QRG Capital Management’s Sanmina SANM Stock Holding History

QRG 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	$251K	Buy	+993	New	+$218K	﹤0.01%	1099
2026 Q1	–	Sell	-1,715	Closed	-$257K	–	1186
2025 Q4	$257K	Sell	1,715 -1,153	-40%	-$170K	﹤0.01%	974
2025 Q3	$330K	Sell	2,868 -2,135	-43%	-$240K	﹤0.01%	850
2025 Q2	$489K	Sell	5,003 -52	-1%	-$4.3K	﹤0.01%	819
2025 Q1	$385K	Buy	5,055 +44	+0.9%	+$3.57K	﹤0.01%	847
2024 Q4	$379K	Sell	5,011 -877	-15%	-$65.4K	﹤0.01%	836
2024 Q3	$403K	Buy	5,888 +523	+10%	+$36.1K	﹤0.01%	833
2024 Q2	$355K	Sell	5,365 -346	-6%	-$22.1K	﹤0.01%	833
2024 Q1	$355K	Sell	5,711 -2,679	-32%	-$156K	﹤0.01%	851
2023 Q4	$431K	Sell	8,390 -773	-8%	-$39.4K	0.01%	770
2023 Q3	$497K	Buy	+9,163	New	+$515K	0.01%	665

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

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

QRG Capital Management opened a new position in Sanmina (SANM) in Q2 2026: 993 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings. This is a return to the name: QRG Capital Management previously reported a position in SANM as recently as Q4 2025.

QRG Capital Management first reported a position in SANM in Q3 2023 and has held it in 11 quarters since. The position peaked at $497K in Q3 2023. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

QRG Capital Management held 993 shares of Sanmina worth $251K as of Q2 2026.
Sanmina was a new QRG Capital Management position in Q2 2026.
Sanmina made up ﹤0.01% of QRG Capital Management's portfolio in Q2 2026, its #1099 holding.
QRG Capital Management first reported a position in Sanmina in Q3 2023 and has held it in 11 quarters since.
QRG Capital Management's Sanmina position peaked at $497K in Q3 2023.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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