| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $34.9M | 0.05% | 138.03K | New | Q2 2026 |
| Bridgewater Associates · Ray Dalio | $26.3M | 0.11% | 103.96K | +88% | Q2 2026 |
| Maverick Capital · Lee Ainslie | $582.1K | 0.01% | 2.30K | New | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a SANM trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.6 | 9.6 | -16.5 | 68.0 | 19.2 | -2.6 | -26.7 | 6.0 | 9.2 | -4.1 | +37.4% | ||
| 2025 | 10.7 | -2.2 | -7.0 | 0.8 | 10.3 | 15.5 | 18.6 | 1.3 | -2.1 | 19.1 | 14.0 | -3.9 | +98.3% |
| 2024 | 16.4 | 5.7 | -1.6 | -2.4 | 13.0 | -3.3 | 13.7 | -7.9 | -1.3 | 2.4 | 13.3 | -4.7 | +47.3% |
| 2023 | 6.4 | -0.8 | 0.9 | -14.3 | 1.5 | 13.6 | 2.0 | -9.4 | -2.5 | -6.3 | -1.5 | 2.5 | −10.3% |
| 2022 | -8.8 | 5.2 | 1.6 | 1.2 | 7.3 | -7.2 | 13.1 | 5.4 | -5.0 | 21.6 | 17.9 | -13.3 | +38.2% |
| 2021 | -2.5 | 14.5 | 16.2 | -1.3 | 3.1 | -7.5 | -1.4 | 2.8 | -2.4 | -2.0 | -3.2 | 13.5 | +30.0% |
| 2020 | -7.0 | -17.4 | 3.8 | 1.6 | -4.0 | -5.9 | 18.5 | -4.6 | -4.4 | -9.6 | 30.2 | 0.2 | −6.9% |
| 2019 | 29.8 | 2.3 | -9.7 | 17.6 | -21.6 | 13.9 | 4.9 | -9.0 | 11.1 | -4.3 | 3.5 | 7.6 | +42.3% |
| 2018 | -20.8 | 5.4 | -5.1 | 12.8 | -2.4 | 1.7 | -0.7 | 5.8 | -10.4 | -8.3 | 6.9 | -11.0 | −27.1% |
| 2017 | 6.3 | 0.1 | 4.1 | -8.3 | -1.7 | 4.1 | -5.9 | 4.5 | -0.8 | -11.9 | 3.9 | -2.9 | −10.0% |
| 2016 | -8.9 | 9.9 | 13.5 | 1.2 | 13.3 | 0.1 | -5.5 | 3.7 | 8.3 | -2.9 | 18.8 | 11.6 | +78.1% |
| 2015 | -10.0 | 7.2 | 6.6 | -16.0 | 6.5 | -6.9 | 9.5 | -12.8 | 11.1 | -3.3 | 9.7 | -9.2 | −12.5% |
| 2014 | 0.1 | 1.4 | 2.9 | 16.0 | 0.5 | 11.9 | 2.2 | 0.8 | -11.2 | 20.2 | -1.9 | -4.3 | +40.9% |
| 2013 | -14.0 | 7.7 | 10.9 | 11.0 | 7.6 | 5.7 | 14.8 | -1.3 | 7.5 | -16.8 | 6.3 | 7.9 | +50.9% |
| 2012 | 17.9 | 5.6 | -1.3 | -22.3 | -20.1 | 15.2 | 4.3 | 1.2 | -1.5 | 4.3 | 6.1 | 17.5 | +18.9% |
| 2011 | 30.9 | 3.9 | -28.2 | 4.5 | -8.8 | -3.4 | 10.4 | -32.2 | -13.6 | 31.9 | -3.9 | 9.9 | −18.9% |
| 2010 | 19.7 | 25.3 | -0.2 | 7.8 | -14.3 | -10.8 | -7.6 | -28.1 | 33.6 | 9.2 | -20.8 | 9.9 | +4.1% |
| 2009 | -29.8 | -24.2 | 24.0 | 80.6 | 23.2 | -36.2 | 38.6 | 72.7 | 36.1 | -25.3 | 25.9 | 36.5 | +291.1% |
| 2008 | -13.7 | 5.1 | -1.8 | -4.3 | -3.2 | -14.7 | 38.3 | 32.8 | -40.4 | -46.4 | -14.7 | -26.6 | −74.2% |
| 2007 | 1.4 | 6.0 | -2.4 | -4.7 | 3.5 | -12.3 | -12.1 | -16.7 | -7.4 | 4.2 | -19.9 | 2.8 | −47.2% |
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 16, 2026 | Johnson Susan AnneDirector | Sale at price 200.46 per share. | 120 | $24.05K |
| Aug 27, 2026 | Johnson Susan AnneDirector | Sale at price 202.69 per share. | 120 | $24.32K |
| May 28, 2026 | Faust Jonathan PChief Financial Officer | Sale at price 265.73 - 265.86 per share. | 10.1K | $2.68M |
| May 25, 2026 | Reid Alan McwilliamsOfficer | Sale at price 254.39 per share. | 5K | $1.27M |
| May 7, 2026 | Reid Alan McwilliamsOfficer | Sale at price 248.60 per share. | 1K | $248.60K |
| May 5, 2026 | Sola JureChief Executive Officer | Sale at price 228.84 per share. | 118.4K | $27.09M |
| May 3, 2026 | Reid Alan McwilliamsOfficer | Sale at price 225.00 per share. | 1K | $225.00K |
