Position in STX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,529,820
+$6,389,146 QoQ
Shares Held
11,948
-8.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#423
of 1,934 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STX 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. STX ranks #3 (11.2% 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
This page
|
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.
|
26,167 | $2,061,697 | |
| 8 | HPQ |
Hp Inc
|
51,936 | $1,139,475 |
All Filings in STX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,529,820 | 11,948 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,140,674 | 13,122 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,694,907 | 13,417 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,811,238 | 11,909 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,339,671 | 9,282 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $767,098 | 9,030 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $616,943 | 7,148 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $560,574 | 5,118 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||