Position in SANM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$168,551
+$40,549 QoQ
Shares Held
666
-40.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#448
of 571 holders
Holding Since
Dec 2024
5 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, 2026Bayforest Capital Ltd holds $996,093 across 9 Electronic Components names. SANM ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEL |
TE Connectivity plc
|
1,465 | $295,358 | |
| 2 | TTMI |
Ttm Technologies Inc
|
1,038 | $194,126 | |
| 3 | SANM |
Sanmina Corp
This page
|
666 | $168,551 | |
| 4 | LFUS |
Littelfuse Inc /De
|
305 | $138,875 | |
| 5 | PLXS |
Plexus Corp
|
396 | $119,065 | |
| 6 | OSIS |
Osi Systems Inc
|
306 | $66,922 | |
| 7 | GLW |
Corning Inc /Ny
|
35 | $8,940 | |
| 8 | ROG |
Rogers Corp
|
26 | $4,256 |
All Filings in SANM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,551 | 666 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $128,002 | 1,112 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $433,191 | 4,428 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $263,354 | 3,457 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $79,529 | 1,051 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||