SEEDS INVESTOR LLC

Position in SANM — Sanmina Corp

CIK 2021047 NEW YORK, NY

Position in SANM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$325,967

+$147,064 QoQ

Shares Held

1,288

-6.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#386

of 571 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SEEDS INVESTOR LLC holds $9,014,142 across 7 Electronic Components names. SANM ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLW	Corning Inc /Ny	16,916	$4,320,853
2	JBL	Jabil Inc	5,394	$2,079,279
3	FLEX	Flex Ltd.	6,539	$1,059,775
4	CLS	Celestica Inc	2,476	$903,244
5	SANM	Sanmina Corp This page	1,288	$325,967
6	PLXS	Plexus Corp	1,081	$325,024
7	APH	Amphenol Corp /De/	3,834	$0

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,967	1,288	-6.7%	Shares	Sole	2026-08-12
2026-03-31	$178,903	1,380	-12.6%	Shares	Sole	2026-05-11
2025-12-31	$236,960	1,579	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.