Position in SANM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,234,038
+$4,566 QoQ
Shares Held
28,584
-40.7% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#118
of 573 holders
Holding Since
Mar 2021
9 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Informed Momentum Co LLC holds $84,807,710 across 15 Electronic Components names. SANM ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICR |
Vicor Corp
|
39,729 | $15,088,279 | |
| 2 | TTMI |
Ttm Technologies Inc
|
47,850 | $8,948,907 | |
| 3 | ALNT |
Allient Inc
|
83,936 | $8,639,532 | |
| 4 | SANM |
Sanmina Corp
This page
|
28,584 | $7,234,038 | |
| 5 | KN |
Knowles Corp
|
164,928 | $6,841,213 | |
| 6 | PLXS |
Plexus Corp
|
22,090 | $6,641,800 | |
| 7 | LPTH |
Lightpath Technologies Inc
|
398,559 | $6,516,439 | |
| 8 | BELFA |
Bel Fuse Inc /Nj
|
18,924 | $6,302,448 |
All Filings in SANM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,234,038 | 28,584 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $7,229,472 | 48,174 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,656,735 | 49,142 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,315,672 | 44,114 | Shares | Sole | 2025-08-12 | |
| 2023-03-31 | $1,945,154 | 31,893 | Shares | Sole | 2023-07-12 | |
| 2022-12-31 | $2,090,569 | 36,491 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,961,607 | 64,271 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,409,546 | 59,159 | Shares | Sole | 2022-08-12 | |
| 2021-03-31 | $2,434,178 | 58,825 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||