Position in SNDK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$250,110,300
+$119,230,260 QoQ
Shares Held
110,000
-46.6% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
5.21%
of 13F equity value
Holder Rank
#103
of 1,812 holders
Holding Since
Dec 2025
3 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, 2026Nearwater Capital Markets, Ltd holds $304,302,020 across 2 Computer Hardware names. SNDK ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNDK |
Sandisk Corp
This page
|
110,000 | $250,110,300 | |
| 2 | ANET |
Arista Networks, Inc.
|
319,000 | $54,191,720 |
All Filings in SNDK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,110,300 | 110,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $130,880,040 | 206,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $64,424,932 | 271,400 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||