Follow-The-Filings

Security · featured owners

SNDK Sandisk Corp.

COM Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • #143
  • Max 28.0%
  • Master 0.46%
  • $7.8B
  • 3 new 2 add 3 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

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

8 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-K Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
8-K 1.01,8.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 15 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 25, 2026 · 3 forms Filing Doc
4 Period Aug 20, 2026 · 4 forms Filing Doc
4 Period Aug 3, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 20, 2026 Filing Doc
4 Period Jun 3, 2026 Filing Doc
4 Period Jun 1, 2026 Filing Doc
4 Period May 25, 2026 · 3 forms Filing Doc
4 Period May 20, 2026 · 3 forms Filing Doc
4 Period May 21, 2026 Filing Doc
4 Period May 12, 2026 · 2 forms Filing Doc
4 Period May 9, 2026 Filing Doc
4 Period May 8, 2026 Filing Doc
4 Period Apr 20, 2026 Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders