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NATL · 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.

NATLSNDK
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.
  • NATL
  • SNDK
0204060Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterNATLSNDK
Q4 20232 holders, $68mnone listed holders, n.a.
Q1 20243 holders, $51mnone listed holders, n.a.
Q2 20244 holders, $162mnone listed holders, n.a.
Q3 20244 holders, $295mnone listed holders, n.a.
Q4 20245 holders, $344mnone listed holders, n.a.
Q1 20253 holders, $216m7 holders, $1.3bn
Q2 20253 holders, $251m14 holders, $1.6bn
Q3 20253 holders, $190m19 holders, $4.2bn
Q4 20253 holders, $182m27 holders, $9.8bn
Q1 20264 holders, $62m38 holders, $19.8bn
Q2 20266 holders, $256m41 holders, $55.4bn
NATL

NCR Atleos Corporation

Holders
6
Reported value
$256m
Buyers
17
Sellers
13

Breadth +4 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.

Only NATL (1)

Soros Fund Management LLC

Only SNDK (36)

Acadian Asset Management LLC, 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, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, and 11 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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