Position in WDC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,209,683
+$51,841,783 QoQ
Shares Held
116,185
+40.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#190
of 1,846 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Derivatives in WDC
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$1,200,600
PutShares
10,000
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 Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $364,113,703 across 9 Computer Hardware names. WDC ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANET |
Arista Networks, Inc.
|
460,039 | $78,151,425 | |
| 2 | WDC |
Western Digital Corp
This page
|
116,185 | $74,209,683 | |
| 3 | STX |
Seagate Technology Holdings plc
|
71,831 | $69,316,915 | |
| 4 | DELL |
Dell Technologies Inc.
|
145,376 | $62,723,928 | |
| 5 | SNDK |
Sandisk Corp
|
16,318 | $37,102,726 | |
| 6 | HPQ |
Hp Inc
|
1,372,665 | $30,116,270 | |
| 7 | LOGI |
Logitech International S.A.
|
130,338 | $12,256,985 | |
| 8 | QBTS |
D-Wave Quantum Inc.
|
9,134 | $219,124 |
All Filings in WDC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,209,683 | 116,185 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,367,900 | 82,694 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $45,064,970 | 261,595 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,200,600 | 10,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $25,870,408 | 215,479 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,238,437 | 316,275 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $1 | 29 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1 | 20 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 27 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $1 | 27 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1 | 27 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 40 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,420 | 197 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $406,048 | 12,870 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,622,332 | 142,007 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,039,136 | 134,712 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $221,389 | 4,459 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $161,459 | 2,476 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $26,131 | 463 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $744,651 | 10,463 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||