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Bayforest Capital’s Sanmina SANM Stock Holding History

Bayforest Capital’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
2025
Q4 		– Sell
-1,112
Closed -$128K – 936
2025
Q3 		$128K Sell
1,112
-3,316
-75% -$373K 0.06% 477
2025
Q2 		$433K Buy
4,428
+971
+28% +$80.2K 0.19% 218
2025
Q1 		$263K Buy
3,457
+2,406
+229% +$195K 0.11% 333
2024
Q4 		$79.5K Buy
+1,051
New +$78.4K 0.1% 366

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State Street
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Geode Capital Management
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AMD
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Morgan Stanley
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EARNEST Partners
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