Oriental Harbor Investment Master Fund 13F: Adds $2.6M to SNDK Stake
Key Points
- Oriental Harbor Investment Master Fund grew its Sandisk Corporation SNDK holdings by 1,483 shares during the period, bringing its total position to 78,759 shares worth about $137.03 million.
- Other institutional investors active in the stock included Fjarde Ap-Fonden with 38,520 shares and E. Ohman J:or Asset Management with 3,780 shares.
- The computer hardware firm trades near $1,261.71 ahead of its upcoming earnings report scheduled for October 29, 2026.
Get Sandisk text alerts
We text you when insiders, Congress, analysts or big funds move on $SNDK.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Sandisk Corporation alert may contain errors. Disclosures
Oriental Harbor Investment Master Fund increased its holdings in Sandisk Corporation SNDK by 1,483 shares during the quarter, according to a Form 13F filing on October 22, 2026. The reported value of the fund's stake reached approximately $137.03 million as of the filing date.
SNDK
Sandisk Corporation
What Changed in Oriental Harbor Investment Master Fund's Sandisk Position
The fund expanded its footprint in the computer hardware maker by 1.9% compared to the prior period. Moving from 77,276 shares up to 78,759 shares, the adjustment shows steady interest from the institutional investor.
Other Institutional Activity in Sandisk
Other major funds also adjusted their positions in Sandisk Corporation SNDK around the same reporting window. Fjarde Ap-Fonden /Fourth Swedish National Pension Fund held 38,520 shares valued at about $67.02 million. SBI Securities reduced its stake by 2,614 shares, ending with 11,172 shares worth roughly $19.44 million. E. Ohman J:or Asset Management picked up a new position of 3,780 shares valued at about $6.58 million. Diversify Wealth Management grew its holdings by 2,996 shares to total 4,605 shares valued at about $6.42 million.
Sandisk Corporation Stock Down 7.6%
Sandisk Corporation SNDK shares recently traded around $1,261.71, matching the closing price of $1,260.93 recorded on October 22, 2026. The stock sits above its 200-day moving average while remaining well below its 52-week high of $2,354.39.
Recent Earnings
Trailing twelve-month results show revenue of $20.25 billion and earnings of $73.76 per share. The company posted a net profit margin of 56.5% and a return on equity of 91.6%. The company is scheduled to release its next financial results on October 29, 2026.
Dividend
The company does not pay a dividend.
Insider Buying and Selling at Sandisk Corporation
Company insiders completed several transactions prior to the filing. Officer Bernard Shek sold 2,308 shares on September 8, 2026, for about $4.08 million. Chief Executive Officer David V. Goeckeler executed multiple sales, including 33,838 shares on September 14, 2026, and 33,841 shares on September 17, 2026. Chief Financial Officer Lomelin Luis Felipe Visoso sold 1,000 shares on September 15, 2026, for about $1.57 million.
Analysts Set New Price Targets
Wall Street firms have updated their outlooks on the stock. RBC Capital and Wells Fargo maintained their respective sector perform and equal-weight ratings while adjusting targets in August 2026. Mizuho reiterated an outperform rating with a target of $2,050.00 on October 6, 2026. Rosenblatt initiated coverage with a buy rating and a $2,400.00 target on September 22, 2026. Overall, the stock carries a buy consensus rating among 24 analysts with a mean price target of $2,173.00.
About Sandisk
Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the Americas, Europe, the Middle East, Africa, Asia, and internationally. Institutional interest from funds like Oriental Harbor Investment Master Fund highlights ongoing activity around the hardware provider.
Bottom Line
Investors will look to the upcoming earnings report on October 29, 2026, for further updates on the company's financial trajectory. Additional institutional reports will provide more context on portfolio adjustments.
Related Filing Alerts
Source: Oriental Harbor Investment Master Fund's 13F filing on $SNDK (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts