What smart money is saying about Dicker Data
DDR.AX
No fund has written a full thesis on Dicker Data in our archive, but 2 fund letters report a position in it — most recently Ganes Capital Focused Value Fund in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in Dicker Data, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- September 2026
“Dicker Data was the standout, although Bravura Solutions and PWR Holdings also reported stronger than expected results.”
Dicker Data - March 2026
Listed in Ganes Focused Value Fund’s reported holdings.
Dicker Data
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