Rokos Capital Management LLP

Position in SNDK — Sandisk Corp

CIK 1666335 LONDON, X0

Position in SNDK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$165,461,605

+$129,207,199 QoQ

Shares Held

72,771

+27.5% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

2.08%

of 13F equity value

Holder Rank

#130

of 1,812 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Rokos Capital Management LLP holds $315,477,874 across 4 Computer Hardware names. SNDK ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp This page	72,771	$165,461,605
2	ANET	Arista Networks, Inc.	434,152	$73,753,741
3	WDC	Western Digital Corp	59,993	$38,318,728
4	STX	Seagate Technology Holdings plc	39,320	$37,943,800

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$165,461,605	72,771	+27.5%	Shares	Other	2026-08-14
2026-03-31	$36,254,406	57,063	-28.1%	Shares	Other	2026-05-15
2025-12-31	$18,847,497	79,398	-70.8%	Shares	Other	2026-02-13
2025-09-30	$30,494,725	271,789	—	Shares	Other	2025-11-14
No filing history on record for this holder in this stock.