Millennium Management’s Sanmina SANM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.5M | Buy |
420,155
+151,367
| +56% | +$22.2M | 0.02% | 777 |
|
|
2025
Q4 | $40.3M | Buy |
268,788
+257,198
| +2,219% | +$38M | 0.02% | 956 |
|
|
2025
Q3 | $1.33M | Sell |
11,590
-14,912
| -56% | -$1.68M | ﹤0.01% | 4390 |
|
|
2025
Q2 | $2.59M | Sell |
26,502
-154,255
| -85% | -$12.7M | ﹤0.01% | 3651 |
|
|
2025
Q1 | $13.8M | Sell |
180,757
-226,105
| -56% | -$18.4M | 0.01% | 1874 |
|
|
2024
Q4 | $30.8M | Buy |
406,862
+113,314
| +39% | +$8.45M | 0.02% | 1164 |
|
|
2024
Q3 | $20.1M | Buy |
293,548
+27,506
| +10% | +$1.9M | 0.01% | 1547 |
|
|
2024
Q2 | $17.6M | Sell |
266,042
-117,277
| -31% | -$7.5M | 0.01% | 1612 |
|
|
2024
Q1 | $23.8M | Sell |
383,319
-123,038
| -24% | -$7.15M | 0.01% | 1418 |
|
|
2023
Q4 | $26M | Buy |
506,357
+113,918
| +29% | +$5.81M | 0.01% | 1329 |
|
|
2023
Q3 | $21.3M | Buy |
392,439
+164,336
| +72% | +$9.24M | 0.01% | 1384 |
|
|
2023
Q2 | $13.7M | Sell |
228,103
-510,528
| -69% | -$28M | 0.01% | 1717 |
|
|
2023
Q1 | $45M | Sell |
738,631
-292,420
| -28% | -$17.5M | 0.03% | 761 |
|
|
2022
Q4 | $59.1M | Buy |
1,031,051
+286,954
| +39% | +$17M | 0.03% | 653 |
|
|
2022
Q3 | $34.3M | Buy |
744,097
+630,776
| +557% | +$29.4M | 0.02% | 922 |
|
|
2022
Q2 | $4.62M | Sell |
113,321
-69,642
| -38% | -$2.88M | ﹤0.01% | 2890 |
|
|
2022
Q1 | $7.39M | Buy |
182,963
+167,658
| +1,095% | +$6.67M | ﹤0.01% | 2502 |
|
|
2021
Q4 | $635K | Sell |
15,305
-40,504
| -73% | -$1.59M | ﹤0.01% | 4837 |
|
|
2021
Q3 | $2.15M | Sell |
55,809
-20,262
| -27% | -$777K | ﹤0.01% | 3825 |
|
|
2021
Q2 | $2.96M | Buy |
76,071
+53,184
| +232% | +$2.19M | ﹤0.01% | 3455 |
|
|
2021
Q1 | $947K | Sell |
22,887
-239,800
| -91% | -$8.72M | ﹤0.01% | 4266 |
|
|
2020
Q4 | $8.38M | Buy |
262,687
+181,379
| +223% | +$5.38M | 0.01% | 1931 |
|
|
2020
Q3 | $2.2K | Sell |
81,308
-298,796
| -79% | -$8.13M | ﹤0.01% | 2527 |
|
|
2020
Q2 | $9.52M | Buy |
380,104
+344,769
| +976% | +$9.07M | 0.01% | 1248 |
|
|
2020
Q1 | $964K | Buy |
35,335
+17,633
| +100% | +$514K | ﹤0.01% | 2489 |
|
|
2019
Q4 | $606K | Sell |
17,702
-872
| -5% | -$27.9K | ﹤0.01% | 3266 |
|
|
2019
Q3 | $596K | Sell |
18,574
-27,178
| -59% | -$834K | ﹤0.01% | 3140 |
|
|
2019
Q2 | $1.39M | Sell |
45,752
-448,727
| -91% | -$13.6M | ﹤0.01% | 2621 |
|
|
2019
Q1 | $14.3M | Buy |
494,479
+275,256
| +126% | +$8.11M | 0.02% | 1018 |
|
|
2018
Q4 | $5.28M | Sell |
219,223
-4,599
| -2% | -$116K | 0.01% | 1548 |
|
|
2018
Q3 | $6.18M | Buy |
223,822
