SANM — SANMINA CORPORATION
Public company
InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.
Sourced from SEC EDGAR public filings
Why are billionaires buying SANM?
Built from public SEC filings and public economic data. Not a recommendation.
Why? — Evidence & Confidence ▾
Of 2 tracked investors who changed their SANM position last quarter, 0 bought and 2 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).
- +5 tracked investors reported holding SANM at their latest filing
- −2 tracked investors reduced or exited last quarter (1 reduced, 1 sold out)
- −13F data is disclosed up to 45 days after quarter end — positions may have changed since
- · 13F disclosure lag (up to 45 days)
- · Tracked investors are a sample, not the whole market
- · Sector regime fit is a historical average, not a guarantee
Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.
About SANMINA CORPORATION (SANM)
SANMINA CORPORATION (SANM) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $54M. Across recent filings, tracked investors recorded 2 new positions, 1 increased, 1 reduced, and 1 exited. All data sourced from SEC 13F filings.
Based on recent institutional activity in SANM
How many top investors track SANM
A small number of top investors own this.
SANM Ownership Composition
How SANMINA CORPORATION is held across tracked investor types, based on reported 13F positions.
- Other99.7%
- Hedge Funds0.3%
Tracked investors reporting SANM
- Izzy EnglanderMar 31, 2026Millennium ManagementShares420.2KValue$54.5M% Portfolio0.02%
- Ken GriffinMar 31, 2026Citadel AdvisorsShares262.3KValue$34M% Portfolio0.01%
- Ray DalioMar 31, 2026Bridgewater AssociatesShares55.4KValue$7.2M% Portfolio0.03%
- Paul Tudor JonesMar 31, 2026Tudor Investment CorpShares18.4KValue$2.4M% Portfolio0.00%
- Steve CohenMar 31, 2026Point72 Asset ManagementShares1.9KValue$246.3K% Portfolio0.00%
Recent activity
- Sold$0(-100.00%)May 15, 2026
- Reduced$7.2M(-59.13%)May 15, 2026
- New$12.4KFeb 17, 2026
- Increased$20.3K(84.49%)Feb 13, 2026
- New$8.5KNov 13, 2025
Frequently asked questions
- How many institutional investors hold SANM?
- 5 tracked institutional investors disclosed a position in SANM (SANMINA CORPORATION) in their most recent 13F filing.
- Who is the largest institutional holder of SANM?
- Izzy Englander, Millennium Management, holds the largest disclosed position in SANM, valued at $54M.
- Did institutional ownership of SANM increase or decrease?
- Across recent 13F filings, tracked investors recorded 2 new positions, 1 increased, 1 reduced, and 1 fully exited SANM.
- Where does this SANM ownership data come from?
- SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.