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SNDK Sandisk Corporation

Information Technology, filed as SANDISK CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 5 managers in 2026 Q2, sold by 4

  • 8 Owners
  • #142
  • Max 28.0%
  • Master 0.46%
  • $7.8B
  • 3 new 2 add 3 reduce 1 exit

In 2026 Q2, 3 managers opened positions, 2 added, 3 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 28.0% (Situational Awareness). Not free-float ownership.

  1. Situational Awareness Add 28.0%
  2. Alex Sacerdote Reduce 10.9%
  3. Ben Hoskin Add 1.8%
  4. Stanley Druckenmiller Reduce 1.5%
  5. Ryan Packard New 1.5%
  6. Nehal Chopra New 1.3%

Who owns SNDK

Sorted by value, long equity only, as of 2026 Q2.

History
Situational Awareness 28.0%, was 5.3% Add +118.9% 2,495,344 $5.7B History
Alex Sacerdote, Whale Rock Capital Management 10.9% Reduce −25.4% 596,545 $1.4B History
Ben Hoskin, Value Aligned Research Advisors 1.8%, was 0.33% Add +196.4% 311,782 $709M History
Stanley Druckenmiller, Duquesne Family Office 1.5% Reduce −8.5% 34,900 $79M History
Ryan Packard, Hiddenite Capital Partners 1.5% New 1.5% 7,500 $17M History
Nehal Chopra, Ratan Capital Management 1.3% New 1.3% 1,740 $4M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 575 $1.3M History
Polen Capital Management <0.01% Reduce −57.4% 193 $439K History
David Tepper, Appaloosa exited 2026 Q2 Last 2026 Q1 3.0% Exit −3.01% 281,250 $179M History

8 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SNDK's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SNDK insider trades
  • None no insider bought on the open market
  • $8.1M sold by 3 insiders outside a trading plan
  • $123M sold by 4 insiders under 10b5-1 plans
  1. Bernard Shek Chief Legal Officer and Secty
    Planned sale
    $1M 600 shares at $1,734.94 2.3% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  2. David Goeckeler CEO
    Planned sale
    $53.3M 33,841 shares at $1,574.21 8.1% of stake
    Traded Sep 17 Filed Sep 21
    ↗
  3. Luis Felipe Visoso CFO
    Planned sale
    $1.6M 1,000 shares at $1,568.83 0.8% of stake
    Traded Sep 15 Filed Sep 16
    ↗
  4. David Goeckeler CEO
    Planned sale
    $51.7M 33,838 shares at $1,527.87 7.6% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  5. Alper Ilkbahar EVP & Chief Technology Officer
    Planned sale
    $626K 400 shares at $1,563.89 0.9% of stake
    Traded Sep 3 Filed Sep 8
    ↗
  6. Alper Ilkbahar EVP & Chief Technology Officer
    Planned sale
    $7.3M 4,712 shares at $1,540.58 9.6% of stake
    Traded Sep 3 Filed Sep 8
    ↗
  7. Bernard Shek Chief Legal Officer & Secty
    Planned sale
    $4.1M 2,308 shares at $1,767.33 8.4% of stake
    Traded Sep 8 Filed Sep 8
    ↗
  8. Bernard Shek Chief Legal Officer & Secty
    Planned sale
    $915K 600 shares at $1,525.60 2% of stake
    Traded Sep 1 Filed Sep 2
    ↗
  9. Bernard Shek Chief Legal Officer & Secty
    Planned sale
    $697K 600 shares at $1,162.16 1.9% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  10. Bernard Shek Chief Legal Officer & Secty
    Planned sale
    $1.3M 600 shares at $2,088.00 1.9% of stake
    Traded Jul 1 Filed Jul 2
    ↗
  11. Bernard Shek Chief Legal Officer & Secty
    Planned sale
    $1M 600 shares at $1,736.00 1.8% of stake
    Traded Jun 3 Filed Jun 5
    ↗
  12. Alper Ilkbahar EVP, Chief Technology Officer
    Sale
    $3.5M 2,000 shares at $1,756.58 3.7% of stake
    Traded Jun 1 Filed Jun 2
    ↗
  13. Michael Pokorny VP, Chief Accounting Officer
    Sale
    $3.5M 2,446 shares at $1,426.18 9.9% of stake
    Traded May 12 Filed May 14
    ↗
  14. Necip Sayiner Director
    Sale
    $870K 579 shares at $1,503.11 17% of stake
    Traded May 8 Filed May 11
    ↗
  15. Necip Sayiner Director
    Sale
    $248K 1,271 shares at $195.14 27% of stake
    Traded Dec 3, 2025 Filed Dec 4, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 57 share withholdings for taxes, 12 stock grants, 4 gifts, 1 option exercise, and 1 sale to cover taxes.

Congress

6 members of Congress traded SNDK in the last three years: 5 buys and 5 sales.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K May 7 filed Jun 3
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Mar 13 filed Apr 7
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 9 filed Feb 13
  5. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  6. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025

SEC filings

Recent issuer filings from EDGAR, 8 shown.

Filed Form Detail Links
DEF 14A DEFINITIVE PROXY STATEMENT Filing Doc
DEFA14A DEFINITIVE ADDITIONAL PROXY SOLICITING MATERIALS Filing Doc
8-K 5.02 Filing Doc
8-K 1.01,9.01 Filing Doc
10-K Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,8.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 22 minutes ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2025 FY2026
Revenue $7.36B $20.25B
Gross profit $2.21B $14.47B
Gross margin * 30.1% 71.5%
Net income -$1.64B $11.43B
Net margin * -22.3% 56.5%

Balance sheet

Metric FY2025 FY2026
Total current assets $5.09B $12.78B
Total non-current assets * $7.9B $9.73B
Total assets $12.98B $22.51B
Total current liabilities $1.43B $5.58B
Total non-current liabilities * $2.34B $1.19B
Total equity $9.22B $15.74B

Cash flow

Metric FY2025 FY2026
Cash from operations $0.084B $11.67B
Cash from investing $0.556B -$1.39B
Cash from financing $0.518B -$7B
Net change in cash $1.15B $3.28B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.