Position in SANM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$97,589,362
-$18,067,785 QoQ
Shares Held
752,772
-2.3% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 94.01664780305325.ToString("F0")%
Shared 0.ToString("F0")%
None 5.983352196946751.ToString("F0")%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Mar 31, 2026Allianz Asset Management GmbH holds $1,082,442,894 across 12 Electronic Components names. SANM ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
|
1,896,146 | $396,332,434 | |
| 2 | APH |
Amphenol Corp /De/
|
2,658,974 | $335,961,362 | |
| 3 | SANM |
Sanmina Corp
This page
|
752,772 | $97,589,362 | |
| 4 | FLEX |
Flex Ltd.
|
1,286,224 | $84,196,220 | |
| 5 | JBL |
Jabil Inc
|
304,517 | $80,888,850 | |
| 6 | CLS |
Celestica Inc
|
148,044 | $41,701,032 | |
| 7 | BHE |
Benchmark Electronics Inc
|
415,389 | $23,286,707 | |
| 8 | GLW |
Corning Inc /Ny
|
66,189 | $8,999,717 |
All Filings in SANM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2021-09-30 | $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. | ||||||