SANM
SANMINA CORPData as of 2026 Q2 (06-30) · 13F snapshot
Summary
SANMINA CORP (SANM) is held as common stock by 7 tracked hedge-fund managers, with a combined reported value of ~$360.28M; the largest are Izzy Englander, Ken Griffin, Renaissance Technologies. 4 tracked managers also disclosed PUT or CALL positions, reported separately below. This quarter: 4 new, 3 added. 5 public STOCK Act / OGE trade disclosures are on record. Data as of 2026 Q2, from public SEC 13F filings, delayed up to ~45 days.
Attention · MediumThis quarter · Heating up
Common-stock holders74 also report options
Congress trades5
Price$220.06vs quarter-end-13.05%
Sectors0
This quarter's moves
Top holderNew4
Added3
Trimmed / sold0
Izzy EnglanderCommon-stock positions
PUT and CALL disclosures are excluded from these holder counts and values.
| Investor | Value | % of portfolio | Action |
|---|
PUT / CALL disclosures
Reported separately: 13F option values are not common-stock ownership and do not reveal the full strategy or economic exposure.
Value $24.80M— of portfolio98,0002026 Q2
Value $17.92M— of portfolio70,8002026 Q2
Value $2.13M— of portfolio8,4002026 Q2
Value $379.6K— of portfolio1,5002026 Q2
Value $278.4K— of portfolio1,1002026 Q2
Value $278.4K— of portfolio1,1002026 Q2
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Ken GriffinPUT | $24.80M | — | — |
| Ken GriffinCALL | $17.92M | — | — |
| Steven CohenCALL | $2.13M | — | — |
| Steven CohenPUT | $379.6K | — | — |
| Paul Tudor JonesPUT | $278.4K | — | — |
| Izzy EnglanderCALL | $278.4K | — | — |
Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.