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SANM · AAPL 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.

SANMAAPL
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.
  • SANM
  • AAPL
0204060202120222023202420252026
Holders and value by quarter
QuarterSANMAAPL
Q3 2020none listed holders, n.a.40 holders, $229bn
Q4 2020none listed holders, n.a.48 holders, $256bn
Q1 20212 holders, $28m45 holders, $224bn
Q2 20212 holders, $4.4m43 holders, $247bn
Q3 20211 holders, $1.3m38 holders, $252bn
Q4 20211 holders, $1.8m43 holders, $330bn
Q1 20223 holders, $6.4m41 holders, $326bn
Q2 20223 holders, $10m42 holders, $253bn
Q3 20223 holders, $9.2m36 holders, $255bn
Q4 20227 holders, $29m39 holders, $234bn
Q1 20234 holders, $24m42 holders, $298bn
Q2 20235 holders, $36m43 holders, $356bn
Q3 20236 holders, $33m42 holders, $309bn
Q4 20236 holders, $44m43 holders, $346bn
Q1 20245 holders, $92m46 holders, $287bn
Q2 20246 holders, $100m56 holders, $316bn
Q3 20245 holders, $86m50 holders, $323bn
Q4 20244 holders, $22m51 holders, $333bn
Q1 20254 holders, $21m49 holders, $285bn
Q2 20255 holders, $587m50 holders, $248bn
Q3 20255 holders, $887m50 holders, $305bn
Q4 20258 holders, $1.6bn51 holders, $355bn
Q1 20264 holders, $960m53 holders, $334bn
Q2 202615 holders, $3.5bn48 holders, $373bn
SANM

Sanmina Corp

Holders
15
Reported value
$3.5bn
Buyers
30
Sellers
8

Breadth +22 among 91 comparable managers.

Technology hardware and equipment
AAPL

Apple Inc

Holders
48
Reported value
$373bn
Buyers
24
Sellers
26

Breadth -2 among 91 comparable managers.

Technology hardware and equipment

Who holds both, Q2 2026

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SANM (2)

First Eagle Investment Management LLC, Maverick Capital Ltd

Only AAPL (35)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Ruane Cunniff & Goldfarb LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, and 10 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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