ValuationViz

SANM fund manager activity

Sanmina Corporation · Nasdaq. Reported by 6 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
First Eagle Investment ManagementNew3,200$809,8560.00%Aug 24, 2026
Ken Fisher - Fisher Asset ManagementTrimmed767,697$194,288,9840.06%Aug 4, 2026
Joel Greenblatt - Gotham Asset ManagementNew1,893$479,0800.00%Aug 14, 2026
Lee Ainslie - Maverick CapitalNew2,300$582,0840.01%Aug 14, 2026
Polen Capital ManagementNew886$224,2290.00%Aug 4, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
First Eagle Investment ManagementSold out——0.00%May 14, 2026
Ken Fisher - Fisher Asset ManagementAdded833,845$108,099,6640.04%May 5, 2026
Jeremy Grantham - GMOSold out——0.00%May 14, 2026
Joel Greenblatt - Gotham Asset ManagementSold out——0.00%May 15, 2026

Older quarters