Position in P
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,061,697
+$737,076 QoQ
Shares Held
26,167
+16.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#328
of 804 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026&PARTNERS holds $102,650,596 across 10 Computer Hardware names. P ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
257,907 | $43,813,241 | |
| 2 | DELL |
Dell Technologies Inc.
|
53,882 | $23,247,927 | |
| 3 | STX |
Seagate Technology Holdings plc
|
11,948 | $11,529,820 | |
| 4 | WDC |
Western Digital Corp
|
16,891 | $10,788,619 | |
| 5 | SNDK |
Sandisk Corp
|
2,464 | $5,602,470 | |
| 6 | IONQ |
IonQ, Inc.
|
53,498 | $2,849,303 | |
| 7 | P |
Everpure, Inc.
This page
|
26,167 | $2,061,697 | |
| 8 | HPQ |
Hp Inc
|
51,936 | $1,139,475 |
All Filings in P
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,061,697 | 26,167 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,324,621 | 22,436 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,249,535 | 18,647 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,515,452 | 18,082 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,381,862 | 23,999 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $974,028 | 22,002 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,578,689 | 25,699 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $225,778 | 4,494 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||