SEC 13F Intelligence

Advanced Micro Devices Inc / SANM

Advanced Micro Devices Inc’s Sanmina Corp Position

Does Advanced Micro Devices Inc own Sanmina Corp (SANM)? Yes1.15M shares worth $149M (+85.57% of its 13F portfolio) as of Q1 2026.

Position Value
$149M
Q1 2026
Shares
1.15M
% of Portfolio
+85.57%
Quarters Held
2
currently held

Position History SANM

Reported value by quarter
Q4 ’25: $173MQ4 ’25Q1 ’26: $149MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.15M$149M+85.57%
Q4 20251.15M$173M+89.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Advanced Micro Devices Inc’s full portfolio or all institutional holders of SANM.