Which hedge funds own DELL? DELL TECHNOLOGIES INC, Q2 2026 13F holders
87 tracked hedge funds disclosed a position in DELL (DELL TECHNOLOGIES INC) in their Q2 2026 13F filings, worth $2.8bn in total. The largest holder by portfolio weight is 3G Capital Partners LP at 10.4% of its book. 33 opened a new position this quarter: 3G Capital Partners LP, IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd, Intercapital, LLC, Mozayyx Management LLC. 21 exited: Lodge Hill Capital, LLC, Maytus Capital Management, LLC, Resolute Capital Asset Partners LLC.
- 87
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 33
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 21
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $549m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $78.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.8bn
- Combined value Sum of the holders' reported positions in the security.
- 7.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Lodge Hill Capital, LLC | 3.8% | $19.7m |
| Maytus Capital Management, LLC | 3.6% | $20.2m |
| Resolute Capital Asset Partners LLC | 2.2% | $4.1m |
| Union Square Park Capital Management, LLC | 1.3% | $1.9m |
| Lakewood Capital Management, LP | 0.4% | $5.9m |
| Scientech Research LLC | 0.3% | $369k |
| Quantitative Investment Management, LLC | 0.3% | $2.5m |
| Qsemble Capital Management, LP | 0.2% | $3.0m |
| Fox Run Management, L.L.C. | 0.2% | $1.1m |
| Concentric Capital Strategies, LP | 0.1% | $1.7m |
| Y-Intercept (Hong Kong) Ltd | 0.1% | $7.4m |
| Dark Forest Capital Management LP | 0.1% | $1.4m |
| Oak Thistle LLC | 0.10% | $987k |
| CastleKnight Management LP | 0.09% | $1.9m |
| Weiss Asset Management LP | 0.08% | $4.1m |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.07% | $443k |
| 111 Capital | 0.05% | $219k |
| Campbell & CO Investment Adviser LLC | 0.05% | $946k |
| Atom Investors LP | 0.03% | $446k |
| Boothbay Fund Management, LLC | 0.0% | $211k |
| Freestone Grove Partners LP | 0.0% | $95.4k |
Ownership over time
Who discovered DELL first? Beta
The run: Q2 2025 → Q3 2026, +339%
| Mork Capital Management, LLC | Q2 2024 | 0.9% | +4.3 pts |
| Cunning Capital Partners, LP | Q2 2025 | 1.2% | +2.9 pts |
| Crake Asset Management LLP high conviction | Q1 2025 | 3.4% | +1.9 pts |
| Alight Capital Management LP | Q3 2024 | 1.2% | +1.5 pts |
| Clearline Capital LP | Q3 2024 | 1.4% | +1.4 pts |
| Union Square Park Capital Management, LLC | Q2 2024 | 2.1% | +0.9 pts |
| Boothbay Fund Management, LLC | Q3 2024 | 0.01% | 0.0 pts |
| CenterStar Asset Management, LLC | Q3 2025 | – | −0.1 pts |
| Ghisallo Capital Management LLC high conviction | Q3 2024 | 4.9% | – |
| Shellback Capital, LP | Q2 2025 | 2.0% | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.