Nicholas Investment Partners, LP

Position in SANM — Sanmina Corp

CIK 1389574 RANCHO SANTA FE, CA

Position in SANM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,442,547

-$1,202,053 QoQ

Shares Held

18,841

-22.4% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Nicholas Investment Partners, LP holds $22,197,142 across 3 Electronic Components names. SANM ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FN	Fabrinet	21,815	$11,376,958
2	OSIS	Osi Systems Inc	31,553	$8,377,637
3	SANM	Sanmina Corp This page	18,841	$2,442,547

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,442,547	18,841	-22.4%	Shares	Sole	2026-05-15
2025-12-31	$3,644,600	24,286	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.