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Portolan Capital Management’s Sanmina SANM Stock Holding History

Portolan 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 		$17.3M Buy
68,255
+40,923
+150% +$8.97M 0.65% 54
2026
Q1 		$3.54M Sell
27,332
-39,257
-59% -$5.77M 0.19% 112
2025
Q4 		$9.99M Buy
+66,589
New +$9.83M 0.54% 67

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

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

Portolan Capital Management increased its Sanmina (SANM) stake by 150% in Q2 2026, buying an estimated $8.97M and bringing the position to 68,255 shares worth $17.3M. The position accounts for 0.65% of the portfolio, ranked #54.

Portolan Capital Management first reported a position in SANM in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Portolan Capital Management held 68,255 shares of Sanmina worth $17.3M as of Q2 2026.
  • Portolan Capital Management bought 40,923 Sanmina shares in Q2 2026, an estimated $8.97M.
  • Sanmina made up 0.65% of Portolan Capital Management's portfolio in Q2 2026, its #54 holding.
  • Portolan Capital Management first reported a position in Sanmina in Q4 2025 and has held it in 3 quarters since.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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