ExodusPoint Capital Management’s Sanmina SANM Stock Holding History

ExodusPoint 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	$10.7M	Sell	42,124 -4,911	-10%	-$1.08M	0.07%	277
2026 Q1	$6.1M	Buy	+47,035	New	+$6.91M	0.05%	377
2025 Q4	–	Sell	-6,747	Closed	-$777K	–	1998
2025 Q3	$777K	Buy	+6,747	New	+$759K	0.01%	1044
2025 Q1	–	Sell	-3,093	Closed	-$234K	–	1937
2024 Q4	$234K	Buy	+3,093	New	+$231K	﹤0.01%	1337
2024 Q3	–	Sell	-14,739	Closed	-$976K	–	2038
2024 Q2	$976K	Buy	14,739 +6,149	+72%	+$393K	0.01%	1028
2024 Q1	$534K	Buy	8,590 +929	+12%	+$54K	﹤0.01%	1125
2023 Q4	$394K	Buy	+7,661	New	+$391K	﹤0.01%	1104
2023 Q3	–	Sell	-32,997	Closed	-$1.99M	–	2080
2023 Q2	$1.99M	Sell	32,997 -47,594	-59%	-$2.61M	0.02%	807
2023 Q1	$4.92M	Buy	80,591 +10,803	+15%	+$647K	0.04%	522
2022 Q4	$4M	Buy	69,788 +47,285	+210%	+$2.8M	0.06%	411
2022 Q3	$1.04M	Buy	22,503 +12,014	+115%	+$560K	0.01%	1091
2022 Q2	$427K	Buy	+10,489	New	+$433K	0.01%	1415
2022 Q1	–	Sell	-11,114	Closed	-$461K	–	2616
2021 Q4	$461K	Buy	+11,114	New	+$437K	﹤0.01%	1464
2021 Q3	–	Sell	-29,724	Closed	-$1.16M	–	2566
2021 Q2	$1.16M	Buy	+29,724	New	+$1.23M	0.01%	927
2021 Q1	–	Sell	-34,083	Closed	-$1.09M	–	2537
2020 Q4	$1.09M	Buy	+34,083	New	+$1.01M	0.01%	805
2020 Q3	–	Sell	-65,574	Closed	-$1.64M	–	2171
2020 Q2	$1.64M	Buy	+65,574	New	+$1.73M	0.04%	511
2019 Q4	–	Sell	-21,274	Closed	-$683K	–	1840
2019 Q3	$683K	Buy	21,274 +2,066	+11%	+$63.4K	0.02%	521
2019 Q2	$582K	Buy	+19,208	New	+$582K	0.02%	404

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 $3.38T AUM 44.17% 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

ExodusPoint Capital Management's SANM Position: Q2 2026 in Review

ExodusPoint Capital Management reduced its Sanmina (SANM) stake by 10% in Q2 2026, selling an estimated $1.08M and leaving 42,124 shares worth $10.7M. The position accounts for 0.07% of the portfolio, ranked #277.

ExodusPoint Capital Management first reported a position in SANM in Q2 2019 and has held it in 18 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

ExodusPoint Capital Management held 42,124 shares of Sanmina worth $10.7M as of Q2 2026.
ExodusPoint Capital Management sold 4,911 Sanmina shares in Q2 2026, an estimated $1.08M.
Sanmina made up 0.07% of ExodusPoint Capital Management's portfolio in Q2 2026, its #277 holding.
ExodusPoint Capital Management first reported a position in Sanmina in Q2 2019 and has held it in 18 quarters since.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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