DISCOVERY CAPITAL MANAGEMENT, LLC / CT
Position in SNDK — Sandisk Corp
CIK 1389507
SOUTH NORWALK, CT
Position in SNDK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$471,996,789
+$355,284,831 QoQ
Shares Held
207,587
+13.0% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
19.80%
of 13F equity value
Holder Rank
#71
of 1,804 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNDK Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026DISCOVERY CAPITAL MANAGEMENT, LLC / CT holds $474,087,502 across 2 Computer Hardware names. SNDK ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
This page
|
207,587 | $471,996,789 | |
| 2 | ANET |
Arista Networks, Inc.
|
12,307 | $2,090,713 |
All Filings in SNDK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,996,789 | 207,587 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $116,711,958 | 183,700 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||