Position in SANM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,308,240
+$142,085,859 QoQ
Shares Held
1,151,052
0.0% QoQ
Ownership
2.15%
of shares outstanding
% of Portfolio
22.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026ADVANCED MICRO DEVICES INC holds $291,308,240 across 1 Electronic Components name. SANM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SANM |
Sanmina Corp
This page
|
1,151,052 | $291,308,240 |
All Filings in SANM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,308,240 | 1,151,052 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $149,222,381 | 1,151,052 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $172,738,373 | 1,151,052 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||