Which hedge funds own SANM? SANMINA CORP, Q2 2026 13F holders
60 tracked hedge funds disclosed a position in SANM (SANMINA CORP) in their Q2 2026 13F filings, worth $1.1bn in total. The largest holder by portfolio weight is Occam Crest Management LP at 7.1% of its book. 31 opened a new position this quarter: Madison Avenue Partners, LP, Oribel Capital Management, LP, Twinbeech Capital LP, Catalyst Funds Management Pty Ltd. 5 exited: Edgestream Partners, L.P., Qsemble Capital Management, LP, FORA Capital, LLC.
- 60
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 31
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $204m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $5.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.1bn
- Combined value Sum of the holders' reported positions in the security.
- 4.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Edgestream Partners, L.P. | 0.1% | $3.6m |
| Qsemble Capital Management, LP | 0.04% | $464k |
| FORA Capital, LLC | 0.03% | $393k |
| Entropy Technologies, LP | 0.03% | $571k |
| Holocene Advisors, LP | 0.0% | $314k |
Ownership over time
Who discovered SANM first? Beta
| Occam Crest Management LP high conviction | Q1 2026 | +4.4 pts |
| CastleKnight Management LP | Q1 2026 | +1.4 pts |
| Oribel Capital Management, LP | Q3 2025 | +0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.