L3VLUP
ProSign in

SANM · 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.

SANMSNDK
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.
  • SANM
  • SNDK
02040602020202120222023202420252026
Holders and value by quarter
QuarterSANMSNDK
Q1 20201 holders, $12mnone listed holders, n.a.
Q2 20201 holders, $938knone listed holders, n.a.
Q1 20212 holders, $28mnone listed holders, n.a.
Q2 20212 holders, $4.4mnone listed holders, n.a.
Q3 20211 holders, $1.3mnone listed holders, n.a.
Q4 20211 holders, $1.8mnone listed holders, n.a.
Q1 20223 holders, $6.4mnone listed holders, n.a.
Q2 20223 holders, $10mnone listed holders, n.a.
Q3 20223 holders, $9.2mnone listed holders, n.a.
Q4 20227 holders, $29mnone listed holders, n.a.
Q1 20234 holders, $24mnone listed holders, n.a.
Q2 20235 holders, $36mnone listed holders, n.a.
Q3 20236 holders, $33mnone listed holders, n.a.
Q4 20236 holders, $44mnone listed holders, n.a.
Q1 20245 holders, $92mnone listed holders, n.a.
Q2 20246 holders, $100mnone listed holders, n.a.
Q3 20245 holders, $86mnone listed holders, n.a.
Q4 20244 holders, $22mnone listed holders, n.a.
Q1 20254 holders, $21m7 holders, $1.3bn
Q2 20255 holders, $587m14 holders, $1.6bn
Q3 20255 holders, $887m19 holders, $4.2bn
Q4 20258 holders, $1.6bn27 holders, $9.8bn
Q1 20264 holders, $960m38 holders, $19.8bn
Q2 202615 holders, $3.5bn41 holders, $55.4bn
SANM

Sanmina Corp

Holders
4
Reported value
$21m
Buyers
2
Sellers
2

Breadth 0 among 95 comparable managers.

Technology hardware and equipment
SNDK

SanDisk Corp

New listing

Holders
7
Reported value
$1.3bn
Buyers
7
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q1 2025

Among the 11 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 SANM (4)

Bridgewater Associates LP, Caxton Associates LLP, First Eagle Investment Management LLC, Winton Group Ltd

Only SNDK (7)

Elliott Investment Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Glenview Capital Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc

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.

Back to the 13F Explorer →