Position in SANM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$177,099,309
+$79,509,947 QoQ
Shares Held
699,776
-7.0% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#15
of 573 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Allianz Asset Management GmbH holds $1,011,260,328 across 12 Electronic Components names. SANM ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
|
1,906,886 | $384,447,284 | |
| 2 | FLEX |
Flex Ltd.
|
1,286,310 | $208,472,260 | |
| 3 | SANM |
Sanmina Corp
This page
|
699,776 | $177,099,309 | |
| 4 | JBL |
Jabil Inc
|
290,198 | $111,865,524 | |
| 5 | CLS |
Celestica Inc
|
147,952 | $53,972,888 | |
| 6 | BHE |
Benchmark Electronics Inc
|
418,393 | $41,282,837 | |
| 7 | GLW |
Corning Inc /Ny
|
66,094 | $16,882,389 | |
| 8 | FN |
Fabrinet
|
18,587 | $10,447,380 |
All Filings in SANM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,099,309 | 699,776 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $97,589,362 | 752,772 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $115,657,147 | 770,688 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $89,394,886 | 776,604 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $73,296,192 | 749,220 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $54,495,743 | 715,355 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $50,239,052 | 663,923 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $39,930,238 | 583,349 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $34,864,194 | 526,252 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $22,962,948 | 369,298 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $18,726,059 | 364,533 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $19,528,098 | 359,766 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,865,051 | 362,785 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $24,859,218 | 407,595 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $16,802,869 | 293,295 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,431,600 | 269,783 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $9,044,909 | 222,070 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,105,017 | 200,520 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,651,898 | 184,561 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,453,519 | 193,397 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $5,894,335 | 151,292 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,128,719 | 123,942 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $873,148 | 27,380 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $318,162 | 11,762 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,315,548 | 92,474 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,603,987 | 132,111 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||