Sawgrass Asset Management’s Sanmina SANM Stock Holding History

Sawgrass Asset 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	$326K	Buy	+1,290	New	+$283K	0.04%	150
2023 Q3	–	Sell	-4,194	Closed	-$253K	–	202
2023 Q2	$253K	Sell	4,194 -482	-10%	-$26.4K	0.03%	160
2023 Q1	$285K	Sell	4,676 -44	-0.9%	-$2.64K	0.04%	150
2022 Q4	$270K	Buy	+4,720	New	+$279K	0.04%	149
2017 Q4	–	Sell	-16,880	Closed	-$627K	–	232
2017 Q3	$627K	Sell	16,880 -14,610	-46%	-$545K	0.03%	127
2017 Q2	$1.2M	Sell	31,490 -1,270	-4%	-$48.3K	0.05%	91
2017 Q1	$1.33M	Buy	32,760 +14,340	+78%	+$555K	0.06%	88
2016 Q4	$675K	Buy	+18,420	New	+$583K	0.03%	114

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 $3.37T AUM 44.26% 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

Sawgrass Asset Management's SANM Position: Q2 2026 in Review

Sawgrass Asset Management opened a new position in Sanmina (SANM) in Q2 2026: 1,290 shares worth $326K. The stake represents 0.04% of the portfolio and ranks #150 among its holdings. This is a return to the name: Sawgrass Asset Management previously reported a position in SANM as recently as Q2 2023.

Sawgrass Asset Management first reported a position in SANM in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.33M in Q1 2017. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Sawgrass Asset Management held 1,290 shares of Sanmina worth $326K as of Q2 2026.
Sanmina was a new Sawgrass Asset Management position in Q2 2026.
Sanmina made up 0.04% of Sawgrass Asset Management's portfolio in Q2 2026, its #150 holding.
Sawgrass Asset Management first reported a position in Sanmina in Q4 2016 and has held it in 8 quarters since.
Sawgrass Asset Management's Sanmina position peaked at $1.33M in Q1 2017.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Sawgrass Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.