Position in SANM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$843,515
+$441,631 QoQ
Shares Held
3,333
+7.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#23
of 80 holders
Holding Since
Dec 2023
11 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, 2026GAMMA Investing LLC holds $26,316,570 across 29 Electronic Components names. SANM ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APH |
Amphenol Corp /De/
|
54,882 | $9,676,794 | |
| 2 | GLW |
Corning Inc /Ny
|
20,422 | $5,216,391 | |
| 3 | JBL |
Jabil Inc
|
6,553 | $2,526,050 | |
| 4 | FLEX |
Flex Ltd.
|
9,563 | $1,549,875 | |
| 5 | TEL |
TE Connectivity plc
|
7,161 | $1,443,729 | |
| 6 | LFUS |
Littelfuse Inc /De
|
2,191 | $997,628 | |
| 7 | SANM |
Sanmina Corp
This page
|
3,333 | $843,515 | |
| 8 | FN |
Fabrinet
|
1,474 | $828,505 |
All Filings in SANM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,515 | 3,333 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $401,884 | 3,100 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $482,174 | 3,213 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $340,610 | 2,959 | Shares | Defined | 2025-10-02 | |
| 2025-06-30 | $263,847 | 2,697 | Shares | Defined | 2025-07-14 | |
| 2025-03-31 | $131,029 | 1,720 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $97,084 | 1,283 | Shares | Defined | 2025-01-03 | |
| 2024-09-30 | $63,726 | 931 | Shares | Defined | 2024-10-07 | |
| 2024-06-30 | $32,727 | 494 | Shares | Defined | 2024-07-02 | |
| 2024-03-31 | $14,736 | 237 | Shares | Defined | 2024-04-05 | |
| 2023-12-31 | $7,500 | 146 | Shares | Defined | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||