Ticker · CUSIP 801056102

SANM

SANMINA CORPORATION

Technology·Electronic Components

···Share

Holders (tracked)

Combined shares

2,502,564

Combined value

$375.56M

Last close

$174.09

Quarter

2025Q4

Price is +16.0% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$174.09+99.17 (+132.37%)H $182.54 · L $73.06 · Avg Vol 699K

Position opened

Tracked holders · last 8 quarters

+7 vs previous quarter over the last 8.

SEC event timeline

26 events

Jeremy Grantham (GMO) opened position2026-02-17
+2,618 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−211,046 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+32,352 shares · 2025Q4
Position
Wellington Management added2026-02-17
+146,993 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+38,900 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) opened position2026-02-17
+15,019 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+257,198 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+1,900 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+4,750 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+62,058 shares · 2025Q4
Position
Renaissance Technologies opened position2026-02-12
+26,833 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+678,024 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) added2026-02-09
+483,312 shares · 2025Q4
Position
Mario Gabelli (GAMCO) trimmed2026-02-05
−9,591 shares · 2025Q4
Position
First Eagle Investment Management trimmed2026-02-04
−31,331 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2025-11-14
−93,758 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−5,553 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−14,912 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+2,486 shares · 2025Q3
Position
Wellington Management opened position2025-11-14
+144,792 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−650,830 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) trimmed2025-11-13
−7,713 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) opened position2025-11-12
+166,861 shares · 2025Q3
Position
First Eagle Investment Management trimmed2025-11-12
−25,864 shares · 2025Q3
Position
Mario Gabelli (GAMCO) trimmed2025-11-12
−3,820 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+288,057 shares · 2024Q3
Position

Insider activity

Last 30 days

Net (open-market)

Buys

0 · $0

Sells

0 · $0

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-15	Venkatesh Vishnu See Remarks · Officer	F	2,725	$154.31	$420.5K

View full insider history for SANM →

Follow-the-investor returns

If you'd copied each holder of SANM…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Jeremy Grantham (GMO)	2016Q1	$50.46	+245.0%	$456K
AQR Capital Management	2016Q1	$56.86	+206.2%	$14.4M
First Eagle Investment Management	2023Q2	$57.89	+200.7%	$2.7M
D.E. Shaw & Co.	2016Q1	$61.60	+182.6%	$22.8M
Steve Cohen (Point72)	2016Q2	$61.91	+181.2%	$331K
Norges Bank (Norway SWF)	2016Q1	$65.60	+165.4%	$118.0M
T. Rowe Price	2016Q1	$96.51	+80.4%	$14.5M
Mario Gabelli (GAMCO)	2025Q2	$97.83	+78.0%	$2.2M
Renaissance Technologies	2016Q1	$99.16	+75.6%	$4.7M
Ray Dalio (Bridgewater Associates)	2022Q2	$107.43	+62.0%	$23.6M
Wellington Management	2016Q1	$130.30	+33.6%	$50.8M
Paul Tudor Jones (Tudor Investment)	2016Q1	$133.95	+30.0%	$4.4M
Paul Tudor Jones (Tudor Investment)	2016Q1	$133.95	+30.0%	$4.4M
Ken Fisher (Fisher Asset Mgmt)	2025Q3	$141.10	+23.4%	$113.2M
Ken Griffin (Citadel Advisors)	2016Q1	$145.11	+20.0%	$2.6M
Ken Griffin (Citadel Advisors)	2016Q1	$145.11	+20.0%	$2.6M
Ken Griffin (Citadel Advisors)	2016Q1	$145.11	+20.0%	$2.6M
Izzy Englander (Millennium Mgmt)	2016Q1	$146.15	+19.1%	$46.8M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions6

Norges Bank (Norway SWF)
+678,024
$101.8M
Paul Tudor Jones (Tudor Investment)
+38,900
$5.8M
Renaissance Technologies
+26,833
$4.0M
Ken Griffin (Citadel Advisors)
+15,019
$2.3M
Jeremy Grantham (GMO)
+2,618
$393K
Steve Cohen (Point72)
+1,900
$285K

Added to6

Ken Fisher (Fisher Asset Mgmt)
+483,312
$72.5M
Izzy Englander (Millennium Mgmt)
+257,198
$38.6M
Wellington Management
+146,993
$22.1M
Ray Dalio (Bridgewater Associates)
+62,058
$9.3M
AQR Capital Management
+4,750
$713K
T. Rowe Price
+32,352
$5K

