David Shaw’s Sanmina SANM Stock Holding History

David Shaw’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
2014 Q4	–	Sell	-13,400	Closed	-$280K	–	4223
2014 Q3	$280K	Hold	13,400	–	–	﹤0.01%	3726
2014 Q2	$305K	Buy	+13,400	New	+$271K	﹤0.01%	3827

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

David Shaw's SANM Position: Q2 2026 in Review

David Shaw increased its Sanmina (SANM) stake by 628% in Q2 2026, buying an estimated $160M and bringing the position to 846,681 shares worth $214M. The position accounts for 0.1% of the portfolio, ranked #208.

David Shaw first reported a position in SANM in Q2 2013 and has held it in 52 quarters since. 571 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

David Shaw held 846,681 shares of Sanmina worth $214M as of Q2 2026.
David Shaw bought 730,431 Sanmina shares in Q2 2026, an estimated $160M.
Sanmina made up 0.1% of David Shaw's portfolio in Q2 2026, its #208 holding.
David Shaw first reported a position in Sanmina in Q2 2013 and has held it in 52 quarters since.
571 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.