett Packard Enterprise Co
CIK 1539041
Toronto, A6
Position in HPE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,516,035
+$8,665,660 QoQ
Shares Held
343,960
+19.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#219
of 1,434 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026PICTON MAHONEY ASSET MANAGEMENT holds $34,497,139 across 7 Communication Equipment names. HPE ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
|
20,258 | $17,382,579 | |
| 2 | HPE |
Hewlett Packard Enterprise Co
This page
|
343,960 | $15,516,035 | |
| 3 | AAOI |
Applied Optoelectronics, Inc.
|
3,672 | $544,043 | |
| 4 | CSCO |
Cisco Systems, Inc.
|
3,720 | $436,951 | |
| 5 | NOK |
Nokia Corp
|
32,530 | $431,998 | |
| 6 | NTGR |
Netgear, Inc.
|
7,592 | $177,273 | |
| 7 | VIAV |
Viavi Solutions Inc.
|
173 | $8,260 |
All Filings in HPE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,516,035 | 343,960 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,850,375 | 287,710 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $426,835 | 17,770 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $351,699 | 14,320 | Shares | Sole | 2025-11-12 | |
| 2024-06-30 | $11,156 | 527 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||