Form 13-F position report

WESTERN DIGITAL CORP

Reported by THUNDERBIRD PARTNERS LLP

Company profile Manager portfolio Source filing
WDC CUSIP 958102105 Manager CIK 0001636974
Latest reported change

Reported 1,188,480 shares, down 298,437 (20.1%) from the prior quarter.

Reported value -4.6%; share count -20.1% vs. the prior quarter.

Reduced
% of reported 13F value 11.24% This manager · Q1 2023
Shares 1,188,480 Quarter-end amount reported
Reported value $44,770,042 Fair value at quarter end
Consecutive quarters held 11 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2025 Reduced 0 -280,201 (-100.0%) 0 $0 2025-08-14
Q1 2025 New 280,201 +280,201 (0.0%) 10.0% $11,328,526 2025-05-14
Q3 2024 Reduced 0 -776,989 (-100.0%) 0 $0 2024-11-14
Q2 2024 Reduced 776,989 -98,170 (-11.2%) 13.99% $58,872,457 2024-08-13
Q1 2024 Reduced 875,159 -70,398 (-7.4%) 15.32% $59,720,850 2024-05-15
Q4 2023 Reduced 945,557 -24,033 (-2.5%) 10.68% $49,518,820 2024-02-15
Q3 2023 Added 969,590 +295,657 (43.9%) 11.09% $44,242,392 2023-11-13
Q2 2023 Reduced 673,933 -514,547 (-43.3%) 7.86% $25,562,279 2023-08-14
Q1 2023 Reduced 1,188,480 -298,437 (-20.1%) 11.24% $44,770,042 2023-05-15
Q4 2022 Reduced 1,486,917 -208,667 (-12.3%) 11.32% $46,912,231 2023-02-14
Q3 2022 Reduced 1,695,584 -26,614 (-1.5%) 15.31% $55,191,000 2022-11-14
Q2 2022 Reduced 1,722,198 -132,491 (-7.1%) 18.36% $77,206,000 2022-08-15
Q1 2022 Reduced 1,854,689 -208,724 (-10.1%) 13.07% $92,085,000 2022-05-16
Q4 2021 Added 2,063,413 +289,103 (16.3%) 15.52% $134,555,000 2022-02-14
Q3 2021 Reduced 1,774,310 -33,309 (-1.8%) 12.0% $100,142,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

593 managers reported WESTERN DIGITAL CORP for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 37,718,257 +376,635 0.04% $1,420,846,742 40 qtrs
BlackRock Inc Reduced 25,290,220 -444,062 0.03% $952,682,603 40 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 22,595,297 +1,931,325 0.13% $851,166,000 40 qtrs
STATE STREET CORPORATION Added 12,798,525 +404,895 0.03% $482,120,307 40 qtrs
NOMURA HOLDINGS INC Added 10,606,474 +7,691,896 1.27% $399,545,876 40 qtrs
VICTORY CAPITAL MANAGEMENT INC Added 9,427,145 +5,314,519 0.4% $355,120,551 34 qtrs
MILLENNIUM MANAGEMENT LLC Added 8,100,440 +4,992,612 0.17% $305,144,000 40 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 6,829,671 +14,928 0.03% $256,712,726 40 qtrs
Invesco Ltd Reduced 5,622,394 -285,645 0.06% $211,795,582 40 qtrs
AMERIPRISE FINANCIAL INC Reduced 5,415,732 -153,641 0.07% $204,010,641 40 qtrs
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Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 15, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
1,188,480
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.