According to BlockBeats, Situational Awareness LP’s Sandisk (SNDK) position hit a 10x return milestone on May 6. The fund held 115,000 shares in Q3 2025 (valued at $112.2 per share on September 30), then increased its stake to 1.0542 million shares by Q4 (worth $250 million). At today’s SNDK price of $1,406 per share, the fund’s holdings are now valued at approximately $1.482 billion, assuming no shares have been sold.
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