John Overdeck’s Sandisk SNDK Stock Holding History

John Overdeck’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	$9.78M	Sell	4,300 -11,700	-73%	-$16.7M	0.01%	1535
2026 Q1	$10.2M	Buy	+16,000	New	+$9.04M	0.01%	1396

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

John Overdeck's SNDK Position: Q2 2026 in Review

John Overdeck reduced its Sandisk (SNDK) stake by 68% in Q2 2026, selling an estimated $744M and leaving 241,675 shares worth $550M. The position accounts for 0.4% of the portfolio, ranked #40.

John Overdeck first reported a position in SNDK in Q3 2025 and has held it in 4 quarters since. 1,809 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

John Overdeck held 241,675 shares of Sandisk worth $550M as of Q2 2026.
John Overdeck sold 521,051 Sandisk shares in Q2 2026, an estimated $744M.
Sandisk made up 0.4% of John Overdeck's portfolio in Q2 2026, its #40 holding.
John Overdeck first reported a position in Sandisk in Q3 2025 and has held it in 4 quarters since.
1,809 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.