8 tracked superinvestors hold Seagate Technology Hldngs Pl (STX), worth $5.7B combined, led by David Shaw. Smart money is accumulating STX as of the latest 13F filings.
Current price
$849.28
+365.4%
1Y
Seagate Technology Holdings plc, headquartered in Dublin, Ireland, is a global provider of advanced data storage technology and solutions, with operations spanning Singapore, the United States, the Netherlands, and other international regions. The company's extensive product portfolio encompasses a wide array of mass capacity storage offerings. These include enterprise-grade nearline hard disk…
Market cap
$163.0B
P/E
69.17
Div yield
0.3%
Revenue YoY
34.1%
Analyst target
$1130
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
8
tracked 13F / N-PORT funds
Combined value
$5.7B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
+5
6 buying · 1 selling
Smart money is net accumulating STX: 6 funds added or opened versus 1 trimming. 2 opened a brand-new position.
Seagate Technology Hldngs Pl (STX) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 5 other tracked funds, for $5.7B of combined disclosed exposure.
The highest-conviction holder is Stephen Mandel, who has committed 5.9% of their portfolio to it, while David Shaw holds the largest dollar position.
This quarter 2 funds opened a brand-new position (Stephen Mandel, Chase Coleman), with 4 adding and 1 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 0.9% | $1.8B | |
| Added | 0.4% | $1.1B | |
| New buy | 5.9% | $965M | |
| Added | 1% | $855M | |
| Added | 0.6% | $441M | |
| New buy | 1.1% | $275M | |
| Trimmed | 0.8% | $193M | |
| Added | 2.3% | $118M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
None disclosed.
9 insiders filed SEC Form 144 for $201M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Gianluca Romano | Officer | 50,498 | $44M | 2026-09-11 |
| Mosley William D | Officer & Director | 2,992 | $3M | 2026-09-10 |
| Romano Gianluca | Officer | 1,415 | $1M | 2026-09-10 |
| Ban Seng Teh | Officer | 663 | $570K | 2026-09-10 |
| Morris John Christopher | Officer | 601 | $518K | 2026-09-10 |
| William D. Mosley | Director & Officer | 90,000 | $75M | 2026-09-01 |
| Yolanda Conyers | Director | 750 | $621K | 2026-09-01 |
| James Lee | Officer | 9,013 | $8M | 2026-08-24 |
Which superinvestors own STX?
8 tracked funds hold Seagate Technology Hldngs Pl (STX), the largest being David Shaw (D.E. Shaw) at 0.9% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling STX?
In the most recent 13F quarter, 6 tracked funds added or opened STX and 1 trimmed it, including 2 brand-new positions.
How much STX do tracked funds hold?
Combined disclosed long exposure to STX across tracked superinvestors is $5.7B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.