David Tepper's Appaloosa Management exited Sandisk Corp (SNDK) during 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, selling all 281K shares. The position had been worth about $178.7M at the prior quarter-end and carried 3.01% of the book. SNDK had been in the portfolio for 1 quarter, since the quarter ended March 31, 2026.
What did the 2026 Q2 filing report for SNDK?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 281K | 0 |
| Reported value | $178.7M | $0 |
| Portfolio weight | 3.01% | 0% |
| Held since | 2026 Q1 | sold out in 2026 Q2 |
| Quarters held | 1 |
What did David Tepper sell?
David Tepper sold 281K shares of SNDK between the quarter ended March 31, 2026 and June 30, 2026. The SNDK exit was the 2nd largest of the quarter's 34 position changes by percent change to portfolio.
Where does SNDK sit in the David Tepper portfolio?
Before the sale, SNDK carried 3.01% of the David Tepper portfolio, below the fund's average stock position of 4%. The largest stock position is AMZN at 15.95%. Next come MU at 15.06% and TSM at 10.55%. The three largest stocks together are 41.56% of the book. Across the 2026 Q2 portfolio, David Tepper reported 25 stock positions, with 6 opened and 12 closed. The total portfolio value is about $7.5B, up 26% from the prior quarter.
How long has David Tepper held SNDK?
David Tepper held SNDK for 1 quarter, from the quarter ended March 31, 2026 to March 31, 2026. Every reported trade is on the David Tepper SNDK trade history page.
FAQ
How many SNDK shares did David Tepper sell?
David Tepper sold all 281K shares of SNDK it reported a quarter earlier, worth about $178.7M.
When did David Tepper first buy SNDK?
David Tepper first reported SNDK in the quarter ended March 31, 2026.
How much of the David Tepper portfolio was SNDK?
SNDK was 3.01% of the David Tepper portfolio at the prior quarter-end, and 0% after the sale.