LongWDCJun 2026
Western Digital Corporation
Fidelity holds Western Digital as a meaningful overweight and sees AI as a powerful driver of storage demand. The company reported better-than-expected quarterly results…
WDC
Which hedge funds are long WDC?
4 published ideas on Western Digital Corporation across 4 funds — 4 long and 0 short.
Western Digital hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Western Digital: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongWDCJun 2026
Western Digital Corporation
Alger views Western Digital as a beneficiary of rising hyperscaler data-center investment and continued growth in data volumes. The HDD industry is highly consolidated, Western…
LongWDCJun 2026
Western Digital Corporation
Alger views Western Digital as a beneficiary of rising hyperscaler data-center spending and continued growth in data volumes. A consolidated HDD industry, a leading market…
LongWDCJun 2026
Western Digital Corporation
Alger sees Western Digital benefiting from rising data-center investment and continued data proliferation. A highly consolidated HDD industry, the company's leading market…