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CSCO · 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.

CSCOSNDK
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.
  • CSCO
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterCSCOSNDK
Q3 202027 holders, $12.0bnnone listed holders, n.a.
Q4 202030 holders, $14.3bnnone listed holders, n.a.
Q1 202130 holders, $16.3bnnone listed holders, n.a.
Q2 202126 holders, $16.2bnnone listed holders, n.a.
Q3 202128 holders, $17.4bnnone listed holders, n.a.
Q4 202125 holders, $19.0bnnone listed holders, n.a.
Q1 202232 holders, $15.9bnnone listed holders, n.a.
Q2 202233 holders, $11.8bnnone listed holders, n.a.
Q3 202236 holders, $11.2bnnone listed holders, n.a.
Q4 202236 holders, $38.3bnnone listed holders, n.a.
Q1 202325 holders, $13.5bnnone listed holders, n.a.
Q2 202326 holders, $13.2bnnone listed holders, n.a.
Q3 202333 holders, $14.2bnnone listed holders, n.a.
Q4 202326 holders, $12.5bnnone listed holders, n.a.
Q1 202430 holders, $12.6bnnone listed holders, n.a.
Q2 202431 holders, $12.2bnnone listed holders, n.a.
Q3 202427 holders, $13.7bnnone listed holders, n.a.
Q4 202438 holders, $17.6bnnone listed holders, n.a.
Q1 202533 holders, $18.1bn7 holders, $1.3bn
Q2 202531 holders, $17.6bn14 holders, $1.6bn
Q3 202525 holders, $16.3bn19 holders, $4.2bn
Q4 202525 holders, $26.5bn27 holders, $9.8bn
Q1 202628 holders, $31.9bn38 holders, $19.8bn
Q2 202632 holders, $49.1bn41 holders, $55.4bn
CSCO

Cisco Sys Inc

Holders
32
Reported value
$49.1bn
Buyers
23
Sellers
20

Breadth +3 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 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CSCO (8)

Baillie Gifford & Co, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Glenview Capital Management LLC, Markel Group Inc, PDT Partners LLC, Steadfast Capital Management LP

Only SNDK (17)

Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Discovery Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Whale Rock Capital Management LLC, Winton Group Ltd

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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