13FGuru
Sign in with Google Sign in with Discord

NASDAQ · Technology

SANDISK CORP SNDK

Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally. The company offers solid state drives for desktop and notebook PCs, gaming consoles, and set top boxes; and flash-based embedded storage products for mobile phones, tablets, notebook PCs and other portable and wearable devices, automotive applications, Internet of Things, industrial, and connected home applications, as well as removable cards, universal serial bus drives, and wafers and components.

Sources StockAnalysis company profile stockanalysis.com
Electronic Components

Company profile

Business mix

  • The company offers solid state drives for desktop and notebook PCs, gaming consoles, and set top boxes.
  • It sells its products to computer manufacturers and original equipment manufacturers, datacenters, private cloud customers, cloud service providers, resellers, distributors, and retailers through its sales personnel, dealers, distributors, retailers.
  • Sandisk Corporation was incorporated in 2024 and is based in Milpitas, California.

Current key questions

  • Can demand for the company's products and platforms keep growing within computer hardware?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 52.49 FCF 1.93% Buyback -4.66%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Whale Rock Capital Management Alex Sacerdote 6.6% $508.0M 2026-03-31
Appaloosa David Tepper 3.0% $178.7M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $63.8M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.7% $24,241 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 5 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $751.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +1,245,481 / 0
Appaloosa David Tepper 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$178.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +281,250 (New) Total shares 281,250 Value $178.7M
Duquesne Family Office Stanley Druckenmiller 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$18,652
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$18,652
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$24,241
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +38,155 (New) Total shares 38,155 Value $24,241
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$32.0M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -21.2% 13F value change +$21.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -55.3% 13F value change +$10.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +100,459 (New) Total shares 100,459 Value $63.8M
Whale Rock Capital Management Alex Sacerdote 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$238.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -20.3% 13F value change +$269.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +799,587 (New) Total shares 799,587 Value $508.0M
Soros Fund Management George Soros 2 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$23.9M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$23.9M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Glenview Capital Management Larry Robbins 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$12.5M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -90.1% 13F value change -$11.3M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +26,030 (New) Total shares 26,030 Value $1.2M

Recent mentions

No public mentions.