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	$380K	Buy	+1,500	New	+$329K	﹤0.01%	3295

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.