LongDELLJun 2026
Dell Technologies Inc.
Alger views Dell as an important enabler of the AI infrastructure buildout because enterprises and cloud customers need more computing capacity for increasingly complex…
DELL
1 published idea on Dell Technologies Inc. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Dell Technologies Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Alger views Dell as an important enabler of the AI infrastructure buildout because enterprises and cloud customers need more computing capacity for increasingly complex…