GACM
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Global Alpha Capital Management’s Sanmina SANM Stock Holding History

Global Alpha 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 		$75M Sell
296,337
-306,225
-51% -$67.1M 4.49% 3
2026
Q1 		$78.1M Buy
602,562
+37,930
+7% +$5.57M 4.7% 2
2025
Q4 		$84.7M Sell
564,632
-251,259
-31% -$37.1M 5.17% 2
2025
Q3 		$93.9M Sell
815,891
-53,000
-6% -$5.96M 5.37% 2
2025
Q2 		$85M Buy
868,891
+54,200
+7% +$4.48M 5.3% 2
2025
Q1 		$62.1M Buy
814,691
+63,500
+8% +$5.16M 4.52% 2
2024
Q4 		$56.8M Sell
751,191
-171,200
-19% -$12.8M 4.12% 4
2024
Q3 		$63.1M Buy
922,391
+149,600
+19% +$10.3M 4.1% 6
2024
Q2 		$51.2M Buy
772,791
+25,600
+3% +$1.64M 3.73% 7
2024
Q1 		$46.5M Buy
747,191
+69,300
+10% +$4.03M 3.45% 9
2023
Q4 		$34.8M Buy
677,891
+145,780
+27% +$7.44M 2.8% 12
2023
Q3 		$28.9M Buy
532,111
+200
+0% +$11.2K 2.9% 12
2023
Q2 		$32.1M Sell
531,911
-12,667
-2% -$694K 3% 12
2023
Q1 		$33.2M Buy
544,578
+189,138
+53% +$11.3M 3.01% 11
2022
Q4 		$20.4M Buy
355,440
+18,900
+6% +$1.12M 1.99% 23
2022
Q3 		$15.5M Buy
336,540
+84,700
+34% +$3.95M 1.55% 28
2022
Q2 		$10.3M Buy
+251,840
New +$10.4M 1.11% 31

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

Global Alpha Capital Management's SANM Position: Q2 2026 in Review

Global Alpha Capital Management reduced its Sanmina (SANM) stake by 51% in Q2 2026, selling an estimated $67.1M and leaving 296,337 shares worth $75M. The position accounts for 4.49% of the portfolio, ranked #3.

Global Alpha Capital Management first reported a position in SANM in Q2 2022 and has held it in 17 quarters since. The position peaked at $93.9M in Q3 2025. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Global Alpha Capital Management held 296,337 shares of Sanmina worth $75M as of Q2 2026.
  • Global Alpha Capital Management sold 306,225 Sanmina shares in Q2 2026, an estimated $67.1M.
  • Sanmina made up 4.49% of Global Alpha Capital Management's portfolio in Q2 2026, its #3 holding.
  • Global Alpha Capital Management first reported a position in Sanmina in Q2 2022 and has held it in 17 quarters since.
  • Global Alpha Capital Management's Sanmina position peaked at $93.9M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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