Back to Situational Awareness LP Situational Awareness LP

SNDKSNDK
4 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in SANDISK CORP

Situational Awareness LP holds 2.5M shares of SNDK (SANDISK CORP), worth $5.7B as of 2026-Q2. The position was increased (+118.9% shares). SNDK represents 28.0% of Situational Awareness LP's 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
100
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

Other major holders of SNDK: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, FMR LLC, STATE STREET CORP, Invesco Ltd.

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