Updated
SanminaSANM · Technology
$134.68+3.42%
Market cap$7.2B
IndustryElectronic Components
Sanmina (SANM) Superinvestor holders
26 of the superinvestors we track hold Sanmina (SANM) in their latest 13F filings, $609M in total.
Summary
The largest holder is David Shaw (D. E. Shaw & Co.), with $214M, 0.1% of the portfolio.
In their latest quarter: 10 opened a new position, 7 added, 8 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| David Shaw D. E. Shaw & Co. |
Added | 846,681 | $214M | 0.1% | Q2 2026 |
| Ken Fisher Fisher Investments |
Trimmed | 559,968 | $120M | 0.0% | Q3 2026 |
| Neil Hennessy Hennessy Advisors |
Trimmed | 334,200 | $72M | 2.7% | Q3 2026 |
| Jim Simons Renaissance Technologies |
New position | 138,033 | $35M | 0.0% | Q2 2026 |
| Paul Marshall Marshall Wace |
Added | 111,224 | $28M | 0.0% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Added | 103,959 | $26M | 0.1% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 87,039 | $22M | 0.0% | Q2 2026 |
| Mark Donovan Boston Partners |
New position | 71,872 | $18M | 0.0% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
New position | 58,096 | $15M | 0.0% | Q2 2026 |
| Chuck Royce Royce Investment Partners |
Added | 60,013 | $13M | 0.1% | Q3 2026 |
| Will Nasgovitz Heartland Advisors |
Added | 50,000 | $13M | 0.6% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
New position | 41,730 | $11M | 0.0% | Q2 2026 |
| Hotchkis & Wiley Hotchkis & Wiley Capital Management |
Trimmed | 27,084 | $7M | 0.0% | Q2 2026 |
| Josef Lakonishok LSV Asset Management |
Trimmed | 14,060 | $3M | 0.0% | Q3 2026 |
| Alan Howard Brevan Howard |
Added | 11,501 | $3M | 0.0% | Q2 2026 |
| Arrowstreet Capital | New position | 8,714 | $2M | 0.0% | Q2 2026 |
| Jennison Associates | Trimmed | 7,305 | $2M | 0.0% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 5,899 | $1M | 0.0% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
New position | 3,200 | $809,856 | 0.0% | Q2 2026 |
| Ensign Peak Ensign Peak Advisors |
Trimmed | 2,855 | $722,543 | 0.0% | Q2 2026 |
| Lee Ainslie Maverick Capital |
New position | 2,300 | $582,084 | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
New position | 1,893 | $479,080 | 0.0% | Q2 2026 |
| Richard Pzena Pzena Investment Management |
New position | 1,516 | $325,804 | 0.0% | Q3 2026 |
| Acadian Acadian Asset Management |
Trimmed | 1,081 | $232,000 | 0.0% | Q3 2026 |
| Dan Davidowitz Polen Capital Management |
New position | 886 | $224,229 | 0.0% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
Held | 76 | $19,234 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 25 |
| Q1 2026 | 17 |
| Q4 2025 | 22 |
| Q3 2025 | 18 |
| Q2 2025 | 14 |
| Q1 2025 | 13 |
| Q4 2024 | 14 |
| Q3 2024 | 16 |
Questions about Sanmina
Which superinvestors own Sanmina?
26 of the superinvestors we track hold Sanmina (SANM) in their latest 13F filings, $609M in total. David Shaw, Ken Fisher, Neil Hennessy, Jim Simons, Paul Marshall, Ray Dalio.
Who is the largest superinvestor holder of SANM?
The largest holder is David Shaw (D. E. Shaw & Co.), with $214M, 0.1% of the portfolio.
From Sanmina's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.