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SN · HD 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.

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.
  • SN
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterSNHD
Q3 2020none listed holders, n.a.34 holders, $35.3bn
Q4 2020none listed holders, n.a.35 holders, $33.8bn
Q1 2021none listed holders, n.a.28 holders, $38.9bn
Q2 2021none listed holders, n.a.23 holders, $40.0bn
Q3 2021none listed holders, n.a.19 holders, $40.3bn
Q4 2021none listed holders, n.a.28 holders, $49.9bn
Q1 2022none listed holders, n.a.38 holders, $33.3bn
Q2 2022none listed holders, n.a.36 holders, $29.9bn
Q3 2022none listed holders, n.a.33 holders, $29.8bn
Q4 2022none listed holders, n.a.24 holders, $33.3bn
Q1 2023none listed holders, n.a.25 holders, $31.2bn
Q2 2023none listed holders, n.a.31 holders, $32.5bn
Q3 20233 holders, $102m37 holders, $31.3bn
Q4 20238 holders, $283m30 holders, $34.1bn
Q1 202412 holders, $407m31 holders, $36.5bn
Q2 202419 holders, $1.2bn34 holders, $29.2bn
Q3 202420 holders, $2.1bn37 holders, $34.4bn
Q4 202415 holders, $2.2bn42 holders, $31.7bn
Q1 202511 holders, $1.6bn36 holders, $27.8bn
Q2 202512 holders, $2.3bn40 holders, $28.8bn
Q3 202513 holders, $2.9bn36 holders, $33.0bn
Q4 202515 holders, $3.1bn38 holders, $28.9bn
Q1 202614 holders, $2.8bn35 holders, $30.6bn
Q2 202610 holders, $3.5bn31 holders, $34.8bn
SN

Sharkninja Inc

Holders
12
Reported value
$2.3bn
Buyers
9
Sellers
4

Breadth +5 among 95 comparable managers.

HD

Home Depot Inc

Holders
40
Reported value
$28.8bn
Buyers
24
Sellers
17

Breadth +7 among 95 comparable managers.

Who holds both, Q2 2025

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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