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DELL

No fund has written a full thesis on Dell in our archive, but 2 fund letters report a position in it — most recently Brown Advisory U.S. Value Fund in March 2026.

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2
Reported positions
0
Bought
0
Sold
3
Letters

Fund activity · 2 positions

  • HoldsBrown Advisory U.S. Value Fund
    March 2026
    “Both Dell Technologies (DELL) and TD SYNNEX (SNX) posted strong quarterly results and gave better than consensus expected outlooks for the remainder of 2026.”
    Read the letterDell
  • HoldsBrown Advisory Large-Cap Sustainable Value
    March 2026
    “Both Dell Technologies (DELL) and TD SYNNEX (SNX) posted strong quarterly results and gave better than consensus expected outlooks for the remainder of 2026.”
    Read the letterDell

Also mentioned · 1

These funds discuss Dell — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedDeep Sail Capital Partners
    June 2026
    “The company serves enterprise AI companies and the hyperscalers, including Google, Meta, Dell, HPE, IBM, Juniper Networks, and Oracle Corporation, among others.”
    Read the letterDell

Read the letters behind these Dell positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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