NASDAQ · Technology

SEAGATE TECHNOLOGY HLDNGS PL STX

Seagate Technology Holdings plc engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally. The company offers mass capacity storage products, including enterprise nearline hard disk drives (HDDs), enterprise nearline solid state drives (SSDs), enterprise nearline systems, video and image HDDs, and network-attached storage drives.

Electronic Components

Company profile

Business mix

  • The company offers mass capacity storage products, including enterprise nearline hard disk drives (HDDs), enterprise nearline solid state drives (SSDs), enterprise nearline systems, video and image HDDs, and network-attached storage drives.
  • It also offers legacy applications comprising Mission Critical HDDs and SSDs; external storage solutions under the Seagate Ultra Touch, One Touch, Expansion, and Basics product lines, as well as.
  • In addition, the company provides Lyve edge-to-cloud mass capacity platform, that includes modular hardware and software to support enterprises’ on-premise and cloud storage infrastructure needs.
  • It sells its products primarily to original equipment manufacturers, distributors, and retailers. The company was founded in 1978 and is based in Singapore.

Current key questions

  • Can demand for the company's products and platforms keep growing within computer hardware?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 80.26 FCF 1.26% Buyback -3.33%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soroban Capital Partners Eric Mandelblatt 0.4% $209.3M 2026-03-31
Sands Capital Management Frank Sands 0.8% $208.4M 2026-03-31
Bridgewater Associates Ray Dalio 0.6% $128.9M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.6% $19,862 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 2 Last 2 13F filing periods
Net reducers 2 Last 2 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $273.8M Estimated from net added shares
Reduction amount $219.8M Estimated from net reduced shares
Net share change / base shares -36.4% -826,299 / 2,272,372
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$20,278
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$19,862
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 85,900 Last 2 periods -35,200 (-41.0%) Total shares 50,700 Value $19,862
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 72.7% 13F value change +$38.8M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 17.6% 13F value change +$51.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 162,108 Last 2 periods +167,009 (+103.0%) Total shares 329,117 Value $128.9M
Soroban Capital Partners Eric Mandelblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 534,364 Last 2 periods +0 (0.0%) Total shares 534,364 Value $209.3M
Sands Capital Management Frank Sands 1 filing periods
13F 2026-03-31 Filed 2026-05-08
New Shares - 13F value change +$208.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 0 Last 2 periods +531,892 (New) Total shares 531,892 Value $208.4M
Eminence Capital Ricky Sandler 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$9.2M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$9.2M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 2 periods +0 (New) Total shares 0 Value $0
Sachem Head Capital Management Scott Ferguson 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 2.2% 13F value change +$93.2M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$219.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 1,490,000 Last 2 periods -1,490,000 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.