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Werlinich Asset Management, LLC → DELL

Werlinich Asset Management, LLC DELL Position History

Dell Technologies Inc. • Technology

Quarters held
4
Latest value
$12M
Q3 2026
Peak value
$12M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.7M
Q1 2026$3.7M
Q2 2026$9.6M
Q3 2026$12M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12M22.3K——
Q2 2026$9.6M22.3K——
Q1 2026$3.7M22.3K——
Q4 2025$2.7M21.2K——

Other funds holding DELL

Other Werlinich Asset Management, LLC positions

NVDA

NVIDIA CORPORATION

$45.8M
NVDA

NVIDIA CORPORATION

$41.1M
NVDA

NVIDIA CORPORATION

$40.5M
NVDA

NVIDIA CORPORATION

$35.9M
AMD

ADVANCED MICRO DEVICES INC

$23.7M
AMD

ADVANCED MICRO DEVICES INC

$22.9M
GLW

CORNING INC

$18.1M
MU

MICRON TECHNOLOGY INC

$12.2M