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SANM in the 13F filings

Sanmina Corp · CUSIP 801056102

Sector · Technology hardware and equipment
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
13 Nov 2025
latest of these filings; the earliest 12 Nov 2025
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 5 listed it in both
Shares listed
7,708,800
combined, among listed positions
Reported value
$887m
combined, at the quarter end

Among the 95 comparable managers: 1 buyer (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,708,117.

Managers listing SANM in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Fidelity (FMR LLC)7,558,249$870munder 0.1%Added+1,752,29113 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP73,453$8.5munder 0.1%Trimmed-7,71313 Nov 2025 (the filing on sec.gov)
First Eagle Investment Management LLC46,708$5.4munder 0.1%Trimmed-25,86412 Nov 2025 (the filing on sec.gov)
GAMCO Investors Inc22,481$2.6munder 0.1%Trimmed-3,82012 Nov 2025 (the filing on sec.gov)
Winton Group Ltd7,909$910kunder 0.1%Trimmed-6,77713 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 15 in Q2 2026

Tracked managers listing it, at least.

051015201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SANM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$127mn.a.n.a.
Q3 20136$166mn.a.n.a.
Q4 20133$118mn.a.n.a.
Q2 20141$109mn.a.n.a.
Q3 20142$1.7mn.a.n.a.
Q4 20143$18mn.a.n.a.
Q1 20151$31mn.a.n.a.
Q2 20151$37mn.a.n.a.
Q3 20151$48mn.a.n.a.
Q4 20152$46mn.a.n.a.
Q1 20162$39mn.a.n.a.
Q2 20162$21mn.a.n.a.
Q3 20163$9.0mn.a.n.a.
Q4 20163$13mn.a.n.a.
Q1 201710$95mn.a.n.a.
Q2 20172$13mn.a.n.a.
Q3 20172$8.1mn.a.n.a.
Q4 20173$9.3mn.a.n.a.
Q1 20185$64mn.a.n.a.
Q2 20181$83mn.a.n.a.
Q3 20181$79mn.a.n.a.
Q1 20191$16mn.a.n.a.
Q2 20194$12mn.a.n.a.
Q3 20192$14mn.a.n.a.
Q4 20194$33mn.a.n.a.
Q1 20201$12mn.a.n.a.
Q2 20201$938kn.a.n.a.
Q1 20212$28mn.a.n.a.
Q2 20212$4.4mn.a.n.a.
Q3 20211$1.3mn.a.n.a.
Q4 20211$1.8mn.a.n.a.
Q1 20223$6.4mn.a.n.a.
Q2 20223$10mn.a.n.a.
Q3 20223$9.2mn.a.n.a.
Q4 20227$29mn.a.n.a.
Q1 20234$24mn.a.n.a.
Q2 20235$36mn.a.n.a.
Q3 20236$33mn.a.n.a.
Q4 20236$44m60
Q1 20245$92m14
Q2 20246$100m42
Q3 20245$86m14
Q4 20244$22m22
Q1 20254$21m22
Q2 20255$587m32
Q3 20255$887m14
Q4 20258$1.6bn1615
Q1 20264$960m1120
Q2 202615$3.5bn308

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SANM and AAPL →SANM and SNDK →SANM and CSCO →Choose a stock to compare with SANM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SANM, latest filings →Back to the 13F Explorer →