Position in WDC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$380,049,807
+$202,430,481 QoQ
Shares Held
1,405,042
+36.3% QoQ
Ownership
0.408%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.62118000743038.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3788199925696172.ToString("F0")%
Common Shares in WDC Over Time
Shares Held
Position Value (USD)
Derivatives in WDC
reported options exposure · as of Dec 31, 2025CallValue
$2,842,455
CallShares
16,500
PutValue
$7,752,150
PutShares
45,000
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 Mar 31, 2026BANK OF MONTREAL /CAN/ holds $1,139,051,834 across 14 Computer Hardware names. WDC ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STX |
Seagate Technology Holdings plc
|
1,008,491 | $395,086,431 | |
| 2 | WDC |
Western Digital Corp
This page
|
1,405,042 | $380,049,807 | |
| 3 | ANET |
Arista Networks, Inc.
|
1,301,437 | $159,790,432 | |
| 4 | SNDK |
Sandisk Corp
|
104,232 | $66,222,755 | |
| 5 | DELL |
Dell Technologies Inc.
|
287,868 | $47,247,771 | |
| 6 | SMCI |
Super Micro Computer, Inc.
|
1,337,555 | $30,456,124 | |
| 7 | IONQ |
IonQ, Inc.
|
1,035,633 | $29,857,296 | |
| 8 | HPQ |
Hp Inc
|
741,858 | $14,251,090 |
All Filings in WDC
Export CSV
40 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $380,049,807 | 1,405,042 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,842,455 | 16,500 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $7,752,150 | 45,000 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $177,619,326 | 1,031,052 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $188,078,789 | 1,566,540 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $1,980,990 | 16,500 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $3,613,806 | 30,100 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $4,255,335 | 66,500 | Call | Defined | 2025-08-05 | |
| 2025-06-30 | $34,361,348 | 536,980 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $3,199,500 | 50,000 | Put | Defined | 2025-08-05 | |
| 2025-03-31 | $40,197,806 | 994,257 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,425,456 | 76,000 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $42,822,668 | 950,099 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $37,446,221 | 725,456 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $3,922,930 | 76,000 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $63,848,674 | 1,114,844 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $744,528 | 13,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $5,727,140 | 100,000 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $70,451,937 | 1,365,885 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $3,610,579 | 70,000 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $43,198,898 | 1,091,314 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $26,679,272 | 773,541 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $32,613,186 | 1,137,549 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $10,124,982 | 355,597 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $4,480,713 | 187,892 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $3,777,722 | 153,546 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $2,770,320 | 112,600 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $31,319,081 | 924,273 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $17,901,498 | 528,300 | Put | Defined | 2022-08-11 | |
| 2022-03-31 | $5,638,023 | 150,234 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $19,701,996 | 399,720 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $17,654,533 | 413,837 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $15,919,104 | 295,925 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $9,141,414 | 181,185 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $12,258,989 | 292,808 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,243,611 | 226,000 | Call | Defined | 2020-11-12 | |
| 2020-09-30 | $1,417,244 | 51,300 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $6,307,784 | 228,323 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,232,950 | 186,777 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $9,247,311 | 293,950 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||