PICTON MAHONEY ASSET MANAGEMENT
Position in HPE — Hewlett Packard Enterprise Co
CIK 1539041
Toronto, A6
Position in HPE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,850,375
+$6,423,540 QoQ
Shares Held
287,710
+1519.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $36,735,828 across 7 Communication Equipment names. HPE ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
|
20,832 | $14,639,896 | |
| 2 | VSAT |
Viasat Inc
|
172,089 | $7,881,676 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
This page
|
287,710 | $6,850,375 | |
| 4 | AAOI |
Applied Optoelectronics, Inc.
|
80,080 | $6,773,967 | |
| 5 | NOK |
Nokia Corp
|
50,300 | $404,412 | |
| 6 | NTGR |
Netgear, Inc.
|
8,412 | $183,718 | |
| 7 | CSCO |
Cisco Systems, Inc.
|
23 | $1,784 |
All Filings in HPE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||