Edgestream Partners, L.P.

Position in SANM — Sanmina Corp

CIK 1535061 Princeton, NJ

Position in SANM

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$3,602,954

+$935,310 QoQ

Shares Held

27,792

+56.3% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Edgestream Partners, L.P. holds $22,877,654 across 6 Electronic Components names. SANM ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROG	Rogers Corp	74,898	$8,038,802
2	KN	Knowles Corp	274,840	$7,057,891
3	SANM	Sanmina Corp This page	27,792	$3,602,954
4	LFUS	Littelfuse Inc /De	7,638	$2,591,955
5	OLED	Universal Display Corp \Pa\	10,574	$969,212
6	APH	Amphenol Corp /De/	4,882	$616,840

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,602,954	27,792	+56.3%	Shares	Sole	2026-05-18
2025-12-31	$2,667,644	17,776	-50.1%	Shares	Sole	2026-02-13
2025-09-30	$4,100,908	35,626	-28.3%	Shares	Sole	2025-11-12
2025-03-31	$3,786,146	49,700	+288.2%	Shares	Sole	2025-05-02
2024-09-30	$876,433	12,804	-75.2%	Shares	Sole	2024-11-14
2023-09-30	$2,799,979	51,584	+96.8%	Shares	Sole	2023-11-15
2023-06-30	$1,579,676	26,210	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.