Two Sigma Advisers’s Sanmina SANM Stock Holding History

Two Sigma Advisers’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	–	Sell	-1,600	Closed	-$240K	–	1752
2025 Q4	$240K	Sell	1,600 -3,000	-65%	-$443K	﹤0.01%	2052
2025 Q3	$530K	Buy	4,600 +500	+12%	+$56.2K	﹤0.01%	1739
2025 Q2	$401K	Sell	4,100 -100	-2%	-$8.26K	﹤0.01%	1846
2025 Q1	$320K	Sell	4,200 -600	-13%	-$48.7K	﹤0.01%	1965
2024 Q4	$363K	Buy	4,800 +1,600	+50%	+$119K	﹤0.01%	1895
2024 Q3	$219K	Sell	3,200 -27,100	-89%	-$1.87M	﹤0.01%	2035
2024 Q2	$2.01M	Sell	30,300 -88,000	-74%	-$5.63M	﹤0.01%	1191
2024 Q1	$7.36M	Sell	118,300 -57,900	-33%	-$3.37M	0.02%	628
2023 Q4	$9.05M	Buy	176,200 +144,000	+447%	+$7.35M	0.02%	568
2023 Q3	$1.75M	Buy	+32,200	New	+$1.81M	﹤0.01%	1280
2023 Q2	–	Sell	-86,600	Closed	-$5.28M	–	2627
2023 Q1	$5.28M	Sell	86,600 -2,500	-3%	-$150K	0.01%	784
2022 Q4	$5.1M	Buy	89,100 +82,600	+1,271%	+$4.89M	0.01%	774
2022 Q3	$300K	Sell	6,500 -100	-2%	-$4.66K	﹤0.01%	2048
2022 Q2	$269K	Sell	6,600 -5,100	-44%	-$211K	﹤0.01%	2157
2022 Q1	$473K	Sell	11,700 -4,800	-29%	-$191K	﹤0.01%	2015
2021 Q4	$684K	Sell	16,500 -10,500	-39%	-$413K	﹤0.01%	1754
2021 Q3	$1.04M	Sell	27,000 -20,070	-43%	-$770K	﹤0.01%	1604
2021 Q2	$1.83M	Sell	47,070 -8,800	-16%	-$363K	﹤0.01%	1333
2021 Q1	$2.31M	Sell	55,870 -39,600	-41%	-$1.44M	0.01%	1200
2020 Q4	$3.04M	Sell	95,470 -9,900	-9%	-$294K	0.01%	1055
2020 Q3	$2.85M	Sell	105,370 -100	-0.1%	-$2.72K	0.01%	994
2020 Q2	$2.64M	Sell	105,470 -2,227	-2%	-$58.6K	0.01%	1064
2020 Q1	$2.94M	Sell	107,697 -9,400	-8%	-$274K	0.01%	918
2019 Q4	$4.01M	Buy	117,097 +62,500	+114%	+$2M	0.01%	934
2019 Q3	$1.75M	Buy	54,597 +3,900	+8%	+$120K	﹤0.01%	1169
2019 Q2	$1.53M	Sell	50,697 -5,100	-9%	-$154K	﹤0.01%	1325
2019 Q1	$1.61M	Sell	55,797 -11,700	-17%	-$345K	﹤0.01%	1313
2018 Q4	$1.62M	Sell	67,497 -17,770	-21%	-$447K	﹤0.01%	1278
2018 Q3	$2.35M	Sell	85,267 -8,300	-9%	-$249K	0.01%	1153
2018 Q2	$2.74M	Sell	93,567 -6,600	-7%	-$194K	0.01%	1145
2018 Q1	$2.62M	Buy	100,167 +10,800	+12%	+$309K	0.01%	1119
2017 Q4	$2.95M	Sell	89,367 -13,100	-13%	-$458K	0.01%	1068
2017 Q3	$3.81M	Sell	102,467 -40,756	-28%	-$1.52M	0.01%	912
2017 Q2	$5.46M	Sell	143,223 -159,644	-53%	-$6.07M	0.02%	720
2017 Q1	$12.3M	Buy	302,867 +39,547	+15%	+$1.53M	0.04%	500
2016 Q4	$9.65M	Buy	263,320 +43,317	+20%	+$1.37M	0.04%	482
2016 Q3	$6.26M	Buy	220,003 +13,000	+6%	+$352K	0.03%	566
2016 Q2	$5.55M	Buy	207,003 +39,000	+23%	+$976K	0.03%	520
2016 Q1	$3.93M	Sell	168,003 -78,982	-32%	-$1.59M	0.02%	582
2015 Q4	$5.08M	Buy	246,985 +72,482	+42%	+$1.61M	0.03%	444
2015 Q3	$3.67M	Buy	174,503 +6,899	+4%	+$139K	0.02%	555
2015 Q2	$3.38M	Buy	167,604 +35,801	+27%	+$782K	0.03%	598
2015 Q1	$3.19M	Sell	131,803 -34,000	-21%	-$781K	0.02%	609
2014 Q4	$3.9M	Sell	165,803 -71,300	-30%	-$1.63M	0.03%	565
2014 Q3	$4.95M	Buy	237,103 +53,500	+29%	+$1.24M	0.04%	506
2014 Q2	$4.18M	Buy	183,603 +33,200	+22%	+$672K	0.03%	534
2014 Q1	$2.63M	Buy	150,403 +133,000	+764%	+$2.23M	0.02%	647
2013 Q4	$291K	Sell	17,403 -309,400	-95%	-$4.98M	﹤0.01%	1917
2013 Q3	$5.72M	Buy	326,803 +180,900	+124%	+$2.96M	0.07%	296
2013 Q2	$2.1M	Buy	+145,903	New	+$1.88M	0.03%	499

Other funds holding SANM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Advisers's SANM Position: Q1 2026 in Review

Two Sigma Advisers sold out of Sanmina (SANM) in Q1 2026, closing a stake of 1,600 shares — an estimated $240K sold.

Two Sigma Advisers first reported a position in SANM in Q2 2013 and held it in 50 quarters. The position peaked at $12.3M in Q1 2017. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Two Sigma Advisers reported no remaining Sanmina position as of Q1 2026 after selling out during the quarter.
Two Sigma Advisers sold 1,600 Sanmina shares in Q1 2026, an estimated $240K.
Two Sigma Advisers first reported a position in Sanmina in Q2 2013 and held it in 50 quarters.
Two Sigma Advisers's Sanmina position peaked at $12.3M in Q1 2017.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.