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	$29.1M	Buy	115,000 +106,700	+1,286%	+$23.4M	﹤0.01%	1812
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

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

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

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.