David M. Polen
Polen Capital Management
Polen Capital Management Sandisk Corp stake
total: 588
Polen Capital Management SNDK trades
- Total transactions:
- 3
- New positions:
- 1
- Reduced:
- 2
- Held since:
- 2025 Q4
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 193 Sandisk Corp (SNDK) shares with a market value of roughly $438.83K accounting for 0.00% of the overall portfolio. To date, the estimated cost basis is nearly $237.38 for "buy" trades and estimated average "sell" price is $890.88. Polen Capital Management first purchased SNDK in 2025 Q4, initially acquiring 1,860 shares. Since the initial investment in Sandisk Corp (SNDK), Polen Capital Management has made 2 more transactions.
When did Polen Capital Management buy Sandisk Corp (SNDK)?
Polen Capital Management first invested in Sandisk Corp (SNDK) in 2025 Q4 at the reported quarter-end price of $237.38 per share.
What's the cost basis of Polen Capital Management's SNDK stake?
The estimated cost basis for Sandisk Corp (SNDK) stake is around $237.38 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $237.38
- Weighted AVG sell price:
- $890.88
Polen Capital Management's historical trades in Sandisk Corp
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.00%
|
193
|
$2,273.73
|
$438,830
|
-57.40% (-260)
|
-0%
|
|
2026 Q1
|
0.00%
|
453
|
$635.34
|
$287,809
|
-75.65% (-1,407)
|
-0%
|
|
2025 Q4
|
0.00%
|
1,860
|
$237.38
|
$441,527
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.