Back to Situational Awareness LP Situational Awareness LP

SNDKSNDK

4 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in Sandisk Corporation

Yes. Situational Awareness holds 2,495,344 shares of SNDK (Sandisk), worth $5.7B, as of its Q2 2026 13F filing. It increased the position by 1,355,225 shares (+118.9%) from Q1 2026. Situational Awareness has held SNDK since Q3 2025, across 4 quarterly 13F filings. SNDK is 28.0% of Situational Awareness' reported 13F portfolio.

Current Value

$5.7B

Current Shares

2.5M

Total Value Change

+$5.7B

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.5M
+118.9%
$5.7B28.0%$2,273.73
Unranked
2026-Q1
Increased
1.1M
+8.2%
$724.4M5.3%$565.41
68
2025-Q4
Increased
1.1M
+816.7%
$250.2M4.5%$240.22
92
2025-Q3
New
115,000
—
$12.9M0.3%$113.50
49

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