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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.63 B.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $140.3 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 102.2%. Conversely, Jefferies Group reduced exposure by 60.0%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.10% | Add 76.7% | 1,453,271 | $163.06 M | Q3 2025 | |
| 0.12% | Add 102.2% | 835,200 | $93.71 M | Q3 2025 | |
| 0.14% | New Buy | 285,049 | $31.98 M | Q3 2025 | |
| 0.46% | New Buy | 166,235 | $18.65 M | Q3 2025 | |
| 0.02% | Reduce -60.0% | 36,600 | $4.11 M | Q3 2025 | |
| 0.01% | New Buy | 24,603 | $2.76 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Sandisk Corporation (SNDK)
Major holders include Cliff Asness ($163.06 M), Renaissance Technologies ($93.71 M), Joel Greenblatt ($31.98 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.8 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $140.3 M, with 5 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited SNDK. The total reported sell value was $31.23 M.
Yes, 3 managers opened new positions in SNDK, and 2 increased their existing holdings. The total reported buy value was $171.53 M.