Sirios Capital Management’s Sanmina SANM Stock Holding History

Sirios 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	$2.47M	Buy	+9,747	New	+$2.14M	0.3%	61

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

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

Sirios Capital Management opened a new position in Sanmina (SANM) in Q2 2026: 9,747 shares worth $2.47M. The stake represents 0.3% of the portfolio and ranks #61 among its holdings.

573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Sirios Capital Management held 9,747 shares of Sanmina worth $2.47M as of Q2 2026.
Sanmina was a new Sirios Capital Management position in Q2 2026.
Sanmina made up 0.3% of Sirios Capital Management's portfolio in Q2 2026, its #61 holding.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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