Position in P
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,729,002
-$9,152,765 QoQ
Shares Held
351,101
-21.3% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in P Over Time
Shares Held
Position Value (USD)
Derivatives in P
reported options exposure · as of Dec 31, 2025CallValue
$4,201,527
CallShares
62,700
PutValue
$2,345,350
PutShares
35,000
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 Computer Hardware
Technology · as of Mar 31, 2026BARCLAYS PLC holds $1,558,137,916 across 25 Computer Hardware names. P ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
1,050,033 | $284,023,424 | |
| 2 | SNDK |
Sandisk Corp
|
441,747 | $280,659,537 | |
| 3 | ANET |
Arista Networks, Inc.
|
2,205,194 | $270,753,718 | |
| 4 | STX |
Seagate Technology Holdings plc
|
669,828 | $262,411,816 | |
| 5 | LOGI |
Logitech International S.A.
|
1,796,530 | $163,699,813 | |
| 6 | DELL |
Dell Technologies Inc.
|
741,437 | $121,692,054 | |
| 7 | SMCI |
Super Micro Computer, Inc.
|
3,636,476 | $82,802,557 | |
| 8 | HPQ |
Hp Inc
|
2,739,890 | $52,633,283 |
All Filings in P
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,729,002 | 351,101 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,201,527 | 62,700 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $2,345,350 | 35,000 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $29,881,767 | 445,930 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,686,317 | 485,459 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $19,857,497 | 344,868 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $10,121,272 | 228,626 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $6,143,000 | 100,000 | Call | Sole | 2026-03-19 | |
| 2024-12-31 | $30,259,004 | 492,577 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $15,921,606 | 316,911 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $18,593,031 | 289,566 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $20,973,024 | 403,405 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $6,658,613 | 186,725 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $6,457,763 | 181,296 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $12,006,853 | 326,096 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $3,479,103 | 136,382 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $5,643,817 | 210,905 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $4,373,614 | 159,796 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,251,309 | 243,147 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $879,111 | 24,897 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,329,700 | 71,573 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,532,645 | 60,916 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,469,439 | 228,850 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,321,375 | 200,621 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $658,854 | 29,140 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $381,301 | 24,776 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $989,229 | 57,082 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $368,507 | 29,960 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||