Ag2R la Mondiale Gestion D'Actifs 13F: New $12M Stake in SNDK

Ag2R la Mondiale Gestion D'Actifs disclosed on October 26, 2026, that it took a new position of 7,061 shares in Sandisk Corporation (SNDK), valued at approximately $12,285,363. This marks the fund's first investment in Sandisk, and the shares now represent 0.81% of its total reported holdings, which amount to about $1.52 billion.

SNDK Sandisk Corporation

$1,238.03 ▲ +349.80% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Where Sandisk Fits in Ag2R la Mondiale's Portfolio

Sandisk ranks 20th among Ag2R la Mondiale's 425 reported positions. The new stake accounts for a small portion of the fund's overall portfolio, but the investment could reflect confidence in Sandisk's growth potential, especially given its recent performance.

Other Institutional Activity in Sandisk

Other funds have also been active with Sandisk shares. Gf Fund Management reduced its stake by 245,955 shares, bringing its total to 79,727 shares worth about $138.7 million. Meanwhile, Clear Street Group Inc. added 1,758,833 shares, increasing its holdings to 2,983,392 shares valued at approximately $3.75 billion. Situational Awareness LP also boosted its position by 1,355,241 shares, ending with 2,495,344 shares valued at about $3.13 billion.

Sandisk Corporation Stock Up 1.4%

As of October 26, 2026, Sandisk shares closed at $1,255.58. The stock has recently traded around $1,255.77, which is about equal to its closing price. However, it remains below its 50-day moving average of $1,593.45, indicating a potential area of concern for investors. The stock is also significantly below its 52-week high of $2,354.39, down about 46.7% from that peak.

Recent Earnings

Sandisk reported trailing twelve-month revenue of approximately $20.2 billion and an impressive net margin of 56.5%. The company is set to announce its next earnings report on October 29, 2026, which could provide further insights into its financial health and market position.

Insider Buying and Selling at Sandisk Corporation

Several insiders have sold shares in Sandisk recently. On September 8, 2026, Officer Bernard Shek sold 2,308 shares for about $4,078,998. Chief Executive Officer David V. Goeckeler sold 33,838 shares on September 14, 2026, valued at approximately $51.7 million. Additionally, CFO Lomelin Luis Felipe Visoso sold 1,000 shares on September 15, 2026, for about $1,568,830.

Analysts Set New Price Targets

On October 26, 2026, Cantor Fitzgerald maintained an Overweight rating on Sandisk with a revised price target of $2,200. Prior to this, Mizuho had also maintained an Outperform rating with a target of $2,050. The consensus among analysts is currently a buy rating with a mean price target of $2,173, indicating potential upside for investors.

About Sandisk

Sandisk Corporation develops and sells data storage devices and solutions using NAND flash technology. The company operates globally, serving markets in the Americas, Europe, the Middle East, Africa, and Asia. Its innovative products are critical in the technology sector, particularly for consumers and businesses that rely on advanced data storage solutions.

Bottom Line

Investors will be watching Sandisk closely as it approaches its earnings announcement on October 29, 2026. Ag2R la Mondiale's new position could signal a positive outlook for the company, particularly as it continues to innovate in the tech sector. Further filings and insider transactions may provide additional context on market sentiment and stock performance.