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Marathon Partners Equity Management’s Sanmina SANM Stock Holding History

Marathon Partners Equity 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
2026
Q2 		$253K Buy
+1,000
New +$219K 0.24% 17

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

Marathon Partners Equity Management's SANM Position: Q2 2026 in Review

Marathon Partners Equity Management opened a new position in Sanmina (SANM) in Q2 2026: 1,000 shares worth $253K. The stake represents 0.24% of the portfolio and ranks #17 among its holdings.

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

  • Marathon Partners Equity Management held 1,000 shares of Sanmina worth $253K as of Q2 2026.
  • Sanmina was a new Marathon Partners Equity Management position in Q2 2026.
  • Sanmina made up 0.24% of Marathon Partners Equity Management's portfolio in Q2 2026, its #17 holding.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Marathon Partners Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.