Ray Dalio's SANM Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 135,511 shares of Sanmina Corporation (SANM) worth $20.34 M, representing 0.07% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in SANM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 92,614 shares. Largest reduction occurred in Q2 2024, reducing 95,547 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Sanmina Corporation (SANM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sanmina Corporation (SANM) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +62,058 | Add 84.49% | 135,511 | $150.07 |
| Q3 2025 | -7,713 | Reduce 9.50% | 73,453 | $115.11 |
| Q2 2025 | +26,838 | Add 49.40% | 81,166 | $97.83 |
| Q1 2025 | -21,320 | Reduce 28.18% | 54,328 | $76.18 |
| Q4 2024 | +17,502 | Add 30.10% | 75,648 | $75.67 |
| Q3 2024 | -447 | Reduce 0.76% | 58,146 | $68.45 |
| Q2 2024 | -95,547 | Reduce 61.99% | 58,593 | $66.25 |
| Q1 2024 | -5,404 | Reduce 3.39% | 154,140 | $62.18 |
| Q4 2023 | +1,832 | Add 1.16% | 159,544 | $51.37 |
| Q3 2023 | +92,614 | Add 142.27% | 157,712 | $54.28 |
| Q2 2023 | +36,203 | Add 125.29% | 65,098 | $60.27 |
| Q1 2023 | -34,714 | Reduce 54.57% | 28,895 | $60.99 |
| Q4 2022 | -40,100 | Reduce 38.67% | 63,609 | $57.29 |
| Q3 2022 | -25,161 | Reduce 19.52% | 103,709 | $46.08 |
| Q2 2022 | +128,870 | New Buy | 128,870 | $40.73 |
Ray Dalio's Sanmina Corporation Investment FAQs
Ray Dalio first purchased Sanmina Corporation (SANM) in Q2 2022, acquiring 128,870 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Sanmina Corporation (SANM) for 15 quarters since Q2 2022.
Ray Dalio's largest addition to Sanmina Corporation (SANM) was in Q2 2022, adding 128,870 shares worth $5.25 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 135,511 shares of Sanmina Corporation (SANM), valued at approximately $20.34 M.
As of the Q4 2025 filing, Sanmina Corporation (SANM) represents approximately 0.07% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Sanmina Corporation (SANM) was 159,544 shares, as reported at the end of Q4 2023.