Position in SANM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$174,217,235
+$119,748,341 QoQ
Shares Held
688,388
+63.8% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#17
of 573 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Derivatives in SANM
reported options exposure · as of Jun 30, 2026CallValue
$278,388
CallShares
1,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $1,396,677,961 across 28 Electronic Components names. SANM ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RAL |
Ralliant Corp
|
4,504,829 | $331,690,559 | |
| 2 | FLEX |
Flex Ltd.
|
1,176,136 | $190,616,361 | |
| 3 | SANM |
Sanmina Corp
This page
|
688,388 | $174,217,235 | |
| 4 | TTMI |
Ttm Technologies Inc
|
738,767 | $138,164,204 | |
| 5 | TEL |
TE Connectivity plc
|
607,884 | $122,555,493 | |
| 6 | FN |
Fabrinet
|
164,313 | $92,357,051 | |
| 7 | GLW |
Corning Inc /Ny
|
264,724 | $67,618,451 | |
| 8 | OSIS |
Osi Systems Inc
|
298,480 | $65,277,576 |
All Filings in SANM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,217,235 | 688,388 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $278,388 | 1,100 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $54,468,894 | 420,155 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,337,015 | 268,788 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,334,124 | 11,590 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,592,690 | 26,502 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,770,068 | 180,757 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,787,247 | 406,862 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,093,360 | 293,548 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,625,282 | 266,042 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,834,775 | 383,319 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $26,011,559 | 506,357 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,301,588 | 392,439 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,747,767 | 228,103 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $45,049,104 | 738,631 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $59,068,911 | 1,031,051 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $34,287,989 | 744,097 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,615,564 | 113,321 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,395,364 | 182,963 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $634,545 | 15,305 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,150,878 | 55,809 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,963,726 | 76,071 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $947,064 | 22,887 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,377,088 | 262,687 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,199,381 | 81,308 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,517,804 | 380,104 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $963,938 | 35,335 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||