Position in SNDK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$549,503,697
+$64,913,361 QoQ
Shares Held
241,675
-68.3% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#62
of 1,812 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SNDK Over Time
Shares Held
Position Value (USD)
Derivatives in SNDK
reported options exposure · as of Jun 30, 2026CallValue
$9,777,039
CallShares
4,300
PutValue
$12,278,142
PutShares
5,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,235,908,934 across 19 Computer Hardware names. SNDK ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
This page
|
241,675 | $549,503,697 | |
| 2 | SMCI |
Super Micro Computer, Inc.
|
12,937,488 | $450,823,463 | |
| 3 | STX |
Seagate Technology Holdings plc
|
354,816 | $342,397,440 | |
| 4 | DELL |
Dell Technologies Inc.
|
655,299 | $282,735,306 | |
| 5 | ANET |
Arista Networks, Inc.
|
955,255 | $162,278,719 | |
| 6 | HPQ |
Hp Inc
|
6,303,159 | $138,291,308 | |
| 7 | P |
Everpure, Inc.
|
1,683,982 | $132,680,941 | |
| 8 | LOGI |
Logitech International S.A.
|
595,711 | $56,020,662 |
All Filings in SNDK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,278,142 | 5,400 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $549,503,697 | 241,675 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $9,777,039 | 4,300 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $14,676,354 | 23,100 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $10,165,440 | 16,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $484,590,336 | 762,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $169,780,110 | 715,225 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,212,504 | 260,361 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||