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OLED · 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.

OLEDSNDK
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.
  • OLED
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterOLEDSNDK
Q3 20207 holders, $905mnone listed holders, n.a.
Q4 20208 holders, $924mnone listed holders, n.a.
Q1 20217 holders, $663mnone listed holders, n.a.
Q2 20218 holders, $544mnone listed holders, n.a.
Q3 20217 holders, $324mnone listed holders, n.a.
Q4 20216 holders, $261mnone listed holders, n.a.
Q1 20226 holders, $198mnone listed holders, n.a.
Q2 20227 holders, $81mnone listed holders, n.a.
Q3 20228 holders, $114mnone listed holders, n.a.
Q4 20226 holders, $216mnone listed holders, n.a.
Q1 20238 holders, $360mnone listed holders, n.a.
Q2 20236 holders, $302mnone listed holders, n.a.
Q3 20237 holders, $360mnone listed holders, n.a.
Q4 202310 holders, $858mnone listed holders, n.a.
Q1 20248 holders, $498mnone listed holders, n.a.
Q2 20248 holders, $964mnone listed holders, n.a.
Q3 20247 holders, $399mnone listed holders, n.a.
Q4 20245 holders, $194mnone listed holders, n.a.
Q1 20256 holders, $180m7 holders, $1.3bn
Q2 20255 holders, $97m14 holders, $1.6bn
Q3 20256 holders, $162m19 holders, $4.2bn
Q4 20255 holders, $100m27 holders, $9.8bn
Q1 20267 holders, $230m38 holders, $19.8bn
Q2 20268 holders, $263m41 holders, $55.4bn
OLED

Universal Display Corp

Holders
8
Reported value
$498m
Buyers
7
Sellers
1

Breadth +6 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 8 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 OLED (8)

AllianceBernstein LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Janus Henderson Group Ltd, Maverick Capital Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Winton 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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