Polymer Capital Management’s Sandisk SNDK Stock Holding History

Polymer 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	$2.46M	Buy	1,080 +512	+90%	+$731K	0.33%	59
2026 Q1	$361K	Sell	568 -4,132	-88%	-$2.33M	0.04%	533
2025 Q4	$1.12M	Buy	+4,700	New	+$941K	0.12%	234
2025 Q3	–	Sell	-55,700	Closed	-$2.53M	–	982
2025 Q2	$2.53M	Sell	55,700 -82,227	-60%	-$3.14M	0.3%	89
2025 Q1	$6.57M	Buy	+137,927	New	+$6.85M	1.69%	9

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

Polymer Capital Management's SNDK Position: Q2 2026 in Review

Polymer Capital Management increased its Sandisk (SNDK) stake by 90% in Q2 2026, buying an estimated $731K and bringing the position to 1,080 shares worth $2.46M. The position accounts for 0.33% of the portfolio, ranked #59.

Polymer Capital Management first reported a position in SNDK in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.57M in Q1 2025. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

Polymer Capital Management held 1,080 shares of Sandisk worth $2.46M as of Q2 2026.
Polymer Capital Management bought 512 Sandisk shares in Q2 2026, an estimated $731K.
Sandisk made up 0.33% of Polymer Capital Management's portfolio in Q2 2026, its #59 holding.
Polymer Capital Management first reported a position in Sandisk in Q1 2025 and has held it in 5 quarters since.
Polymer Capital Management's Sandisk position peaked at $6.57M in Q1 2025.
1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

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