9 tracked superinvestors hold SANDISK CORP (SNDK), worth $4.9B combined, led by David Shaw. Smart money is trimming SNDK as of the latest 13F filings.
Current price
$1858.27
+3980.8%
1Y
SanDisk Corp. engages in the development, manufacture, and provision of storage devices and solutions on NAND flash technology. Its products include solid state drives. embedded products, removable cards, universal series bus, and wafers and components. The company was founded on June 1, 1988 and is headquartered in Milipitas, CA.
Market cap
$175.2B
P/E
40.48
Div yield
0.0%
Revenue YoY
10.4%
Analyst target
$1684
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
9
tracked 13F / N-PORT funds
Combined value
$4.9B
disclosed long exposure
Tier-1 conviction
3
concentrated holders
Net this quarter
-1
4 buying · 5 selling
Smart money is net reducing SNDK: 5 funds trimmed versus 4 adding. 2 opened a brand-new position.
SANDISK CORP (SNDK) is a genuine cross-fund conviction name: 3 concentrated Tier-1 superinvestors hold it, alongside 6 other tracked funds, for $4.9B of combined disclosed exposure.
The highest-conviction holder is Leopold Aschenbrenner, who has committed 8.2% of their portfolio to it, while David Shaw holds the largest dollar position.
This quarter 2 funds opened a brand-new position (David Tepper, Stanley Druckenmiller), with 2 adding and 5 trimming — a net reduction signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.8% | $1.2B | |
| Added | 8.2% | $1.1B | |
| Trimmed | 0.4% | $892M | |
| Added | 0.4% | $509M | |
| Trimmed | 0.8% | $508M | |
| Trimmed | 0.6% | $415M | |
| New buy | 3% | $179M | |
| Trimmed | 0.2% | $64M | |
| New buy | 0.7% | $24M |
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.
Puts (bearish / hedge)
None disclosed.
Calls (bullish)
Which superinvestors own SNDK?
9 tracked funds hold SANDISK CORP (SNDK), the largest being David Shaw (D.E. Shaw) at 0.8% of its 13F portfolio. 3 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SNDK?
In the most recent 13F quarter, 4 tracked funds added or opened SNDK and 5 trimmed it, including 2 brand-new positions.
How much SNDK do tracked funds hold?
Combined disclosed long exposure to SNDK across tracked superinvestors is $4.9B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.