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CSCO · 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.

CSCOSNDK
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.
  • CSCO
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterCSCOSNDK
Q3 202027 holders, $12.0bnnone listed holders, n.a.
Q4 202030 holders, $14.3bnnone listed holders, n.a.
Q1 202130 holders, $16.3bnnone listed holders, n.a.
Q2 202126 holders, $16.2bnnone listed holders, n.a.
Q3 202128 holders, $17.4bnnone listed holders, n.a.
Q4 202125 holders, $19.0bnnone listed holders, n.a.
Q1 202232 holders, $15.9bnnone listed holders, n.a.
Q2 202233 holders, $11.8bnnone listed holders, n.a.
Q3 202236 holders, $11.2bnnone listed holders, n.a.
Q4 202236 holders, $38.3bnnone listed holders, n.a.
Q1 202325 holders, $13.5bnnone listed holders, n.a.
Q2 202326 holders, $13.2bnnone listed holders, n.a.
Q3 202333 holders, $14.2bnnone listed holders, n.a.
Q4 202326 holders, $12.5bnnone listed holders, n.a.
Q1 202430 holders, $12.6bnnone listed holders, n.a.
Q2 202431 holders, $12.2bnnone listed holders, n.a.
Q3 202427 holders, $13.7bnnone listed holders, n.a.
Q4 202438 holders, $17.6bnnone listed holders, n.a.
Q1 202533 holders, $18.1bn7 holders, $1.3bn
Q2 202531 holders, $17.6bn14 holders, $1.6bn
Q3 202525 holders, $16.3bn19 holders, $4.2bn
Q4 202525 holders, $26.5bn27 holders, $9.8bn
Q1 202628 holders, $31.9bn38 holders, $19.8bn
Q2 202632 holders, $49.1bn41 holders, $55.4bn
CSCO

Cisco Sys Inc

Holders
25
Reported value
$26.5bn
Buyers
16
Sellers
23

Breadth -7 among 92 comparable managers.

Technology hardware and equipment
SNDK

SanDisk Corp

Holders
27
Reported value
$9.8bn
Buyers
20
Sellers
17

Breadth +3 among 92 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q4 2025

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CSCO (12)

Acadian Asset Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Markel Group Inc, Steadfast Capital Management LP, Wellington Management Group LLP, Woodline Partners LP

Only SNDK (14)

D. E. Shaw & Co., Jane Street Group LLC, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Whale Rock Capital 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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