Position in WDC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,788,619
+$6,715,040 QoQ
Shares Held
16,891
+12.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#441
of 1,836 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDC 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. WDC ranks #4 (10.5% 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
This page
|
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 WDC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,788,619 | 16,891 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,073,579 | 15,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,700,849 | 15,678 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,302,050 | 10,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $606,113 | 9,472 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $269,708 | 6,671 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $239,533 | 4,017 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $301,705 | 4,418 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||