SANMINA CORP hedge fund holdings
SANMNASDAQ$225.08-3.96 (-1.73% today)
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
SANM · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+60.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 130 | 109 | $499M | $296M | 333 | Aug 14, 2025 |
| Q3 2025 | 142 | 124 | $763M | $412M | 363 | Nov 14, 2025 |
| Q4 2025 | 156 | 147 | $783M | $845M | 425 | Feb 14, 2026 |
| Q1 2026 | 179 | 164 | $461M | $625M | 433 | May 15, 2026 |
| Q2 2026 | 256 | 206 | $1.86B | $2.9B | 534 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
534 filersNew position
144$410M+1.62M sh
Increased
112$1.45B+5.73M sh
Reduced
162-$2.76B-10.9M sh
Out / sold
44-$142M-561K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Capital World Investors | New Buy | +$92.2M | $92.2M | 0.01% | Aug 12, 2026 |
| Global Alpha Capital Management Ltd. | Reduce 50.82% | -$77.5M | $75M | 4.49% | Aug 13, 2026 |
| Frontier Capital Management Co LLC | Reduce 40.68% | -$65.6M | $95.7M | 0.89% | Aug 14, 2026 |
| Vaughan Nelson Investment Management, L.P. | Reduce 28.29% | -$54.6M | $138M | 1.22% | Jul 16, 2026 |
| CastleKnight Management LP | Reduce 74.19% | -$48.6M | $16.9M | 0.23% | Aug 14, 2026 |
| Madison Avenue Partners, LP | New Buy | +$47.7M | $47.7M | 2.05% | Aug 14, 2026 |
| Wellington Management Group LLP | Added 111.39% | +$42.8M | $81.2M | 0.01% | Aug 14, 2026 |
| Earnest Partners LLC | Reduce 18.23% | -$39.5M | $177M | 0.64% | Aug 13, 2026 |
| LSV Asset Management | Reduce 89.03% | -$30.5M | $3.76M | 0.01% | Aug 6, 2026 |
| Public Sector Pension Investment Board | Sell 100% | -$29.3M | $0 | 0.00% | Aug 13, 2026 |
| Oribel Capital Management, LP | New Buy | +$19.2M | $19.2M | 0.58% | Aug 13, 2026 |
| Fisher Asset Management, LLC | Reduce 7.93% | -$16.7M | $194M | 0.06% | Aug 4, 2026 |
| Natixis Advisors, LLC | Reduce 38.21% | -$16.6M | $26.9M | 0.03% | Aug 14, 2026 |
| Retirement Systems of Alabama | New Buy | +$16.5M | $16.5M | 0.05% | Jul 28, 2026 |
| First Trust Advisors LP | Added 406.77% | +$15.4M | $19.2M | 0.01% | Aug 11, 2026 |
| Sora Investors LLC | Added 1412.68% | +$14.3M | $15.3M | 1.17% | Aug 14, 2026 |
| William Blair Investment Management, LLC | Sell 100% | -$13.2M | $0 | 0.00% | Aug 12, 2026 |
| Bridgewater Associates, LP | Added 87.71% | +$12.3M | $26.3M | 0.11% | Aug 14, 2026 |
| Moody Aldrich Partners LLC | Reduce 97.50% | -$11.6M | $298K | 0.05% | Jul 15, 2026 |
| Hennessy Advisors Inc | Added 13.94% | +$10.8M | $87.9M | 2.81% | Jul 16, 2026 |
| Catalyst Funds Management Pty Ltd | New Buy | +$10.6M | $10.6M | 0.60% | Aug 10, 2026 |
| Portolan Capital Management, LLC | Added 149.73% | +$10.4M | $17.3M | 0.65% | Aug 14, 2026 |
| Krane Funds Advisors LLC | New Buy | +$9.81M | $9.81M | 0.35% | Aug 14, 2026 |
| Weiss Asset Management LP | New Buy | +$9.73M | $9.73M | 0.10% | Aug 14, 2026 |
| Freestone Grove Partners LP | Added 78.43% | +$8.93M | $20.3M | 0.13% | Aug 14, 2026 |
| Lord, Abbett & Co. LLC | Added 24.89% | +$8.57M | $43M | 0.12% | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | New Buy | +$8.51M | $8.51M | 0.14% | Aug 14, 2026 |
| Phocas Financial Corp. | Reduce 52.11% | -$7.64M | $7.02M | 0.97% | Jul 31, 2026 |
