Position Sheet

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DELL Dell Technologies Inc

Information Technology

HELS, HGRO have owned Dell Technologies Inc since Jan 19, 2026, across 6 separate holding periods. Today it is 0.7% of HGRO, against a peak of 2.4%. The latest big move was on Oct 15, 2026: HELS sold out of it (1.0% to 0.0%).

Our daily record for Hedgeye Asset Management's funds starts Nov 21, 2025. We can't see what they held before then, so "first held" means the first day in our record, not necessarily the day they first bought it.

Held now inHGRO at 0.66%
First held in our data2026-01-19
Price since this position began-9.2%from Oct 26, 2026
Big moves1

Position size by fund vs price

Big moves in DELL

10-15HELSDELLDell Technologies IncSold1.0% → 0.0%—Exited