Odyssean LLC’s Sanmina SANM Stock Holding History

Odyssean LLC’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	$2.06M	Sell	8,121 -348	-4%	-$76.3K	0.33%	126
2026 Q1	$1.1M	Buy	8,469 +3,704	+78%	+$544K	0.4%	104
2025 Q4	$715K	Buy	+4,765	New	+$703K	0.51%	128

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Odyssean LLC's SANM Position: Q2 2026 in Review

Odyssean LLC reduced its Sanmina (SANM) stake by 4.1% in Q2 2026, selling an estimated $76.3K and leaving 8,121 shares worth $2.06M. The position accounts for 0.33% of the portfolio, ranked #126.

Odyssean LLC first reported a position in SANM in Q4 2025 and has held it in 3 quarters since. 571 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Odyssean LLC held 8,121 shares of Sanmina worth $2.06M as of Q2 2026.
Odyssean LLC sold 348 Sanmina shares in Q2 2026, an estimated $76.3K.
Sanmina made up 0.33% of Odyssean LLC's portfolio in Q2 2026, its #126 holding.
Odyssean LLC first reported a position in Sanmina in Q4 2025 and has held it in 3 quarters since.
571 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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