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VICR · 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.

VICRSNDK
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.
  • VICR
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterVICRSNDK
Q2 20192 holders, $1.4mnone listed holders, n.a.
Q3 20201 holders, $2.2mnone listed holders, n.a.
Q4 20202 holders, $30mnone listed holders, n.a.
Q1 20211 holders, $58mnone listed holders, n.a.
Q2 20212 holders, $145mnone listed holders, n.a.
Q3 20213 holders, $284mnone listed holders, n.a.
Q4 20214 holders, $140mnone listed holders, n.a.
Q1 20224 holders, $130mnone listed holders, n.a.
Q2 20223 holders, $141mnone listed holders, n.a.
Q3 20221 holders, $118mnone listed holders, n.a.
Q4 20221 holders, $32mnone listed holders, n.a.
Q1 20232 holders, $1.2mnone listed holders, n.a.
Q2 20232 holders, $6.5mnone listed holders, n.a.
Q3 20233 holders, $19mnone listed holders, n.a.
Q4 20232 holders, $16mnone listed holders, n.a.
Q1 20242 holders, $11mnone listed holders, n.a.
Q2 20241 holders, $921knone listed holders, n.a.
Q4 20241 holders, $1.0mnone listed holders, n.a.
Q1 20251 holders, $1.0m7 holders, $1.3bn
Q2 20251 holders, $1.0m14 holders, $1.6bn
Q3 20251 holders, $1.2m19 holders, $4.2bn
Q4 20252 holders, $2.6m27 holders, $9.8bn
Q1 20267 holders, $435m38 holders, $19.8bn
Q2 202610 holders, $1.4bn41 holders, $55.4bn
VICR

Vicor Corp

Holders
7
Reported value
$435m
Buyers
21
Sellers
9

Breadth +12 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 VICR (1)

Winton Group Ltd

Only SNDK (32)

AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, Brevan Howard Capital Management 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, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 7 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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