Silver Lake Files SC 13D/A for Dell Technologies

TL;DR

Silver Lake updated its Dell stake filing on 6/5/24. Watch for potential moves.

AI Summary

Silver Lake Group, L.L.C. and its affiliates filed an SC 13D/A on June 5, 2024, related to their holdings in Dell Technologies Inc. The filing indicates a change in beneficial ownership, though specific new stakes or dollar amounts are not detailed in this excerpt. The filing is an amendment to a previous filing, suggesting ongoing activity or adjustments to their investment in Dell.

Why It Matters

This filing signals potential shifts in significant shareholder positions, which could influence Dell's stock performance and corporate strategy.

Risk Assessment

Risk Level: medium — Changes in beneficial ownership filings by major investors like Silver Lake can indicate strategic shifts or potential future actions that may impact the stock.

Key Players & Entities

• Silver Lake Group, L.L.C. (company) — Filing entity
• Dell Technologies Inc. (company) — Subject company
• 20240605 (date) — Filing date

FAQ

From the Filing

0001193125-24-154716.txt : 20240605 0001193125-24-154716.hdr.sgml : 20240605 20240605073025 ACCESSION NUMBER: 0001193125-24-154716 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240605 DATE AS OF CHANGE: 20240605 GROUP MEMBERS: SILVER LAKE PARTNERS IV, L.P. GROUP MEMBERS: SILVER LAKE PARTNERS V DE (AIV), L.P. GROUP MEMBERS: SILVER LAKE TECHNOLOGY ASSOCIATES IV, L.P. GROUP MEMBERS: SILVER LAKE TECHNOLOGY ASSOCIATES V, L.P. GROUP MEMBERS: SILVER LAKE TECHNOLOGY INVESTORS IV, L.P. GROUP MEMBERS: SILVER LAKE TECHNOLOGY INVESTORS V, L.P. GROUP MEMBERS: SL SPV-2, L.P. GROUP MEMBERS: SLTA IV (GP), L.L.C. GROUP MEMBERS: SLTA SPV-2 (GP), L.L.C. GROUP MEMBERS: SLTA SPV-2, L.P. GROUP MEMBERS: SLTA V (GP), L.L.C. SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Dell Technologies Inc. CENTRAL INDEX KEY: 0001571996 STANDARD INDUSTRIAL CLASSIFICATION: ELECTRONIC COMPUTERS [3571] ORGANIZATION NAME: 06 Technology IRS NUMBER: 800890963 STATE OF INCORPORATION: DE FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-89621 FILM NUMBER: 241020734 BUSINESS ADDRESS: STREET 1: ONE DELL WAY CITY: ROUND ROCK STATE: TX ZIP: 78682 BUSINESS PHONE: 800-289-3355 MAIL ADDRESS: STREET 1: ONE DELL WAY CITY: ROUND ROCK STATE: TX ZIP: 78682 FORMER COMPANY: FORMER CONFORMED NAME: Dell Technologies Inc DATE OF NAME CHANGE: 20160825 FORMER COMPANY: FORMER CONFORMED NAME: Denali Holding Inc. DATE OF NAME CHANGE: 20130313 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Silver Lake Group, L.L.C. CENTRAL INDEX KEY: 0001418226 ORGANIZATION NAME: IRS NUMBER: 260895325 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 2775 SAND HILL ROAD, SUITE 100 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: 6502338120 MAIL ADDRESS: STREET 1: 2775 SAND HILL ROAD, SUITE 100 CITY: MENLO PARK STATE: CA ZIP: 94025 SC 13D/A 1 d838644dsc13da.htm SC 13D/A SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 8)* Dell Technologies Inc. (Name of Issuer) Class C Common Stock, par value $0.01 per share (Title of Class of Securities) 24703L202 (CUSIP Number) Andrew J. Schader, Esq. Silver Lake 55 Hudson Yards 550 West 34th Street, 40th Floor New York, NY 10001 (212) 981-5600 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) With copies to: Kenneth B. Wallach, Esq. Hui Lin, Esq. Jessica Asrat, Esq. Simpson Thacher & Bartlett LLP 425 Lexington Avenue New York, New York 10017 (212) 455-2000 June 4, 2024 (Date of Event which Requires Filing of this Statement) If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. ☐ Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See §240.13d-7 for other parties to whom copies are to be sent. * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP NO. 24703L202  1.    Names of Reporting Persons.  SL SPV-2, L.P.  2.  Check the Appropriate Box if a Member of a Gro