Sandisk Corporation (SNDK): A Bull Case Theory
We came across a bullish thesis on Sandisk Corporation on Trade At Your Own Risk’s Substack. In this article, we will summarize the bulls’ thesis on SNDK.
Sandisk Corp (SNDK)
Market is closed
Sector: Computer Storage Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Slate Path Capital David Greenspan | 4,738,618 | $214,896,326 | +4% | 3.7% |
| 2. | Madison Avenue Partners Eli Samaha | 3,571,109 | $161,949,793 | 10.81% | |
| 3. | Balyasny Asset Management Dmitry Balyasny | 2,489,614 | $112,903,995 | 0.17% | |
| 4. | Citadel Investment Group Ken Griffin | 2,147,308 | $97,380,418 | +33% | 0.02% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,378,116 | $62,497,561 | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $80.27 | 3,000 | $240,809.70 | 5,810 | 2015-01-26 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $76.30 | 23,977 | $1,829,445.10 | 50,000 | 2016-05-11 | Filing | |
| $74.45 | 1,125 | $83,761.76 | 3,762 | 2015-11-25 | Filing | |
| $74.44 | 1,969 | $146,576.30 | 4,887 | 2015-11-25 | Filing | |
| $68.60 | 1,968 | $135,004.80 | 3,762 | 2015-10-14 | Filing | |
| $60.00 | 1,125 | $67,500.00 | 3,762 | 2015-10-05 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,794,919 | $988,399,583 | 0.06% | |
| 2. | 16,764,932 | $760,289,689 | 0.01% | |
| 3. | 16,554,878 | $750,763,718 | 0.01% | |
| 4. | 7,109,285 | $322,406,075 | 1.34% | |
| 5. | 4,532,603 | $205,553,545 | 0.18% |
News See All
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Sandisk (SNDK) Gets 30.6% Boost from Renewed AI Optimism
Sandisk rallied by 30.65 percent week-on-week to hit a new all-time high after marking three straight days of gains as investor sentiment was boosted by the broader market optimism for Artificial Intelligence...
SanDisk (SNDK) Surges Nearly 10% as Wall Street Bets Anew on AI Future
While Sandisk Corp.’s (NASDAQ:SNDK) exposure to enterprise SSD was limited, Morgan Stanley expects upside for the company as its BICS 8 process ramps up in the second half of the year, positioning it...
Loomis Sayles Small Cap Value Fund Exited Sandisk Corporation (SNDK) Due to Thesis Break
Loomis Sayles, an investment management company, released its “Small Cap Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Cantor Fitzgerald Reaffirms ‘Overweight’ Rating on Sandisk Corporation (SNDK) With $50 PT
On August 15, 2025, Cantor Fitzgerald confirmed its Overweight rating and $50 price target for Sandisk Corporation (NASDAQ:SNDK) following the company’s excellent June-quarter results beat.
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Sandisk (SNDK) Corporation Beats Earnings Forecasts but Lowers Guidance, Cantor Reaffirms Price Target
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