Druckenmiller Exits SanDisk; Western Digital Divests Remaining Stake
Legendary trader Stanley Druckenmiller’s Duquesne Family Office fully liquidated its SanDisk stake in Q4 2025 as part of a rotation that included a $113 million bet on iShares MSCI Brazil ETF and new U.S. equal-weight and financial ETF positions. Western Digital divested remaining SanDisk shares to focus on its storage business.
1. Duquesne Exits SanDisk Position
In its Q4 2025 13F filing, Stanley Druckenmiller’s Duquesne Family Office closed its entire SanDisk holding to fund a $113 million position in the iShares MSCI Brazil ETF and larger allocations to U.S. equal-weight and financial-sector ETFs, marking a shift from growth tech to value and emerging markets exposure.
2. Western Digital Divests SanDisk Stake
Western Digital sold its remaining SanDisk shares to concentrate on its core storage solutions following the 2016 spin-off, reducing potential stock overhang while sharpening its focus on higher-margin HDD and SSD operations under the parent company.