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SNDK position history

The shares of Sandisk (SNDK) that Situational Awareness LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q3: 115,000 shares, $13M, 0.31% of portfolio, New
  2. 2025 Q4: 1,054,200 shares, $250M, 4.5% of portfolio, Add +816.7%
  3. 2026 Q1: 1,140,119 shares, $724M, 5.3% of portfolio, Add +8.2%
  4. 2026 Q2: 2,495,344 shares, $5.7B, 28.0% of portfolio, Add +118.9%
Holdings date Value % of holdings Shares Filing date All 13F holders