SLTA V (GP), L.L.C. exits DELL entirely: 20 sales totaling 458,666 shares for $81,293,377.75 on 2026-04-15
SLTA V (GP), L.L.C. executed 20 separate sales totaling 458,666 shares for $81,293,377.75 on 2026-04-15, eliminating its entire pre-transaction holding of 458,666 shares and leaving zero shares post-transaction. The sales occurred across a narrow range of prices from $176.58 to $180.16, with a blended average price of $177.24. The complete liquidation is material given the size ($81.3M aggregate value) and the fact that the stock has since rallied significantly—current price stands at $196.55, representing an 11.0% gain from the blended sale price. The timing relative to DELL's strong fundamentals (revenue $27.0B, net income $1.5B, annual revenue growth +18.8%, P/E 19.19) and the stock's recent momentum (30-day change +31.7%, 90-day change +63.1%, trading at 52-week high) raises questions about the strategic rationale for the full exit.