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 Q1	$1.08M	Buy	8,300 +4,800	+137%	+$705K	﹤0.01%	6335
2025 Q4	$525K	Buy	+3,500	New	+$517K	﹤0.01%	7564

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

Jane Street's SANM Position: Q1 2026 in Review

Jane Street increased its Sanmina (SANM) stake by 4,562% in Q1 2026, buying an estimated $19.2M and bringing the position to 133,440 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Jane Street first reported a position in SANM in Q2 2017 and has held it in 25 quarters since. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Jane Street held 133,440 shares of Sanmina worth $17.3M as of Q1 2026.
Jane Street bought 130,578 Sanmina shares in Q1 2026, an estimated $19.2M.
Sanmina made up ﹤0.01% of Jane Street's portfolio in Q1 2026, its #1917 holding.
Jane Street first reported a position in Sanmina in Q2 2017 and has held it in 25 quarters since.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Jane Street's 13F filing for Q1 2026, filed 12 May 2026.