8 tracked superinvestors hold SANDISK CORP (SNDK), worth $13.9B combined, led by Leopold Aschenbrenner. Smart money is trimming SNDK as of the latest 13F filings.
Current price
$1740.00
+2684.0%
1Y
SanDisk Corporation specializes in designing, manufacturing, and supplying storage solutions and devices leveraging advanced NAND flash technology. Its diverse product line features solid-state drives (SSDs), embedded memory solutions, removable memory cards, universal serial bus (USB) devices, and underlying wafers and components. Founded on June 1, 1988, the company maintains its principal…
Market cap
$175.2B
P/E
40.48
Div yield
0.0%
Revenue YoY
175.3%
Analyst target
$2153
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
$13.9B
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
-2
3 buying · 5 selling
Smart money is net reducing SNDK: 5 funds trimmed versus 3 adding. 1 opened a brand-new position.
SANDISK CORP (SNDK) is held by 8 tracked funds worth $13.9B combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Leopold Aschenbrenner, who has committed 28.1% of their portfolio to it.
This quarter 1 fund opened a brand-new position (Steve Wymer), with 2 adding and 5 trimming — a net reduction signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 28.1% | $5.7B | |
| New buy | 4.1% | $3.8B | |
| Trimmed | 0.9% | $1.9B | |
| Trimmed | 0.5% | $1.4B | |
| Trimmed | 0.4% | $572M | |
| Added | 0.6% | $417M | |
| Trimmed | 0.3% | $141M | |
| Trimmed | 1.5% | $79M |
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.
Calls (bullish)
None disclosed.
2 insiders filed SEC Form 144 for $17M 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 |
|---|---|---|---|---|
| Bernard Shek | Officer | 4,108 | $7M | 2026-09-08 |
| Alper Ilkbahar | Officer | 6,270 | $10M | 2026-09-03 |
Which superinvestors own SNDK?
8 tracked funds hold SANDISK CORP (SNDK), the largest being Leopold Aschenbrenner (Situational Awareness LP) at 28.1% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SNDK?
In the most recent 13F quarter, 3 tracked funds added or opened SNDK and 5 trimmed it, including 1 brand-new position.
How much SNDK do tracked funds hold?
Combined disclosed long exposure to SNDK across tracked superinvestors is $13.9B 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.