5 tracked superinvestors hold WESTERN DIGITAL CORP (WDC), worth $2.7B combined, led by David Shaw. Smart money is trimming WDC as of the latest 13F filings.
Current price
$467.46
+417.4%
1Y
Western Digital Corporation designs, manufactures, and markets a broad range of data storage devices and software solutions across the United States, China, Hong Kong, Europe, the Middle East, Africa, and the rest of Asia, serving an international market. The company's product lineup includes client devices such as hard disk drives (HDDs) and solid-state drives (SSDs) for computing platforms like…
Market cap
$146.3B
P/E
25.84
Div yield
0.1%
Revenue YoY
35.7%
Analyst target
$648
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
5
tracked 13F / N-PORT funds
Combined value
$2.7B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-4
0 buying · 4 selling
Smart money is net reducing WDC: 4 funds trimmed versus 0 adding.
WESTERN DIGITAL CORP (WDC) appears mainly in diversified and quant books here (5 funds, $2.7B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to David Shaw at 0.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 4 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.9% | $1.8B | |
| Trimmed | 0.5% | $343M | |
| Held | 0.3% | $283M | |
| Trimmed | 0.5% | $110M | |
| Trimmed | 0.2% | $107M |
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)
Calls (bullish)
None disclosed.
3 insiders filed SEC Form 144 for $14M 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 |
|---|---|---|---|---|
| Vidyadhara K Gubbi | Officer | 1,795 | $825K | 2026-09-04 |
| Streeter Stephanie A | ASSOCIATED TO AFFILIATE | 10,000 | $4M | 2026-08-31 |
| Irving Tan | Officer & Director | 20,000 | $9M | 2026-08-11 |
Which superinvestors own WDC?
5 tracked funds hold WESTERN DIGITAL CORP (WDC), the largest being David Shaw (D.E. Shaw) at 0.9% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling WDC?
In the most recent 13F quarter, 0 tracked funds added or opened WDC and 4 trimmed it.
How much WDC do tracked funds hold?
Combined disclosed long exposure to WDC across tracked superinvestors is $2.7B 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.