Position in SANM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$385,058,942
+$367,759,781 QoQ
Shares Held
1,521,491
+1040.2% QoQ
Ownership
2.84%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#7
of 573 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Derivatives in SANM
reported options exposure · as of Jun 30, 2026CallValue
$38,544,084
CallShares
152,300
PutValue
$29,104,200
PutShares
115,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electronic Components
Technology · as of Jun 30, 2026JANE STREET GROUP, LLC holds $3,075,336,422 across 28 Electronic Components names. SANM ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLS |
Celestica Inc
|
2,100,985 | $766,439,327 | |
| 2 | TTMI |
Ttm Technologies Inc
|
2,756,443 | $515,509,969 | |
| 3 | SANM |
Sanmina Corp
This page
|
1,521,491 | $385,058,942 | |
| 4 | TEL |
TE Connectivity plc
|
1,401,042 | $282,464,077 | |
| 5 | FN |
Fabrinet
|
470,967 | $264,721,130 | |
| 6 | FLEX |
Flex Ltd.
|
1,404,836 | $227,681,769 | |
| 7 | VICR |
Vicor Corp
|
539,169 | $204,765,602 | |
| 8 | LFUS |
Littelfuse Inc /De
|
348,003 | $158,456,205 |
All Filings in SANM
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,058,942 | 1,521,491 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $38,544,084 | 152,300 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $29,104,200 | 115,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $17,299,161 | 133,440 | Shares | Defined | 2026-05-12 | |
| 2026-03-31 | $1,076,012 | 8,300 | Put | Defined | 2026-05-12 | |
| 2026-03-31 | $12,652,864 | 97,600 | Call | Defined | 2026-05-12 | |
| 2025-12-31 | $4,111,918 | 27,400 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $429,499 | 2,862 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $525,245 | 3,500 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $10,485,252 | 91,089 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $9,531,108 | 82,800 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $7,875,315 | 80,500 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $5,784,784 | 59,131 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,082,667 | 79,846 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $898,429 | 11,873 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,687,989 | 83,097 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $9,188,344 | 138,692 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,889,295 | 62,549 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $2,325,879 | 45,277 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $844,433 | 15,557 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,551,651 | 25,745 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $624,354 | 10,237 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $2,872,749 | 50,144 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,275,264 | 27,675 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,487,503 | 61,073 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $1,022,989 | 25,309 | Shares | Defined | 2022-05-17 | |
| 2021-09-30 | $339,498 | 8,809 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $1,204,253 | 30,910 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $287,756 | 6,954 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $272,627 | 8,549 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $286,134 | 10,578 | Shares | Defined | 2020-11-17 | |
| 2020-06-30 | $1,399,660 | 55,897 | Shares | Defined | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||