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Sandisk Corporation

SNDK Technology
$709.71 $-62.38 (-8.08%)
Market Cap: $104.73 B
Gurus Holding
5
Popularity Rank
#2052
% of Shares Held
2.15%
Net Activity (Q4 2025)
+$111.84 M

Guru Ownership Trend

Guru Analysis for Sandisk Corporation (SNDK)

Sandisk Corporation (SNDK), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.25 B.

Top institutional holders include Renaissance Technologies and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $111.84 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Jefferies Group reduced exposure by 41.3%.

Key Holders

Top 5 by Value

$269.33 M
$138.13 M
$53.29 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$226.86 M
Total Buy Value
New Buys 1
Additions 1
-$115.02 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Sandisk Corporation (SNDK)

Major holders include Renaissance Technologies ($286.99 M), Cliff Asness ($269.33 M), Steven Cohen ($138.13 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 3.17 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $111.84 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited SNDK. The total reported sell value was $115.02 M.

Yes, 1 managers opened new positions in SNDK, and 1 increased their existing holdings. The total reported buy value was $226.86 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.45% Add 44.8% 1,209,000 $286.99 M Q4 2025
0.14% Reduce -21.9% 1,134,574 $269.33 M Q4 2025
0.15% New Buy 581,889 $138.13 M Q4 2025
0.19% Reduce -21.2% 224,493 $53.29 M Q4 2025
0.03% Reduce -41.3% 21,499 $5.1 M Q4 2025
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