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. | 30,559,000 | $357,259,839 | 26.81% | ||
| 2. | Hosking Partners Jeremy Hosking | 53,855 | $51,970,075 | -25% | 1.73% |
| 3. | Navellier & Associates Louis Navellier | 47,267 | $45,612,720 | +7% | 3.61% |
| 4. | Walleye Capital Will England | 27,721 | $26,750,765 | -80% | 0.1% |
| 5. | Ariose Capital Yi Xin | 27,616 | $26,649,440 | -72% | 11.38% |
| 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 |
|---|---|---|---|---|---|---|
| $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 | |
| $844.40 | 40 | $33,776.00 | 21,143 | 2026-08-07 | Filing | |
| $842.86 | 80 | $67,428.80 | 21,183 | 2026-08-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 15,166,793 | $14,635,954,522 | 0.22% | |
| 2. | 9,911,669 | $9,571,909,059 | 0.28% | |
| 3. | 3,487,219 | $3,365,166,335 | 3.37% | |
| 4. | 2,560,276 | $2,507,401,741 | 0.8% | |
| 5. | 1,591,694 | $1,535,984,710 | 0.45% |