QL
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Quarry LP’s Sanmina SANM Stock Holding History

Quarry LP’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 		$3.29K Buy
13
+7
+117% +$1.53K ﹤0.01% 1317
2026
Q1 		$778 Sell
6
-112
-95% -$16.5K ﹤0.01% 1303
2025
Q4 		$17.7K Buy
118
+111
+1,586% +$16.4K ﹤0.01% 1086
2025
Q3 		$806 Buy
+7
New +$787 ﹤0.01% 2054
2025
Q2 		– Sell
-718
Closed -$54.7K – 2010
2025
Q1 		$54.7K Buy
718
+706
+5,883% +$57.3K 0.01% 758
2024
Q4 		$908 Sell
12
-88
-88% -$6.56K ﹤0.01% 1550
2024
Q3 		$6.84K Buy
100
+62
+163% +$4.28K ﹤0.01% 1366
2024
Q2 		$2.52K Sell
38
-64
-63% -$4.09K ﹤0.01% 1603
2024
Q1 		$6.34K Buy
+102
New +$5.93K ﹤0.01% 1276
2023
Q4 		– Sell
-230
Closed -$12.5K – 1595
2023
Q3 		$12.5K Buy
+230
New +$12.9K ﹤0.01% 838
2023
Q2 		– Sell
-464
Closed -$28.3K – 1331
2023
Q1 		$28.3K Buy
464
+96
+26% +$5.75K 0.01% 517
2022
Q4 		$21.1K Buy
+368
New +$21.8K ﹤0.01% 335

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

Quarry LP's SANM Position: Q2 2026 in Review

Quarry LP increased its Sanmina (SANM) stake by 117% in Q2 2026, buying an estimated $1.53K and bringing the position to 13 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Quarry LP first reported a position in SANM in Q4 2022 and has held it in 12 quarters since. The position peaked at $54.7K in Q1 2025. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Quarry LP held 13 shares of Sanmina worth $3.29K as of Q2 2026.
  • Quarry LP bought 7 Sanmina shares in Q2 2026, an estimated $1.53K.
  • Sanmina made up ﹤0.01% of Quarry LP's portfolio in Q2 2026, its #1317 holding.
  • Quarry LP first reported a position in Sanmina in Q4 2022 and has held it in 12 quarters since.
  • Quarry LP's Sanmina position peaked at $54.7K in Q1 2025.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.