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Alger Spectra Fund's investment thesis on Western Digital Corp ($WDC) — Q2 2026 | Buyside Digest

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$WDCWestern Digital Corp

NEUTRAL

Alger Spectra Fund

Fund Letter

Q2 2026

Published July 17, 2026

View Fund Profile

$289.20USD

Current Market Price

Pitch Price$519.80

Technical Chart

From the Fund Letter

Western Digital is a hard disk drive (HDD) storage company benefiting from rising hyperscaler data-center investment and the continued proliferation of data. The HDD industry...

— Patrick Kelly, Dan Chung, Ankur Crawford

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What other investors think about $WDC, and what else Alger Spectra Fund is buying.

Other pitches on $WDC

Other investors who've written on Western Digital Corp

Fidelity Dividend Growth FundBULL

Pitched Nov 9, 2026

Among individual holdings, a sizable overweight in Western Digital (-29%) - which had been the largest relative contributor in Q2 - topped the list of relative detractors this quarter. In early August,...

View all $WDC pitches →