Dell Technologies Inc.

**Signal Note: Eventide/DELL Position Initiation** This $6.0M position initiation by values-focused Eventide in Dell Technologies—a pure-play infrastructure/hardware vendor with no direct biotech operations—is notable primarily as a portfolio diversification signal rather than a biotech-specific catalyst. The position size (~47.7K shares) represents modest conviction and likely reflects Eventide's broader market positioning rather than a biotech-driven thesis.