Madison Avenue Partners’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
$47.7M Buy
+188,322
New +$41.3M 2.05% 15

Other funds holding SANM

Madison Avenue Partners's SANM Position: Q2 2026 in Review

Madison Avenue Partners opened a new position in Sanmina (SANM) in Q2 2026: 188,322 shares worth $47.7M. The stake represents 2.05% of the portfolio and ranks #15 among its holdings.

573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Madison Avenue Partners held 188,322 shares of Sanmina worth $47.7M as of Q2 2026.
  • Sanmina was a new Madison Avenue Partners position in Q2 2026.
  • Sanmina made up 2.05% of Madison Avenue Partners's portfolio in Q2 2026, its #15 holding.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Madison Avenue Partners's 13F filing for Q2 2026, filed 14 Aug 2026.