Rokos Capital Management LLP

Position in SANM — Sanmina Corp

CIK 1666335 LONDON, X0

Position in SANM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,128,908

New position

Shares Held

8,412

first reported quarter

Ownership

0.016%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#223

of 573 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

Rokos Capital Management LLP holds $53,692,087 across 5 Electronic Components names. SANM ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTMI	Ttm Technologies Inc	166,379	$31,116,200
2	FN	Fabrinet	34,027	$19,125,896
3	SANM	Sanmina Corp This page	8,412	$2,128,908
4	GLW	Corning Inc /Ny	5,172	$1,321,083
5	APH	Amphenol Corp /De/	3,430	$0

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,128,908	8,412	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.