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BHE · 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.

BHESNDK
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.
  • BHE
  • SNDK
02040602018201920202023202420252026
Holders and value by quarter
QuarterBHESNDK
Q4 20174 holders, $48mnone listed holders, n.a.
Q1 20183 holders, $49mnone listed holders, n.a.
Q2 20181 holders, $40mnone listed holders, n.a.
Q3 20181 holders, $53mnone listed holders, n.a.
Q4 20182 holders, $48mnone listed holders, n.a.
Q1 20191 holders, $9.0mnone listed holders, n.a.
Q4 20191 holders, $5.7mnone listed holders, n.a.
Q1 20201 holders, $634knone listed holders, n.a.
Q2 20201 holders, $1.0mnone listed holders, n.a.
Q4 20221 holders, $300knone listed holders, n.a.
Q1 20232 holders, $1.0mnone listed holders, n.a.
Q2 20233 holders, $3.9mnone listed holders, n.a.
Q3 20233 holders, $6.9mnone listed holders, n.a.
Q4 20232 holders, $8.6mnone listed holders, n.a.
Q1 20244 holders, $11mnone listed holders, n.a.
Q2 20244 holders, $13mnone listed holders, n.a.
Q3 20242 holders, $14mnone listed holders, n.a.
Q4 20243 holders, $12mnone listed holders, n.a.
Q1 20252 holders, $10m7 holders, $1.3bn
Q2 20252 holders, $10.0m14 holders, $1.6bn
Q3 20253 holders, $11m19 holders, $4.2bn
Q4 20252 holders, $12m27 holders, $9.8bn
Q1 20264 holders, $22m38 holders, $19.8bn
Q2 20263 holders, $43m41 holders, $55.4bn
BHE

Benchmark Electrs Inc

Holders
2
Reported value
$10.0m
Buyers
1
Sellers
1

Breadth 0 among 95 comparable managers.

Technology hardware and equipment
SNDK

SanDisk Corp

Holders
14
Reported value
$1.6bn
Buyers
11
Sellers
2

Breadth +9 among 95 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q2 2025

Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BHE (1)

First Eagle Investment Management LLC

Only SNDK (13)

Arrowstreet Capital LP, Balyasny Asset Management LLC, Caxton Associates LLP, Elliott Investment Management LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Glenview Capital Management LLC, Holocene Advisors LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management 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.

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