PCM
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Polymer Capital Management’s Sanmina SANM Stock Holding History

Polymer 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 		$309K Buy
+1,222
New +$268K 0.04% 503
2026
Q1 		– Sell
-2,029
Closed -$304K – 1001
2025
Q4 		$304K Buy
+2,029
New +$300K 0.03% 638

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 $3.38T AUM 44.17% 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

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

Polymer Capital Management opened a new position in Sanmina (SANM) in Q2 2026: 1,222 shares worth $309K. The stake represents 0.04% of the portfolio and ranks #503 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in SANM as recently as Q4 2025.

Polymer Capital Management first reported a position in SANM in Q4 2025 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Polymer Capital Management held 1,222 shares of Sanmina worth $309K as of Q2 2026.
  • Sanmina was a new Polymer Capital Management position in Q2 2026.
  • Sanmina made up 0.04% of Polymer Capital Management's portfolio in Q2 2026, its #503 holding.
  • Polymer Capital Management first reported a position in Sanmina in Q4 2025 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.