Beaconlight Capital’s Sandisk SNDK Stock Holding History

Beaconlight Capital’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
2026 Q2	–	Sell	-2,942	Closed	-$1.87M	–	45
2026 Q1	$1.87M	Sell	2,942 -28,922	-91%	-$16.3M	0.98%	27
2025 Q4	$7.56M	Sell	31,864 -42,936	-57%	-$8.6M	4.42%	8
2025 Q3	$8.39M	Buy	+74,800	New	+$4.37M	4.14%	7

Other funds holding SNDK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Beaconlight Capital's SNDK Position: Q2 2026 in Review

Beaconlight Capital sold out of Sandisk (SNDK) in Q2 2026, closing a stake of 2,942 shares — an estimated $1.87M sold.

Beaconlight Capital first reported a position in SNDK in Q3 2025 and held it in 3 quarters. The position peaked at $8.39M in Q3 2025. 1,824 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Beaconlight Capital reported no remaining Sandisk position as of Q2 2026 after selling out during the quarter.
Beaconlight Capital sold 2,942 Sandisk shares in Q2 2026, an estimated $1.87M.
Beaconlight Capital first reported a position in Sandisk in Q3 2025 and held it in 3 quarters.
Beaconlight Capital's Sandisk position peaked at $8.39M in Q3 2025.
1,824 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Beaconlight Capital's 13F filing for Q2 2026, filed 14 Aug 2026.