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 Q2	$47.7M	Sell	20,993 -47,721	-69%	-$68.1M	3.52%	5
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

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

Hel Ved Capital Management's SNDK Position: Q2 2026 in Review

Hel Ved Capital Management reduced its Sandisk (SNDK) stake by 69% in Q2 2026, selling an estimated $68.1M and leaving 20,993 shares worth $47.7M. The position accounts for 3.52% of the portfolio, ranked #5.

Hel Ved Capital Management first reported a position in SNDK in Q1 2025 and has held it in 4 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Hel Ved Capital Management held 20,993 shares of Sandisk worth $47.7M as of Q2 2026.
Hel Ved Capital Management sold 47,721 Sandisk shares in Q2 2026, an estimated $68.1M.
Sandisk made up 3.52% of Hel Ved Capital Management's portfolio in Q2 2026, its #5 holding.
Hel Ved Capital Management first reported a position in Sandisk in Q1 2025 and has held it in 4 quarters since.
1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

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