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SANM · 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.

SANMSNDK
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
  • SNDK
02040602020202120222023202420252026
Holders and value by quarter
QuarterSANMSNDK
Q1 20201 holders, $12mnone listed holders, n.a.
Q2 20201 holders, $938knone listed holders, n.a.
Q1 20212 holders, $28mnone listed holders, n.a.
Q2 20212 holders, $4.4mnone listed holders, n.a.
Q3 20211 holders, $1.3mnone listed holders, n.a.
Q4 20211 holders, $1.8mnone listed holders, n.a.
Q1 20223 holders, $6.4mnone listed holders, n.a.
Q2 20223 holders, $10mnone listed holders, n.a.
Q3 20223 holders, $9.2mnone listed holders, n.a.
Q4 20227 holders, $29mnone listed holders, n.a.
Q1 20234 holders, $24mnone listed holders, n.a.
Q2 20235 holders, $36mnone listed holders, n.a.
Q3 20236 holders, $33mnone listed holders, n.a.
Q4 20236 holders, $44mnone listed holders, n.a.
Q1 20245 holders, $92mnone listed holders, n.a.
Q2 20246 holders, $100mnone listed holders, n.a.
Q3 20245 holders, $86mnone listed holders, n.a.
Q4 20244 holders, $22mnone listed holders, n.a.
Q1 20254 holders, $21m7 holders, $1.3bn
Q2 20255 holders, $587m14 holders, $1.6bn
Q3 20255 holders, $887m19 holders, $4.2bn
Q4 20258 holders, $1.6bn27 holders, $9.8bn
Q1 20264 holders, $960m38 holders, $19.8bn
Q2 202615 holders, $3.5bn41 holders, $55.4bn
SANM

Sanmina Corp

Holders
15
Reported value
$3.5bn
Buyers
30
Sellers
8

Breadth +22 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 SANM (5)

Bridgewater Associates LP, Capital World Investors, First Eagle Investment Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC

Only SNDK (31)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Discovery Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, and 6 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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