SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 131 | +6 | 38.57M | $9.74B | +13 | −6 |
| Q1 2026 | 127 | -8 | 39.36M | $5.10B | +4 | −13 |
| Q4 2025 | 134 | +2 | 45.74M | $6.87B | +3 | — |
| Q3 2025 | 19 | +3 | 31.01M | $3.57B | +4 | −2 |
| Q2 2025 | 14 | -1 | 26.67M | $2.61B | +1 | −2 |
| Q1 2025 | 12 | +1 | 5.60M | $426.35M | +2 | −1 |
| Q4 2024 | 11 | 0 | 5.93M | $448.93M | +1 | −1 |
| Q3 2024 | 10 | +1 | 4.04M | $276.53M | +1 | — |
| Q2 2024 | 9 | — | 3.89M | $257.87M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.48M | — | $98.03M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.48M | — | $98.03M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | D. E. Shaw & Co. ✦ | 1.17M | — | $77.40M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 1.17M | — | $77.40M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 659.55K | — | $43.70M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 266.04K | — | $17.63M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 102.47K | — | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 102.47K | — | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 102.47K | — | $6.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 91.42K | — | $6.06M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bridgewater Associates ✦ | 58.59K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 40.67K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 25.53K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 452 holders, 52.66M shares, $6.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.