Ticker · CUSIP 801056102
Holders (tracked)
18
Combined shares
2,502,564
Combined value
$375.56M
Last close
$174.09
Quarter
2025Q4
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.
Price is +16.0% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
26 events
- Jeremy Grantham (GMO) opened position2026-02-17+2,618 shares · 2025Q4Position
- D.E. Shaw & Co. trimmed2026-02-17−211,046 shares · 2025Q4Position
- T. Rowe Price added2026-02-17+32,352 shares · 2025Q4Position
- Wellington Management added2026-02-17+146,993 shares · 2025Q4Position
- +38,900 shares · 2025Q4Position
- +15,019 shares · 2025Q4Position
- Izzy Englander (Millennium Mgmt) added2026-02-17+257,198 shares · 2025Q4Position
- Steve Cohen (Point72) opened position2026-02-17+1,900 shares · 2025Q4Position
- AQR Capital Management added2026-02-17+4,750 shares · 2025Q4Position
- Ray Dalio (Bridgewater Associates) added2026-02-13+62,058 shares · 2025Q4Position
- Renaissance Technologies opened position2026-02-12+26,833 shares · 2025Q4Position
- Norges Bank (Norway SWF) opened position2026-02-10+678,024 shares · 2025Q4Position
- Ken Fisher (Fisher Asset Mgmt) added2026-02-09+483,312 shares · 2025Q4Position
- Mario Gabelli (GAMCO) trimmed2026-02-05−9,591 shares · 2025Q4Position
- −31,331 shares · 2025Q4Position
- D.E. Shaw & Co. trimmed2025-11-14−93,758 shares · 2025Q3Position
- AQR Capital Management trimmed2025-11-14−5,553 shares · 2025Q3Position
- Izzy Englander (Millennium Mgmt) trimmed2025-11-14−14,912 shares · 2025Q3Position
- T. Rowe Price added2025-11-14+2,486 shares · 2025Q3Position
- Wellington Management opened position2025-11-14+144,792 shares · 2025Q3Position
- Norges Bank (Norway SWF) exited2025-11-13−650,830 shares · 2025Q3Position
- −7,713 shares · 2025Q3Position
- +166,861 shares · 2025Q3Position
- −25,864 shares · 2025Q3Position
- Mario Gabelli (GAMCO) trimmed2025-11-12−3,820 shares · 2025Q3Position
- Norges Bank (Norway SWF) added2025-11-12+288,057 shares · 2024Q3Position
Insider activity
Last 30 days
Net (open-market)
$0
Buys
0 · $0
Sells
0 · $0
Unique insiders
1
| Date | Insider | Code | Shares | Price | Value |
|---|---|---|---|---|---|
| 04-15 | Venkatesh Vishnu See Remarks · Officer | F | 2,725 | $154.31 | $420.5K |
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 | Combined value |
|---|---|---|
| 2022Q1 | 11 | $11.53B |
| 2022Q2 | 12 | $1.49B |
| 2022Q3 | 12 | $516.3M |
| 2022Q4 | 14 | $746.5M |
| 2023Q1 | 15 | $797.7M |
| 2023Q2 | 15 | $746.4M |
| 2023Q3 | 16 | $677.5M |
| 2023Q4 | 12 | $652.4M |
| 2024Q1 | 13 | $777.4M |
| 2024Q2 | 13 | $823.3M |
| 2024Q3 | 12 | $193.7M |
| 2024Q4 | 11 | $172.7M |
| 2025Q1 | 10 | $92.4M |
| 2025Q2 | 11 | $147.6M |
| 2025Q3 | 11 | $113.6M |
| 2025Q4 | 18 | $375.6M |
Who owns SANM
18 super-investors · 2025Q4
Tracked stake
2.50M
shares
Combined value
$376M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New9Added6Trim3
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Norges Bank Norway SWF | 678.0K | $102M |
| 2 | Ken Fisher Fisher Asset Mgmt | 650.2K | $98M |
| 3 | Wellington Management | 291.8K | $44M |
| 4 | Izzy Englander Millennium Mgmt | 268.8K | $40M |
| 5 | Ray Dalio Bridgewater Associates | 135.5K | $20M |
| 6 | D.E. Shaw & Co. | 131.1K | $20M |
| 7 | T. Rowe Price | 83.2K | $12M |
| 8 | AQR Capital Management | 82.7K | $12M |
| 9 | Ken Griffin Citadel Advisors | 46.3K | $7M |
| 10 | Renaissance Technologies | 26.8K | $4M |
| 11 | Paul Tudor Jones Tudor Investment | 25.1K | $4M |
| 12 | Ken Griffin Citadel Advisors | 21.5K | $3M |
| 13 | First Eagle Investment Management | 15.4K | $2M |
| 14 | Ken Griffin Citadel Advisors | 15.0K | $2M |
| 15 | Paul Tudor Jones Tudor Investment | 13.8K | $2M |
| 16 | Mario Gabelli GAMCO | 12.9K | $2M |
| 17 | Jeremy Grantham GMO | 2.6K | $393K |
| 18 | Steve Cohen Point72 | 1.9K | $285K |
Recent moves
20 transactions
- +2,618 · 2025Q4
- +257,198 · 2025Q4
- +15,019 · 2025Q4
- +4,750 · 2025Q4
- +1,900 · 2025Q4
- +38,900 · 2025Q4
- TRIMD.E. Shaw & Co.−211,046 · 2025Q4
- +146,993 · 2025Q4
- +32,352 · 2025Q4
- +62,058 · 2025Q4
- +26,833 · 2025Q4
- +678,024 · 2025Q4
- +483,312 · 2025Q4
- −9,591 · 2025Q4
- −31,331 · 2025Q4
- −14,912 · 2025Q3
- TRIMD.E. Shaw & Co.−93,758 · 2025Q3
- +2,486 · 2025Q3
- +144,792 · 2025Q3
- −5,553 · 2025Q3
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