Panoramic Hills Capital’s Sandisk SNDK Stock Holding History

Panoramic Hills Capital’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	–	Sell	-220,000	Closed	-$140M	–	2
2026 Q1	$140M	Buy	+220,000	New	+$124M	49.86%	2

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

Panoramic Hills Capital's SNDK Position: Q2 2026 in Review

Panoramic Hills Capital sold out of Sandisk (SNDK) in Q2 2026, closing a stake of 220,000 shares — an estimated $140M sold.

Panoramic Hills Capital first reported a position in SNDK in Q1 2026 and held it in 1 quarter. The position peaked at $140M in Q1 2026. 1,816 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Panoramic Hills Capital reported no remaining Sandisk position as of Q2 2026 after selling out during the quarter.
Panoramic Hills Capital sold 220,000 Sandisk shares in Q2 2026, an estimated $140M.
Panoramic Hills Capital first reported a position in Sandisk in Q1 2026 and held it in 1 quarter.
Panoramic Hills Capital's Sandisk position peaked at $140M in Q1 2026.
1,816 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Panoramic Hills Capital's 13F filing for Q2 2026.