2 tracked superinvestors hold Dell Technologies Inc (DELL), worth $569M combined, led by Overdeck / Siegel. Smart money is accumulating DELL as of the latest 13F filings.
Current price
$450.22
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment provides traditional and next-generation storage solutions; and rack, blade, tower, and hyperscale…
Market cap
$141.8B
P/E
24.18
Div yield
0.5%
Revenue YoY
18.8%
Analyst target
$472
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$569M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating DELL: 1 funds added or opened versus 0 trimming.
Dell Technologies Inc (DELL) appears mainly in diversified and quant books here (2 funds, $569M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Overdeck / Siegel at 0.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.4% | $506M | |
| Held | 1% | $63M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own DELL?
2 tracked funds hold Dell Technologies Inc (DELL), the largest being Overdeck / Siegel (Two Sigma) at 0.4% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling DELL?
In the most recent 13F quarter, 1 tracked fund added or opened DELL and 0 trimmed it.
How much DELL do tracked funds hold?
Combined disclosed long exposure to DELL across tracked superinvestors is $569M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.