Clear Street’s Sandisk SNDK Stock Holding History

Clear Street’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	$6.78B	Buy	2,983,392 +1,758,809	+144%	+$2.51B	17.16%	1
2026 Q1	$778M	Buy	+1,224,583	New	+$692M	3.16%	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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clear Street's SNDK Position: Q2 2026 in Review

Clear Street increased its Sandisk (SNDK) stake by 144% in Q2 2026, buying an estimated $2.51B and bringing the position to 2,983,392 shares worth $6.78B. The position accounts for 17.16% of the portfolio, ranked #1.

Clear Street first reported a position in SNDK in Q1 2026 and has held it in 2 quarters since. 1,817 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Clear Street held 2,983,392 shares of Sandisk worth $6.78B as of Q2 2026.
Clear Street bought 1,758,809 Sandisk shares in Q2 2026, an estimated $2.51B.
Sandisk made up 17.16% of Clear Street's portfolio in Q2 2026, its #1 holding.
Clear Street first reported a position in Sandisk in Q1 2026 and has held it in 2 quarters since.
1,817 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.