SANMINA CORP COM

$SANM

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Smart money positioned

10 of the Top-200 alpha managers hold $SANM as of the latest 13F snapshot.

13F holders

444

Insider buys · 90d

Congress · 90d

Smart Money · top-200 alpha cohort

10 holders · Q1 2026

$SANM is held by 10 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.74%, with an average of 0.20% of portfolio. Largest holder: Somerset Group LLC at 1.74%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Somerset Group LLC

1.74% NEW

α +64.8pts

Caption Management, LLC

0.06% held

α +15.5pts

Connor, Clark & Lunn Investment Management Ltd.

0.03% held

α +12.3pts

Wellington Management Group LLP

0.00% held

α +10.5pts

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.00% held

α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.