Convergence Investment Partners, LLC

Position in SNDK — Sandisk Corp

CIK 1456133 PALM BEACH GARDENS, FL

Position in SNDK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$16,191,231

+$10,133,265 QoQ

Shares Held

7,121

-25.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#409

of 1,804 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $48,766,890 across 4 Computer Hardware names. SNDK ranks #2 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc.	41,039	$17,706,686
2	SNDK	Sandisk Corp This page	7,121	$16,191,231
3	ANET	Arista Networks, Inc.	49,725	$8,447,283
4	WDC	Western Digital Corp	10,054	$6,421,690

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,191,231	7,121	-25.3%	Shares	Sole	2026-07-31
2026-03-31	$6,057,966	9,535	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.