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Aquatic Capital Management’s Sanmina SANM Stock Holding History

Aquatic Capital Management’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
Q2 		$4.17M Buy
16,468
+13,303
+420% +$2.92M 0.14% 177
2026
Q1 		$410K Buy
+3,165
New +$465K 0.01% 810
2024
Q1 		– Sell
-21,500
Closed -$1.1M – 1593
2023
Q4 		$1.1M Buy
21,500
+6,800
+46% +$347K 0.03% 453
2023
Q3 		$798K Buy
14,700
+14,600
+14,600% +$821K 0.03% 383
2023
Q2 		$6K Buy
+100
New +$5.48K ﹤0.01% 1236
2023
Q1 		– Sell
-25,500
Closed -$1.46M – 1694
2022
Q4 		$1.46M Buy
+25,500
New +$1.51M 0.11% 239
2022
Q2 		– Sell
-200
Closed -$8K – 1534
2022
Q1 		$8K Buy
+200
New +$7.96K 0.01% 733

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

Aquatic Capital Management's SANM Position: Q2 2026 in Review

Aquatic Capital Management increased its Sanmina (SANM) stake by 420% in Q2 2026, buying an estimated $2.92M and bringing the position to 16,468 shares worth $4.17M. The position accounts for 0.14% of the portfolio, ranked #177.

Aquatic Capital Management first reported a position in SANM in Q1 2022 and has held it in 7 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Aquatic Capital Management held 16,468 shares of Sanmina worth $4.17M as of Q2 2026.
  • Aquatic Capital Management bought 13,303 Sanmina shares in Q2 2026, an estimated $2.92M.
  • Sanmina made up 0.14% of Aquatic Capital Management's portfolio in Q2 2026, its #177 holding.
  • Aquatic Capital Management first reported a position in Sanmina in Q1 2022 and has held it in 7 quarters since.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.