SNDK
Sandisk Corp
4 super-investors hold SNDK worth a combined $589M. The largest position: David Tepper at 3.0% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 41 — ranked #110 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own SNDK
Interest in SNDK accelerated sharply in 2026Q1, with two high-profile managers — David Tepper and Stanley Druckenmiller — initiating new positions, bringing cohort ownership from one to four holders. Tepper's is the standout, at 3.0% of his portfolio and $179M in market value, making it a meaningful conviction bet by any measure. Druckenmiller's $24M stake is smaller but notable given his historically concentrated, high-turnover style. Greenblatt was already a holder at $386M, though his position represents only 0.3% of his much larger book. The simultaneous entry of Tepper and Druckenmiller in the same quarter signals rising cohort interest after a period of near-zero ownership, though with only four holders and no adds among existing owners, the position base remains narrow.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.3% | 5q | $386M | 607,797 |
| 2 | David Tepper | 3.0% | — 1q | $179M | 281,250 |
| 3 | Stanley Druckenmiller | 0.8% | 2q | $24M | 38,155 |
| 4 | Polen Capital Management | <0.1% | 2q | $288K | 453 |
Owners of SNDK also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| David Tepper | NEW | 3.0% | +100% | $179M | May 15, 2026 |
| Stanley Druckenmiller | NEW | 0.8% | +100% | $24M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 80004C200. Not investment advice.