Why Micron and Sandisk Stocks Are Down Today and What Wall Street Sees Ahead – August 18
Memory stocks are slipping on Tuesday, with Micron (NASDAQ:MU) down around 5% and Sandisk (NASDAQ:SNDK) falling about 6%. The weakness comes as tec...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 19,275,300 | $22,249,286,037 | +16% | 2.54% | |
| 2. | 14,155,700 | $16,339,782,953 | +38% | 1.87% | |
| 3. | Situational Awareness LP Leopold Aschenbrenner | 4,828,786 | $5,573,819,392 | +27713% | 27.54% |
| 4. | AQR Capital Management Cliff Asness | 3,833,728 | $4,425,233,125 | -16% | 1.54% |
| 5. | Coatue Management Philippe Laffont | 3,142,269 | $3,627,089,685 | +1794% | 7.46% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $337.50 | 7,820 | $2,639,250.00 | 25,910 | 2026-01-14 | Filing | |
| $336.63 | 3,780 | $1,272,461.40 | 18,090 | 2026-01-14 | Filing | |
| $337.07 | 11,600 | $3,910,012.00 | 14,310 | 2026-01-13 | Filing | |
| $61.73 | 176 | $10,864.48 | 187,072 | 2022-07-26 | Filing | |
| $70.08 | 135 | $9,460.80 | 186,896 | 2022-04-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $965.85 | 1,002 | $967,781.70 | 304,503 | 2026-07-24 | Filing | |
| $960.00 | 316 | $303,360.00 | 305,505 | 2026-07-24 | Filing | |
| $956.68 | 405 | $387,455.40 | 305,821 | 2026-07-24 | Filing | |
| $956.18 | 1,523 | $1,456,262.14 | 306,226 | 2026-07-24 | Filing | |
| $954.19 | 725 | $691,787.75 | 307,749 | 2026-07-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 104,827,219 | $121,001,011,030 | 1.8% | |
| 2. | 73,659,544 | $85,024,475,045 | 1.82% | |
| 3. | 50,075,870 | $57,802,075,982 | 1.71% | |
| 4. | 36,420,900 | $42,040,280,661 | 3.49% | |
| 5. | 36,315,240 | $41,918,317,985 | 3.32% |