What smart money is saying about Sandisk
1 fund in our archive has pitched Sandisk — most recently Blue Whale Growth Fund in June 2026.
SanDisk Corporation specializes in designing, manufacturing, and supplying storage solutions and devices leveraging advanced NAND flash technology. Its diverse product line features solid-state drives (SSDs), embedded memory solutions, removable memory cards, universal serial bus (USB) devices, and underlying wafers and components. Founded on June 1, 1988, the company maintains its principal executive offices in Milpitas, California.
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Position history
Every position in Sandisk on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 1 |
Fund activity · 2 positions · 1 move
- New positionMD SASS Concentrated ValueJune 2026
“We also initiated smaller positions in Entegris (ENTG), Qnity Electronics (Q), and Sandisk (SNDK), each of which represent less than 3% of the portfolio.”
Read the letterSandisk - HoldsHarding Loevner Global Small Companies EquityJune 2026
Listed in Harding Loevner Global Small Companies Equity’s reported holdings.
Read the letterSandisk
Also mentioned · 13
These funds discuss Sandisk — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedSpheria Australian Smaller Companies FundJune 2026
“though this was driven overwhelmingly by a single stock, SanDisk (SNDK.US), which rose roughly 4,900% over the period”
Read the letterSandisk - MentionedGuinness Global Equity Income FundJune 2026
“SK Hynix, Samsung, Micron, Kioxia and Sandisk have seen some of the largest positive earnings upgrades across the sector, reflecting a much more favourable profitability outlook.”
Read the letterSandisk - MentionedGuinness Global Quality Mid Cap FundJune 2026
“Not owning the memory chip producer SanDisk (+54.6% in the month) was a drag, while relative weakness from our IT holdings after some very strong performances so far this year also created a drag.”
Read the letterSandisk - MentionedArtisan Partners U.S. Mid‑Cap Value StrategyJune 2026
“For example, SanDisk, a manufacturer of flash memory storage products, gained more than 200% during the quarter and contributed more than two percentage points to the index's return,”
Read the letterSandisk - MentionedHosking PartnersJune 2026
“four stocks - Nvidia, Micron, Broadcom, and Sandisk - will account for 40 percentage points of that.”
Read the letterSandisk - MentionedHotchkis & Wiley Large Cap Fundamental ValueJune 2026
“Micron, Intel, and SanDisk—which together comprised a Russell 1000 Value weight of more than 4%—each more than tripled during the quarter.”
Read the letterSandisk - MentionedBlue Whale Growth FundJune 2026
“SanDisk holds a premier position in advanced flash memory, providing the robust, high-density storage solutions required to house the staggering output of modern AI applications.”
Read the letterSandisk - MentionedMontaka Global (Montaka Global FundJune 2026
“One stock, Sandisk, rose more than 4,900% over the 12 months!”
Read the letterSandisk - MentionedBaillie Gifford US Equity GrowthJune 2026
“Not owning memory companies such as Micron and Sandisk, whose share prices rose sharply (in the range of 200 percent plus in just three months), detracted from relative performance.”
Read the letterSandisk - MentionedClearBridge Investments Dividend StrategyJune 2026
“Our underweight to Micron and a select group of other non-dividend- paying data center plays, like Advanced Micro Devices, Intel and SanDisk, were the largest drivers of our relative underperformance.”
Read the letterSandisk - MentionedHotchkis & Wiley Mid‑Cap Value StrategyJune 2026
“SanDisk was among the largest detractors because we did not own it and returned well over +100% as a constituent of our benchmark.”
Read the letterSandisk - MentionedSpheria Global Opportunities Fund Spheria Australian Smaller Companies FundJune 2026
“though this was driven overwhelmingly by a single stock, SanDisk (SNDK.US), which rose roughly 4,900% over the period, underscoring just how narrow that reported return really was.”
Read the letterSandisk - MentionedHL Global Small Companies EquityMarch 2026
Named in a table in HL Global Small Companies Equity’s letter.
Read the letterSandisk
Fund coverage · 1 thesis
- Blue Whale Growth FundJune 2026
Sandisk is positioned to benefit from surging AI-driven demand for high-capacity, durable flash storage.
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