3 tracked superinvestors hold DELL TECHNOLOGIES INC (DELL), worth $1.3B combined, led by David Shaw. Smart money is trimming DELL as of the latest 13F filings.
Current price
$524.00
+319.0%
1Y
Dell Technologies Inc. is a worldwide technology leader that designs, develops, manufactures, markets, sells, and provides support for a broad spectrum of information technology (IT) solutions, products, and services. The company's business activities are structured into three primary segments: the Infrastructure Solutions Group (ISG), the Client Solutions Group (CSG), and VMware. The ISG…
Market cap
$141.8B
P/E
24.18
Div yield
0.5%
Revenue YoY
18.8%
Analyst target
$478
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$1.3B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-1
1 buying · 2 selling
Smart money is net reducing DELL: 2 funds trimmed versus 1 adding.
DELL TECHNOLOGIES INC (DELL) appears mainly in diversified and quant books here (3 funds, $1.3B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to David Shaw 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 2 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.4% | $885M | |
| Trimmed | 0.4% | $279M | |
| Trimmed | 0.3% | $132M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
None disclosed.
15 insiders filed SEC Form 144 for $992M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Radakovich Lynn Vojvodich | Director | 2,022 | $930K | 2026-10-22 |
| Silver Lake Partners IV, L.P. | See Remarks | 48,655 | $28M | 2026-10-09 |
| Sl Spv-2, L.P. | See Remarks | 44,406 | $26M | 2026-10-09 |
| Silver Lake Partners V DE (AIV), L.P. | See Remarks | 25,495 | $15M | 2026-10-09 |
| Egon Durban | See Remarks | 1,800 | $1M | 2026-10-09 |
| Silver Lake Technology Investors IV, L.P. | See Remarks | 995 | $572K | 2026-10-09 |
| Silver Lake Partners IV, L.P. | See Remarks | 50,636 | $28M | 2026-10-06 |
| Sl Spv-2, L.P. | See Remarks | 46,322 | $26M | 2026-10-06 |
Which superinvestors own DELL?
3 tracked funds hold DELL TECHNOLOGIES INC (DELL), the largest being David Shaw (D.E. Shaw) 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 2 trimmed it.
How much DELL do tracked funds hold?
Combined disclosed long exposure to DELL across tracked superinvestors is $1.3B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.