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PI · 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.

PISNDK
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.
  • PI
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterPISNDK
Q3 20201 holders, $819knone listed holders, n.a.
Q4 20201 holders, $1.3mnone listed holders, n.a.
Q1 20214 holders, $21mnone listed holders, n.a.
Q2 20212 holders, $4.6mnone listed holders, n.a.
Q3 20211 holders, $1.6mnone listed holders, n.a.
Q4 20214 holders, $81mnone listed holders, n.a.
Q1 20223 holders, $22mnone listed holders, n.a.
Q2 20223 holders, $63mnone listed holders, n.a.
Q3 20225 holders, $95mnone listed holders, n.a.
Q4 20228 holders, $370mnone listed holders, n.a.
Q1 202310 holders, $563mnone listed holders, n.a.
Q2 20235 holders, $126mnone listed holders, n.a.
Q3 20234 holders, $78mnone listed holders, n.a.
Q4 20237 holders, $148mnone listed holders, n.a.
Q1 20246 holders, $749mnone listed holders, n.a.
Q2 202411 holders, $1.0bnnone listed holders, n.a.
Q3 202412 holders, $1.4bnnone listed holders, n.a.
Q4 202410 holders, $911mnone listed holders, n.a.
Q1 20255 holders, $288m7 holders, $1.3bn
Q2 20257 holders, $750m14 holders, $1.6bn
Q3 20257 holders, $1.2bn19 holders, $4.2bn
Q4 20255 holders, $1.1bn27 holders, $9.8bn
Q1 20264 holders, $164m38 holders, $19.8bn
Q2 20268 holders, $1.1bn41 holders, $55.4bn
PI

Impinj Inc

Holders
4
Reported value
$164m
Buyers
11
Sellers
17

Breadth -6 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 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PI (3)

Baillie Gifford & Co, Capital World Investors, Soros Fund Management LLC

Only SNDK (37)

Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, and 12 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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