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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
2026
Q2 		$19.2M Buy
+75,900
New +$16.6M 0.58% 62
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

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

Oribel Capital Management's SANM Position: Q2 2026 in Review

Oribel Capital Management opened a new position in Sanmina (SANM) in Q2 2026: 75,900 shares worth $19.2M. The stake represents 0.58% of the portfolio and ranks #62 among its holdings. This is a return to the name: Oribel Capital Management previously reported a position in SANM as recently as Q3 2025.

Oribel Capital Management first reported a position in SANM in Q2 2025 and has held it in 3 quarters since. The position peaked at $31.2M in Q3 2025. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Oribel Capital Management held 75,900 shares of Sanmina worth $19.2M as of Q2 2026.
  • Sanmina was a new Oribel Capital Management position in Q2 2026.
  • Sanmina made up 0.58% of Oribel Capital Management's portfolio in Q2 2026, its #62 holding.
  • Oribel Capital Management first reported a position in Sanmina in Q2 2025 and has held it in 3 quarters since.
  • Oribel Capital Management's Sanmina position peaked at $31.2M in Q3 2025.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Oribel Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.