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TTMI · CSCO 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.

TTMICSCO
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.
  • TTMI
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterTTMICSCO
Q3 20202 holders, $48m27 holders, $12.0bn
Q4 20205 holders, $54m30 holders, $14.3bn
Q1 20213 holders, $39m30 holders, $16.3bn
Q2 2021none listed holders, n.a.26 holders, $16.2bn
Q3 20211 holders, $1.7m28 holders, $17.4bn
Q4 20213 holders, $3.8m25 holders, $19.0bn
Q1 20222 holders, $4.6m32 holders, $15.9bn
Q2 20222 holders, $4.8m33 holders, $11.8bn
Q3 20221 holders, $2.6m36 holders, $11.2bn
Q4 20221 holders, $3.6m36 holders, $38.3bn
Q1 20231 holders, $5.0m25 holders, $13.5bn
Q2 20231 holders, $6.2m26 holders, $13.2bn
Q3 20231 holders, $6.5m33 holders, $14.2bn
Q4 20231 holders, $8.7m26 holders, $12.5bn
Q1 20242 holders, $10m30 holders, $12.6bn
Q2 20243 holders, $37m31 holders, $12.2bn
Q3 20241 holders, $15m27 holders, $13.7bn
Q4 20242 holders, $20m38 holders, $17.6bn
Q1 20252 holders, $17m33 holders, $18.1bn
Q2 20256 holders, $245m31 holders, $17.6bn
Q3 20257 holders, $365m25 holders, $16.3bn
Q4 20257 holders, $894m25 holders, $26.5bn
Q1 202614 holders, $1.5bn28 holders, $31.9bn
Q2 202626 holders, $5.0bn32 holders, $49.1bn
TTMI

TTM Technologies Inc

Holders
7
Reported value
$894m
Buyers
16
Sellers
17

Breadth -1 among 92 comparable managers.

Technology hardware and equipment
CSCO

Cisco Sys Inc

Holders
25
Reported value
$26.5bn
Buyers
16
Sellers
23

Breadth -7 among 92 comparable managers.

Technology hardware and equipment

Who holds both, Q4 2025

Among the 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TTMI (4)

First Eagle Investment Management LLC, MFS Investment Management, Schonfeld Strategic Advisors LLC, Whale Rock Capital Management LLC

Only CSCO (22)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP

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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