BAILARD, INC.

Position in SANM — Sanmina Corp

CIK 750641 Foster City, CA

Position in SANM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,032,313

+$412,764 QoQ

Shares Held

4,079

-14.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#276

of 571 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BAILARD, INC. holds $13,669,890 across 6 Electronic Components names. SANM ranks #3 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLW	Corning Inc /Ny	33,379	$8,525,997
2	TEL	TE Connectivity plc	14,372	$2,897,538
3	SANM	Sanmina Corp This page	4,079	$1,032,313
4	TTMI	Ttm Technologies Inc	3,300	$617,166
5	LYTS	Lsi Industries Inc	12,600	$334,908
6	ROG	Rogers Corp	1,600	$261,968

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,032,313	4,079	-14.6%	Shares	Sole	2026-07-30
2026-03-31	$619,549	4,779	0.0%	Shares	Sole	2026-05-11
2025-12-31	$717,184	4,779	-11.5%	Shares	Sole	2026-02-04
2025-09-30	$621,594	5,400	0.0%	Shares	Sole	2025-10-30
2025-06-30	$528,282	5,400	+100.0%	Shares	Sole	2025-08-08
2025-03-31	$205,686	2,700	-52.6%	Shares	Sole	2025-05-02
2023-09-30	$309,396	5,700	-34.5%	Shares	Sole	2023-10-24
2023-03-31	$530,613	8,700	+61.1%	Shares	Sole	2023-05-08
2022-12-31	$309,366	5,400	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.