TwinBeech Capital’s Sanmina SANM Stock Holding History

TwinBeech Capital’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	$3.81M	Buy	+15,041	New	+$3.3M	0.69%	53
2025 Q4	–	Sell	-42,747	Closed	-$4.92M	–	822
2025 Q3	$4.92M	Buy	+42,747	New	+$4.81M	0.19%	146
2024 Q4	–	Sell	-23,115	Closed	-$1.58M	–	892
2024 Q3	$1.58M	Buy	+23,115	New	+$1.6M	0.03%	435
2024 Q2	–	Sell	-59,296	Closed	-$3.69M	–	761
2024 Q1	$3.69M	Sell	59,296 -16,458	-22%	-$957K	0.08%	256
2023 Q4	$3.89M	Buy	+75,754	New	+$3.87M	0.06%	313
2023 Q1	–	Sell	-94,843	Closed	-$5.43M	–	858
2022 Q4	$5.43M	Buy	+94,843	New	+$5.61M	0.1%	239

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

TwinBeech Capital's SANM Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Sanmina (SANM) in Q2 2026: 15,041 shares worth $3.81M. The stake represents 0.69% of the portfolio and ranks #53 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in SANM as recently as Q3 2025.

TwinBeech Capital first reported a position in SANM in Q4 2022 and has held it in 6 quarters since. The position peaked at $5.43M in Q4 2022. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

TwinBeech Capital held 15,041 shares of Sanmina worth $3.81M as of Q2 2026.
Sanmina was a new TwinBeech Capital position in Q2 2026.
Sanmina made up 0.69% of TwinBeech Capital's portfolio in Q2 2026, its #53 holding.
TwinBeech Capital first reported a position in Sanmina in Q4 2022 and has held it in 6 quarters since.
TwinBeech Capital's Sanmina position peaked at $5.43M in Q4 2022.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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