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FLEX · 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.

FLEXSNDK
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.
  • FLEX
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterFLEXSNDK
Q3 202010 holders, $1.8bnnone listed holders, n.a.
Q4 202010 holders, $2.9bnnone listed holders, n.a.
Q1 202118 holders, $2.9bnnone listed holders, n.a.
Q2 202117 holders, $2.9bnnone listed holders, n.a.
Q3 202111 holders, $2.7bnnone listed holders, n.a.
Q4 202113 holders, $2.8bnnone listed holders, n.a.
Q1 202216 holders, $2.4bnnone listed holders, n.a.
Q2 202214 holders, $2.0bnnone listed holders, n.a.
Q3 202216 holders, $2.4bnnone listed holders, n.a.
Q4 202222 holders, $3.2bnnone listed holders, n.a.
Q1 202322 holders, $3.4bnnone listed holders, n.a.
Q2 202321 holders, $4.2bnnone listed holders, n.a.
Q3 202322 holders, $3.9bnnone listed holders, n.a.
Q4 202323 holders, $4.3bnnone listed holders, n.a.
Q1 202414 holders, $3.8bnnone listed holders, n.a.
Q2 202417 holders, $4.1bnnone listed holders, n.a.
Q3 202413 holders, $4.2bnnone listed holders, n.a.
Q4 202415 holders, $4.1bnnone listed holders, n.a.
Q1 202512 holders, $3.4bn7 holders, $1.3bn
Q2 202516 holders, $5.2bn14 holders, $1.6bn
Q3 202516 holders, $5.4bn19 holders, $4.2bn
Q4 202517 holders, $4.8bn27 holders, $9.8bn
Q1 202617 holders, $5.0bn38 holders, $19.8bn
Q2 202629 holders, $11.8bn41 holders, $55.4bn
FLEX

Flextronics Intl LTD

Holders
17
Reported value
$5.0bn
Buyers
21
Sellers
16

Breadth +5 among 91 comparable managers.

Technology hardware and equipment
SNDK

SanDisk Corp

Holders
38
Reported value
$19.8bn
Buyers
18
Sellers
25

Breadth -7 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q1 2026

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FLEX (5)

Artisan Partners LP, Balyasny Asset Management LLC, Farallon Capital Management LLC, First Eagle Investment Management LLC, MFS Investment Management

Only SNDK (26)

Acadian Asset Management LLC, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Element Capital Management LLC, Freestone Grove Partners LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, and 1 more

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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