Y-Intercept (HK)
SANM icon

Y-Intercept (HK)’s Sanmina SANM Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-47,061
Closed -$11.9M – 2033
2026
Q2 		$11.9M Buy
47,061
+10,256
+28% +$2.25M 0.24% 63
2026
Q1 		$4.77M Buy
36,805
+35,386
+2,494% +$5.2M 0.09% 337
2025
Q4 		$213K Sell
1,419
-24,737
-95% -$3.65M ﹤0.01% 1427
2025
Q3 		$3.01M Buy
+26,156
New +$2.94M 0.07% 401
2024
Q2 		– Sell
-17,304
Closed -$1.08M – 1853
2024
Q1 		$1.08M Buy
17,304
+8,129
+89% +$473K 0.08% 360
2023
Q4 		$471K Sell
9,175
-169
-2% -$8.62K 0.04% 626
2023
Q3 		$507K Buy
+9,344
New +$526K 0.05% 556
2023
Q2 		– Sell
-10,166
Closed -$620K – 1665
2023
Q1 		$620K Sell
10,166
-3,315
-25% -$199K 0.07% 422
2022
Q4 		$772K Buy
13,481
+8,637
+178% +$511K 0.11% 278
2022
Q3 		$223K Buy
+4,844
New +$226K 0.02% 791

Other funds holding SANM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Y-Intercept (HK)'s SANM Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Sanmina (SANM) in Q3 2026, closing a stake of 47,061 shares — an estimated $11.9M sold.

Y-Intercept (HK) first reported a position in SANM in Q3 2022 and held it in 10 quarters. The position peaked at $11.9M in Q2 2026. 77 funds tracked by Wall St. Rank hold SANM as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Sanmina position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 47,061 Sanmina shares in Q3 2026, an estimated $11.9M.
  • Y-Intercept (HK) first reported a position in Sanmina in Q3 2022 and held it in 10 quarters.
  • Y-Intercept (HK)'s Sanmina position peaked at $11.9M in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Sanmina as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.