---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43446002.md"
description: "Not all large investors agree with SanDisk's upside potential. Duquesne, under Stanley Druckenmiller, slightly reduced its position in the second quarter, dropping holdings from approximately 38,000 shares to about 35,000 shares. Appaloosa, under David Tepper, completely cleared a position of approximately 280,000 shares, which was established in the first quarter. Renaissance Technologies took more aggressive action, cutting its holdings by over 99% in the second quarter, from approximately 799,600 shares down to just 4,980 shares, reducing its position for two consecutive quarters."
datetime: "2026-08-18T01:46:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43446002.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43446002.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43446002.md)
author: "[Jinyx](https://longbridge.com/en/profiles/18088065.md)"
---

# Not all large investors agree with SanDisk's upsid…


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## Comments (2)

- **闪迪 · 2026-08-18T02:17:12.000Z · 👍 1**: Is this kind of position size considered large?
  - **Jinyx** (2026-08-18T03:11:21.000Z): The fuse,