Jeff Yass’s Sanmina SANM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.5M | Buy |
65,000
+46,700
| +255% | +$10.2M | ﹤0.01% | 2681 |
|
|
2026
Q1 | $2.37M | Buy |
18,300
+10,000
| +120% | +$1.47M | ﹤0.01% | 5778 |
|
|
2025
Q4 | $1.25M | Sell |
8,300
-20,700
| -71% | -$3.06M | ﹤0.01% | 6668 |
|
|
2025
Q3 | $3.34M | Buy |
+29,000
| New | +$3.26M | ﹤0.01% | 4768 |
|
|
2024
Q3 | – | Sell |
-9,900
| Closed | -$656K | – | 12902 |
|
|
2024
Q2 | $656K | Sell |
9,900
-6,000
| -38% | -$384K | ﹤0.01% | 7588 |
|
|
2024
Q1 | $989K | Buy |
15,900
+4,400
| +38% | +$256K | ﹤0.01% | 6949 |
|
|
2023
Q4 | $591K | Buy |
11,500
+7,200
| +167% | +$367K | ﹤0.01% | 8250 |
|
|
2023
Q3 | $233K | Sell |
4,300
-1,200
| -22% | -$67.5K | ﹤0.01% | 9885 |
|
|
2023
Q2 | $331K | Buy |
+5,500
| New | +$301K | ﹤0.01% | 9238 |
|
|
2023
Q1 | – | Sell |
-8,000
| Closed | -$458K | – | 13374 |
|
|
2022
Q4 | $458K | Sell |
8,000
-9,200
| -53% | -$544K | ﹤0.01% | 8093 |
|
|
2022
Q3 | $793K | Buy |
17,200
+10,200
| +146% | +$475K | ﹤0.01% | 7251 |
|
|
2022
Q2 | $285K | Sell |
7,000
-7,300
| -51% | -$302K | ﹤0.01% | 9706 |
|
|
2022
Q1 | $578K | Buy |
14,300
+7,700
| +117% | +$306K | ﹤0.01% | 8595 |
|
|
2021
Q4 | $274K | Sell |
6,600
-200
| -3% | -$7.86K | ﹤0.01% | 10697 |
|
|
2021
Q3 | $262K | Buy |
6,800
+500
| +8% | +$19.2K | ﹤0.01% | 10907 |
|
|
2021
Q2 | $245K | Sell |
6,300
-8,400
| -57% | -$346K | ﹤0.01% | 11185 |
|
|
2021
Q1 | $608K | Buy |
14,700
+1,400
| +11% | +$50.9K | ﹤0.01% | 9028 |
|
|
2020
Q4 | $424K | Buy |
+13,300
| New | +$394K | ﹤0.01% | 8625 |
|
|
2020
Q3 | – | Sell |
-14,700
| Closed | -$368K | – | 11068 |
|
|
2020
Q2 | $368K | Buy |
+14,700
| New | +$387K | ﹤0.01% | 7977 |
|
|
2019
Q4 | – | Sell |
-15,100
| Closed | -$485K | – | 10503 |
|
|
2019
Q3 | $485K | Buy |
+15,100
| New | +$463K | ﹤0.01% | 7372 |
|
|
2019
Q2 | – | Sell |
-15,500
| Closed | -$447K | – | 10747 |
|
|
2019
Q1 | $447K | Sell |
15,500
-12,500
| -45% | -$368K | ﹤0.01% | 6490 |
|
|
2018
Q4 | $674K | Sell |
28,000
-13,000
| -32% | -$327K | ﹤0.01% | 5438 |
|
|
2018
Q3 | $1.13M | Buy |
41,000
+3,400
| +9% | +$102K | ﹤0.01% | 4986 |
|
|
2018
Q2 | $1.1M | Buy |
37,600
+9,900
| +36% | +$291K | ﹤0.01% | 5133 |
|
|
2018
Q1 | $724K | Buy |
27,700
+10,100
| +57% | +$289K | ﹤0.01% | 5887 |
|
|
2017
Q4 | $581K | Buy |
17,600
+8,900
| +102% | +$311K | ﹤0.01% | 6360 |
|
|
2017
Q3 | $323K | Sell |
8,700
-46,000
| -84% | -$1.72M | ﹤0.01% | 7263 |
|
|
2017
Q2 | $2.08M | Buy |
54,700
+27,300
| +100% | +$1.04M | ﹤0.01% | 3832 |
|
|
2017
Q1 | $1.11M | Buy |
27,400
+11,500
| +72% | +$445K | ﹤0.01% | 4901 |
|
|
2016
Q4 | $583K | Buy |
15,900
+1,000
| +7% | +$31.6K | ﹤0.01% | 6669 |
|
|
2016
Q3 | $424K | Buy |
14,900
+6,100
| +69% | +$165K | ﹤0.01% | 6364 |
|
|
2016
Q2 | $236K | Sell |
8,800
-600
| -6% | -$15K | ﹤0.01% | 7340 |
|
|
2016
Q1 | $220K | Sell |
9,400
-13,700
| -59% | -$275K | ﹤0.01% | 7815 |
|
|
2015
Q4 | $475K | Buy |
23,100
+800
| +4% | +$17.8K | ﹤0.01% | 6869 |
|
|
2015
Q3 | $477K | Sell |
22,300
-11,400
| -34% | -$230K | ﹤0.01% | 7218 |
|
|
2015
Q2 | $679K | Buy |
33,700
+18,300
| +119% | +$400K | ﹤0.01% | 7018 |
|
|
2015
Q1 | $373K | Sell |
15,400
-55,000
| -78% | -$1.26M | ﹤0.01% | 7618 |
|
|
2014
Q4 | $1.66M | Buy |
70,400
+47,600
| +209% | +$1.09M | ﹤0.01% | 4814 |
|
|
2014
Q3 | $476K | Sell |
22,800
-9,600
| -30% | -$223K | ﹤0.01% | 7300 |
|
|
2014
Q2 | $738K | Sell |
32,400
-38,200
| -54% | -$774K | ﹤0.01% | 6690 |
|
|
2014
Q1 | $1.23M | Buy |
70,600
+42,700
| +153% | +$716K | ﹤0.01% | 5150 |
|
|
2013
Q4 | $466K | Buy |
27,900
+17,900
| +179% | +$288K | ﹤0.01% | 6823 |
|
|
2013
Q3 | $175K | Buy |
+10,000
| New | +$164K | ﹤0.01% | 7849 |
|
Other funds holding SANM
AMD
Jeff Yass's SANM Position: Q2 2026 in Review
Jeff Yass increased its Sanmina (SANM) stake by 1,937% in Q2 2026, buying an estimated $97.9M and bringing the position to 470,065 shares worth $119M. The position accounts for 0.01% of the portfolio, ranked #854.
Jeff Yass first reported a position in SANM in Q2 2013 and has held it in 47 quarters since. 572 funds tracked by Wall St. Rank hold SANM as of Q2 2026.
- Jeff Yass held 470,065 shares of Sanmina worth $119M as of Q2 2026.
- Jeff Yass bought 446,988 Sanmina shares in Q2 2026, an estimated $97.9M.
- Sanmina made up 0.01% of Jeff Yass's portfolio in Q2 2026, its #854 holding.
- Jeff Yass first reported a position in Sanmina in Q2 2013 and has held it in 47 quarters since.
- 572 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.