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SNX position history

The shares of TD Synnex (SNX) that Brave Warrior Advisors, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q1: 3,061,083 shares, $346M, 7.2% of portfolio, New
  2. 2024 Q2: 3,322,046 shares, $383M, 8.5% of portfolio, Add +8.5%
  3. 2024 Q3: 3,695,615 shares, $444M, 9.2% of portfolio, Add +11.2%
  4. 2024 Q4: 4,147,172 shares, $486M, 12.1% of portfolio, Add +12.2%
  5. 2025 Q1: 4,076,466 shares, $424M, 9.7% of portfolio, Reduce −1.7%
  6. 2025 Q2: 3,768,551 shares, $511M, 11.7% of portfolio, Reduce −7.6%
  7. 2025 Q3: 3,275,293 shares, $536M, 12.5% of portfolio, Reduce −13.1%
  8. 2025 Q4: 3,163,239 shares, $475M, 11.1% of portfolio, Reduce −3.4%
  9. 2026 Q1: 3,053,644 shares, $515M, 12.8% of portfolio, Reduce −3.5%
  10. 2026 Q2: 1,441,630 shares, $385M, 8.4% of portfolio, Reduce −52.8%
Holdings date Value % of holdings Shares Filing date All 13F holders