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Sandisk Corporation

SNDK Technology
$1,633.35 $-59.24 (-3.50%)
Market Cap: $239.15 B
Gurus Holding
13
Popularity Rank
#161
% of Shares Held
0.57%
Net Activity (Q2 2026)
-$3.08 B

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 Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.37 B.

Top institutional holders include Cliff Asness and Frank Sands.

Institutional sentiment is currently Bearish. This is evidenced by a $3.08 B net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 126.6%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 99.4%.

Key Holders

Top 5 by Value

$965.3 M
$348.09 M
$183.71 M
$140.7 M
$112.99 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$395.59 M
Total Buy Value
New Buys 4
Additions 2
-$3.48 B
Total Sell Value
Reductions 7
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
8
Net Buyers
6

FAQs for Sandisk Corporation (SNDK)

Major holders include Cliff Asness ($965.3 M), Frank Sands ($348.09 M), Paul Tudor Jones ($183.71 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 839,866 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $3.08 B, with 6 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited SNDK. The total reported sell value was $3.48 B.

Yes, 4 managers opened new positions in SNDK, and 2 increased their existing holdings. The total reported buy value was $395.59 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.34% Reduce -35.8% 445,251 $965.3 M Q2 2026
1.29% New Buy 153,093 $348.09 M Q2 2026
0.26% Add 22.0% 80,795 $183.71 M Q2 2026
0.33% Reduce -38.4% 61,881 $140.7 M Q2 2026
0.12% Reduce -86.8% 49,692 $112.99 M Q2 2026
1.52% Reduce -8.5% 34,900 $79.35 M Q2 2026
0.02% Reduce -99.4% 4,980 $11.32 M Q2 2026
0.07% Add 126.6% 4,569 $10.39 M Q2 2026
0.00% New Buy 2,032 $4.62 M Q2 2026
0.02% New Buy 1,140 $2.59 M Q2 2026
0.02% Reduce -98.5% 641 $1.46 M Q2 2026
0.01% New Buy 575 $1.31 M Q2 2026
0.00% Reduce -96.7% 317 $720,772 Q2 2026
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Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form