Polen Capital Management
SANM icon

Polen Capital Management’s Sanmina SANM Stock Holding History

Polen 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 		$224K Buy
+886
New +$194K ﹤0.01% 213

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

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

Polen Capital Management opened a new position in Sanmina (SANM) in Q2 2026: 886 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #213 among its holdings.

573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Polen Capital Management held 886 shares of Sanmina worth $224K as of Q2 2026.
  • Sanmina was a new Polen Capital Management position in Q2 2026.
  • Sanmina made up ﹤0.01% of Polen Capital Management's portfolio in Q2 2026, its #213 holding.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.