Concurrent Investment Advisors, LLC
Position in HPE — Hewlett Packard Enterprise Co
CIK 2001015
Tampa, FL
Position in HPE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,658,005
+$3,362,689 QoQ
Shares Held
214,099
-19.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#276
of 1,428 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Derivatives in HPE
reported options exposure · as of Sep 30, 2025CallValue
$61,400
CallShares
2,500
PutValue
$0
PutShares
0
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 Communication Equipment
Technology · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $95,761,473 across 12 Communication Equipment names. HPE ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
462,806 | $54,361,192 | |
| 2 | CIEN |
Ciena Corp
|
28,752 | $14,104,580 | |
| 3 | HPE |
Hewlett Packard Enterprise Co
This page
|
214,099 | $9,658,005 | |
| 4 | MSI |
Motorola Solutions, Inc.
|
15,247 | $6,331,926 | |
| 5 | LITE |
Lumentum Holdings Inc.
|
4,388 | $3,765,166 | |
| 6 | VIAV |
Viavi Solutions Inc.
|
73,438 | $3,506,664 | |
| 7 | AAOI |
Applied Optoelectronics, Inc.
|
7,540 | $1,117,125 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
11,465 | $1,018,779 |
All Filings in HPE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,658,005 | 214,099 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,295,316 | 264,398 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,517,369 | 229,699 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $61,400 | 2,500 | Call | Sole | 2025-10-27 | |
| 2025-09-30 | $2,415,623 | 98,356 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $908,941 | 44,447 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,564,956 | 101,423 | Shares | Sole | 2025-04-29 | |
| 2025-03-31 | $77,150 | 5,000 | Call | Sole | 2025-04-29 | |
| 2024-12-31 | $1,739,427 | 81,472 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,570,202 | 76,745 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $654,957 | 30,938 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $230,490 | 13,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $220,926 | 13,011 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||