Position in SANM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$127,569,276
+$113,528,876 QoQ
Shares Held
504,067
+365.4% QoQ
Ownership
0.940%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#21
of 571 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Alyeska Investment Group, L.P. holds $673,219,650 across 9 Electronic Components names. SANM ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
|
849,218 | $171,210,840 | |
| 2 | JBL |
Jabil Inc
|
344,138 | $132,658,316 | |
| 3 | SANM |
Sanmina Corp
This page
|
504,067 | $127,569,276 | |
| 4 | FN |
Fabrinet
|
147,498 | $82,905,675 | |
| 5 | CLS |
Celestica Inc
|
226,695 | $82,698,336 | |
| 6 | RAL |
Ralliant Corp
|
561,561 | $41,347,736 | |
| 7 | BELFA |
Bel Fuse Inc /Nj
|
91,478 | $30,465,833 | |
| 8 | LYTS |
Lsi Industries Inc
|
164,170 | $4,363,638 |
All Filings in SANM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,569,276 | 504,067 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,040,400 | 108,303 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,430,172 | 356,035 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $34,868,433 | 460,796 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $9,262,332 | 148,960 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $2,370,679 | 43,675 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $11,309,475 | 279,799 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $23,491,236 | 566,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,241,832 | 447,375 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $5,691,541 | 227,298 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||