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TTMI · 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.

TTMISNDK
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.
  • TTMI
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterTTMISNDK
Q2 20203 holders, $114mnone listed holders, n.a.
Q3 20202 holders, $48mnone listed holders, n.a.
Q4 20205 holders, $54mnone listed holders, n.a.
Q1 20213 holders, $39mnone listed holders, n.a.
Q3 20211 holders, $1.7mnone listed holders, n.a.
Q4 20213 holders, $3.8mnone listed holders, n.a.
Q1 20222 holders, $4.6mnone listed holders, n.a.
Q2 20222 holders, $4.8mnone listed holders, n.a.
Q3 20221 holders, $2.6mnone listed holders, n.a.
Q4 20221 holders, $3.6mnone listed holders, n.a.
Q1 20231 holders, $5.0mnone listed holders, n.a.
Q2 20231 holders, $6.2mnone listed holders, n.a.
Q3 20231 holders, $6.5mnone listed holders, n.a.
Q4 20231 holders, $8.7mnone listed holders, n.a.
Q1 20242 holders, $10mnone listed holders, n.a.
Q2 20243 holders, $37mnone listed holders, n.a.
Q3 20241 holders, $15mnone listed holders, n.a.
Q4 20242 holders, $20mnone listed holders, n.a.
Q1 20252 holders, $17m7 holders, $1.3bn
Q2 20256 holders, $245m14 holders, $1.6bn
Q3 20257 holders, $365m19 holders, $4.2bn
Q4 20257 holders, $894m27 holders, $9.8bn
Q1 202614 holders, $1.5bn38 holders, $19.8bn
Q2 202626 holders, $5.0bn41 holders, $55.4bn
TTMI

TTM Technologies Inc

Holders
26
Reported value
$5.0bn
Buyers
27
Sellers
15

Breadth +12 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 TTMI (5)

Capital World Investors, First Eagle Investment Management LLC, Lone Pine Capital LLC, Quantbot Technologies LP, Third Point LLC

Only SNDK (20)

Acadian Asset Management LLC, Balyasny Asset Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, 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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