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 Q3	–	Sell	-349,700	Closed	-$34.2M	–	141
2025 Q2	$34.2M	Buy	+349,700	New	+$28.9M	0.87%	52

Other funds holding SANM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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.