YIH
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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Y-Intercept (HK)'s SANM Position: Q2 2026 in Review

Y-Intercept (HK) increased its Sanmina (SANM) stake by 28% in Q2 2026, buying an estimated $2.25M and bringing the position to 47,061 shares worth $11.9M. The position accounts for 0.24% of the portfolio, ranked #63.

Y-Intercept (HK) first reported a position in SANM in Q3 2022 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Y-Intercept (HK) held 47,061 shares of Sanmina worth $11.9M as of Q2 2026.
  • Y-Intercept (HK) bought 10,256 Sanmina shares in Q2 2026, an estimated $2.25M.
  • Sanmina made up 0.24% of Y-Intercept (HK)'s portfolio in Q2 2026, its #63 holding.
  • Y-Intercept (HK) first reported a position in Sanmina in Q3 2022 and has held it in 10 quarters since.
  • 85 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.