Steven Cohen’s Sanmina SANM Stock Holding History

Steven Cohen’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	$14.7M	Buy	+58,096	New	+$12.7M	0.02%	1052
2025 Q2	–	Sell	-97,790	Closed	-$7.45M	–	2556
2025 Q1	$7.45M	Buy	+97,790	New	+$7.94M	0.02%	786
2024 Q2	–	Sell	-258,200	Closed	-$16.1M	–	2376
2024 Q1	$16.1M	Buy	+258,200	New	+$15M	0.04%	535
2023 Q4	–	Sell	-7,342	Closed	-$399K	–	2734
2023 Q3	$399K	Buy	7,342 +6,830	+1,334%	+$384K	﹤0.01%	1580
2023 Q2	$30.9K	Buy	512 +9	+2%	+$493	﹤0.01%	1709
2023 Q1	$30.7K	Buy	+503	New	+$30.1K	﹤0.01%	1895
2019 Q4	–	Sell	-3,700	Closed	-$119K	–	1215
2019 Q3	$119K	Buy	3,700 +3,200	+640%	+$98.2K	﹤0.01%	967
2019 Q2	$15K	Sell	500 -10,059	-95%	-$305K	﹤0.01%	1266
2019 Q1	$305K	Buy	+10,559	New	+$311K	﹤0.01%	908
2016 Q3	–	Sell	-9,300	Closed	-$249K	–	837
2016 Q2	$249K	Buy	+9,300	New	+$233K	﹤0.01%	679

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

Steven Cohen's SANM Position: Q2 2026 in Review

Steven Cohen opened a new position in Sanmina (SANM) in Q2 2026: 58,096 shares worth $14.7M. The stake represents 0.02% of the portfolio and ranks #1052 among its holdings. This is a return to the name: Steven Cohen previously reported a position in SANM as recently as Q1 2025.

Steven Cohen first reported a position in SANM in Q2 2016 and has held it in 10 quarters since. The position peaked at $16.1M in Q1 2024. 571 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Steven Cohen held 58,096 shares of Sanmina worth $14.7M as of Q2 2026.
Sanmina was a new Steven Cohen position in Q2 2026.
Sanmina made up 0.02% of Steven Cohen's portfolio in Q2 2026, its #1052 holding.
Steven Cohen first reported a position in Sanmina in Q2 2016 and has held it in 10 quarters since.
Steven Cohen's Sanmina position peaked at $16.1M in Q1 2024.
571 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.