TCM
SNDK

Thames Capital Management’s Sandisk SNDK Stock Holding History

Thames 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 		$33.7M Sell
14,808
-7,828
-35% -$11.2M 2.77% 12
2026
Q1 		$14.4M Hold
22,636
– – 2.58% 16
2025
Q4 		$5.37M Buy
+22,636
New +$4.53M 0.78% 39

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

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

Thames Capital Management reduced its Sandisk (SNDK) stake by 35% in Q2 2026, selling an estimated $11.2M and leaving 14,808 shares worth $33.7M. The position accounts for 2.77% of the portfolio, ranked #12.

Thames Capital Management first reported a position in SNDK in Q4 2025 and has held it in 3 quarters since. 1,822 funds tracked by Wall St. Rank hold SNDK as of Q2 2026.

  • Thames Capital Management held 14,808 shares of Sandisk worth $33.7M as of Q2 2026.
  • Thames Capital Management sold 7,828 Sandisk shares in Q2 2026, an estimated $11.2M.
  • Sandisk made up 2.77% of Thames Capital Management's portfolio in Q2 2026, its #12 holding.
  • Thames Capital Management first reported a position in Sandisk in Q4 2025 and has held it in 3 quarters since.
  • 1,822 funds tracked by Wall St. Rank held Sandisk as of Q2 2026.

Based on Thames Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.