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
1 published idea on Western Digital Corporation across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Western Digital Corporation: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…