Sanmina CORP (SANM) — 13F Filings Explorer (Q2 2026)

SANM ranks #999 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SANM is a top-conviction position for Advanced Micro Devices Inc — at 22.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SANM belongs to FMR LLC, but the position matters far more to Advanced Micro Devices Inc, who has 22.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Ausbil Investment Management Ltd has added to its SANM position for two straight quarters, increasing it by $2.3M to reach $3.7M today.

State of Alaska, Department of Revenue has trimmed its SANM position for two straight quarters, cutting it by $2.6M while still holding $1.5M.

SANM is up 3.2% today, and institutions have been net buyers of $2.7B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SANM posted net income of $308.1M over the trailing twelve months, and currently trades at a P/E of 41.0.

• Profitable — net income of $308.1M over the trailing twelve months
• Revenue grew 62.6% year over year
• Net income improved year over year, from $242.2M to $308.1M
• Generated $620.7M in positive operating cash flow
• Current ratio of 1.72x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting