Position in WDC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,559,956
+$7,397,929 QoQ
Shares Held
16,533
+41.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#447
of 1,849 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Derivatives in WDC
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$54,098
PutShares
200
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, 2026Concurrent Investment Advisors, LLC holds $79,173,376 across 13 Computer Hardware names. WDC ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
|
59,954 | $25,867,752 | |
| 2 | STX |
Seagate Technology Holdings plc
|
13,030 | $12,573,950 | |
| 3 | ANET |
Arista Networks, Inc.
|
70,065 | $11,902,641 | |
| 4 | WDC |
Western Digital Corp
This page
|
16,533 | $10,559,956 | |
| 5 | SNDK |
Sandisk Corp
|
3,317 | $7,541,962 | |
| 6 | IONQ |
IonQ, Inc.
|
63,474 | $3,380,624 | |
| 7 | RGTI |
Rigetti Computing, Inc.
|
158,946 | $3,070,836 | |
| 8 | UMAC |
Unusual Machines, Inc.
|
64,846 | $1,446,065 |
All Filings in WDC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,559,956 | 16,533 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,162,027 | 11,690 | Shares | Sole | 2026-04-21 | |
| 2026-03-31 | $54,098 | 200 | Put | Sole | 2026-04-21 | |
| 2025-12-31 | $1,393,147 | 8,087 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $236,638 | 1,971 | Shares | Sole | 2025-10-27 | |
| 2025-09-30 | $300,150 | 2,500 | Put | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||