Position in SANM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,908,040
+$4,906,640 QoQ
Shares Held
61,000
+205.0% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
5.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SANM Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Mar 31, 2026Occam Crest Management LP holds $8,104,420 across 2 Electronic Components names. SANM ranks #1 (97.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SANM |
Sanmina Corp
This page
|
61,000 | $7,908,040 | |
| 2 | FLEX |
Flex Ltd.
|
3,000 | $196,380 |
All Filings in SANM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,908,040 | 61,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,001,400 | 20,000 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||