Position in SANM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,702,935
+$14,702,935 QoQ
Shares Held
58,096
Ownership
0.108%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#87
of 573 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Derivatives in SANM
reported options exposure · as of Jun 30, 2026CallValue
$2,125,872
CallShares
8,400
PutValue
$379,620
PutShares
1,500
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, 2026Point72 Asset Management, L.P. holds $535,329,169 across 16 Electronic Components names. SANM ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLEX |
Flex Ltd.
|
1,278,970 | $207,282,667 | |
| 2 | JBL |
Jabil Inc
|
525,810 | $202,689,238 | |
| 3 | RAL |
Ralliant Corp
|
394,829 | $29,071,259 | |
| 4 | ROG |
Rogers Corp
|
142,718 | $23,367,218 | |
| 5 | LFUS |
Littelfuse Inc /De
|
33,720 | $15,353,727 | |
| 6 | SANM |
Sanmina Corp
This page
|
58,096 | $14,702,935 | |
| 7 | TEL |
TE Connectivity plc
|
69,300 | $13,971,573 | |
| 8 | TTMI |
Ttm Technologies Inc
|
56,447 | $10,556,717 |
All Filings in SANM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,620 | 1,500 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $14,702,935 | 58,096 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $2,125,872 | 8,400 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $246,316 | 1,900 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $285,133 | 1,900 | Call | Defined | 2026-02-17 | |
| 2025-03-31 | $7,449,642 | 97,790 | Shares | Defined | 2025-07-21 | |
| 2024-03-31 | $16,054,876 | 258,200 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $398,523 | 7,342 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $30,858 | 512 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $30,677 | 503 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||