Position in WDC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$494,726
+$199,800 QoQ
Shares Held
1,829
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026L2 Asset Management, LLC holds $15,732,234 across 6 Computer Hardware names. WDC ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOGI |
Logitech International S.A.
|
77,126 | $7,027,721 | |
| 2 | DELL |
Dell Technologies Inc.
|
40,107 | $6,582,761 | |
| 3 | ANET |
Arista Networks, Inc.
|
5,637 | $692,110 | |
| 4 | WDC |
Western Digital Corp
This page
|
1,829 | $494,726 | |
| 5 | SNDK |
Sandisk Corp
|
747 | $474,598 | |
| 6 | STX |
Seagate Technology Holdings plc
|
1,175 | $460,318 |
All Filings in WDC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $494,726 | 1,829 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $294,926 | 1,712 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||