Seagate Technology (STX) Could Keep Surging as Storage Prices Rise
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 3,164,700 | $3,053,935,500 | +57% | 0.35% | |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,138,429 | $2,063,581,608 | +50% | 0.92% |
| 3. | D E Shaw D. E. Shaw | 1,354,377 | $1,306,973,805 | +6% | 0.62% |
| 4. | 1,246,600 | $1,202,969,000 | +4% | 0.14% | |
| 5. | AQR Capital Management Cliff Asness | 1,245,371 | $1,201,782,413 | +25% | 0.42% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.28 | 201 | $16,322.11 | 27,375 | 2021-10-07 | Filing | |
| $87.73 | 122 | $10,695.22 | 27,174 | 2021-07-08 | Filing | |
| $44.60 | 725,000 | $32,335,000.00 | 2,225,000 | 2019-02-08 | Filing | |
| $44.42 | 750,000 | $33,315,000.00 | 1,500,000 | 2019-02-07 | Filing | |
| $45.68 | 750,000 | $34,260,000.00 | 750,000 | 2019-02-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $923.73 | 1,359 | $1,255,347.85 | 2,931 | 2026-08-13 | Filing | |
| $920.14 | 6,002 | $5,522,680.28 | 4,290 | 2026-08-13 | Filing | |
| $850.04 | 240 | $204,010.01 | 20,663 | 2026-08-07 | Filing | |
| $849.03 | 160 | $135,844.80 | 20,903 | 2026-08-07 | Filing | |
| $846.73 | 80 | $67,738.00 | 21,063 | 2026-08-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,166,793 | $14,635,954,522 | 0.22% | |
| 2. | 14,630,067 | $14,118,014,655 | 0.3% | |
| 3. | 9,911,669 | $9,571,909,059 | 0.28% | |
| 4. | 8,153,134 | $7,867,773,075 | 0.34% | |
| 5. | 7,999,686 | $7,719,696,990 | 0.35% |