Position in UMAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,907,672
+$20,321,372 QoQ
Shares Held
1,116,936
+202.0% QoQ
Ownership
2.24%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 182 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMAC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $29,163,721,083 across 36 Computer Hardware names. UMAC ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
|
3,591,499 | $8,166,099,021 | |
| 2 | WDC |
Western Digital Corp
|
8,411,628 | $5,372,675,035 | |
| 3 | STX |
Seagate Technology Holdings plc
|
5,155,435 | $4,974,994,775 | |
| 4 | ANET |
Arista Networks, Inc.
|
27,505,753 | $4,672,677,318 | |
| 5 | DELL |
Dell Technologies Inc.
|
7,651,858 | $3,301,470,651 | |
| 6 | HPQ |
Hp Inc
|
30,617,807 | $671,754,685 | |
| 7 | P |
Everpure, Inc.
|
8,470,557 | $667,395,185 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
15,510,079 | $454,910,616 |
All Filings in UMAC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,907,672 | 1,116,936 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,586,300 | 369,863 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,584,909 | 359,883 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,197,799 | 278,000 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,910,483 | 222,927 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $754,604 | 117,907 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $726,859 | 43,214 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $15,300 | 10,066 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||