Jane Street
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Jane Street’s Sanmina SANM Stock Holding History

Jane Street’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 		$38.5M Buy
152,300
+54,700
+56% +$12M ﹤0.01% 1611
2026
Q1 		$12.7M Buy
97,600
+70,200
+256% +$10.3M ﹤0.01% 2257
2025
Q4 		$4.11M Sell
27,400
-55,400
-67% -$8.18M ﹤0.01% 3537
2025
Q3 		$9.53M Buy
82,800
+2,300
+3% +$259K ﹤0.01% 2492
2025
Q2 		$7.88M Buy
+80,500
New +$6.65M ﹤0.01% 2439
2024
Q2 		– Sell
-8,200
Closed -$510K – 10096
2024
Q1 		$510K Buy
+8,200
New +$477K ﹤0.01% 6625

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street's SANM Position: Q2 2026 in Review

Jane Street increased its Sanmina (SANM) stake by 1,040% in Q2 2026, buying an estimated $304M and bringing the position to 1,521,491 shares worth $385M. The position accounts for 0.03% of the portfolio, ranked #357.

Jane Street first reported a position in SANM in Q2 2017 and has held it in 26 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Jane Street held 1,521,491 shares of Sanmina worth $385M as of Q2 2026.
  • Jane Street bought 1,388,051 Sanmina shares in Q2 2026, an estimated $304M.
  • Sanmina made up 0.03% of Jane Street's portfolio in Q2 2026, its #357 holding.
  • Jane Street first reported a position in Sanmina in Q2 2017 and has held it in 26 quarters since.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Jane Street's 13F filing for Q2 2026, filed 14 Aug 2026.