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MRCY · 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.

MRCYSNDK
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.
  • MRCY
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterMRCYSNDK
Q3 20204 holders, $91mnone listed holders, n.a.
Q4 20204 holders, $16mnone listed holders, n.a.
Q1 20216 holders, $13mnone listed holders, n.a.
Q2 20213 holders, $71mnone listed holders, n.a.
Q3 20219 holders, $102mnone listed holders, n.a.
Q4 20214 holders, $203mnone listed holders, n.a.
Q1 20225 holders, $622mnone listed holders, n.a.
Q2 20225 holders, $619mnone listed holders, n.a.
Q3 20224 holders, $294mnone listed holders, n.a.
Q4 20223 holders, $308mnone listed holders, n.a.
Q1 20236 holders, $328mnone listed holders, n.a.
Q2 20236 holders, $266mnone listed holders, n.a.
Q3 20236 holders, $276mnone listed holders, n.a.
Q4 20233 holders, $270mnone listed holders, n.a.
Q1 20242 holders, $283mnone listed holders, n.a.
Q2 20242 holders, $249mnone listed holders, n.a.
Q3 20242 holders, $297mnone listed holders, n.a.
Q4 20243 holders, $346mnone listed holders, n.a.
Q1 20254 holders, $369m7 holders, $1.3bn
Q2 20252 holders, $421m14 holders, $1.6bn
Q3 20253 holders, $543m19 holders, $4.2bn
Q4 20253 holders, $439m27 holders, $9.8bn
Q1 20263 holders, $392m38 holders, $19.8bn
Q2 20264 holders, $632m41 holders, $55.4bn
MRCY

Mercury Systems Inc

Holders
3
Reported value
$439m
Buyers
14
Sellers
11

Breadth +3 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 28 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MRCY (1)

Jana Partners

Only SNDK (25)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, 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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