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FN · 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.

FNCSCO
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.
  • FN
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterFNCSCO
Q3 20202 holders, $41m27 holders, $12.0bn
Q4 20202 holders, $58m30 holders, $14.3bn
Q1 20214 holders, $141m30 holders, $16.3bn
Q2 20216 holders, $188m26 holders, $16.2bn
Q3 20217 holders, $315m28 holders, $17.4bn
Q4 20216 holders, $381m25 holders, $19.0bn
Q1 20227 holders, $385m32 holders, $15.9bn
Q2 20227 holders, $246m33 holders, $11.8bn
Q3 20226 holders, $281m36 holders, $11.2bn
Q4 20228 holders, $481m36 holders, $38.3bn
Q1 20237 holders, $280m25 holders, $13.5bn
Q2 20235 holders, $279m26 holders, $13.2bn
Q3 20238 holders, $504m33 holders, $14.2bn
Q4 20239 holders, $933m26 holders, $12.5bn
Q1 202410 holders, $1.0bn30 holders, $12.6bn
Q2 202414 holders, $1.7bn31 holders, $12.2bn
Q3 202414 holders, $1.2bn27 holders, $13.7bn
Q4 202416 holders, $1.5bn38 holders, $17.6bn
Q1 202517 holders, $1.2bn33 holders, $18.1bn
Q2 202513 holders, $2.1bn31 holders, $17.6bn
Q3 202516 holders, $3.6bn25 holders, $16.3bn
Q4 202515 holders, $4.9bn25 holders, $26.5bn
Q1 202619 holders, $5.8bn28 holders, $31.9bn
Q2 202620 holders, $4.8bn32 holders, $49.1bn
FN

Fabrinet

Holders
19
Reported value
$5.8bn
Buyers
19
Sellers
19

Breadth 0 among 91 comparable managers.

Technology hardware and equipment
CSCO

Cisco Sys Inc

Holders
28
Reported value
$31.9bn
Buyers
19
Sellers
20

Breadth -1 among 91 comparable managers.

Technology hardware and equipment

Who holds both, Q1 2026

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FN (8)

Capital World Investors, Durable Capital Partners LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Whale Rock Capital Management LLC

Only CSCO (17)

Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International 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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