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FN · 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.

FNSNDK
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.
  • FN
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterFNSNDK
Q3 20202 holders, $41mnone listed holders, n.a.
Q4 20202 holders, $58mnone listed holders, n.a.
Q1 20214 holders, $141mnone listed holders, n.a.
Q2 20216 holders, $188mnone listed holders, n.a.
Q3 20217 holders, $315mnone listed holders, n.a.
Q4 20216 holders, $381mnone listed holders, n.a.
Q1 20227 holders, $385mnone listed holders, n.a.
Q2 20227 holders, $246mnone listed holders, n.a.
Q3 20226 holders, $281mnone listed holders, n.a.
Q4 20228 holders, $481mnone listed holders, n.a.
Q1 20237 holders, $280mnone listed holders, n.a.
Q2 20235 holders, $279mnone listed holders, n.a.
Q3 20238 holders, $504mnone listed holders, n.a.
Q4 20239 holders, $933mnone listed holders, n.a.
Q1 202410 holders, $1.0bnnone listed holders, n.a.
Q2 202414 holders, $1.7bnnone listed holders, n.a.
Q3 202414 holders, $1.2bnnone listed holders, n.a.
Q4 202416 holders, $1.5bnnone listed holders, n.a.
Q1 202517 holders, $1.2bn7 holders, $1.3bn
Q2 202513 holders, $2.1bn14 holders, $1.6bn
Q3 202516 holders, $3.6bn19 holders, $4.2bn
Q4 202515 holders, $4.9bn27 holders, $9.8bn
Q1 202619 holders, $5.8bn38 holders, $19.8bn
Q2 202620 holders, $4.8bn41 holders, $55.4bn
FN

Fabrinet

Holders
20
Reported value
$4.8bn
Buyers
26
Sellers
15

Breadth +11 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 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FN (5)

Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Durable Capital Partners LP, First Eagle Investment Management LLC

Only SNDK (26)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 1 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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