Cliff Asness's SANM Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 77,934 shares of Sanmina Corporation (SANM) worth $8.97 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in SANM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2019, adding 423,444 shares. Largest reduction occurred in Q2 2018, reducing 377,169 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Sanmina Corporation (SANM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sanmina Corporation (SANM) Trades by Cliff Asness
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +454,859 | Add 0.00% | 454,858 | $11.07 |
| Q2 2013 | +654,879 | Add 0.00% | 654,878 | $14.35 |
| Q3 2013 | +95,494 | Add 14.58% | 750,372 | $17.49 |
| Q4 2013 | -175,863 | Reduce 23.44% | 574,509 | $16.70 |
| Q1 2014 | -125,900 | Reduce 21.91% | 448,609 | $17.45 |
| Q2 2014 | -46,900 | Reduce 10.45% | 401,709 | $22.78 |
| Q3 2014 | +134,200 | Add 33.41% | 535,909 | $20.86 |
| Q4 2014 | -134,953 | Reduce 25.18% | 400,956 | $23.53 |
| Q1 2015 | -533 | Reduce 0.13% | 400,423 | $24.19 |
| Q2 2015 | +33,203 | Add 8.29% | 433,626 | $20.16 |
| Q3 2015 | -114,330 | Reduce 26.37% | 319,296 | $21.37 |
| Q4 2015 | -106,599 | Reduce 33.39% | 212,697 | $20.58 |
| Q1 2016 | +124,351 | Add 58.46% | 337,048 | $23.38 |
| Q2 2016 | +99,274 | Add 29.45% | 436,322 | $26.81 |
| Q3 2016 | +285,221 | Add 65.37% | 721,543 | $28.47 |
| Q4 2016 | +29,083 | Add 4.03% | 750,626 | $36.65 |
| Q1 2017 | -8,413 | Reduce 1.12% | 742,213 | $40.60 |
| Q2 2017 | +22,393 | Add 3.02% | 764,606 | $38.10 |
| Q3 2017 | -6,910 | Reduce 0.90% | 757,696 | $37.15 |
| Q4 2017 | -149,687 | Reduce 19.76% | 608,009 | $33.00 |
| Q1 2018 | -158,797 | Reduce 26.12% | 449,212 | $26.15 |
| Q2 2018 | -377,169 | Reduce 83.96% | 72,043 | $29.30 |
| Q3 2018 | -24,012 | Reduce 33.33% | 48,031 | $27.61 |
| Q4 2018 | +4,023 | Add 8.38% | 52,054 | $24.05 |
| Q1 2019 | +2,886 | Add 5.54% | 54,940 | $28.85 |
| Q2 2019 | -18,506 | Reduce 33.68% | 36,434 | $30.27 |
| Q3 2019 | +53,587 | Add 147.08% | 90,021 | $32.11 |
| Q4 2019 | +423,444 | Add 470.38% | 513,465 | $34.24 |
| Q1 2020 | -40,904 | Reduce 7.97% | 472,561 | $27.28 |
| Q2 2020 | -88,133 | Reduce 18.65% | 384,428 | $25.04 |
| Q3 2020 | -97,920 | Reduce 25.47% | 286,508 | $27.05 |
| Q4 2020 | -72,215 | Reduce 25.21% | 214,293 | $31.89 |
| Q1 2021 | -50,089 | Reduce 23.37% | 164,204 | $41.38 |
| Q2 2021 | -49,919 | Reduce 30.40% | 114,285 | $38.96 |
| Q3 2021 | -15,284 | Reduce 13.37% | 99,001 | $38.53 |
| Q4 2021 | -461 | Reduce 0.47% | 98,540 | $41.46 |
| Q1 2022 | +1,261 | Add 1.28% | 99,801 | $40.42 |
| Q2 2022 | +5,297 | Add 5.31% | 105,098 | $40.73 |
| Q3 2022 | +49,311 | Add 46.92% | 154,409 | $46.08 |
| Q4 2022 | -977 | Reduce 0.63% | 153,432 | $57.29 |
| Q1 2023 | +19,120 | Add 12.46% | 172,552 | $60.99 |
| Q2 2023 | +1,745 | Add 1.01% | 174,297 | $60.27 |
| Q3 2023 | -5,270 | Reduce 3.02% | 169,027 | $54.28 |
| Q4 2023 | -41,701 | Reduce 24.67% | 127,326 | $51.37 |
| Q1 2024 | -31,892 | Reduce 25.05% | 95,434 | $62.18 |
| Q2 2024 | +7,034 | Add 7.37% | 102,468 | $66.25 |
| Q3 2024 | -21,996 | Reduce 21.47% | 80,472 | $68.45 |
| Q4 2024 | -14,174 | Reduce 17.61% | 66,298 | $75.67 |
| Q1 2025 | +23,442 | Add 35.36% | 89,740 | $76.18 |
| Q2 2025 | -6,253 | Reduce 6.97% | 83,487 | $97.83 |
| Q3 2025 | -5,553 | Reduce 6.65% | 77,934 | $115.11 |
Cliff Asness's Sanmina Corporation Investment FAQs
Cliff Asness first purchased Sanmina Corporation (SANM) in Q4 2012, acquiring 454,858 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Sanmina Corporation (SANM) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Sanmina Corporation (SANM) was in Q2 2013, adding 654,878 shares worth $9.4 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 77,934 shares of Sanmina Corporation (SANM), valued at approximately $8.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Sanmina Corporation (SANM) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Sanmina Corporation (SANM) was 764,606 shares, as reported at the end of Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.