SanminaSANM

13F holders, Q2 2024 (June 30)
285holders −29
29new positions
58sold out
7famous investors
$66.27avg. 13F price*

At the end of Q2 2024, 285 institutions reported holding Sanmina Corp. (SANM) in their 13F filings, down 29 from Q1 2024. 29 opened new positions and 58 sold out. The largest holders were BlackRock Inc. ($641.3M), Vanguard Group Inc. ($481.6M) and Dimensional Fund Advisors LP ($287.5M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Sanmina Corp.
CUSIP
801056102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 314Q1 2024Q2 2024: 285Q2 2024Q3 2024: 312Q3 2024Q4 2024: 313Q4 2024Q1 2025: 326Q1 2025Q2 2025: 356Q2 2025Q3 2025: 384Q3 2025Q4 2025: 451Q4 2025Q1 2026: 460Q1 2026Q2 2026: 573Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions29$17.8M
Exits58$82.6M

All 13F filers, Q1 2024 → Q2 2024: 4,275,463 shares bought and 3,971,820 shares sold, net +303,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 285 holders

BlackRock Inc. 0.01% Reduce -4.7% 9,680,085 $641.3M
Vanguard Group Inc. 0.01% Add +1.6% 7,269,890 $481.6M
Dimensional Fund Advisors LP 0.08% Reduce -2.7% 4,339,605 $287.5M
State Street Corp. 0.01% Add +3.0% 2,359,519 $156.3M
LSV Asset Management 0.26% Reduce -2.2% 1,804,680 $119.6M
FMR LLC 0.01% Add +166.3% 1,633,358 $108.2M
Geode Capital Management, LLC 0.01% Add +6.0% 1,479,506 $98.0M
Franklin Resources Inc. 0.03% Add +415.3% 1,240,203 $82.2M
Morgan Stanley 0.01% Reduce -8.5% 1,200,926 $79.6M
Fuller & Thaler Asset Management, Inc. 0.34% Add +2.9% 1,191,559 $78.9M
D. E. Shaw & Co. 0.12% Add +8.0% 1,168,289 $77.4M
Bank of America Corp. 0.01% Add +7.5% 1,145,056 $75.9M
Earnest Partners LLC 0.35% Reduce -1.0% 1,121,634 $74.3M
Frontier Capital Management Co. LLC 0.62% Add +10.4% 943,251 $62.5M
American Century Companies Inc. 0.04% Add +14.0% 875,132 $58.0M
Global Alpha Capital Management Ltd. 3.73% Add +3.4% 772,791 $51.2M
Northern Trust Corp. 0.01% Reduce -0.4% 756,481 $50.1M
Goldman Sachs Group Inc. 0.01% Add +278.1% 755,793 $50.1M
Nuveen Asset Management, LLC 0.01% Add +5.6% 697,878 $46.2M
Norges Bank 0.01% No change 659,551 $43.7M
Charles Schwab Investment Management Inc. 0.01% Add +1.4% 612,097 $40.6M
Bank of New York Mellon Corp 0.01% Add +11.5% 578,458 $38.3M
Allianz Asset Management GmbH 0.06% Add +42.5% 526,252 $34.9M
Assenagon Asset Management S.A. 0.08% Reduce -23.8% 490,000 $32.5M
Invesco Ltd. 0.01% Reduce -19.4% 462,984 $30.7M
Victory Capital Management Inc. 0.03% Reduce -5.8% 403,403 $26.7M
Panagora Asset Management Inc. 0.12% Add +8.3% 354,588 $23.5M
New York State Common Retirement Fund 0.03% Reduce -1.2% 352,162 $23.3M
Wells Fargo & Company 0.01% Reduce -2.1% 300,451 $19.9M
Principal Financial Group Inc. 0.01% Reduce -4.1% 294,752 $19.5M
Royce & Associates LP 0.18% Add +16.7% 294,192 $19.5M
Millennium Management 0.01% Reduce -30.6% 266,042 $17.6M
Empower Advisory Group, LLC 0.06% Reduce -1.2% 259,685 $17.2M
Sei Investments Co. 0.02% Add +3.1% 236,470 $15.7M
Envestnet Asset Management Inc. 0.00% Add +2.5% 199,022 $13.2M
First Eagle Investment Management, LLC 0.03% Add +1.1% 188,672 $12.5M
Ameriprise Financial Inc. 0.00% Reduce -6.0% 188,370 $12.5M
