SEC 13F Intelligence

Naya Capital Management UK Ltd / DELL

Naya Capital Management UK Ltd’s Dell Technologies Inc Position

Does Naya Capital Management UK Ltd own Dell Technologies Inc (DELL)? Not currently — the last reported position was 4.41M shares worth $459M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$459M
Q3 2021
Shares
4.41M
% of Portfolio
+22.47%
Quarters Held
5
position exited

Position History DELL

Reported value by quarter
Q3 ’20: $141MQ3 ’20Q4 ’20: $169MQ4 ’20Q1 ’21: $248MQ1 ’21Q2 ’21: $452MQ2 ’21Q3 ’21: $459MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20214.41M$459M+22.47%
Q2 20214.54M$452M+19.73%
Q1 20212.81M$248M+9.24%
Q4 20202.30M$169M+6.81%
Q3 20202.08M$141M+9.56%

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