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Oribel Capital Management’s Sanmina SANM Stock Holding History

Oribel Capital 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
2025
Q4 		– Sell
-270,900
Closed -$31.2M – 140
2025
Q3 		$31.2M Buy
270,900
+51,100
+23% +$5.75M 0.98% 32
2025
Q2 		$21.5M Buy
+219,800
New +$18.2M 0.55% 69

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $174M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Oribel Capital Management's SANM Position: Q4 2025 in Review

Oribel Capital Management sold out of Sanmina (SANM) in Q4 2025, closing a stake of 270,900 shares — an estimated $31.2M sold.

Oribel Capital Management first reported a position in SANM in Q2 2025 and held it in 2 quarters. The position peaked at $31.2M in Q3 2025. 451 funds tracked by Wall St. Rank hold SANM as of Q4 2025.

  • Oribel Capital Management reported no remaining Sanmina position as of Q4 2025 after selling out during the quarter.
  • Oribel Capital Management sold 270,900 Sanmina shares in Q4 2025, an estimated $31.2M.
  • Oribel Capital Management first reported a position in Sanmina in Q2 2025 and held it in 2 quarters.
  • Oribel Capital Management's Sanmina position peaked at $31.2M in Q3 2025.
  • 451 funds tracked by Wall St. Rank held Sanmina as of Q4 2025.

Based on Oribel Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.