Trimmed3

D.E. Shaw & Co.
−211,046
$31.7M
First Eagle Investment Management
−31,331
$4.7M
Mario Gabelli (GAMCO)
−9,591
$1.4M

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	11	11,186,410	$11.53B	—
2022Q2	12	11,009,303	$1.49B	+1
2022Q3	12	11,204,018	$516.3M	—
2022Q4	14	13,030,187	$746.5M	+2
2023Q1	15	13,078,825	$797.7M	+1
2023Q2	15	12,383,514	$746.4M	—
2023Q3	16	12,480,920	$677.5M	+1
2023Q4	12	12,699,423	$652.4M	-4
2024Q1	13	12,503,136	$777.4M	+1
2024Q2	13	12,427,431	$823.3M	—
2024Q3	12	2,829,634	$193.7M	-1
2024Q4	11	2,281,662	$172.7M	-1
2025Q1	10	1,212,730	$92.4M	-1
2025Q2	11	1,508,848	$147.6M	+1
2025Q3	11	986,475	$113.6M	—
2025Q4	18	2,502,564	$375.6M	+7

Who owns SANM

18 super-investors · 2025Q4

Tracked stake

2.50M

Combined value

$376M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New9Added6Trim3

#	Manager	Shares	Value	% of book	Last action
1	Norges Bank Norway SWF	678.0K	$102M	0.0%	New+678.0K
2	Ken Fisher Fisher Asset Mgmt	650.2K	$98M	0.0%	Added+483.3K
3	Wellington Management	291.8K	$44M	0.0%	Added+147.0K
4	Izzy Englander Millennium Mgmt	268.8K	$40M	0.0%	Added+257.2K
5	Ray Dalio Bridgewater Associates	135.5K	$20M	0.1%	Added+62.1K
6	D.E. Shaw & Co.	131.1K	$20M	0.0%	Trim−211.0K
7	T. Rowe Price	83.2K	$12M	0.0%	Added+32.4K
8	AQR Capital Management	82.7K	$12M	0.0%	Added+4.8K
9	Ken Griffin Citadel Advisors	46.3K	$7M	0.0%	New+15.0K
10	Renaissance Technologies	26.8K	$4M	0.0%	New+26.8K
11	Paul Tudor Jones Tudor Investment	25.1K	$4M	0.0%	New+38.9K
12	Ken Griffin Citadel Advisors	21.5K	$3M	0.0%	New+15.0K
13	First Eagle Investment Management	15.4K	$2M	0.0%	Trim−31.3K
14	Ken Griffin Citadel Advisors	15.0K	$2M	0.0%	New+15.0K
15	Paul Tudor Jones Tudor Investment	13.8K	$2M	0.0%	New+38.9K
16	Mario Gabelli GAMCO	12.9K	$2M	0.0%	Trim−9.6K
17	Jeremy Grantham GMO	2.6K	$393K	0.0%	New+2.6K
18	Steve Cohen Point72	1.9K	$285K	0.0%	New+1.9K

Recent moves

20 transactions

NEWJeremy Grantham (GMO)
+2,618 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+257,198 · 2025Q4
NEWKen Griffin (Citadel Advisors)
+15,019 · 2025Q4
ADDAQR Capital Management
+4,750 · 2025Q4
NEWSteve Cohen (Point72)
+1,900 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+38,900 · 2025Q4
TRIMD.E. Shaw & Co.
−211,046 · 2025Q4
ADDWellington Management
+146,993 · 2025Q4
ADDT. Rowe Price
+32,352 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+62,058 · 2025Q4
NEWRenaissance Technologies
+26,833 · 2025Q4
NEWNorges Bank (Norway SWF)
+678,024 · 2025Q4
ADDKen Fisher (Fisher Asset Mgmt)
+483,312 · 2025Q4
TRIMMario Gabelli (GAMCO)
−9,591 · 2025Q4
TRIMFirst Eagle Investment Management
−31,331 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−14,912 · 2025Q3
TRIMD.E. Shaw & Co.
−93,758 · 2025Q3
ADDT. Rowe Price
+2,486 · 2025Q3
NEWWellington Management
+144,792 · 2025Q3
TRIMAQR Capital Management
−5,553 · 2025Q3

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