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JBL · 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.

JBLSNDK
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.
  • JBL
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterJBLSNDK
Q3 20207 holders, $960mnone listed holders, n.a.
Q4 20205 holders, $1.1bnnone listed holders, n.a.
Q1 20218 holders, $1.4bnnone listed holders, n.a.
Q2 202110 holders, $1.8bnnone listed holders, n.a.
Q3 20218 holders, $1.7bnnone listed holders, n.a.
Q4 20216 holders, $1.9bnnone listed holders, n.a.
Q1 202214 holders, $975mnone listed holders, n.a.
Q2 202210 holders, $712mnone listed holders, n.a.
Q3 202216 holders, $905mnone listed holders, n.a.
Q4 202212 holders, $983mnone listed holders, n.a.
Q1 202314 holders, $1.8bnnone listed holders, n.a.
Q2 202314 holders, $2.2bnnone listed holders, n.a.
Q3 202316 holders, $3.0bnnone listed holders, n.a.
Q4 202314 holders, $2.4bnnone listed holders, n.a.
Q1 202415 holders, $2.3bnnone listed holders, n.a.
Q2 202419 holders, $1.6bnnone listed holders, n.a.
Q3 202420 holders, $2.0bnnone listed holders, n.a.
Q4 202420 holders, $2.7bnnone listed holders, n.a.
Q1 202513 holders, $2.3bn7 holders, $1.3bn
Q2 202515 holders, $3.1bn14 holders, $1.6bn
Q3 202515 holders, $2.3bn19 holders, $4.2bn
Q4 202522 holders, $2.9bn27 holders, $9.8bn
Q1 202622 holders, $3.8bn38 holders, $19.8bn
Q2 202623 holders, $5.2bn41 holders, $55.4bn
JBL

Jabil Inc

Holders
23
Reported value
$5.2bn
Buyers
17
Sellers
22

Breadth -5 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 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only JBL (3)

ARK Investment Management LLC, Bridgewater Associates LP, PDT Partners LLC

Only SNDK (21)

AllianceBernstein LP, Balyasny Asset Management LLC, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Whale Rock Capital Management LLC, 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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