Blue Whale Capital’s Sandisk SNDK Stock Holding History

Blue Whale 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	$222M	Sell	97,653 -16,952	-15%	-$24.2M	7.05%	4
2026 Q1	$72.8M	Buy	+114,605	New	+$64.7M	3.46%	11

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

Blue Whale Capital's SNDK Position: Q2 2026 in Review

Blue Whale Capital reduced its Sandisk (SNDK) stake by 15% in Q2 2026, selling an estimated $24.2M and leaving 97,653 shares worth $222M. The position accounts for 7.05% of the portfolio, ranked #4.

Blue Whale Capital first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,824 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Blue Whale Capital held 97,653 shares of Sandisk worth $222M as of Q2 2026.
Blue Whale Capital sold 16,952 Sandisk shares in Q2 2026, an estimated $24.2M.
Sandisk made up 7.05% of Blue Whale Capital's portfolio in Q2 2026, its #4 holding.
Blue Whale Capital first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
1,824 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Blue Whale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.