MVF
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Markin Volterra Fund’s Sanmina SANM Stock Holding History

Markin Volterra Fund’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 		$377K Buy
+1,490
New +$326K 0.26% 39
2026
Q1 		– Sell
-1,489
Closed -$223K – 48
2025
Q4 		$223K Buy
+1,489
New +$220K 0.41% 37

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

Markin Volterra Fund's SANM Position: Q2 2026 in Review

Markin Volterra Fund opened a new position in Sanmina (SANM) in Q2 2026: 1,490 shares worth $377K. The stake represents 0.26% of the portfolio and ranks #39 among its holdings. This is a return to the name: Markin Volterra Fund previously reported a position in SANM as recently as Q4 2025.

Markin Volterra Fund first reported a position in SANM in Q4 2025 and has held it in 2 quarters since. 570 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Markin Volterra Fund held 1,490 shares of Sanmina worth $377K as of Q2 2026.
  • Sanmina was a new Markin Volterra Fund position in Q2 2026.
  • Sanmina made up 0.26% of Markin Volterra Fund's portfolio in Q2 2026, its #39 holding.
  • Markin Volterra Fund first reported a position in Sanmina in Q4 2025 and has held it in 2 quarters since.
  • 570 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Markin Volterra Fund's 13F filing for Q2 2026, filed 23 Jul 2026.