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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
2026
Q2 		$169K Buy
+666
New +$146K 0.16% 226
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

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

Bayforest Capital's SANM Position: Q2 2026 in Review

Bayforest Capital opened a new position in Sanmina (SANM) in Q2 2026: 666 shares worth $169K. The stake represents 0.16% of the portfolio and ranks #226 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in SANM as recently as Q3 2025.

Bayforest Capital first reported a position in SANM in Q4 2024 and has held it in 5 quarters since. The position peaked at $433K in Q2 2025. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Bayforest Capital held 666 shares of Sanmina worth $169K as of Q2 2026.
  • Sanmina was a new Bayforest Capital position in Q2 2026.
  • Sanmina made up 0.16% of Bayforest Capital's portfolio in Q2 2026, its #226 holding.
  • Bayforest Capital first reported a position in Sanmina in Q4 2024 and has held it in 5 quarters since.
  • Bayforest Capital's Sanmina position peaked at $433K in Q2 2025.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.