Hel Ved Capital Management’s Sandisk SNDK Stock Holding History

Hel Ved Capital Management’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 Q1	$43.7M	Buy	68,714 +28,859	+72%	+$16.3M	5.17%	4
2025 Q4	$9.46M	Buy	+39,855	New	+$7.98M	2.54%	12
2025 Q2	–	Sell	-76,300	Closed	-$3.63M	–	102
2025 Q1	$3.63M	Buy	+76,300	New	+$3.79M	1.31%	17

Other funds holding SNDK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Hel Ved Capital Management's SNDK Position: Q1 2026 in Review

Hel Ved Capital Management increased its Sandisk (SNDK) stake by 72% in Q1 2026, buying an estimated $16.3M and bringing the position to 68,714 shares worth $43.7M. The position accounts for 5.17% of the portfolio, ranked #4.

Hel Ved Capital Management first reported a position in SNDK in Q1 2025 and has held it in 3 quarters since. 1,170 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

Hel Ved Capital Management held 68,714 shares of Sandisk worth $43.7M as of Q1 2026.
Hel Ved Capital Management bought 28,859 Sandisk shares in Q1 2026, an estimated $16.3M.
Sandisk made up 5.17% of Hel Ved Capital Management's portfolio in Q1 2026, its #4 holding.
Hel Ved Capital Management first reported a position in Sandisk in Q1 2025 and has held it in 3 quarters since.
1,170 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.