| United Capital Management of KS, Inc. | Reduce 29.00% | -$7.64M | $18.7M | 2.45% | Aug 5, 2026 |
| Empowered Funds, LLC | Added 146.95% | +$7.57M | $12.7M | 0.07% | Aug 17, 2026 |
| Nomura Asset Management International Inc. | Added 288.47% | +$7.37M | $9.93M | 0.01% | Aug 14, 2026 |
| NFJ Investment Group, LLC | New Buy | +$6.63M | $6.63M | 0.22% | Aug 11, 2026 |
| Jain Global LLC | New Buy | +$6.59M | $6.59M | 0.03% | Aug 14, 2026 |
| Peregrine Capital Management LLC | New Buy | +$6.58M | $6.58M | 0.21% | Jul 17, 2026 |
| Hotchkis & Wiley Capital Management LLC | Reduce 44.52% | -$5.5M | $6.85M | 0.02% | Aug 14, 2026 |
| State of Alaska, Department of Revenue | Reduce 69.33% | -$5.49M | $2.43M | 0.02% | Jul 20, 2026 |
| Treasurer of the State of North Carolina | New Buy | +$5.47M | $5.47M | 0.01% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Reduce 57.47% | -$5.4M | $4M | 0.01% | Aug 14, 2026 |
| Navellier & Associates Inc | Added 498.60% | +$4.41M | $5.3M | 0.42% | Aug 4, 2026 |
| Illinois Municipal Retirement Fund | Sell 100% | -$4.41M | $0 | 0.00% | Aug 12, 2026 |
| Oliver Luxxe Assets LLC | Reduce 32.45% | -$4.19M | $8.72M | 1.28% | Jul 9, 2026 |
| Susquehanna Fundamental Investments, LLC | Added 465.48% | +$4.17M | $5.07M | 0.10% | Aug 14, 2026 |
| Assetmark, Inc | Reduce 20.84% | -$4.17M | $15.8M | 0.03% | Jul 30, 2026 |
| Great Lakes Advisors, LLC | Reduce 29.10% | -$3.88M | $9.46M | 0.07% | Aug 10, 2026 |
| Segall Bryant & Hamill, LLC | Reduce 39.72% | -$3.86M | $5.85M | 0.07% | Aug 12, 2026 |
| CVFG LLC | New Buy | +$3.83M | $3.83M | 0.40% | Aug 11, 2026 |
| Pacer Advisors, Inc. | Added 29211.76% | +$3.77M | $3.78M | 0.01% | Aug 13, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 681.05% | +$3.77M | $4.32M | 0.00% | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 30.67% | -$3.65M | $8.24M | 0.01% | Aug 13, 2026 |
| Edgestream Partners, L.P. | Sell 100% | -$3.6M | $0 | 0.00% | Aug 11, 2026 |
| Numerai GP LLC | Reduce 69.73% | -$3.56M | $1.55M | 0.13% | Aug 14, 2026 |
| Nicola Wealth Management Ltd. | Reduce 27.94% | -$3.54M | $9.14M | 1.05% | Aug 6, 2026 |
| Tidal Investments LLC | Reduce 23.46% | -$3.39M | $11.1M | 0.02% | Aug 13, 2026 |
| Kennedy Capital Management LLC | New Buy | +$3.25M | $3.25M | 0.06% | Aug 14, 2026 |
| State of Michigan Retirement System | New Buy | +$3.16M | $3.16M | 0.01% | Jul 30, 2026 |
| Jefferies Financial Group Inc. | Added 773.82% | +$3.06M | $3.45M | 0.02% | Aug 17, 2026 |
| Northwestern Mutual Investment Management Company, LLC | New Buy | +$3.05M | $3.05M | 0.04% | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | Added 165.92% | +$2.99M | $4.8M | 0.25% | Aug 3, 2026 |
| Occam Crest Management LP | Added 29.51% | +$2.95M | $12.9M | 6.72% | Aug 14, 2026 |
| New Mexico Educational Retirement Board | New Buy | +$2.81M | $2.81M | 0.07% | Jul 29, 2026 |
| Horizon Investment Services, LLC | New Buy | +$2.73M | $2.73M | 0.76% | Aug 6, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Reduce 72.94% | -$2.69M | $998K | 0.00% | Aug 6, 2026 |
| Foster & Motley Inc | Reduce 42.01% | -$2.54M | $3.51M | 0.16% | Aug 7, 2026 |
