Question 1

How many shares of DELL does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 53,882 shares of DELL (DELL TECHNOLOGIES INC).

Question 2

What is &PARTNERS's DELL position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's DELL position is worth $23.2M.

Question 3

Is &PARTNERS buying or selling DELL?

Accepted Answer

In 2026-Q2, &PARTNERS decreased their DELL position (-10.1% change in shares).

Question 4

When did &PARTNERS first buy DELL?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in DELL in 2024-Q3. They have held the position across 22 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	53,882	-10.1%	$23.2M	0.1%	$430.75	0
2026-Q1	Decreased	59,903	-1.8%	$9.8M	0.0%	$163.35	0
2025-Q4	Increased	61,027	+26.0%	$7.7M	0.0%	$124.74	34
2025-Q3	Increased	48,441	+4.6%	$6.9M	0.0%	$139.99	29
2025-Q2	Increased	46,299	+3.8%	$5.7M	0.0%	$120.56	28
2025-Q1	Increased	44,605	+11.6%	$4.1M	0.0%	$89.07	30
2024-Q4	Increased	39,977	+72.7%	$4.7M	0.1%	$112.16	40
2024-Q3	Increased	23,144	+99.4%	$2.7M	0.1%	$114.96	42