Israel Englander’s Sanmina SANM Stock Holding History

Israel Englander’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	$278K	Buy	+1,100	New	+$241K	﹤0.01%	5153
2013 Q3	–	Sell	-18,200	Closed	-$261K	–	3538
2013 Q2	$261K	Buy	+18,200	New	+$234K	﹤0.01%	2644

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

Israel Englander's SANM Position: Q2 2026 in Review

Israel Englander increased its Sanmina (SANM) stake by 64% in Q2 2026, buying an estimated $58.8M and bringing the position to 688,388 shares worth $174M. The position accounts for 0.06% of the portfolio, ranked #285.

Israel Englander first reported a position in SANM in Q3 2013 and has held it in 48 quarters since. 571 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Israel Englander held 688,388 shares of Sanmina worth $174M as of Q2 2026.
Israel Englander bought 268,233 Sanmina shares in Q2 2026, an estimated $58.8M.
Sanmina made up 0.06% of Israel Englander's portfolio in Q2 2026, its #285 holding.
Israel Englander first reported a position in Sanmina in Q3 2013 and has held it in 48 quarters since.
571 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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