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What smart money is saying about TD SYNNEXUnited States flag

SNX · Technology · Technology Distributors · Market cap $20.73B

2 funds in our archive have pitched TD SYNNEX — most recently MD SASS Concentrated Value in June 2026.

Company profile

TD SYNNEX Corporation operates as a distributor and solutions aggregator for the information technology (IT) ecosystem in the United States, Europe, and internationally. It offers endpoint solutions, including personal computing devices and peripherals, mobile phones and accessories, printers, and supplies; and advanced solutions comprising data center technologies, such as hybrid cloud, security, storage, networking, servers, software, converged and hyper-converged infrastructure, and hyperscale infrastructure. The company also provides design, integration, test and other production value-added solutions, such as thermal testing, power-draw efficiency testing, burn-in, quality, and logistics support; logistics and field services; depot repair and customer management services; and cloud services, including public cloud solutions in productivity and collaboration, infrastructure as a service, platform as a service, software as a service, security, mobility, AI, and other hybrid solutions. In addition, it offers online services; financing options, including net terms, third party leasing, floor plan financing and letters-of-credit backed financing and arrangements, as well lease products to reseller customers and their end-users and provides device-as-a-service to end-users; and marketing services comprising direct mail, external media advertising, reseller product training, targeted telemarketing campaigns, national and regional trade shows, trade groups, database analysis, print on demand services, and web-based marketing. It serves value-added resellers, corporate resellers, government resellers, system integrators, direct marketers, retailers, and managed service providers. The company was formerly known as SYNNEX Corporation and changed its name to TD SYNNEX Corporation in September 2021. TD SYNNEX Corporation was founded in 1980 and is headquartered in Fremont, California.

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Summarize with Warren AI
5
Reported positions
1
Bought
1
Sold
6
Letters

Position history

Between Q1 2026 and Q2 2026, 5 fund letters reported a position in TD SYNNEX1 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in TD SYNNEX, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263111
Q1 20262001

Fund activity · 5 positions · 2 moves

  • June 2026
    We trimmed positions and/or booked gains in Taiwan Semiconductor, TD Synnex, Alphabet, Astronics, and Broadcom.
    TD SYNNEX
  • New positionMD SASS Concentrated Value
    June 2026
    During the quarter, we also exited our positions in Aon (AON), CBRE Group (CBRE), Danaher (DHR), Gildan Activewear (GIL), Quanta Services (PWR), and Synopsys (SNPS). We initiated new positions in Analog Devices (ADI), Flowserve (FLS), Knight-Swift Transportation (KNX), and TD SYNNEX (SNX) during Q2.
    TD SYNNEX
  • TD SYNNEX Corporation (SNX) performed well early in the quarter after the company reported better than consensus expected FY 1Q26 results.
    TD SYNNEX
  • Information Technology, Communication Services, and Consumer Discretionary were the leading contributors to performance during the first quarter. Both Dell Technologies (DELL) and TD SYNNEX (SNX) posted strong quarterly results and gave better than consensus expected outlooks for the remainder of 2026.
    TD SYNNEX
  • Information Technology, Communication Services, and Consumer Discretionary were the leading contributors to performance during the first quarter. Both Dell Technologies (DELL) and TD SYNNEX (SNX) posted strong quarterly results and gave better than consensus expected outlooks for the remainder of 2026.
    TD SYNNEX

Fund coverage · 2 theses

  • MD SASS Concentrated Value
    June 2026

    TD SYNNEX is an IT distributor whose Hyve Solutions unit provides hidden AI infrastructure growth and valuation upside.

    Read the full thesis
  • TD Synnex is a well-run global IT distributor with scale advantages, diversification into higher-value services, and attractive earnings growth at a modest valuation.

    Read the full thesis

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