Alyeska Investment Group
SANM icon

Alyeska Investment Group’s Sanmina SANM Stock Holding History

Alyeska Investment Group’s Portfolio SANM Stock Details SANM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14M Sell
108,303
-247,732
-70% -$36.4M 0.04% 368
2025
Q4 		$53.4M Buy
+356,035
New +$52.6M 0.15% 172
2025
Q1 		– Sell
-460,796
Closed -$34.9M – 644
2024
Q4 		$34.9M Buy
+460,796
New +$34.4M 0.13% 188
2024
Q2 		– Sell
-148,960
Closed -$9.26M – 664
2024
Q1 		$9.26M Buy
+148,960
New +$8.66M 0.06% 289
2023
Q4 		– Sell
-43,675
Closed -$2.37M – 646
2023
Q3 		$2.37M Buy
+43,675
New +$2.46M 0.02% 380
2022
Q2 		– Sell
-279,799
Closed -$11.3M – 654
2022
Q1 		$11.3M Sell
279,799
-286,801
-51% -$11.4M 0.12% 192
2021
Q4 		$23.5M Buy
566,600
+119,225
+27% +$4.69M 0.27% 120
2021
Q3 		$17.2M Buy
+447,375
New +$17.2M 0.21% 128
2020
Q3 		– Sell
-227,298
Closed -$5.69M – 572
2020
Q2 		$5.69M Buy
+227,298
New +$5.98M 0.09% 253
2019
Q1 		– Sell
-418,482
Closed -$10.1M – 443
2018
Q4 		$10.1M Buy
+418,482
New +$10.5M 0.15% 168
2018
Q3 		– Sell
-1,074,990
Closed -$31.5M – 499
2018
Q2 		$31.5M Buy
1,074,990
+356,913
+50% +$10.5M 0.28% 117
2018
Q1 		$18.8M Buy
+718,077
New +$20.5M 0.16% 163
2016
Q2 		– Sell
-801,810
Closed -$18.7M – 489
2016
Q1 		$18.7M Buy
801,810
+206,887
+35% +$4.16M 0.17% 183
2015
Q4 		$12.2M Buy
+594,923
New +$13.2M 0.13% 203
2015
Q3 		– Sell
-558,085
Closed -$11.3M – 520
2015
Q2 		$11.3M Sell
558,085
-181,780
-25% -$3.97M 0.13% 214
2015
Q1 		$17.9M Buy
+739,865
New +$17M 0.25% 164

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $174M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alyeska Investment Group's SANM Position: Q1 2026 in Review

Alyeska Investment Group reduced its Sanmina (SANM) stake by 70% in Q1 2026, selling an estimated $36.4M and leaving 108,303 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #368.

Alyeska Investment Group first reported a position in SANM in Q1 2015 and has held it in 16 quarters since. The position peaked at $53.4M in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Alyeska Investment Group held 108,303 shares of Sanmina worth $14M as of Q1 2026.
  • Alyeska Investment Group sold 247,732 Sanmina shares in Q1 2026, an estimated $36.4M.
  • Sanmina made up 0.04% of Alyeska Investment Group's portfolio in Q1 2026, its #368 holding.
  • Alyeska Investment Group first reported a position in Sanmina in Q1 2015 and has held it in 16 quarters since.
  • Alyeska Investment Group's Sanmina position peaked at $53.4M in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Alyeska Investment Group's 13F filing for Q1 2026, filed 15 May 2026.