What smart money is saying about Dell Technologies
DELL
No fund has written a full thesis on Dell Technologies in our archive, but 6 fund letters report a position in it — most recently Brown Advisory Large-Cap Sustainable Value Strategy in June 2026.
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6
Reported positions
1
Bought
0
Sold
10
Letters
Position history
Between Q1 2026 and Q2 2026, 6 fund letters reported a position in Dell Technologies — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 1 | 0 | 0 |
| Q1 2026 | 2 | 0 | 0 | 0 |
Fund activity · 6 positions · 1 move
- June 2026
“Information Technology, Energy, and Consumer Staples were the leading contributors to performance during the second quarter. Both Dell Technologies (DELL) and Flex Ltd (FLEX) saw a material acceleration in their core businesses from continued AI infrastructure demand and each company raised their immediate term outlooks.”
Dell Technologies - June 2026
“Both Dell Technologies (DELL) and Flex Ltd (FLEX) saw a material acceleration in their core businesses from continued AI infrastructure demand and each company raised their immediate term outlooks.”
Dell Technologies - June 2026
“Platform Hardware, Platform Software and Edge Compute: performance was again led by the Fund’s technology and AI-exposed basket, consistent with the broader market backdrop. Investor focus stayed firmly on earnings resilience, AI-related capital expenditure and the durability of demand across the digital infrastructure stack. Names such as Dell, Snowflake, CrowdStrike, Credo Technology, and Infineon were important contributors on the long side.”
Dell Technologies - New positionJAG Capital Management Large Cap Growth PortfolioJune 2026
“We expect the company to continue benefitting from AI infrastructure buildout, with Dell’s AI orders surpassing >$53B in the most recent quarter.”
Dell Technologies - March 2026
“Information Technology, Communication Services, and Consumer Discretionary were the leading contributors to performance during the first quarter. Both Dell Technologies (DELL) and TD SYNNEX (SNX) posted strong quarterly results and gave better than consensus expected outlooks for the remainder of 2026.”
Dell Technologies - March 2026
“Information Technology, Communication Services, and Consumer Discretionary were the leading contributors to performance during the first quarter. Both Dell Technologies (DELL) and TD SYNNEX (SNX) posted strong quarterly results and gave better than consensus expected outlooks for the remainder of 2026.”
Dell Technologies
Also mentioned · 4
These funds discuss Dell Technologies — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedDeep Sail Capital PartnersJune 2026
“The company serves enterprise AI companies and the hyperscalers, including Google, Meta, Dell, HPE, IBM, Juniper Networks, and Oracle Corporation, among others.”
Dell Technologies - MentionedMiddle Coast InvestingJune 2026
“Hyve helps companies set up data center infrastructure, in the chain with SuperMicroComputer (SMCI), Dell (DELL), and similar beneficiaries of the AI boom.”
Dell Technologies - MentionedMD SASS Concentrated ValueJune 2026
“Because many of those suppliers, including Micron, Intel, Western Digital, Dell, and Marvell, were traditionally viewed as cyclical businesses,”
Dell Technologies - MentionedOakmark FundJune 2026
Named in a table in Oakmark Fund’s letter.
Dell Technologies
Read the letters behind these Dell Technologies positions
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