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 Q2	–	Sell	-2,424	Closed	-$314K	–	980
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

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

Holocene Advisors's SANM Position: Q2 2026 in Review

Holocene Advisors sold out of Sanmina (SANM) in Q2 2026, closing a stake of 2,424 shares — an estimated $314K sold.

Holocene Advisors first reported a position in SANM in Q1 2018 and held it in 12 quarters. The position peaked at $2.4M in Q1 2022. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Holocene Advisors reported no remaining Sanmina position as of Q2 2026 after selling out during the quarter.
Holocene Advisors sold 2,424 Sanmina shares in Q2 2026, an estimated $314K.
Holocene Advisors first reported a position in Sanmina in Q1 2018 and held it in 12 quarters.
Holocene Advisors's Sanmina position peaked at $2.4M in Q1 2022.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.