Dark Forest Capital Management’s Sanmina SANM Stock Holding History

Dark Forest 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	$3.3M	Buy	+13,031	New	+$2.86M	0.21%	135
2025 Q4	–	Sell	-10,796	Closed	-$1.24M	–	1303
2025 Q3	$1.24M	Sell	10,796 -49,817	-82%	-$5.6M	0.05%	653
2025 Q2	$5.93M	Buy	60,613 +9,558	+19%	+$790K	0.24%	74
2025 Q1	$3.89M	Buy	+51,055	New	+$4.15M	0.18%	130
2024 Q3	–	Sell	-12,226	Closed	-$810K	–	1127
2024 Q2	$810K	Buy	12,226 +6,602	+117%	+$422K	0.15%	141
2024 Q1	$350K	Sell	5,624 -12,240	-69%	-$712K	0.06%	410
2023 Q4	$918K	Buy	17,864 +2,416	+16%	+$123K	0.14%	122
2023 Q3	$839K	Buy	15,448 +778	+5%	+$43.8K	0.06%	487
2023 Q2	$884K	Buy	+14,670	New	+$804K	0.08%	354
2023 Q1	–	Sell	-642	Closed	-$36.8K	–	1448
2022 Q4	$36.8K	Buy	+642	New	+$38K	0.01%	448
2022 Q2	–	Sell	-600	Closed	-$24K	–	1315
2022 Q1	$24K	Buy	600 +29	+5%	+$1.15K	0.01%	746
2021 Q4	$24K	Buy	571 +551	+2,755%	+$21.7K	0.01%	633
2021 Q3	$1K	Buy	+20	New	+$767	﹤0.01%	1210

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 $3.37T AUM 44.26% 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

Dark Forest Capital Management's SANM Position: Q2 2026 in Review

Dark Forest Capital Management opened a new position in Sanmina (SANM) in Q2 2026: 13,031 shares worth $3.3M. The stake represents 0.21% of the portfolio and ranks #135 among its holdings. This is a return to the name: Dark Forest Capital Management previously reported a position in SANM as recently as Q3 2025.

Dark Forest Capital Management first reported a position in SANM in Q3 2021 and has held it in 13 quarters since. The position peaked at $5.93M in Q2 2025. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Dark Forest Capital Management held 13,031 shares of Sanmina worth $3.3M as of Q2 2026.
Sanmina was a new Dark Forest Capital Management position in Q2 2026.
Sanmina made up 0.21% of Dark Forest Capital Management's portfolio in Q2 2026, its #135 holding.
Dark Forest Capital Management first reported a position in Sanmina in Q3 2021 and has held it in 13 quarters since.
Dark Forest Capital Management's Sanmina position peaked at $5.93M in Q2 2025.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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