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NASDAQ · Technology

WESTERN DIGITAL CORP WDC

Western Digital Corporation develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa. The company offers internal HDDs, data center drives, data center platforms, external drives, portable drives, NAS for home and office, and accessories.

Sources StockAnalysis company profile stockanalysis.com
Electronic Components

Company profile

Business mix

  • The company offers internal HDDs, data center drives, data center platforms, external drives, portable drives, NAS for home and office, and accessories.
  • It sells its data storage devices and solutions through its computer manufacturers, sales personnel, dealers, distributors, and retailers.
  • The company has a collaboration with Open Quantum Design for the development of quantum error correction technology and related systems to advance reliable quantum computing.
  • Western Digital Corporation was founded in 1970 and is headquartered in San Jose, 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 28.02 FCF 1.65% Buyback 1.07%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soroban Capital Partners Eric Mandelblatt 0.6% $310.1M 2026-03-31
Whale Rock Capital Management Alex Sacerdote 1.4% $111.4M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.3% $99.5M 2026-03-31
Bridgewater Associates Ray Dalio 0.3% $67.4M 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 4 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $428.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +268.5% +1,584,822 / 590,264
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 244.3% 13F value change +$54.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 72,339 Last 4 periods +176,700 (+244.3%) Total shares 249,039 Value $67.4M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 37.7% 13F value change +$17.5M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 5.3% 13F value change +$31.5M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -4.7% 13F value change +$23.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -27.4% 13F value change +$12.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 366,853 Last 4 periods +915 (+0.2%) Total shares 367,768 Value $99.5M
Whale Rock Capital Management Alex Sacerdote 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$111.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +412,006 (New) Total shares 412,006 Value $111.4M
Soroban Capital Partners Eric Mandelblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 1926.3% 13F value change +$189.8M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -62.6% 13F value change -$58.3M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 151,072 Last 4 periods +995,201 (+658.8%) Total shares 1,146,273 Value $310.1M
Soros Fund Management George Soros 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$14.2M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -61.6% 13F value change -$5.6M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$8.6M
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 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$31.8M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -23.6% 13F value change +$6.6M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$38.4M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Sachem Head Capital Management Scott Ferguson 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$74.6M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$74.6M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.