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VISN · 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.

VISNSNDK
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.
  • VISN
  • SNDK
0204060202020212022202320252026
Holders and value by quarter
QuarterVISNSNDK
Q4 20196 holders, $471mnone listed holders, n.a.
Q1 20204 holders, $333mnone listed holders, n.a.
Q2 20204 holders, $205mnone listed holders, n.a.
Q3 20206 holders, $271mnone listed holders, n.a.
Q4 20204 holders, $395mnone listed holders, n.a.
Q1 20217 holders, $412mnone listed holders, n.a.
Q2 20215 holders, $509mnone listed holders, n.a.
Q3 20217 holders, $265mnone listed holders, n.a.
Q4 20217 holders, $244mnone listed holders, n.a.
Q1 20223 holders, $12mnone listed holders, n.a.
Q2 20225 holders, $40mnone listed holders, n.a.
Q3 20227 holders, $93mnone listed holders, n.a.
Q4 20224 holders, $29mnone listed holders, n.a.
Q1 20232 holders, $4.1mnone listed holders, n.a.
Q2 20231 holders, $393knone listed holders, n.a.
Q3 20231 holders, $57knone listed holders, n.a.
Q3 20247 holders, $80mnone listed holders, n.a.
Q4 20245 holders, $67mnone listed holders, n.a.
Q1 20255 holders, $61m7 holders, $1.3bn
Q2 20256 holders, $80m14 holders, $1.6bn
Q3 202515 holders, $417m19 holders, $4.2bn
Q4 202511 holders, $341m27 holders, $9.8bn
Q1 20269 holders, $307m38 holders, $19.8bn
Q2 20268 holders, $336m41 holders, $55.4bn
VISN

Commscope HLDG Co Inc

Holders
15
Reported value
$417m
Buyers
11
Sellers
4

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

Only VISN (7)

Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Moore Capital Management LP, Steadfast Capital Management LP, Tudor Investment Corp

Only SNDK (11)

AllianceBernstein LP, AQR Capital Management LLC, Davidson Kempner Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, 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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