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Nicholas Investment Partners’s Sanmina SANM Stock Holding History

Nicholas Investment Partners’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 		$5.01M Buy
19,802
+961
+5% +$211K 0.28% 125
2026
Q1 		$2.44M Sell
18,841
-5,445
-22% -$800K 0.18% 150
2025
Q4 		$3.64M Buy
+24,286
New +$3.58M 0.27% 128
2017
Q3 		– Sell
-61,948
Closed -$2.36M – 274
2017
Q2 		$2.36M Sell
61,948
-347
-0.6% -$13.2K 0.17% 196
2017
Q1 		$2.53M Buy
+62,295
New +$2.41M 0.18% 199
2015
Q1 		– Sell
-96,367
Closed -$2.27M – 337
2014
Q4 		$2.27M Sell
96,367
-117,042
-55% -$2.68M 0.14% 234
2014
Q3 		$4.45M Sell
213,409
-4,841
-2% -$113K 0.28% 110
2014
Q2 		$4.97M Buy
+218,250
New +$4.42M 0.29% 98

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

Nicholas Investment Partners's SANM Position: Q2 2026 in Review

Nicholas Investment Partners increased its Sanmina (SANM) stake by 5.1% in Q2 2026, buying an estimated $211K and bringing the position to 19,802 shares worth $5.01M. The position accounts for 0.28% of the portfolio, ranked #125.

Nicholas Investment Partners first reported a position in SANM in Q2 2014 and has held it in 8 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Nicholas Investment Partners held 19,802 shares of Sanmina worth $5.01M as of Q2 2026.
  • Nicholas Investment Partners bought 961 Sanmina shares in Q2 2026, an estimated $211K.
  • Sanmina made up 0.28% of Nicholas Investment Partners's portfolio in Q2 2026, its #125 holding.
  • Nicholas Investment Partners first reported a position in Sanmina in Q2 2014 and has held it in 8 quarters since.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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