D.E. Shaw & Co’s Sanmina SANM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.1M | Sell |
116,250
-14,818
| -11% | -$2.18M | 0.01% | 1335 |
|
|
2025
Q4 | $19.7M | Sell |
131,068
-211,046
| -62% | -$31.2M | 0.01% | 1252 |
|
|
2025
Q3 | $39.4M | Sell |
342,114
-93,758
| -22% | -$10.5M | 0.02% | 774 |
|
|
2025
Q2 | $42.6M | Sell |
435,872
-147,708
| -25% | -$12.2M | 0.03% | 636 |
|
|
2025
Q1 | $44.5M | Sell |
583,580
-197,148
| -25% | -$16M | 0.04% | 528 |
|
|
2024
Q4 | $59.1M | Sell |
780,728
-182,729
| -19% | -$13.6M | 0.04% | 504 |
|
|
2024
Q3 | $65.9M | Sell |
963,457
-204,832
| -18% | -$14.1M | 0.06% | 404 |
|
|
2024
Q2 | $77.4M | Buy |
1,168,289
+86,492
| +8% | +$5.53M | 0.07% | 326 |
|
|
2024
Q1 | $67.3M | Buy |
1,081,797
+456,662
| +73% | +$26.6M | 0.06% | 374 |
|
|
2023
Q4 | $32.1M | Buy |
625,135
+294,414
| +89% | +$15M | 0.03% | 655 |
|
|
2023
Q3 | $18M | Buy |
330,721
+124,465
| +60% | +$7M | 0.02% | 928 |
|
|
2023
Q2 | $12.4M | Sell |
206,256
-5,328
| -3% | -$292K | 0.01% | 1171 |
|
|
2023
Q1 | $12.9M | Sell |
211,584
-72,392
| -25% | -$4.34M | 0.01% | 1179 |
|
|
2022
Q4 | $16.3M | Buy |
283,976
+185,712
| +189% | +$11M | 0.02% | 1061 |
|
|
2022
Q3 | $4.53M | Sell |
98,264
-19,125
| -16% | -$891K | 0.01% | 2212 |
|
|
2022
Q2 | $4.78M | Sell |
117,389
-57,812
| -33% | -$2.39M | 0.01% | 2184 |
|
|
2022
Q1 | $7.08M | Sell |
175,201
-122,633
| -41% | -$4.88M | 0.01% | 1940 |
|
|
2021
Q4 | $12.3M | Buy |
297,834
+12,875
| +5% | +$506K | 0.01% | 1470 |
|
|
2021
Q3 | $11M | Sell |
284,959
-14,097
| -5% | -$541K | 0.01% | 1455 |
|
|
2021
Q2 | $11.7M | Sell |
299,056
-169,147
| -36% | -$6.97M | 0.01% | 1369 |
|
|
2021
Q1 | $19.4M | Sell |
468,203
-182,146
| -28% | -$6.62M | 0.02% | 946 |
|
|
2020
Q4 | $20.7M | Sell |
650,349
-59,068
| -8% | -$1.75M | 0.02% | 940 |
|
|
2020
Q3 | $19.2M | Buy |
709,417
+65,997
| +10% | +$1.8M | 0.02% | 856 |
|
|
2020
Q2 | $16.1M | Sell |
643,420
-25,097
| -4% | -$660K | 0.02% | 897 |
|
|
2020
Q1 | $18.2M | Sell |
668,517
-15,373
| -2% | -$448K | 0.03% | 664 |
|
|
2019
Q4 | $23.4M | Sell |
683,890
-189,791
| -22% | -$6.08M | 0.03% | 736 |
|
|
2019
Q3 | $28.1M | Sell |
873,681
-80,617
| -8% | -$2.47M | 0.03% | 614 |
|
|
2019
Q2 | $28.9M | Buy |
954,298
+2,257
| +0.2% | +$68.3K | 0.04% | 579 |
|
|
2019
Q1 | $27.5M | Sell |
952,041
-16,874
| -2% | -$497K | 0.04% | 584 |
|
|
2018
Q4 | $23.3M | Buy |
968,915
+296,937
| +44% | +$7.47M | 0.03% | 642 |
|
|
2018
Q3 | $18.5M | Sell |
671,978
-136,920
| -17% | -$4.1M | 0.02% | 812 |
|
|
2018
Q2 | $23.7M | Buy |
808,898
+145,864
| +22% | +$4.29M | 0.03% | 632 |
