Sandisk Corp. – Investors and Politicians Who Own It
SNDK, 5 share classes and securities
Investors who own it
15 tracked investors, $9.4B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Leopold AschenbrennerSituational Awareness LP, Q2 2026 | $5.7B | 28.0% |
Alex SacerdoteWhale Rock Capital, Q2 2026 | $1.4B | 10.9% |
| $708.9M | 1.77% | |
Castle Hook PartnersQ2 2026 | $540.2M | 2.48% |
Rob CitroneDiscovery Capital Management, Q2 2026 | $472M | 19.6% |
Frank SandsSands Capital Management, Q2 2026 | $348.1M | 1.29% |
| $172.3M | 2.92% | |
Value Aligned Research AdvisorsCallQ2 2026 | $171.2M | 0.43% |
Karthik SarmaSRS Investment Management, Q2 2026 | $80.4M | 0.74% |
Stanley DruckenmillerDuquesne Family Office, Q2 2026 | $79.4M | 1.52% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $12.1M | 0.18% |
Mario GabelliGAMCO Investors, Q2 2026 | $2.6M | 0.02% |
Lee AinslieMaverick Capital, Q2 2026 | $1.3M | 0.01% |
Ray DalioBridgewater Associates, Q2 2026 | $720.8K | 0.00% |
Polen CapitalQ2 2026 | $438.8K | 0.00% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | $56.3K | 0.13% |
Alan ArmstrongR-OK · Senate | $22K | 0.44% |
Josh GottheimerD-NJ · House | $10.1K | 0.03% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Leopold Aschenbrenner | Added +119% | 2,495,344 |
| Alex Sacerdote | Reduced −25% | 596,545 |
| Value Aligned Research Advisors | Added +196% | 311,782 |
| Leopold AschenbrennerCall | Sold out | 0 |
| Castle Hook Partners | Reduced −14% | 237,578 |
| Rob Citrone | Added +13% | 207,587 |
| Frank Sands | New | 153,093 |
| David Tepper | Sold out | 0 |
| Value Aligned Research AdvisorsCall | Added +34% | 75,300 |
| SCGE Management (Sequoia Capital Global Equities) | Added +21% | 75,800 |
| Karthik Sarma | Added +0.8% | 35,374 |
| Stanley Druckenmiller | Reduced −8.5% | 34,900 |
| Barry Ritholtz | Added +48% | 5,341 |
| Ray Dalio | Reduced −97% | 317 |
| Mario Gabelli | New | 1,140 |
| Lee Ainslie | New | 575 |
| Polen Capital | Reduced −57% | 193 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Josh GottheimerJointD-NJ · House | Bought$1K–$15K | May 7, 2026disclosed Jun 3, 2026 |
Alan ArmstrongR-OK · Senate | Bought$1K–$15K | Mar 27, 2026disclosed Jul 21, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Mar 13, 2026disclosed Apr 7, 2026 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Jan 9, 2026disclosed Feb 13, 2026 |
Lisa C. McClainSpouseR-MI · House | Sold$1K–$15K | Oct 31, 2025disclosed Nov 21, 2025 |
Lisa C. McClainSpouseR-MI · House | Bought$1K–$15K | Oct 30, 2025disclosed Nov 21, 2025 |
Lisa C. McClainSpouseR-MI · House | Sold$1K–$15K | Oct 30, 2025disclosed Nov 21, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Sold$1K–$15K | Apr 8, 2025disclosed May 8, 2025 |
Jefferson ShreveR-IN · House | Sold$15K–$50K | Apr 7, 2025disclosed May 8, 2025 |
Robert P. Bresnahan, Jr.R-PA · House | Sold$1K–$15K | Apr 4, 2025disclosed Apr 22, 2025 |
Jefferson ShreveR-IN · House | Exchange$1K–$15K | Feb 24, 2025disclosed Mar 9, 2025 |