+118,822
| +113% | +$3.56M | 0.01% | 1646 |
|
|
2018
Q2 | $3.08M | Buy |
105,000
+75,991
| +262% | +$2.23M | ﹤0.01% | 2116 |
|
|
2018
Q1 | $759K | Sell |
29,009
-514,559
| -95% | -$14.7M | ﹤0.01% | 2835 |
|
|
2017
Q4 | $17.9M | Buy |
543,568
+538,115
| +9,868% | +$18.8M | 0.02% | 972 |
|
|
2017
Q3 | $203K | Sell |
5,453
-30,202
| -85% | -$1.13M | ﹤0.01% | 3242 |
|
|
2017
Q2 | $1.36M | Sell |
35,655
-12,027
| -25% | -$457K | ﹤0.01% | 2300 |
|
|
2017
Q1 | $1.94M | Buy |
47,682
+35,152
| +281% | +$1.36M | ﹤0.01% | 2036 |
|
|
2016
Q4 | $459K | Sell |
12,530
-84,860
| -87% | -$2.68M | ﹤0.01% | 2712 |
|
|
2016
Q3 | $2.77M | Buy |
97,390
+8,121
| +9% | +$220K | ﹤0.01% | 1725 |
|
|
2016
Q2 | $2.39M | Sell |
89,269
-43,779
| -33% | -$1.1M | 0.01% | 1686 |
|
|
2016
Q1 | $3.11M | Sell |
133,048
-64,398
| -33% | -$1.29M | 0.01% | 1538 |
|
|
2015
Q4 | $4.06M | Sell |
197,446
-40,024
| -17% | -$890K | 0.01% | 1505 |
|
|
2015
Q3 | $5.08M | Buy |
+237,470
| New | +$4.79M | 0.01% | 1342 |
|
|
2015
Q2 | – | Sell |
-179,518
| Closed | -$4.34M | – | 3773 |
|
|
2015
Q1 | $4.34M | Sell |
179,518
-541,721
| -75% | -$12.4M | 0.01% | 1489 |
|
|
2014
Q4 | $17M | Buy |
721,239
+383,053
| +113% | +$8.76M | 0.04% | 695 |
|
|
2014
Q3 | $7.05M | Buy |
+338,186
| New | +$7.87M | 0.02% | 1073 |
|
|
2013
Q4 | – | Sell |
-155,266
| Closed | -$2.72M | – | 3730 |
|
|
2013
Q3 | $2.72M | Buy |
+155,266
| New | +$2.54M | 0.01% | 1497 |
|
Other funds holding SANM
VPM
VCM
AMD
Millennium Management's SANM Position: Q1 2026 in Review
Millennium Management increased its Sanmina (SANM) stake by 56% in Q1 2026, buying an estimated $22.2M and bringing the position to 420,155 shares worth $54.5M. The position accounts for 0.02% of the portfolio, ranked #777.
Millennium Management first reported a position in SANM in Q3 2013 and has held it in 47 quarters since. The position peaked at $59.1M in Q4 2022. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.
- Millennium Management held 420,155 shares of Sanmina worth $54.5M as of Q1 2026.
- Millennium Management bought 151,367 Sanmina shares in Q1 2026, an estimated $22.2M.
- Sanmina made up 0.02% of Millennium Management's portfolio in Q1 2026, its #777 holding.
- Millennium Management first reported a position in Sanmina in Q3 2013 and has held it in 47 quarters since.
- Millennium Management's Sanmina position peaked at $59.1M in Q4 2022.
- 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.
Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.