OCM
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Occam Crest Management’s Sanmina SANM Stock Holding History

Occam Crest Management’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 		$12.9M Buy
79,000
+18,000
+30% +$3.94M 6.72% 5
2026
Q1 		$7.91M Buy
61,000
+41,000
+205% +$6.02M 4.8% 6
2025
Q4 		$3M Buy
+20,000
New +$2.95M 2.08% 17

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

Occam Crest Management's SANM Position: Q2 2026 in Review

Occam Crest Management increased its Sanmina (SANM) stake by 30% in Q2 2026, buying an estimated $3.94M and bringing the position to 79,000 shares worth $12.9M. The position accounts for 6.72% of the portfolio, ranked #5.

Occam Crest Management first reported a position in SANM in Q4 2025 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Occam Crest Management held 79,000 shares of Sanmina worth $12.9M as of Q2 2026.
  • Occam Crest Management bought 18,000 Sanmina shares in Q2 2026, an estimated $3.94M.
  • Sanmina made up 6.72% of Occam Crest Management's portfolio in Q2 2026, its #5 holding.
  • Occam Crest Management first reported a position in Sanmina in Q4 2025 and has held it in 3 quarters since.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Occam Crest Management's 13F filing for Q2 2026, filed 14 Aug 2026.