Rhumbline Advisers 0.01% Reduce -1.3% 181,659 $12.0M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -13.9% 180,676 $12.0M
Legal & General Group Plc 0.00% Reduce -0.7% 159,720 $10.6M
JPMorgan Chase & Co. 0.00% Reduce -5.6% 143,253 $9.5M
Jane Street Group, LLC 0.01% Add +121.7% 138,692 $9.2M
Alliancebernstein L.P. 0.00% Add +2.7% 136,705 $9.1M
Foundry Partners, LLC 0.47% Add +5.3% 131,552 $8.7M
Public Sector Pension Investment Board 0.05% Add +6.7% 121,996 $8.1M
Janus Henderson Group PLC 0.00% Reduce -11.3% 119,519 $7.9M
Allspring Global Investments Holdings, LLC 0.01% Add +57.9% 119,262 $7.9M
Prudential Financial Inc. 0.01% Add +7.7% 116,305 $7.7M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +10.4% 111,579 $7.4M
Swiss National Bank 0.01% Reduce -2.2% 109,700 $7.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +90.6% 106,909 $7.1M
State of Alaska, Department of Revenue 0.08% Reduce -1.3% 105,972 $7.0M
AQR Capital Management 0.01% Add +7.4% 102,468 $6.8M
UBS Group AG 0.00% Reduce -32.2% 95,710 $6.3M
Citadel Advisors 0.01% Reduce -35.8% 91,423 $6.1M
First Trust Advisors LP 0.01% Reduce -27.5% 86,902 $5.8M
Segall Bryant & Hamill, LLC 0.10% New 85,813 $5.7M
Assetmark, Inc. 0.02% Add +7.7% 74,832 $5.0M
Nicola Wealth Management LTD. 0.44% No change 54,100 $4.9M
Wedge Capital Management L L P 0.08% Reduce -17.7% 69,865 $4.6M
AXA S.A. 0.01% Reduce -14.0% 69,053 $4.6M
Great Lakes Advisors, LLC 0.04% Reduce -6.3% 68,741 $4.6M
TD Asset Management Inc 0.00% Add +10.7% 67,500 $4.5M
Comerica Bank 0.02% Reduce -13.6% 62,579 $4.1M
Teacher Retirement System of Texas 0.02% Add +0.1% 58,825 $3.9M
Bridgewater Associates 0.02% Reduce -62.0% 58,593 $3.9M
PDT Partners, LLC 0.37% Reduce 0.0% 58,479 $3.9M
CANADA LIFE ASSURANCE Co 0.01% Add +15.3% 58,166 $3.9M
California State Teachers Retirement System 0.00% Reduce -4.0% 55,288 $3.7M
Weiss Asset Management LP 0.29% New 55,184 $3.7M
BNP Paribas Financial Markets 0.00% Reduce -40.1% 54,765 $3.6M
Martingale Asset Management L P 0.08% Add +98.3% 53,713 $3.6M
Macquarie Group Ltd. 0.00% No change 53,000 $3.5M
Empowered Funds, LLC 0.06% Reduce -0.4% 51,630 $3.4M
Tudor Investment Corporation 0.03% Reduce -23.1% 46,908 $3.1M
Thrivent Financial for Lutherans 0.01% Reduce -4.9% 46,035 $3.0M
Hillsdale Investment Management Inc. 0.24% Reduce -8.0% 46,000 $3.0M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -12.5% 45,500 $3.0M
Citigroup Inc. 0.00% Add +7.3% 44,910 $3.0M
Massachusetts Financial Services Co. 0.00% Add +3.5% 43,913 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +4.0% 40,667 $2.7M
Raymond James & Associates 0.00% Reduce -0.4% 39,508 $2.6M
Shellback Capital, LP 0.19% Reduce -61.2% 38,086 $2.5M
Algert Global LLC 0.08% Reduce -62.0% 37,789 $2.5M
Alberta Investment Management Corp 0.03% No change 37,694 $2.5M
New York State Teachers Retirement System 0.00% Reduce -2.0% 34,790 $2.3M
Oppenheimer Asset Management Inc. 0.03% Add +40.5% 34,692 $2.3M
Manufacturers Life Insurance Company, The 0.00% Add +1.9% 31,948 $2.1M
Corebridge Financial, Inc. 0.01% — 31,830 $2.1M
MetLife Investment Management, LLC 0.01% Add +11.7% 31,626 $2.1M
