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UMAC · 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.

UMACSNDK
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.
  • UMAC
  • SNDK
0204060Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterUMACSNDK
Q1 2025none listed holders, n.a.7 holders, $1.3bn
Q2 2025none listed holders, n.a.14 holders, $1.6bn
Q3 20251 holders, $18m19 holders, $4.2bn
Q4 20251 holders, $2.5m27 holders, $9.8bn
Q1 20263 holders, $46m38 holders, $19.8bn
Q2 20263 holders, $47m41 holders, $55.4bn
UMAC

Unusual Machs Inc Com SHS

Holders
3
Reported value
$46m
Buyers
17
Sellers
2

Breadth +15 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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UMAC (1)

Davidson Kempner Capital Management LP

Only SNDK (36)

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, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, and 11 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.

Back to the 13F Explorer →