Value Aligned Research Advisors, LLC

Position in SNDK — Sandisk Corp

CIK 1963565 PRINCETON, NJ

Back to SNDK Full portfolio

Position in SNDK

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$708,908,086

+$642,070,954 QoQ

Shares Held

311,782

+196.4% QoQ

Ownership

0.213%

of shares outstanding

% of Portfolio

4.24%

of 13F equity value

Holder Rank

#51

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)

Derivatives in SNDK

reported options exposure · as of Jun 30, 2026

CallValue

$171,211,869

CallShares

75,300

PutValue

PutShares

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, 2026

Value Aligned Research Advisors, LLC holds $2,024,766,961 across 3 Computer Hardware names. SNDK ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp This page	311,782	$708,908,086
2	STX	Seagate Technology Holdings plc	709,357	$684,529,505
3	WDC	Western Digital Corp	988,429	$631,329,370

All Filings in SNDK

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$171,211,869	75,300	+34.2%	Call	Sole	2026-08-17
2026-06-30	$708,908,086	311,782	+196.4%	Shares	Sole	2026-08-17
2026-03-31	$66,837,132	105,199	—	Shares	Sole	2026-05-18
2026-03-31	$35,642,574	56,100	—	Call	Sole	2026-05-18
No filing history on record for this holder in this stock.