Silphium Asset Management’s Dell DELL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$475K Buy
+1,100
New +$318K 0.16% 50
2016
Q3
$2.18M Buy
+162,473
New +$2.21M 2.5% 15

Other funds holding DELL

Silphium Asset Management's DELL Position: Q2 2026 in Review

Silphium Asset Management opened a new position in Dell (DELL) in Q2 2026: 1,100 shares worth $475K. The stake represents 0.16% of the portfolio and ranks #50 among its holdings. This is a return to the name: Silphium Asset Management previously reported a position in DELL as recently as Q3 2016.

Silphium Asset Management first reported a position in DELL in Q3 2016 and has held it in 2 quarters since. The position peaked at $2.18M in Q3 2016. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Silphium Asset Management held 1,100 shares of Dell worth $475K as of Q2 2026.
  • Dell was a new Silphium Asset Management position in Q2 2026.
  • Dell made up 0.16% of Silphium Asset Management's portfolio in Q2 2026, its #50 holding.
  • Silphium Asset Management first reported a position in Dell in Q3 2016 and has held it in 2 quarters since.
  • Silphium Asset Management's Dell position peaked at $2.18M in Q3 2016.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Silphium Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.