MAP
SNDK

Madison Avenue Partners’s Sandisk SNDK Stock Holding History

Madison Avenue Partners’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 		$393M Sell
619,010
-815,162
-57% -$460M 17.1% 1
2025
Q4 		$340M Sell
1,434,172
-628,349
-30% -$126M 14.63% 1
2025
Q3 		$231M Sell
2,062,521
-1,508,588
-42% -$88.1M 13.81% 2
2025
Q2 		$162M Buy
+3,571,109
New +$137M 10.81% 4

Other funds holding SNDK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Madison Avenue Partners's SNDK Position: Q1 2026 in Review

Madison Avenue Partners reduced its Sandisk (SNDK) stake by 57% in Q1 2026, selling an estimated $460M and leaving 619,010 shares worth $393M. The position accounts for 17.1% of the portfolio, ranked #1.

Madison Avenue Partners first reported a position in SNDK in Q2 2025 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold SNDK as of Q1 2026.

  • Madison Avenue Partners held 619,010 shares of Sandisk worth $393M as of Q1 2026.
  • Madison Avenue Partners sold 815,162 Sandisk shares in Q1 2026, an estimated $460M.
  • Sandisk made up 17.1% of Madison Avenue Partners's portfolio in Q1 2026, its #1 holding.
  • Madison Avenue Partners first reported a position in Sandisk in Q2 2025 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Sandisk as of Q1 2026.

Based on Madison Avenue Partners's 13F filing for Q1 2026, filed 15 May 2026.