January 12, 2026 06:00 AM seekingalpha.com Positive

SanDisk doesn't get much ETF love - here are the biggest holders

BOUT CSD DECO FCUS GVIP HECO IVV MEME QQQJ RPG RSPT SMH SND SNDK SPY TEKX VOO XSD

[Sandisk four and eight GB Compact Flash Memory Cards]
NoDerog

SandDisk (SNDK [https://seekingalpha.com/symbol/SNDK]) is the best-performing S&P 500 (SPY [https://seekingalpha.com/symbol/SPY]) (IVV [https://seekingalpha.com/symbol/IVV]) (VOO [https://seekingalpha.com/symbol/VOO]) stock so far this year. But major ETFs haven't benefited.

The stock is up nearly 60% year to date, but is really under-owned in the ETF space, CEO of the Tribeca Trade Group, posted.

It is not in the VanEck Semiconductors ETF (SMH [https://seekingalpha.com/symbol/SMH]) or the SPDR S&P Semiconductor ETF (XSD [https://seekingalpha.com/symbol/XSD]), with few ways to get exposure to it via ETF, he added.

The ETFs with the largest SanDisk holdings are:

1. Invesco S&P Spin-Off ETF (CSD [https://seekingalpha.com/symbol/CSD])

Net Percentage: 10.760%

2. Roundhill MEME ETF (MEME [https://seekingalpha.com/symbol/MEME])

Net Percentage: 6.435%

3. Pinnacle Focused Opportunities ETF (FCUS [https://seekingalpha.com/symbol/FCUS])

Net Percentage: 5.420%

4. Innovator IBD Breakout Opportunities ETF (BOUT [https://seekingalpha.com/symbol/BOUT])

Net Percentage: 5.034%

5. Fidelity Cloud Computing ETF (FCLD [https://seekingalpha.com/symbol/FCLD])

Net Percentage: 4.115%

6. Goldman Sachs Hedge Industry VIP ETF (GVIP [https://seekingalpha.com/symbol/GVIP])

Net Percentage: 2.964%

7. SPDR Galaxy Transformative Tech Accelerators ETF (TEKX [https://seekingalpha.com/symbol/TEKX])

Net Percentage: 2.683%

8. Invesco NASDAQ Next Gen 100 ETF (QQQJ [https://seekingalpha.com/symbol/QQQJ])

Net Percentage: 2.666%

9. Invesco S&P 500 Pure Growth ETF (RPG [https://seekingalpha.com/symbol/RPG])

Net Percentage: 2.546%

10. SPDR Galaxy Hedged Digital Asset Ecosystem ETF (HECO [https://seekingalpha.com/symbol/HECO])

Net Percentage: 2.476%

11. Invesco S&P 500 Equal Weight Technology ETF (RSPT [https://seekingalpha.com/symbol/RSPT])

Net Percentage: 2.325%

12. SPDR Galaxy Digital Asset Ecosystem ETF (DECO [https://seekingalpha.com/symbol/DECO])

Net Percentage: 2.253%

MORE ON SANDISK CORPORATION, INVESCO S&P 500® PURE GROWTH ETF, ETC.

* Sandisk Is Free-Soloing At The Top -- Beware Falling ASPs [https://seekingalpha.com/article/4858596-sandisk-is-free-soloing-at-the-top-beware-falling-asps]
* Sandisk's Era Of Quick Gains Over, Execution/Volatility Risks Ahead [https://seekingalpha.com/article/4858512-sandisks-era-of-quick-gains-over-execution-volatility-risks-ahead]
* Sandisk: AI Boom Is Real, But The Bust Risk Isn't Gone [https://seekingalpha.com/article/4857992-sandisk-ai-boom-real-bust-risk-not-gone]
* Nvidia's push in NAND deepens memory shortage and other takeaways from CES [https://seekingalpha.com/news/4538097-nvidias-push-in-nand-deepens-memory-shortage-and-other-takeaways-from-ces]
* Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs: report [https://seekingalpha.com/news/4538102-sandisk-surges-after-report-indicating-company-could-double-price-of-3d-nand-for-enterprise-ssds]