Position in SANM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$11,910,197
+$7,138,797 QoQ
Shares Held
47,061
+27.9% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#5
of 142 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Y-Intercept (Hong Kong) Ltd holds $56,111,258 across 14 Electronic Components names. SANM ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SANM |
Sanmina Corp
This page
|
47,061 | $11,910,197 | |
| 2 | APH |
Amphenol Corp /De/
|
58,146 | $10,252,302 | |
| 3 | TEL |
TE Connectivity plc
|
48,344 | $9,746,633 | |
| 4 | CLS |
Celestica Inc
|
19,199 | $7,003,795 | |
| 5 | TTMI |
Ttm Technologies Inc
|
25,370 | $4,744,697 | |
| 6 | FN |
Fabrinet
|
8,081 | $4,542,168 | |
| 7 | OLED |
Universal Display Corp \Pa\
|
37,330 | $3,232,404 | |
| 8 | JBL |
Jabil Inc
|
6,090 | $2,347,573 |
All Filings in SANM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,910,197 | 47,061 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,771,400 | 36,805 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $212,949 | 1,419 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,010,817 | 26,156 | Shares | Sole | 2025-10-31 | |
| 2024-03-31 | $1,075,962 | 17,304 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $471,319 | 9,175 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $507,192 | 9,344 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $620,024 | 10,166 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $772,326 | 13,481 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $223,211 | 4,844 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||