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PLXS · 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.

PLXSSNDK
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.
  • PLXS
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterPLXSSNDK
Q3 20202 holders, $52mnone listed holders, n.a.
Q4 20203 holders, $57mnone listed holders, n.a.
Q1 20213 holders, $76mnone listed holders, n.a.
Q2 20212 holders, $71mnone listed holders, n.a.
Q3 20213 holders, $76mnone listed holders, n.a.
Q4 20213 holders, $84mnone listed holders, n.a.
Q1 20223 holders, $74mnone listed holders, n.a.
Q2 20223 holders, $69mnone listed holders, n.a.
Q3 20223 holders, $54mnone listed holders, n.a.
Q4 20223 holders, $54mnone listed holders, n.a.
Q1 20235 holders, $55mnone listed holders, n.a.
Q2 20233 holders, $49mnone listed holders, n.a.
Q3 20234 holders, $53mnone listed holders, n.a.
Q4 20234 holders, $58mnone listed holders, n.a.
Q1 20243 holders, $48mnone listed holders, n.a.
Q2 20243 holders, $51mnone listed holders, n.a.
Q3 20243 holders, $51mnone listed holders, n.a.
Q4 20243 holders, $4.8mnone listed holders, n.a.
Q1 20252 holders, $3.2m7 holders, $1.3bn
Q2 20252 holders, $3.0m14 holders, $1.6bn
Q3 20252 holders, $3.0m19 holders, $4.2bn
Q4 20251 holders, $1.3m27 holders, $9.8bn
Q1 20263 holders, $108m38 holders, $19.8bn
Q2 20262 holders, $144m41 holders, $55.4bn
PLXS

Plexus Corp

Holders
2
Reported value
$144m
Buyers
16
Sellers
9

Breadth +7 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 PLXS (1)

First Eagle Investment Management LLC

Only SNDK (40)

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, 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, Point72 Asset Management LP, and 15 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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