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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $174M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nicholas Investment Partners's SANM Position: Q1 2026 in Review

Nicholas Investment Partners reduced its Sanmina (SANM) stake by 22% in Q1 2026, selling an estimated $800K and leaving 18,841 shares worth $2.44M. The position accounts for 0.18% of the portfolio, ranked #150.

Nicholas Investment Partners first reported a position in SANM in Q2 2014 and has held it in 7 quarters since. The position peaked at $4.97M in Q2 2014. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Nicholas Investment Partners held 18,841 shares of Sanmina worth $2.44M as of Q1 2026.
Nicholas Investment Partners sold 5,445 Sanmina shares in Q1 2026, an estimated $800K.
Sanmina made up 0.18% of Nicholas Investment Partners's portfolio in Q1 2026, its #150 holding.
Nicholas Investment Partners first reported a position in Sanmina in Q2 2014 and has held it in 7 quarters since.
Nicholas Investment Partners's Sanmina position peaked at $4.97M in Q2 2014.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.