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SNX · KLAC 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.

SNXKLAC
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.
  • SNX
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterSNXKLAC
Q3 20207 holders, $1.0bn15 holders, $4.0bn
Q4 20205 holders, $486m14 holders, $5.3bn
Q1 20214 holders, $682m18 holders, $7.4bn
Q2 20213 holders, $693m26 holders, $7.3bn
Q3 20214 holders, $627m25 holders, $7.3bn
Q4 20214 holders, $686m25 holders, $9.0bn
Q1 20223 holders, $638m24 holders, $6.8bn
Q2 20222 holders, $563m17 holders, $6.3bn
Q3 20223 holders, $522m15 holders, $5.7bn
Q4 20222 holders, $594m14 holders, $6.6bn
Q1 20238 holders, $729m22 holders, $6.7bn
Q2 20234 holders, $720m22 holders, $8.3bn
Q3 20232 holders, $797m25 holders, $8.2bn
Q4 20239 holders, $933m23 holders, $10.0bn
Q1 202417 holders, $1.5bn16 holders, $11.0bn
Q2 202413 holders, $1.2bn21 holders, $12.7bn
Q3 202410 holders, $1.3bn28 holders, $11.2bn
Q4 20249 holders, $1.3bn25 holders, $8.0bn
Q1 20255 holders, $1.1bn27 holders, $8.7bn
Q2 20255 holders, $1.3bn22 holders, $12.2bn
Q3 20256 holders, $1.3bn19 holders, $16.5bn
Q4 20258 holders, $1.0bn25 holders, $23.4bn
Q1 20268 holders, $1.7bn22 holders, $32.6bn
Q2 202616 holders, $3.3bn28 holders, $78.0bn
SNX

TD Synnex Corporation

Holders
16
Reported value
$3.3bn
Buyers
22
Sellers
13

Breadth +9 among 91 comparable managers.

Industrials
KLAC

Kla Corp

Holders
28
Reported value
$78.0bn
Buyers
6
Sellers
4

A share split this quarter: the changes in shares are the split, not buying or selling.

IndustrialsAI infrastructure and semiconductors · L3VLUP

Who holds both, Q2 2026

Among the 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SNX (6)

Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Greenlight Capital, Point72 Asset Management LP, Voloridge Investment Management LLC

Only KLAC (18)

Acadian Asset Management LLC, Altimeter Capital Management LP, Arrowstreet Capital LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, Winton Group Ltd, 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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