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 Q2	$2.91M	Buy	11,501 +4,632	+67%	+$1.01M	0.02%	567
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Brevan Howard Capital Management's SANM Position: Q2 2026 in Review

Brevan Howard Capital Management increased its Sanmina (SANM) stake by 67% in Q2 2026, buying an estimated $1.01M and bringing the position to 11,501 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #567.

Brevan Howard Capital Management first reported a position in SANM in Q1 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Brevan Howard Capital Management held 11,501 shares of Sanmina worth $2.91M as of Q2 2026.
Brevan Howard Capital Management bought 4,632 Sanmina shares in Q2 2026, an estimated $1.01M.
Sanmina made up 0.02% of Brevan Howard Capital Management's portfolio in Q2 2026, its #567 holding.
Brevan Howard Capital Management first reported a position in Sanmina in Q1 2024 and has held it in 7 quarters since.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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