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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $205.91 M.
Top institutional holders include Ken Fisher and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $4.99 M net outflow during the quarter.
Recent activity highlights Ken Fisher who increased their stake by 28.3%. Conversely, Jefferies Group reduced exposure by 81.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Sanmina Corporation (SANM)
Major holders include Ken Fisher ($108.1 M), Cliff Asness ($11.02 M), Chuck Royce ($10.25 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.11 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $4.99 M, with 3 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 5 fully exited SANM. The total reported sell value was $29.21 M.
Yes, 0 managers opened new positions in SANM, and 3 increased their existing holdings. The total reported buy value was $24.22 M.
