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AEIS · 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.

AEISSNDK
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.
  • AEIS
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterAEISSNDK
Q3 20202 holders, $37mnone listed holders, n.a.
Q4 20203 holders, $101mnone listed holders, n.a.
Q1 20214 holders, $66mnone listed holders, n.a.
Q2 20213 holders, $83mnone listed holders, n.a.
Q3 20212 holders, $72mnone listed holders, n.a.
Q4 20213 holders, $77mnone listed holders, n.a.
Q1 20224 holders, $157mnone listed holders, n.a.
Q2 20223 holders, $137mnone listed holders, n.a.
Q3 20223 holders, $146mnone listed holders, n.a.
Q4 20225 holders, $129mnone listed holders, n.a.
Q1 20236 holders, $176mnone listed holders, n.a.
Q2 20236 holders, $586mnone listed holders, n.a.
Q3 20237 holders, $599mnone listed holders, n.a.
Q4 20234 holders, $620mnone listed holders, n.a.
Q1 20244 holders, $165mnone listed holders, n.a.
Q2 20246 holders, $613mnone listed holders, n.a.
Q3 20244 holders, $157mnone listed holders, n.a.
Q4 20244 holders, $186mnone listed holders, n.a.
Q1 20252 holders, $123m7 holders, $1.3bn
Q2 20253 holders, $238m14 holders, $1.6bn
Q3 20254 holders, $309m19 holders, $4.2bn
Q4 20257 holders, $817m27 holders, $9.8bn
Q1 202612 holders, $1.7bn38 holders, $19.8bn
Q2 202626 holders, $2.4bn41 holders, $55.4bn
AEIS

Advanced Energy Inds

Holders
26
Reported value
$2.4bn
Buyers
31
Sellers
10

Breadth +21 among 91 comparable managers.

Technology hardware and equipment
SNDK

SanDisk Corp

Holders
41
Reported value
$55.4bn
Buyers
18
Sellers
29

Breadth -11 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q2 2026

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AEIS (4)

First Eagle Investment Management LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC

Only SNDK (19)

Balyasny Asset Management LLC, Caxton Associates LLP, Discovery Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Whale Rock Capital Management LLC, Winton Group Ltd, 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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