Maytus Capital Management’s Dell DELL Stock Holding History

Maytus Capital Management’s Portfolio DELL Stock Details DELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-122,923	Closed	-$20.2M	–	73
2026 Q1	$20.2M	Buy	+122,923	New	+$16.4M	3.59%	8
2024 Q4	–	Sell	-47,000	Closed	-$5.57M	–	57
2024 Q3	$5.57M	Buy	47,000 +9,000	+24%	+$1.05M	1.96%	22
2024 Q2	$5.24M	Buy	38,000 +4,000	+12%	+$536K	1.87%	30
2024 Q1	$3.88M	Buy	+34,000	New	+$3.17M	1.64%	26
2022 Q3	–	Sell	-100,000	Closed	-$4.62M	–	41
2022 Q2	$4.62M	Buy	+100,000	New	+$4.72M	1.27%	32
2021 Q4	–	Sell	-98,650	Closed	-$5.2M	–	59
2021 Q3	$5.2M	Buy	+98,650	New	+$4.92M	1.78%	26
2021 Q1	–	Sell	-108,515	Closed	-$4.03M	–	45
2020 Q4	$4.03M	Buy	108,515 +29,595	+38%	+$1.03M	1.72%	28
2020 Q3	$2.71M	Sell	78,920 -88,785	-53%	-$2.77M	1.25%	31
2020 Q2	$4.67M	Buy	+167,705	New	+$3.77M	2.41%	21
2019 Q4	–	Sell	-187,435	Closed	-$4.93M	–	47
2019 Q3	$4.93M	Buy	+187,435	New	+$4.97M	2.38%	16
2019 Q1	–	Sell	-43,406	Closed	-$1.07M	–	49
2018 Q4	$1.07M	Buy	+43,406	New	+$1.19M	0.59%	41

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Maytus Capital Management's DELL Position: Q2 2026 in Review

Maytus Capital Management sold out of Dell (DELL) in Q2 2026, closing a stake of 122,923 shares — an estimated $20.2M sold.

Maytus Capital Management first reported a position in DELL in Q4 2018 and held it in 11 quarters. The position peaked at $20.2M in Q1 2026. 2,123 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Maytus Capital Management reported no remaining Dell position as of Q2 2026 after selling out during the quarter.
Maytus Capital Management sold 122,923 Dell shares in Q2 2026, an estimated $20.2M.
Maytus Capital Management first reported a position in Dell in Q4 2018 and held it in 11 quarters.
Maytus Capital Management's Dell position peaked at $20.2M in Q1 2026.
2,123 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Maytus Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.