Illinois Municipal Retirement Fund 0.03% Reduce -1.5% 30,783 $2.0M
Two Sigma Advisers, LP 0.00% Reduce -74.4% 30,300 $2.0M
Avantax Advisory Services, Inc. 0.01% New 29,463 $2.0M
Keeley-Teton Advisors, LLC 0.24% Add +28.0% 28,649 $1.9M
Glenmede Trust Co. NA 0.01% Reduce -0.0% 28,606 $1.9M
Federation des caisses Desjardins du Quebec 0.01% Add +14.6% 28,340 $1.9M
Louisiana State Employees Retirement System 0.04% Add +1.1% 27,900 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -38.6% 27,821 $1.8M
Jennison Associates LLC 0.00% Reduce -16.4% 27,677 $1.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 27,659 $1.8M
Royal Bank of Canada 0.00% Add +40.6% 26,215 $1.7M
State of Tennessee, Department of Treasury 0.01% Add +9.6% 25,910 $1.7M
Renaissance Technologies 0.00% Reduce -86.4% 25,533 $1.7M
Deutsche Bank AG 0.00% Reduce -81.8% 24,381 $1.6M
O'shaughnessy Asset Management, LLC 0.02% Add +10.9% 23,709 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -12.2% 23,690 $1.6M
Barclays PLC 0.00% Reduce -58.9% 23,432 $1.6M
Caxton Associates LP 0.06% Add +365.9% 22,276 $1.5M
Sanctuary Advisors, LLC 0.01% — 22,932 $1.4M
Creative Planning 0.00% Add +122.4% 21,064 $1.4M
Voya Investment Management LLC 0.00% Add +1.4% 21,018 $1.4M
Pacifica Partners Inc. 0.57% Reduce -1.1% 20,131 $1.3M
Hantz Financial Services, Inc. 0.03% Add +123.2% 19,767 $1.3M
Intech Investment Management LLC 0.02% New 19,666 $1.3M
Maryland State Retirement & Pension System 0.02% Reduce -3.8% 19,335 $1.3M
Russell Investments Group, Ltd. 0.00% Reduce -48.8% 19,111 $1.3M
Diversified Trust Co. 0.04% Add +11.3% 18,774 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,747 $1.2M
Atria Investments, Inc 0.02% Add +14.6% 18,531 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 18,505 $1.2M
Amalgamated Bank 0.01% Reduce -4.0% 16,932 $1.1M
STRS Ohio 0.00% No change 16,800 $1.1M
WINTON GROUP Ltd 0.07% New 16,544 $1.1M
State Board of Administration of Florida Retirement System 0.00% Reduce -18.2% 16,332 $1.1M
Susquehanna Portfolio Strategies, LLC 0.04% Reduce -6.4% 16,166 $1.1M
Engineers Gate Manager LP 0.02% Reduce -48.5% 15,955 $1.1M
Arizona State Retirement System 0.01% Reduce -0.0% 15,615 $1.0M
Natixis Advisors, LLC 0.00% Add +11.0% 15,298 $1.0M
State of Wisconsin Investment Board 0.00% Reduce -60.9% 14,996 $993K
ExodusPoint Capital Management, LP 0.01% Add +71.6% 14,739 $976K
Campbell & CO Investment Adviser LLC 0.08% New 13,955 $925K
Oregon Public Employees Retirement Fund 0.02% Reduce -10.0% 13,461 $892K
LPL Financial LLC 0.00% Reduce -12.9% 13,316 $882K
Janney Montgomery Scott LLC 0.00% Reduce -2.8% 13,252 $878K
Stifel Financial Corp. 0.00% Reduce -2.5% 13,213 $875K
Diamond Hill Capital Management, LLC (Investment Advisor) 0.00% Reduce -96.8% 12,471 $826K
Dark Forest Capital Management LP 0.15% Add +117.4% 12,226 $810K
Praxis Investment Management Inc. 0.06% No change 13,090 $794K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.8% 11,949 $792K
UniSuper Management Pty Ltd 0.01% No change 11,918 $790K
SummerHaven Investment Management, LLC 0.52% Add +1.9% 11,881 $787K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,800 $782K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -7.3% 11,653 $772K
