Polymer Capital Management (US) LLC

Position in SNDK — Sandisk Corp

CIK 1973324 NEW YORK, NY

Back to SNDK Full portfolio

Position in SNDK

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

Position Value

$2,455,628

+$2,094,755 QoQ

Shares Held

1,080

+90.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#745

of 1,804 holders

Holding Since

Mar 2025

5 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 Mar 31, 2026

CallValue

$6,353,400

CallShares

10,000

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

Polymer Capital Management (US) LLC holds $6,913,023 across 5 Computer Hardware names. SNDK ranks #1 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp This page	1,080	$2,455,628
2	ANET	Arista Networks, Inc.	12,099	$2,055,378
3	STX	Seagate Technology Holdings plc	1,535	$1,481,275
4	SMCI	Super Micro Computer, Inc.	21,092	$618,628
5	WDC	Western Digital Corp	473	$302,114

All Filings in SNDK

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,455,628	1,080	+90.1%	Shares	Sole	2026-08-14
2026-03-31	$6,353,400	10,000	—	Call	Sole	2026-05-14
2026-03-31	$360,873	568	-87.9%	Shares	Sole	2026-05-14
2025-12-31	$1,115,686	4,700	-91.6%	Shares	Sole	2026-02-17
2025-06-30	$2,525,995	55,700	-59.6%	Shares	Sole	2025-08-14
2025-03-31	$6,566,704	137,927	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.