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Numerai’s Sanmina SANM Stock Holding History

Numerai’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 		$1.55M Sell
6,109
-14,076
-70% -$3.08M 0.13% 288
2026
Q1 		$2.62M Buy
+20,185
New +$2.97M 0.26% 103
2024
Q2 		– Sell
-4,274
Closed -$266K – 417
2024
Q1 		$266K Sell
4,274
-5,452
-56% -$317K 0.11% 201
2023
Q4 		$500K Buy
+9,726
New +$496K 0.18% 150

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

Numerai's SANM Position: Q2 2026 in Review

Numerai reduced its Sanmina (SANM) stake by 70% in Q2 2026, selling an estimated $3.08M and leaving 6,109 shares worth $1.55M. The position accounts for 0.13% of the portfolio, ranked #288.

Numerai first reported a position in SANM in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.62M in Q1 2026. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Numerai held 6,109 shares of Sanmina worth $1.55M as of Q2 2026.
  • Numerai sold 14,076 Sanmina shares in Q2 2026, an estimated $3.08M.
  • Sanmina made up 0.13% of Numerai's portfolio in Q2 2026, its #288 holding.
  • Numerai first reported a position in Sanmina in Q4 2023 and has held it in 4 quarters since.
  • Numerai's Sanmina position peaked at $2.62M in Q1 2026.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.