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SANMInformation TechnologyCommon Stock

Sanmina Corp

Held by 15 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 801056102 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 15 of the investors we track own this stock. In the latest quarter, 9 of them bought more of it and 6 sold some or all of theirs (5 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
15
+4 vs last quarter (like-for-like)
Total value held
$973.25M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$560.91M
+229.2% vs last quarter
Net shares bought
+1.3M
Est. net flow +$327.88M
Quarter activity
9 bought · 6 sold
5 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns SANM?

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Who owns SANM? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 David Shaw D.E. Shaw & Co. 846.68K $214.28M 0.1% Added +730.4K +628.3% +$184.86M
2 Ken Fisher Fisher Asset Management 767.70K $194.29M 0.1% Reduced -66.1K -7.9% -$16.74M
3 Israel Englander Millennium Management 688.39K $174.22M 0.1% Added +268.2K +63.8% +$67.88M
4 Norges Bank Norges Bank Investment Management 662.31K $167.62M 0.0% — — — —
5 Ken Griffin Citadel Advisors 391.49K $99.08M 0.1% Added +213.8K +120.3% +$54.10M
6 Jim Simons Renaissance Technologies 138.03K $34.93M 0.0% New +138.0K — +$34.93M
7 Ray Dalio Bridgewater Associates 103.96K $26.31M 0.1% Added +48.6K +87.7% +$12.29M
8 Boston Partners Boston Partners Global Investors 71.87K $18.19M 0.0% New +71.9K — +$18.19M
9 Chuck Royce Royce & Associates 58.19K $14.73M 0.1% Reduced -20.9K -26.4% -$5.29M
10 Steve Cohen Point72 Asset Management 58.10K $14.70M 0.0% New +58.1K — +$14.70M
11 Hotchkis & Wiley Hotchkis & Wiley Capital Management 27.08K $6.85M 0.0% Reduced -21.7K -44.5% -$5.50M
12 LSV Asset Management LSV Asset Management 14.86K $3.76M 0.0% Reduced -120.6K -89.0% -$30.53M
13 Bridgeway Bridgeway Capital Management 12.90K $3.26M 0.1% Reduced -8.1K -38.6% -$2.05M
14 Matthew McLennan First Eagle Investment Management 3.20K $809.86K 0.0% New +3.2K — +$809.86K
15 Polen Capital Polen Capital Management 886 $224.23K 0.0% New +886 — +$224.23K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Barrow Hanley Barrow Hanley Mewhinney & Strauss -6 $778

Politician trades

Politician trades in SANM

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.