EntryPoint Capital’s Sanmina SANM Stock Holding History

EntryPoint Capital’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 Q1	–	Sell	-2,583	Closed	-$388K	–	897
2025 Q4	$388K	Sell	2,583 -4,328	-63%	-$639K	0.15%	253
2025 Q3	$796K	Buy	6,911 +538	+8%	+$60.5K	0.31%	49
2025 Q2	$623K	Buy	+6,373	New	+$527K	0.31%	43
2025 Q1	–	Sell	-2,945	Closed	-$223K	–	922
2024 Q4	$223K	Buy	+2,945	New	+$220K	0.09%	542
2024 Q3	–	Sell	-616	Closed	-$40.8K	–	1059
2024 Q2	$40.8K	Buy	+616	New	+$39.4K	0.06%	595
2024 Q1	–	Sell	-3,616	Closed	-$186K	–	1714
2023 Q4	$186K	Buy	+3,616	New	+$185K	0.18%	113

Other funds holding SANM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $174M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EntryPoint Capital's SANM Position: Q1 2026 in Review

EntryPoint Capital sold out of Sanmina (SANM) in Q1 2026, closing a stake of 2,583 shares — an estimated $388K sold.

EntryPoint Capital first reported a position in SANM in Q4 2023 and held it in 6 quarters. The position peaked at $796K in Q3 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

EntryPoint Capital reported no remaining Sanmina position as of Q1 2026 after selling out during the quarter.
EntryPoint Capital sold 2,583 Sanmina shares in Q1 2026, an estimated $388K.
EntryPoint Capital first reported a position in Sanmina in Q4 2023 and held it in 6 quarters.
EntryPoint Capital's Sanmina position peaked at $796K in Q3 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on EntryPoint Capital's 13F filing for Q1 2026, filed 14 May 2026.