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SEAGATE TECHNOLOGY HLDNGS PL

2 managers · $236M total
Data: SEC EDGAR 13F · 2026Q1
Manager holders · last 4 qtrs
2
2025Q2 – 2026Q1 · flat QoQ
Total position
$236M
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
SandsNew$208M0.82%High-conviction growth / Innovation-led
HoskingTrim-27.31%$28M1%Contrarian value / Global diversified
What managers say
2026-01-19Hosking PartnersBullQ4 2025 - Quarterly Report CommentaryDetail →
Earnings Calls
Q3 2026April 28, 2026
Q3 results significantly exceeded expectations, primarily driven by AI-fueled data demand surges and accelerated ramp-up of the Mozaic 4 HAMR platform. Revenue of $3.1 billion increased 44% year-over-year, non-GAAP EPS of $4.10 rose 115% year-over-year, and free cash flow of $953 million hit a ten-year high. Mozaic 4 began shipping, nearline capacity is nearly fully allocated through 2027, and pricing strategy continues to advance; gross margin of 47% set a record. Next quarter revenue guidance is approximately $3.45 billion, up 41% year-over-year, and the full-year growth target was raised to at least 20%. Management's tone is highly optimistic, emphasizing structural growth opportunities without mentioning any notable risks.
Q2 2026January 28, 2026
FinancialsFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR -4% · latest net margin 16.1% · FCF consistently positive

Revenue$9.10B
Rev. YoY+38.9%
Gross margin35.2%
Net margin16.1%
Net income$1.47B
Free cash flow$0.82B
Operating cash flow$1.08B
ROE

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.