Free · no sign-up · Q2 2026

Which funds own SANM

Sanmina Corp in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $2.1bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 4 managers opened or added against 0 cutting.

Managers holding: 4; at least, of 91 current
Combined value: $2.1bn; as reported
Opened: 2; new this quarter
Added to: 2; already held
Trimmed or sold out: 0; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Fidelity (FMR LLC) Long-only · $2304bn book	$2.0bn	0.1%	8,032,556	+$1.1bn+776,056	Added
Bridgewater Associates LP Macro · $24.4bn book	$26m	0.1%	103,959	+$19m+48,577	Added
Rokos Capital Management LLP Macro · $26.8bn book	$2.1m	0.0%	8,412	opened8,412	New
Maverick Capital Ltd Long/short equity · $11.3bn book	$600k	0.0%	2,300	opened2,300	New

Ownership through time

At least 15 of the 95 managers whose filings are on file listed SANM in Q2 2026, against 3 in Q2 2013. 11 managers more than in Q1 2026: 6 started positions; 5 listed it again.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Capital World Investors$92m
Renaissance Technologies LLC$35m
Rokos Capital Management LLP$2.1m
First Eagle Investment Management LLC$810k
Maverick Capital Ltd$582k
Polen Capital Management LLC$224k

Largest increases, by shares

Fidelity (FMR LLC)7,256,500 to 8,032,556 shares+$196m
Capital World Investorsnew: 364,259 shares+$92m
Renaissance Technologies LLCnew: 138,033 shares+$35m
Bridgewater Associates LP55,382 to 103,959 shares+$12m
Freestone Grove Partners LP44,990 to 80,274 shares+$8.9m

Largest decreases, by shares

ExodusPoint Capital Management LP47,035 to 42,124 shares-$1.2m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q2 2025	$2.0bn	$2.0bn
Invesco Ltd	Q2 2013	$548m	$548m
Jane Street Group LLC	Q2 2026	$385m	$385m
D. E. Shaw & Co.	Q1 2024	$214m	$214m
Millennium Management LLC	Q2 2026	$174m	$174m
Capital World Investors	Q2 2026	$92m	$92m
Renaissance Technologies LLC	Q2 2026	$35m	$35m
Bridgewater Associates LP	Q2 2022	$26m	$26m
Freestone Grove Partners LP	Q4 2025	$20m	$20m
ExodusPoint Capital Management LP	Q2 2019	$11m	$11m
Quantbot Technologies LP	Q3 2014	$2.5m	$2.5m
Rokos Capital Management LLP	Q2 2026	$2.1m	$2.1m
First Eagle Investment Management LLC	Q2 2023	$15m	$810k
Maverick Capital Ltd	Q2 2026	$582k	$582k
Polen Capital Management LLC	Q2 2026	$224k	$224k
AllianceBernstein LP	Q1 2018	$83m	last listed Q3 2018
Arrowstreet Capital LP	Q1 2017	$71m	last listed Q4 2025
Marshall Wace LLP	Q1 2016	$64m	last listed Q4 2025
Acadian Asset Management LLC	Q3 2013	$48m	last listed Q1 2017
AQR Capital Management LLC	Q3 2013	$30m	last listed Q1 2017
Voloridge Investment Management LLC	Q1 2017	$18m	last listed Q4 2023
Two Sigma Advisers LP	Q2 2013	$12m	last listed Q1 2017
Tudor Investment Corp	Q2 2013	$8.2m	last listed Q2 2023
Winton Group Ltd	Q4 2016	$6.7m	last listed Q3 2025
Squarepoint Ops LLC	Q2 2016	$5.9m	last listed Q2 2019

What SANM is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around SANM →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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