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Sandisk Corporation

SNDK Technology
$2,090.71 $-244.29 (-10.46%)
Market Cap: $309.61 B
Gurus Holding
10
Popularity Rank
#427
% of Shares Held
1.63%
Net Activity (Q1 2026)
-$470.64 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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.04 B.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $470.64 M net outflow during the quarter.

Recent activity highlights David Tepper who opened a new position. Conversely, Jefferies Group reduced exposure by 90.6%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$277.87 M
Total Buy Value
New Buys 5
Additions 0
-$748.51 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for Sandisk Corporation (SNDK)

Major holders include Renaissance Technologies (RenTech) ($508 M), Cliff Asness ($419.91 M), Steven Cohen ($239.27 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.41 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $470.64 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited SNDK. The total reported sell value was $748.51 M.

Yes, 5 managers opened new positions in SNDK, and 0 increased their existing holdings. The total reported buy value was $277.87 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.79% Reduce -33.9% 799,568 $508 M Q1 2026
0.19% Reduce -38.9% 693,789 $419.91 M Q1 2026
0.31% Reduce -35.3% 376,608 $239.27 M Q1 2026
3.01% New Buy 281,250 $178.69 M Q1 2026
0.20% Reduce -55.3% 100,459 $63.83 M Q1 2026
0.08% New Buy 66,205 $42.06 M Q1 2026
0.55% New Buy 42,290 $26.87 M Q1 2026
0.72% New Buy 38,155 $24.24 M Q1 2026
0.03% New Buy 9,457 $6.01 M Q1 2026
0.01% Reduce -90.6% 2,016 $1.28 M Q1 2026
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