Position in WDC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,591,561
+$11,922,879 QoQ
Shares Held
52,592
-34.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#280
of 1,836 holders
Holding Since
Dec 2022
7 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, 2026LBP AM SA holds $187,557,727 across 6 Computer Hardware names. WDC ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
67,319 | $64,962,835 | |
| 2 | ANET |
Arista Networks, Inc.
|
235,180 | $39,952,378 | |
| 3 | WDC |
Western Digital Corp
This page
|
52,592 | $33,591,561 | |
| 4 | SNDK |
Sandisk Corp
|
9,374 | $21,313,945 | |
| 5 | DELL |
Dell Technologies Inc.
|
38,951 | $16,805,798 | |
| 6 | HPQ |
Hp Inc
|
498,232 | $10,931,210 |
All Filings in WDC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,591,561 | 52,592 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $21,668,682 | 80,109 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $919,060 | 5,335 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $640,520 | 5,335 | Shares | Sole | 2025-10-31 | |
| 2024-03-31 | $1,193,038 | 17,483 | Shares | Sole | 2024-05-16 | |
| 2023-03-31 | $1,248,837 | 33,152 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,095,446 | 34,721 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||