Guru Ownership Trend
Guru Analysis for Sanmina Corporation (SANM)
Sanmina Corporation (SANM), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $140.32 M.
Top institutional holders include Ken Fisher and Ray Dalio.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $50.23 M net inflow during the quarter.
Recent activity highlights Ken Fisher who increased their stake by 289.7%. Conversely, Chuck Royce reduced exposure by 70.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Sanmina Corporation (SANM)
Major holders include Ken Fisher ($97.57 M), Ray Dalio ($20.34 M), Cliff Asness ($12.41 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 1.13 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $50.23 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited SANM. The total reported sell value was $38 M.
Yes, 3 managers opened new positions in SANM, and 3 increased their existing holdings. The total reported buy value was $88.23 M.