| Heartland Advisors Inc | Added 25.00% | +$2.53M | $12.7M | 0.56% | Aug 11, 2026 |
| Oak Harvest Investment Services | New Buy | +$2.53M | $2.53M | 0.24% | Jul 27, 2026 |
| Vestcor Inc | Reduce 45.37% | -$2.53M | $3.05M | 0.08% | Aug 11, 2026 |
| Integrated Quantitative Investments LLC | Sell 100% | -$2.51M | $0 | 0.00% | Aug 14, 2026 |
| Renaissance Group LLC | Reduce 16.64% | -$2.49M | $12.5M | 0.51% | Aug 13, 2026 |
| Worldquant Millennium Advisors LLC | New Buy | +$2.48M | $2.48M | 0.01% | Aug 14, 2026 |
| Sirios Capital Management L P | New Buy | +$2.47M | $2.47M | 0.30% | Aug 14, 2026 |
| Diversified Trust Co | Sell 100% | -$2.34M | $0 | 0.00% | Jul 17, 2026 |
| Sig Brokerage, LP | New Buy | +$2.28M | $2.28M | 0.04% | Aug 14, 2026 |
| Neo Ivy Capital Management | Sell 100% | -$2.12M | $0 | 0.00% | Aug 14, 2026 |
| Schroder Investment Management Group | Sell 100% | -$1.91M | $0 | 0.00% | Aug 13, 2026 |
| Timothy G. Youngquist 2020 Irrevocable Trust | Sell 100% | -$1.91M | $0 | 0.00% | Aug 7, 2026 |
| De Lisle Partners LLP | Added 15.91% | +$1.77M | $12.9M | 1.41% | Aug 12, 2026 |
| Oppenheimer Asset Management Inc. | Reduce 19.45% | -$1.76M | $7.27M | 0.08% | Aug 3, 2026 |
| Asset Management One Co., Ltd. | Reduce 28.79% | -$1.63M | $4.04M | 0.01% | Jul 28, 2026 |
| Cresset Asset Management, LLC | Added 72.75% | +$1.6M | $3.8M | 0.01% | Aug 14, 2026 |
| Legato Capital Management LLC | Reduce 65.50% | -$1.58M | $833K | 0.07% | Aug 6, 2026 |
| Pacifica Partners Inc. | Reduce 50.79% | -$1.55M | $1.5M | 0.45% | Jul 13, 2026 |
| VARCOV Co. | Sell 100% | -$1.52M | $0 | 0.00% | Aug 14, 2026 |
| Lone Peak Global Investors LLC | Added 6.06% | +$1.51M | $26.3M | 3.62% | Aug 10, 2026 |
| Aster Capital Management (DIFC) Ltd | Added 456.83% | +$1.41M | $1.72M | 0.37% | Aug 14, 2026 |
| Allstate Corp | Reduce 78.34% | -$1.41M | $390K | 0.00% | Aug 13, 2026 |
| Inceptionr LLC | Reduce 69.83% | -$1.4M | $604K | 0.15% | Aug 11, 2026 |
| Maryland State Retirement & Pension System | Reduce 63.39% | -$1.28M | $740K | 0.01% | Jul 30, 2026 |
| Ellsworth Advisors, LLC | Reduce 15.46% | -$1.23M | $6.75M | 1.11% | Jul 16, 2026 |
| Summit Global Investments | New Buy | +$1.23M | $1.23M | 0.07% | Aug 3, 2026 |
| RFG Advisory, LLC | New Buy | +$1.22M | $1.22M | 0.02% | Jul 15, 2026 |
| Collaborative Fund Advisors, LLC | Sell 100% | -$1.16M | $0 | 0.00% | Jul 31, 2026 |
| Silvercrest Asset Management Group LLC | New Buy | +$1.16M | $1.16M | 0.01% | Aug 14, 2026 |
| Wedge Capital Management L L P | Reduce 24.55% | -$1.15M | $3.54M | 0.06% | Jul 10, 2026 |
| Inspire Investing, LLC | Reduce 29.84% | -$1M | $2.35M | 0.10% | Aug 12, 2026 |
| Teachers Retirement System of the State of Kentucky | Reduce 12.46% | -$891K | $6.26M | 0.04% | Aug 12, 2026 |
| Sierra Summit Advisors LLC | Sell 100% | -$840K | $0 | 0.00% | Jul 20, 2026 |
| SummitTX Capital, L.P. | New Buy | +$825K | $825K | 0.02% | Aug 14, 2026 |
| Jennison Associates LLC | Reduce 30.09% | -$796K | $1.85M | 0.00% | Aug 3, 2026 |
| Securian Asset Management, Inc | New Buy | +$780K | $780K | 0.03% | Jul 23, 2026 |
| EntryPoint Capital, LLC | New Buy | +$768K | $768K | 0.19% | Aug 13, 2026 |