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Bridgewater Associates’s Sanmina SANM Stock Holding History

Bridgewater Associates’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 		$26.3M Buy
103,959
+48,577
+88% +$10.6M 0.11% 158
2026
Q1 		$7.18M Sell
55,382
-80,129
-59% -$11.8M 0.03% 333
2025
Q4 		$20.3M Buy
135,511
+62,058
+84% +$9.16M 0.07% 203
2025
Q3 		$8.46M Sell
73,453
-7,713
-10% -$867K 0.03% 362
2025
Q2 		$7.94M Buy
81,166
+26,838
+49% +$2.22M 0.03% 284
2025
Q1 		$4.14M Sell
54,328
-21,320
-28% -$1.73M 0.02% 387
2024
Q4 		$5.72M Buy
75,648
+17,502
+30% +$1.31M 0.03% 332
2024
Q3 		$3.98M Sell
58,146
-447
-0.8% -$30.9K 0.02% 408
2024
Q2 		$3.88M Sell
58,593
-95,547
-62% -$6.11M 0.02% 405
2024
Q1 		$9.58M Sell
154,140
-5,404
-3% -$314K 0.05% 261
2023
Q4 		$8.2M Buy
159,544
+1,832
+1% +$93.5K 0.05% 278
2023
Q3 		$8.56M Buy
157,712
+92,614
+142% +$5.21M 0.05% 260
2023
Q2 		$3.92M Buy
65,098
+36,203
+125% +$1.98M 0.02% 347
2023
Q1 		$1.76M Sell
28,895
-34,714
-55% -$2.08M 0.01% 480
2022
Q4 		$3.64M Sell
63,609
-40,100
-39% -$2.37M 0.02% 422
2022
Q3 		$4.78M Sell
103,709
-25,161
-20% -$1.17M 0.02% 387
2022
Q2 		$5.25M Buy
+128,870
New +$5.33M 0.02% 475

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

Bridgewater Associates's SANM Position: Q2 2026 in Review

Bridgewater Associates increased its Sanmina (SANM) stake by 88% in Q2 2026, buying an estimated $10.6M and bringing the position to 103,959 shares worth $26.3M. The position accounts for 0.11% of the portfolio, ranked #158.

Bridgewater Associates first reported a position in SANM in Q2 2022 and has held it in 17 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Bridgewater Associates held 103,959 shares of Sanmina worth $26.3M as of Q2 2026.
  • Bridgewater Associates bought 48,577 Sanmina shares in Q2 2026, an estimated $10.6M.
  • Sanmina made up 0.11% of Bridgewater Associates's portfolio in Q2 2026, its #158 holding.
  • Bridgewater Associates first reported a position in Sanmina in Q2 2022 and has held it in 17 quarters since.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.