Polen Capital Highlights Sandisk Corporation Amid Strong Pricing Dynamics
In its Q2 2026 investor letter, Polen 5Perspectives Small-Mid Growth Strategy highlighted SanDisk Corporation (SNDK) as a key holding due to stronger pricing dynamics. The portfolio outperformed the Russell 2500 Growth Index with returns of 28.4% gross and 28.2% net.
Tickers: $SNDK
Topics: AI infrastructure Polen Capital Sandisk SMID-cap growth stocks