Ticker · CUSIP 801056102

SANM

SANMINA CORPORATION
Technology·Electronic Components
···Share
Holders (tracked)
18
Combined shares
2,502,564
Combined value
$363.09M
Last close
$168.97
Quarter
2025Q4
Tracked holders · last 8 quarters
+7 vs previous quarter over the last 8.
18132024Q12025Q4
Price is +16.5% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

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

Insider activity

Last 30 days
Net (open-market)
$0
Buys
0 · $0
Sells
0 · $0
Unique insiders
1
DateInsiderCodeSharesPriceValue
04-15Venkatesh Vishnu
See Remarks · Officer
F2,725$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 13F share-delta history. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
T. Rowe Price2016Q1$3.84+4297.7%$14.1M
AQR Capital Management2016Q1$48.46+248.6%$14.0M
Jeremy Grantham (GMO)2016Q1$50.46+234.8%$442K
First Eagle Investment Management2023Q2$57.89+191.9%$2.6M
D.E. Shaw & Co.2016Q1$61.60+174.3%$22.1M
Steve Cohen (Point72)2016Q2$61.91+172.9%$321K
Norges Bank (Norway SWF)2016Q1$65.60+157.6%$114.6M
Renaissance Technologies2016Q1$68.68+146.0%$4.5M
Mario Gabelli (GAMCO)2025Q2$97.83+72.7%$2.2M
Ray Dalio (Bridgewater Associates)2022Q2$107.43+57.3%$22.9M
Wellington Management2016Q1$130.30+29.7%$49.3M
Paul Tudor Jones (Tudor Investment)2016Q1$133.01+27.0%$4.2M
Paul Tudor Jones (Tudor Investment)2016Q1$133.01+27.0%$4.2M
Ken Fisher (Fisher Asset Mgmt)2025Q3$141.10+19.8%$109.9M
Ken Griffin (Citadel Advisors)2016Q1$145.11+16.4%$2.5M
Ken Griffin (Citadel Advisors)2016Q1$145.11+16.4%$2.5M
Ken Griffin (Citadel Advisors)2016Q1$145.11+16.4%$2.5M
Izzy Englander (Millennium Mgmt)2016Q1$145.59+16.1%$45.4M

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions6
Added to6
Trimmed3
Exited0
—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
11
$11.53B
2022Q2
12
$1.49B
2022Q3
12
$516K
2022Q4
14
$657.4M
2023Q1
15
$733.6M
2023Q2
15
$735.6M
2023Q3
16
$669.4M
2023Q4
12
$647.5M
2024Q1
13
$763.3M
2024Q2
13
$820.6M
2024Q3
12
$186.2M
2024Q4
11
$169.2M
2025Q1
10
$89.0M
2025Q2
11
$142.9M
2025Q3
11
$107.7M
2025Q4
18
$363.1M

Who owns SANM

18 super-investors · 2025Q4
Tracked stake
2.50M
shares
Combined value
$363M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New9Added6Trim3
#ManagerSharesValue
1Norges Bank
Norway SWF
678.0K$102M
2Ken Fisher
Fisher Asset Mgmt
650.2K$98M
3Wellington Management291.8K$44M
4Izzy Englander
Millennium Mgmt
268.8K$40M
5Ray Dalio
Bridgewater Associates
135.5K$20M
6D.E. Shaw & Co.131.1K$20M
7AQR Capital Management82.7K$12M
8Ken Griffin
Citadel Advisors
46.3K$7M
9Renaissance Technologies26.8K$4M
10Paul Tudor Jones
Tudor Investment
25.1K$4M
11Ken Griffin
Citadel Advisors
21.5K$3M
12First Eagle Investment Management15.4K$2M
13Ken Griffin
Citadel Advisors
15.0K$2M
14Paul Tudor Jones
Tudor Investment
13.8K$2M
15Mario Gabelli
GAMCO
12.9K$2M
16Jeremy Grantham
GMO
2.6K$393K
17Steve Cohen
Point72
1.9K$285K
18T. Rowe Price83.2K$12K

Recent moves

20 transactions
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