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 Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $250.79 M.
Top institutional holders include Ken Fisher and Renaissance Technologies (RenTech).
Institutional sentiment is currently Bullish. This is evidenced by a $49.9 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 773.8%. Conversely, HOTCHKIS & WILEY reduced exposure by 44.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Sanmina Corporation (SANM)
Major holders include Ken Fisher ($194.29 M), Renaissance Technologies (RenTech) ($34.93 M), Ray Dalio ($26.31 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 1.31 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $49.9 M, with 9 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited SANM. The total reported sell value was $28.03 M.
Yes, 6 managers opened new positions in SANM, and 3 increased their existing holdings. The total reported buy value was $77.93 M.
