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Sora Investors’s Sanmina SANM Stock Holding History

Sora Investors’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
Q1 		$519K Sell
4,000
-6,117
-60% -$899K 0.05% 75
2025
Q4 		$1.52M Sell
10,117
-5,001
-33% -$738K 0.13% 79
2025
Q3 		$1.74M Sell
15,118
-6,882
-31% -$774K 0.16% 80
2025
Q2 		$2.15M Buy
+22,000
New +$1.82M 0.19% 79

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $174M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sora Investors's SANM Position: Q1 2026 in Review

Sora Investors reduced its Sanmina (SANM) stake by 60% in Q1 2026, selling an estimated $899K and leaving 4,000 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #75.

Sora Investors first reported a position in SANM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.15M in Q2 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Sora Investors held 4,000 shares of Sanmina worth $519K as of Q1 2026.
  • Sora Investors sold 6,117 Sanmina shares in Q1 2026, an estimated $899K.
  • Sanmina made up 0.05% of Sora Investors's portfolio in Q1 2026, its #75 holding.
  • Sora Investors first reported a position in Sanmina in Q2 2025 and has held it in 4 quarters since.
  • Sora Investors's Sanmina position peaked at $2.15M in Q2 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Sora Investors's 13F filing for Q1 2026, filed 15 May 2026.