Longboard Asset Management’s Sanmina SANM Stock Holding History

Longboard Asset Management’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
2025 Q4	–	Sell	-2,032	Closed	-$234K	–	224
2025 Q3	$234K	Buy	+2,032	New	+$228K	0.38%	112

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Longboard Asset Management's SANM Position: Q4 2025 in Review

Longboard Asset Management sold out of Sanmina (SANM) in Q4 2025, closing a stake of 2,032 shares — an estimated $234K sold.

Longboard Asset Management first reported a position in SANM in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 451 funds tracked by Wall St. Rank hold SANM as of Q4 2025.

Longboard Asset Management reported no remaining Sanmina position as of Q4 2025 after selling out during the quarter.
Longboard Asset Management sold 2,032 Sanmina shares in Q4 2025, an estimated $234K.
Longboard Asset Management first reported a position in Sanmina in Q3 2025 and held it in 1 quarter.
Longboard Asset Management's Sanmina position peaked at $234K in Q3 2025.
451 funds tracked by Wall St. Rank held Sanmina as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.