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LOGI · 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.

LOGISNDK
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.
  • LOGI
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterLOGISNDK
Q3 202011 holders, $1.2bnnone listed holders, n.a.
Q4 202010 holders, $1.6bnnone listed holders, n.a.
Q1 20219 holders, $1.5bnnone listed holders, n.a.
Q2 202110 holders, $1.6bnnone listed holders, n.a.
Q3 202110 holders, $1.1bnnone listed holders, n.a.
Q4 20216 holders, $574mnone listed holders, n.a.
Q1 20227 holders, $464mnone listed holders, n.a.
Q2 20227 holders, $356mnone listed holders, n.a.
Q3 20226 holders, $303mnone listed holders, n.a.
Q4 20226 holders, $410mnone listed holders, n.a.
Q1 20237 holders, $353mnone listed holders, n.a.
Q2 20238 holders, $480mnone listed holders, n.a.
Q3 20237 holders, $602mnone listed holders, n.a.
Q4 20238 holders, $1.1bnnone listed holders, n.a.
Q1 202410 holders, $1.1bnnone listed holders, n.a.
Q2 202410 holders, $1.4bnnone listed holders, n.a.
Q3 20248 holders, $1.2bnnone listed holders, n.a.
Q4 20249 holders, $998mnone listed holders, n.a.
Q1 20258 holders, $1.1bn7 holders, $1.3bn
Q2 20258 holders, $853m14 holders, $1.6bn
Q3 20259 holders, $1.3bn19 holders, $4.2bn
Q4 20259 holders, $1.3bn27 holders, $9.8bn
Q1 20269 holders, $883m38 holders, $19.8bn
Q2 20268 holders, $1.2bn41 holders, $55.4bn
LOGI

Logitech Intl S A

Holders
9
Reported value
$1.3bn
Buyers
8
Sellers
1

Breadth +7 among 95 comparable managers.

Technology hardware and equipment
SNDK

SanDisk Corp

Holders
19
Reported value
$4.2bn
Buyers
13
Sellers
9

Breadth +4 among 95 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q3 2025

Among the 22 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LOGI (3)

Acadian Asset Management LLC, PDT Partners LLC, Tudor Investment Corp

Only SNDK (13)

AllianceBernstein LP, AQR Capital Management LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Winton Group Ltd

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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