SEC 13F Intelligence

Delphi Management Inc /Ma/ / DELL

Delphi Management Inc /Ma/’s Dell Technologies Inc Position

Does Delphi Management Inc /Ma/ own Dell Technologies Inc (DELL)? Yes — 9.0K shares worth $1M (+1.76% of its 13F portfolio) as of Q1 2026, down from 11.6K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
9.0K
% of Portfolio
+1.76%
Quarters Held
6
currently held

Position History DELL

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.0K$1M+1.76%
Q4 202511.6K$1M+1.42%
Q3 202510.8K$2M+1.42%
Q2 202511.7K$1M+1.39%
Q1 202512.5K$1M+1.16%
Q4 202412.3K$1M+1.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of DELL.