Micron Leads New Entries. SanDisk Shows Two-Way Flow.
This is an AI analysis of an interesting pattern in QuantyFight data derived from SEC 13F holdings: Micron (MU) leads the managers-entering leaderboard with 43 hedge-flagged new holders, while SanDisk (SNDK) shows both large dollar adds (e.g. WT Asset ~+$0.48B) and sharp cuts (e.g. Madison Avenue ~+$0.05B).
0001801265-26-000003. The connecting narrative is AI-assisted interpretation for readability — not investment advice.
Micron: breadth of new entries
On QuantyFight, MU is the #1 ticker by hedge-flagged managers entering in the latest leaderboard (43). That breadth signal often matters as much as any single mega-dollar print when a sector is re-attracting capital.
SanDisk: big adds and big cuts
SNDK is a classic two-way 13F name this quarter on QuantyFight: WT Asset Management’s ~+$0.48B add (+618,078 shares; +9.98% AUM impact) sits near Madison Avenue Partners’ ~+$0.05B cut (−815,162 shares; +2.48% AUM impact) among top 13F Q1 dollar losers.
SNDK — opposing dollar prints
| Manager | $ move | Δ shares | AUM % impact |
|---|---|---|---|
| WT Asset Management Ltd | +$0.48B | +618,078 | +9.98% |
| Madison Avenue Partners, LP | +$0.05B | −815,162 | +2.48% |
Source: QuantyFight dollar-movers / dollar-losers
% AUM spikes in memory names
Smaller books can show extreme % AUM impacts even when absolute dollars are modest. On QuantyFight’s pct-aum-movers leaderboard, several MU-related rows appear with double-digit to 60%+ disclosed-AUM impacts (e.g. Mishpacha Holdings +MU ~+$138M / ~62.6% AUM). Use those alongside the managers-entering count so micro-book spikes don’t dominate the narrative alone.
Sample % AUM movers involving MU
| Manager | $ move | % AUM impact |
|---|---|---|
| Mishpacha Holdings Corp | +$138.1M | +62.58% |
| JAT Capital Mgmt LP | +$30.0M | +30.95% |
| Sassicaia Capital Advisers | +$32.4M | +28.24% |
| Shengqi Capital (new entry) | +$207.1M | ~99.97% |
How to track the revival
- Watch MU managers-entering vs increasing/decreasing counts.
- Open SNDK and compare WT Asset vs Madison Avenue movement rows.
- Filter Technology on Hedge movement and Sectors.
- Use Ask for cross-ticker memory/storage questions.