Position in P
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,909,412
-$173,497 QoQ
Shares Held
83,154
+9.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3.582509560574356.ToString("F0")%
Shared 0.ToString("F0")%
None 96.41749043942565.ToString("F0")%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026CWM, LLC holds $107,983,168 across 23 Computer Hardware names. P ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
120,888 | $32,698,995 | |
| 2 | ANET |
Arista Networks, Inc.
|
222,254 | $27,288,346 | |
| 3 | SNDK |
Sandisk Corp
|
42,372 | $26,920,626 | |
| 4 | DELL |
Dell Technologies Inc.
|
31,952 | $5,244,281 | |
| 5 | STX |
Seagate Technology Holdings plc
|
12,794 | $5,012,177 | |
| 6 | P |
Everpure, Inc.
This page
|
83,154 | $4,909,412 | |
| 7 | HPQ |
Hp Inc
|
196,972 | $3,783,832 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
19,558 | $445,335 |
All Filings in P
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,909,412 | 83,154 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,082,909 | 75,853 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,520,816 | 65,873 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,031,019 | 35,273 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $367,839 | 8,309 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $402,857 | 6,558 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $421,061 | 8,381 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $529,860 | 8,252 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $313,187 | 6,024 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $219,130 | 6,145 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $167,770 | 4,710 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $70,583 | 1,917 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $51,683 | 2,026 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $68,050 | 2,543 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $50,552 | 1,847 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $45,095 | 1,754 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $64,017 | 1,813 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $44,756 | 1,375 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $30,486 | 1,561 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $33,623 | 1,561 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $35,294 | 1,561 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $24,023 | 1,561 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $27,052 | 1,561 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $19,200 | 1,561 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||