| Apr 30, 2026 | Reid Alan McwilliamsOfficer | Sale at price 218.17 per share. | 1K | $218.17K |
| Apr 30, 2026 | Hedley David V. IiiDirector | Sale at price 219.52 per share. | 500 | $109.76K |
| Apr 29, 2026 | Venkatesh Vishnu GOfficer | Sale at price 212.80 per share. | 2.3K | $484.12K |
| Apr 28, 2026 | Licata Joseph G JrDirector | Sale at price 207.36 - 213.26 per share. | 26.6K | $5.61M |
| Mar 15, 2026 | Licata Joseph G JrDirector | Stock Award(Grant) at price 123.69 per share. | 1.5K | $189.99K |
| Mar 15, 2026 | Loparco Michael JDirector | Stock Award(Grant) at price 123.69 per share. | 2.3K | $284.98K |
| Mar 15, 2026 | Johnson Susan AnneDirector | Stock Award(Grant) at price 123.69 per share. | 1.5K | $189.99K |
| Mar 15, 2026 | Hedley David V. IiiDirector | Stock Award(Grant) at price 123.69 per share. | 1.5K | $189.99K |
| Mar 15, 2026 | Sankaran MythiliDirector | Stock Award(Grant) at price 123.69 per share. | 1.5K | $189.99K |
| Mar 15, 2026 | Prabhu Krish ADirector | Stock Award(Grant) at price 123.69 per share. | 1.5K | $189.99K |
| Mar 15, 2026 | Barnes Susan KDirector | Stock Award(Grant) at price 123.69 per share. | 1.5K | $189.99K |
| Feb 25, 2026 | Reid Alan McwilliamsOfficer | Sale at price 160.64 per share. | 1.5K | $240.96K |
| Feb 23, 2026 | Faust Jonathan PChief Financial Officer | Sale at price 159.30 per share. | 10.1K | $1.60M |
Sanmina Corporation provides integrated manufacturing solutions, components, products and repair, logistics, and after-market services in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company operates through two businesses: Integrated Manufacturing Solutions; and Components, Products and Services. The company offers product design and engineering, including concept development, detailed design, prototyping, validation, preproduction, manufacturing design release, and product industrialization; assembly and test services; direct order fulfillment and logistics services; after-market product service and support; and supply chain management services, as well as engaging in the manufacture of components, subassemblies, and complete systems; and direct order fulfilment and logistics services. In addition, the company provides components, such as printed circuit boards, backplane fabrication and backplane assemblies, cable assemblies, fabricated metal parts, precision machined parts, and plastic injected molded parts; memory solutions; storage platforms; optical, radio frequency, and microelectronic solutions; defense and aerospace products, design, manufacturing, repair, and refurbishment services; and cloud-based manufacturing execution software. It offers its products and services primarily to original equipment manufacturers in the industrial, medical, defense and aerospace, automotive, communications networks, and cloud infrastructure industries. The company was formerly known as Sanmina-SCI Corp. Sanmina Corporation was incorporated in 1980 and is headquartered in San Jose, California.
Buy / hold / sell counts