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NSSC · SNDK in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NSSCSNDK
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NSSC
  • SNDK
02040602023202420252026
Holders and value by quarter
QuarterNSSCSNDK
Q2 20221 holders, $36mnone listed holders, n.a.
Q3 20221 holders, $50mnone listed holders, n.a.
Q4 20221 holders, $43mnone listed holders, n.a.
Q1 20232 holders, $47mnone listed holders, n.a.
Q2 20231 holders, $32mnone listed holders, n.a.
Q3 20231 holders, $3.9mnone listed holders, n.a.
Q4 20232 holders, $39mnone listed holders, n.a.
Q1 20243 holders, $49mnone listed holders, n.a.
Q2 20244 holders, $75mnone listed holders, n.a.
Q3 20243 holders, $43mnone listed holders, n.a.
Q4 20244 holders, $64mnone listed holders, n.a.
Q1 20252 holders, $7.7m7 holders, $1.3bn
Q2 20254 holders, $55m14 holders, $1.6bn
Q3 20254 holders, $80m19 holders, $4.2bn
Q4 20254 holders, $79m27 holders, $9.8bn
Q1 20264 holders, $69m38 holders, $19.8bn
Q2 20264 holders, $75m41 holders, $55.4bn
NSSC

Napco Security Systems Inc

Holders
3
Reported value
$49m
Buyers
2
Sellers
1

Breadth +1 among 93 comparable managers.

Technology hardware and equipment
SNDK

SanDisk Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q1 2024

Among the 3 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only NSSC (3)

Brevan Howard Capital Management LP, GAMCO Investors Inc, Janus Henderson Group Ltd

Only SNDK (0)

None.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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