|
|
2018
Q1 | $17.3M | Buy |
663,034
+349,439
| +111% | +$9.99M | 0.02% | 738 |
|
|
2017
Q4 | $10.3M | Buy |
313,595
+235,546
| +302% | +$8.23M | 0.01% | 1004 |
|
|
2017
Q3 | $2.9M | Sell |
78,049
-128,286
| -62% | -$4.79M | ﹤0.01% | 1765 |
|
|
2017
Q2 | $7.86M | Sell |
206,335
-41,495
| -17% | -$1.58M | 0.01% | 1031 |
|
|
2017
Q1 | $10.1M | Sell |
247,830
-69,658
| -22% | -$2.69M | 0.02% | 879 |
|
|
2016
Q4 | $11.6M | Buy |
317,488
+62,898
| +25% | +$1.99M | 0.02% | 872 |
|
|
2016
Q3 | $7.25M | Sell |
254,590
-147,397
| -37% | -$3.99M | 0.01% | 1071 |
|
|
2016
Q2 | $10.8M | Buy |
401,987
+109,878
| +38% | +$2.75M | 0.02% | 846 |
|
|
2016
Q1 | $6.83M | Sell |
292,109
-74,873
| -20% | -$1.5M | 0.01% | 1084 |
|
|
2015
Q4 | $7.55M | Buy |
366,982
+262,404
| +251% | +$5.84M | 0.01% | 1131 |
|
|
2015
Q3 | $2.23M | Buy |
104,578
+27,446
| +36% | +$554K | ﹤0.01% | 2014 |
|
|
2015
Q2 | $1.55M | Sell |
77,132
-123,713
| -62% | -$2.7M | ﹤0.01% | 2393 |
|
|
2015
Q1 | $4.86M | Sell |
200,845
-234,531
| -54% | -$5.38M | 0.01% | 1404 |
|
|
2014
Q4 | $10.2M | Buy |
435,376
+195,768
| +82% | +$4.48M | 0.01% | 1092 |
|
|
2014
Q3 | $5M | Buy |
239,608
+183,974
| +331% | +$4.28M | 0.01% | 1570 |
|
|
2014
Q2 | $1.27M | Buy |
+55,634
| New | +$1.13M | ﹤0.01% | 2718 |
|
|
2014
Q1 | – | Sell |
-13,059
| Closed | -$218K | – | 4572 |
|
|
2013
Q4 | $218K | Sell |
13,059
-235,338
| -95% | -$3.79M | ﹤0.01% | 4228 |
|
|
2013
Q3 | $4.34M | Buy |
248,397
+90,114
| +57% | +$1.48M | 0.01% | 1730 |
|
|
2013
Q2 | $2.27M | Buy |
+158,283
| New | +$2.03M | ﹤0.01% | 1999 |
|
Other funds holding SANM
VPM
VCM
AMD
D.E. Shaw & Co's SANM Position: Q1 2026 in Review
D.E. Shaw & Co reduced its Sanmina (SANM) stake by 11% in Q1 2026, selling an estimated $2.18M and leaving 116,250 shares worth $15.1M. The position accounts for 0.01% of the portfolio, ranked #1335.
D.E. Shaw & Co first reported a position in SANM in Q2 2013 and has held it in 51 quarters since. The position peaked at $77.4M in Q2 2024. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.
- D.E. Shaw & Co held 116,250 shares of Sanmina worth $15.1M as of Q1 2026.
- D.E. Shaw & Co sold 14,818 Sanmina shares in Q1 2026, an estimated $2.18M.
- Sanmina made up 0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #1335 holding.
- D.E. Shaw & Co first reported a position in Sanmina in Q2 2013 and has held it in 51 quarters since.
- D.E. Shaw & Co's Sanmina position peaked at $77.4M in Q2 2024.
- 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.
Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.