JY
SNDK

Jeff Yass’s Sandisk SNDK Stock Holding History

Jeff Yass’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 		$14.6B Buy
6,434,300
+1,272,900
+25% +$1.82B 1.14% 14
2026
Q1 		$3.28B Buy
5,161,400
+3,417,200
+196% +$1.93B 0.37% 41
2025
Q4 		$414M Buy
1,744,200
+597,500
+52% +$120M 0.05% 304
2025
Q3 		$129M Buy
1,146,700
+652,200
+132% +$38.1M 0.01% 747
2025
Q2 		$22.4M Sell
494,500
-324,500
-40% -$12.4M ﹤0.01% 1891
2025
Q1 		$39M Buy
+819,000
New +$40.7M 0.01% 1184

Other funds holding SNDK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Jeff Yass's SNDK Position: Q2 2026 in Review

Jeff Yass reduced its Sandisk (SNDK) stake by 67% in Q2 2026, selling an estimated $949M and leaving 321,773 shares worth $732M. The position accounts for 0.06% of the portfolio, ranked #240.

Jeff Yass first reported a position in SNDK in Q1 2025 and has held it in 6 quarters since. 1,809 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Jeff Yass held 321,773 shares of Sandisk worth $732M as of Q2 2026.
  • Jeff Yass sold 664,571 Sandisk shares in Q2 2026, an estimated $949M.
  • Sandisk made up 0.06% of Jeff Yass's portfolio in Q2 2026, its #240 holding.
  • Jeff Yass first reported a position in Sandisk in Q1 2025 and has held it in 6 quarters since.
  • 1,809 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.