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Crake Asset Management’s Dell DELL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$64.5M Sell
525,774
-222,492
-30% -$27.3M 3.4% 9
2025
Q1
$68.2M Buy
+748,266
New +$68.2M 5.5% 6