Holocene Advisors’s Sanmina SANM Stock Holding History

Holocene Advisors’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	$314K	Buy	+2,424	New	+$356K	﹤0.01%	760
2022 Q3	–	Sell	-7,197	Closed	-$293K	–	935
2022 Q2	$293K	Sell	7,197 -52,047	-88%	-$2.15M	﹤0.01%	754
2022 Q1	$2.4M	Buy	59,244 +14,216	+32%	+$566K	0.01%	455
2021 Q4	$1.87M	Buy	45,028 +522	+1%	+$20.5K	0.01%	566
2021 Q3	$1.72M	Buy	44,506 +38,555	+648%	+$1.48M	0.01%	588
2021 Q2	$232K	Sell	5,951 -6,683	-53%	-$276K	﹤0.01%	791
2021 Q1	$523K	Buy	+12,634	New	+$459K	﹤0.01%	743
2020 Q2	–	Sell	-23,428	Closed	-$639K	–	748
2020 Q1	$639K	Sell	23,428 -22,960	-49%	-$669K	0.01%	511
2019 Q4	$1.59M	Buy	46,388 +30,870	+199%	+$989K	0.01%	468
2019 Q3	$498K	Buy	+15,518	New	+$476K	0.01%	594
2018 Q4	–	Sell	-17,305	Closed	-$478K	–	798
2018 Q3	$478K	Buy	+17,305	New	+$519K	0.01%	555
2018 Q2	–	Sell	-16,125	Closed	-$422K	–	713
2018 Q1	$422K	Buy	+16,125	New	+$461K	0.01%	317

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

Holocene Advisors's SANM Position: Q1 2026 in Review

Holocene Advisors opened a new position in Sanmina (SANM) in Q1 2026: 2,424 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in SANM as recently as Q2 2022.

Holocene Advisors first reported a position in SANM in Q1 2018 and has held it in 12 quarters since. The position peaked at $2.4M in Q1 2022. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Holocene Advisors held 2,424 shares of Sanmina worth $314K as of Q1 2026.
Sanmina was a new Holocene Advisors position in Q1 2026.
Sanmina made up ﹤0.01% of Holocene Advisors's portfolio in Q1 2026, its #760 holding.
Holocene Advisors first reported a position in Sanmina in Q1 2018 and has held it in 12 quarters since.
Holocene Advisors's Sanmina position peaked at $2.4M in Q1 2022.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.