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AVNW · 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.

AVNWSNDK
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.
  • AVNW
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterAVNWSNDK
Q2 20161 holders, $0none listed holders, n.a.
Q3 20161 holders, $0none listed holders, n.a.
Q1 20211 holders, $6.4mnone listed holders, n.a.
Q2 20212 holders, $6.5mnone listed holders, n.a.
Q3 20212 holders, $7.2mnone listed holders, n.a.
Q4 20212 holders, $7.0mnone listed holders, n.a.
Q1 20222 holders, $8.6mnone listed holders, n.a.
Q2 20222 holders, $7.1mnone listed holders, n.a.
Q3 20222 holders, $7.6mnone listed holders, n.a.
Q4 20222 holders, $9.7mnone listed holders, n.a.
Q1 20232 holders, $10mnone listed holders, n.a.
Q2 20231 holders, $6.1mnone listed holders, n.a.
Q3 20231 holders, $6.2mnone listed holders, n.a.
Q4 20231 holders, $6.4mnone listed holders, n.a.
Q1 20241 holders, $7.4mnone listed holders, n.a.
Q2 20241 holders, $3.5mnone listed holders, n.a.
Q4 20241 holders, $3.7mnone listed holders, n.a.
Q1 20251 holders, $6.3m7 holders, $1.3bn
Q2 20251 holders, $9.1m14 holders, $1.6bn
Q3 20251 holders, $8.7m19 holders, $4.2bn
Q4 20251 holders, $7.9m27 holders, $9.8bn
Q1 20261 holders, $6.6m38 holders, $19.8bn
Q2 20261 holders, $8.0m41 holders, $55.4bn
AVNW

Aviat Networks Inc

Holders
1
Reported value
$8.0m
Buyers
15
Sellers
2

Breadth +13 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 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only AVNW (1)

First Eagle Investment Management LLC

Only SNDK (41)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 16 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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