Antipodean Advisors’s SANDISK CORP SNDK Stock Holding History

Antipodean Advisors’s Portfolio SNDK Stock Details SNDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-362,622	Closed	-$35.5M	–	28
2014 Q4	$35.5M	Sell	362,622 -218,378	-38%	-$20.9M	3.18%	11
2014 Q3	$56.9M	Sell	581,000 -403,000	-41%	-$39.4M	5.55%	6
2014 Q2	$103M	Buy	+984,000	New	+$89.3M	7.68%	6

Other funds holding SNDK

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Antipodean Advisors's SNDK Position: Q1 2015 in Review

Antipodean Advisors sold out of SANDISK CORP (SNDK) in Q1 2015, closing a stake of 362,622 shares — an estimated $35.5M sold.

Antipodean Advisors first reported a position in SNDK in Q2 2014 and held it in 3 quarters. The position peaked at $103M in Q2 2014. 558 funds tracked by Wall St. Rank hold SNDK as of Q1 2015.

Antipodean Advisors reported no remaining SANDISK CORP position as of Q1 2015 after selling out during the quarter.
Antipodean Advisors sold 362,622 SANDISK CORP shares in Q1 2015, an estimated $35.5M.
Antipodean Advisors first reported a position in SANDISK CORP in Q2 2014 and held it in 3 quarters.
Antipodean Advisors's SANDISK CORP position peaked at $103M in Q2 2014.
558 funds tracked by Wall St. Rank held SANDISK CORP as of Q1 2015.

Based on Antipodean Advisors's 13F filing for Q1 2015, filed 15 May 2015.