Peregrine Capital Management’s Sanmina SANM Stock Holding History

Peregrine 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	$6.58M	Buy	+25,987	New	+$5.69M	0.21%	142
2021 Q3	–	Sell	-301,689	Closed	-$11.8M	–	344
2021 Q2	$11.8M	Sell	301,689 -31,521	-9%	-$1.3M	0.21%	220
2021 Q1	$13.8M	Sell	333,210 -11,940	-3%	-$434K	0.26%	198
2020 Q4	$11M	Buy	345,150 +144,007	+72%	+$4.27M	0.21%	222
2020 Q3	$5.44M	Buy	201,143 +30,380	+18%	+$827K	0.14%	225
2020 Q2	$4.28M	Buy	170,763 +2,432	+1%	+$64K	0.12%	223
2020 Q1	$4.59M	Sell	168,331 -84,611	-33%	-$2.47M	0.16%	177
2019 Q4	$8.66M	Sell	252,942 -586	-0.2%	-$18.8K	0.22%	162
2019 Q3	$8.14M	Sell	253,528 -58,741	-19%	-$1.8M	0.22%	161
2019 Q2	$9.46M	Sell	312,269 -1,618	-0.5%	-$49K	0.23%	164
2019 Q1	$9.06M	Sell	313,887 -1,215	-0.4%	-$35.8K	0.23%	163
2018 Q4	$7.58M	Buy	315,102 +104,876	+50%	+$2.64M	0.21%	182
2018 Q3	$5.8M	Sell	210,226 -3,174	-1%	-$95.1K	0.14%	207
2018 Q2	$6.25M	Buy	+213,400	New	+$6.27M	0.16%	201

Other funds holding SANM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Peregrine Capital Management opened a new position in Sanmina (SANM) in Q2 2026: 25,987 shares worth $6.58M. The stake represents 0.21% of the portfolio and ranks #142 among its holdings. This is a return to the name: Peregrine Capital Management previously reported a position in SANM as recently as Q2 2021.

Peregrine Capital Management first reported a position in SANM in Q2 2018 and has held it in 14 quarters since. The position peaked at $13.8M in Q1 2021. 54 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Peregrine Capital Management held 25,987 shares of Sanmina worth $6.58M as of Q2 2026.
Sanmina was a new Peregrine Capital Management position in Q2 2026.
Sanmina made up 0.21% of Peregrine Capital Management's portfolio in Q2 2026, its #142 holding.
Peregrine Capital Management first reported a position in Sanmina in Q2 2018 and has held it in 14 quarters since.
Peregrine Capital Management's Sanmina position peaked at $13.8M in Q1 2021.
54 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Peregrine Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.