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Brevan Howard Capital Management’s Sanmina SANM Stock Holding History

Brevan Howard 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
Q1 		$890K Buy
6,869
+2,541
+59% +$373K 0.01% 970
2025
Q4 		$650K Sell
4,328
-31
-0.7% -$4.58K 0.01% 970
2025
Q3 		$502K Sell
4,359
-9,025
-67% -$1.01M ﹤0.01% 1294
2025
Q2 		$1.31M Buy
+13,384
New +$1.11M 0.01% 939
2024
Q3 		– Sell
-7,855
Closed -$520K – 1399
2024
Q2 		$520K Buy
7,855
+3,372
+75% +$216K ﹤0.01% 591
2024
Q1 		$279K Buy
+4,483
New +$261K ﹤0.01% 684

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

Brevan Howard Capital Management's SANM Position: Q1 2026 in Review

Brevan Howard Capital Management increased its Sanmina (SANM) stake by 59% in Q1 2026, buying an estimated $373K and bringing the position to 6,869 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #970.

Brevan Howard Capital Management first reported a position in SANM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q2 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Brevan Howard Capital Management held 6,869 shares of Sanmina worth $890K as of Q1 2026.
  • Brevan Howard Capital Management bought 2,541 Sanmina shares in Q1 2026, an estimated $373K.
  • Sanmina made up 0.01% of Brevan Howard Capital Management's portfolio in Q1 2026, its #970 holding.
  • Brevan Howard Capital Management first reported a position in Sanmina in Q1 2024 and has held it in 6 quarters since.
  • Brevan Howard Capital Management's Sanmina position peaked at $1.31M in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Brevan Howard Capital Management's 13F filing for Q1 2026, filed 15 May 2026.