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Polymer Capital Management (HK)’s Dell DELL Stock Holding History

Polymer Capital Management (HK)’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
2025
Q2 		– Sell
-12,000
Closed -$1.09M – 164
2025
Q1 		$1.09M Sell
12,000
-29,397
-71% -$3.11M 0.19% 79
2024
Q4 		$4.77M Buy
41,397
+24,097
+139% +$3.02M 0.83% 28
2024
Q3 		$2.05M Sell
17,300
-31,400
-64% -$3.66M 0.47% 61
2024
Q2 		$6.72M Buy
48,700
+26,100
+115% +$3.5M 1.36% 21
2024
Q1 		$2.58M Sell
22,600
-31,900
-59% -$2.98M 0.65% 45
2023
Q4 		$4.17M Buy
+54,500
New +$3.85M 1.44% 23

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polymer Capital Management (HK)'s DELL Position: Q2 2025 in Review

Polymer Capital Management (HK) sold out of Dell (DELL) in Q2 2025, closing a stake of 12,000 shares — an estimated $1.09M sold.

Polymer Capital Management (HK) first reported a position in DELL in Q4 2023 and held it in 6 quarters. The position peaked at $6.72M in Q2 2024. 1,358 funds tracked by Wall St. Rank hold DELL as of Q2 2025.

  • Polymer Capital Management (HK) reported no remaining Dell position as of Q2 2025 after selling out during the quarter.
  • Polymer Capital Management (HK) sold 12,000 Dell shares in Q2 2025, an estimated $1.09M.
  • Polymer Capital Management (HK) first reported a position in Dell in Q4 2023 and held it in 6 quarters.
  • Polymer Capital Management (HK)'s Dell position peaked at $6.72M in Q2 2024.
  • 1,358 funds tracked by Wall St. Rank held Dell as of Q2 2025.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2025, filed 14 Aug 2025.