MORGAN STANLEY

Position in SANM — Sanmina Corp

CIK 895421 NEW YORK, NY

Back to SANM Full portfolio

Position in SANM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$223,104,441

+$100,713,398 QoQ

Shares Held

881,557

-6.6% QoQ

Ownership

1.64%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#11

of 573 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Common Shares in SANM Over Time

Shares Held

Position Value (USD)

Position in Electronic Components

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $8,087,757,216 across 40 Electronic Components names. SANM ranks #7 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLW	Corning Inc /Ny	15,134,070	$3,865,695,490
2	JBL	Jabil Inc	2,106,748	$812,109,211
3	TEL	TE Connectivity plc	3,619,856	$729,799,158
4	CLS	Celestica Inc	1,393,339	$508,290,063
5	FLEX	Flex Ltd.	2,633,884	$426,873,572
6	FN	Fabrinet	569,289	$319,985,956
7	SANM	Sanmina Corp This page	881,557	$223,104,441
8	LFUS	Littelfuse Inc /De	471,250	$214,574,258

All Filings in SANM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,104,441	881,557	-6.6%	Shares	Defined	2026-08-13
2026-03-31	$122,391,043	944,084	-15.0%	Shares	Defined	2026-05-15
2025-12-31	$166,676,741	1,110,660	-17.2%	Shares	Defined	2026-05-27
2025-09-30	$154,430,420	1,341,590	+27.9%	Shares	Defined	2026-05-27
2025-06-30	$102,629,730	1,049,062	-10.9%	Shares	Defined	2025-08-15
2025-03-31	$89,732,189	1,177,897	-7.8%	Shares	Defined	2025-05-15
2024-12-31	$96,716,470	1,278,135	-7.5%	Shares	Defined	2025-05-15
2024-09-30	$94,590,161	1,381,887	+15.1%	Shares	Defined	2025-05-14
2024-06-30	$79,561,344	1,200,926	-8.5%	Shares	Defined	2025-05-14
2024-03-31	$81,633,505	1,312,858	-9.5%	Shares	Defined	2024-10-17
2023-12-31	$74,526,051	1,450,770	+27.7%	Shares	Defined	2024-08-16
2023-09-30	$61,652,794	1,135,829	+1.0%	Shares	Defined	2023-11-15
2023-06-30	$67,782,891	1,124,654	+14.8%	Shares	Defined	2023-08-14
2023-03-31	$59,745,494	979,595	-10.2%	Shares	Defined	2023-05-15
2022-12-31	$62,464,543	1,090,322	+53.9%	Shares	Defined	2023-02-14
2022-09-30	$32,639,611	708,325	+6.2%	Shares	Defined	2022-11-14
2022-06-30	$27,172,200	667,130	+69.5%	Shares	Defined	2022-10-27
2022-03-31	$15,904,255	393,475	+5.1%	Shares	Defined	2022-10-27
2021-12-31	$15,518,764	374,307	-20.9%	Shares	Defined	2022-02-14
2021-09-30	$18,247,838	473,478	-20.0%	Shares	Defined	2021-11-15
2021-06-30	$23,053,719	591,728	+36.8%	Shares	Defined	2021-08-23
2021-03-31	$17,904,336	432,681	-35.6%	Shares	Defined	2021-05-17
2020-12-31	$21,411,804	671,427	+65.1%	Shares	Defined	2021-02-16
2020-09-30	$11,002,370	406,742	-17.5%	Shares	Defined	2020-11-13
2020-06-30	$12,344,317	492,984	-32.2%	Shares	Defined	2020-08-14
2020-03-31	$19,840,821	727,303	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.