SG Americas Securities, LLC 0.00% Add +71.7% 11,161 $739K
Cresset Asset Management, LLC 0.00% Add +8.6% 10,715 $710K
Delphi Management Inc. 0.56% Add +5.3% 10,461 $693K
Commonwealth Equity Services, LLC 0.00% Reduce -13.9% 10,225 $677K
RBF Capital, LLC 0.04% No change 10,000 $663K
Tower Research Capital LLC (TRC) 0.01% Add +919.0% 9,528 $631K
EMC Capital Management 0.36% No change 9,420 $624K
Mutual of America Capital Management LLC 0.01% Reduce -5.1% 9,115 $604K
ProShare Advisors LLC 0.00% Reduce -22.1% 9,049 $599K
Ritholtz Wealth Management 0.02% Reduce -2.1% 8,827 $585K
HSBC Holdings PLC 0.00% Reduce -5.5% 8,677 $571K
Pathstone Holdings, LLC 0.00% Add +5.0% 7,910 $524K
Brevan Howard Capital Management LP 0.04% Add +75.2% 7,855 $520K
Mirabella Financial Services LLP 0.04% Add +0.3% 7,671 $508K
Vestcor Inc 0.02% No change 7,441 $493K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +47.2% 7,215 $478K
Pictet Asset Management Holding SA 0.00% Reduce -13.5% 7,000 $464K
Susquehanna International Group, LLP 0.00% Reduce -49.2% 6,934 $459K
OMERS ADMINISTRATION Corp 0.00% New 6,900 $457K
MML Investors Services, LLC 0.00% Reduce -10.4% 6,874 $455K
Evergreen Capital Management LLC 0.02% Add +12.9% 6,771 $449K
Graham Capital Management, L.P. 0.03% New 6,601 $437K
Bank of Montreal 0.00% Reduce -2.4% 6,562 $437K
Captrust Financial Advisors 0.00% Add +1.5% 6,421 $425K
Freedom Investment Management, Inc. 0.03% Reduce -13.1% 6,264 $415K
Kendall Capital Management 0.13% Add +13.7% 6,085 $403K
Ameritas Investment Partners, Inc. 0.01% No change 5,499 $364K
CIBC Asset Management Inc 0.00% Reduce -10.5% 5,384 $357K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.4% 5,370 $356K
Seven Eight Capital, LP 0.04% Reduce -68.9% 5,369 $356K
QRG Capital Management, Inc. 0.00% Reduce -6.1% 5,365 $355K
Navellier & Associates Inc. 0.04% Reduce -2.6% 5,344 $354K
Centiva Capital, LP 0.02% Add +12.9% 5,176 $343K
Marathon Capital Management 0.09% Reduce -33.3% 5,000 $331K
Public Employees Retirement Association of Colorado 0.00% New 4,879 $323K
Xponance LLC 0.00% Add +1.6% 4,854 $322K
PNC Financial Services Group, Inc. 0.00% Reduce -3.2% 4,644 $308K
Park Avenue Securities LLC 0.00% Add +5.4% 4,603 $305K
Compound Planning, Inc. 0.02% New 4,562 $302K
Lido Advisors, LLC 0.00% Reduce -7.8% 4,562 $302K
Inceptionr LLC 0.08% Reduce -8.4% 4,519 $299K
Cibc World Market Inc. 0.00% Add +0.1% 4,467 $296K
Gallagher Fiduciary Advisors, LLC 0.07% New 4,389 $291K
Mackenzie Financial Corp. 0.00% No change 4,362 $289K
Mariner, LLC 0.00% Add +0.4% 4,352 $288K
Mercer Global Advisors Inc. 0.00% Add +10.2% 4,257 $282K
Crossmark Global Holdings, Inc. 0.01% Reduce -8.7% 4,089 $271K
Aristides Capital LLC 0.11% New 4,025 $267K
Cetera Investment Advisers 0.00% Add +4.2% 3,977 $263K
TFG Advisers LLC 0.10% Add +2.3% 3,976 $263K
Olympiad Research LP 0.19% Add +15.0% 3,917 $260K
Prelude Capital Management, LLC 0.02% Add +15.1% 3,760 $249K
First Trust Direct Indexing L.P. 0.01% Add +6.0% 3,600 $239K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.7% 3,571 $237K
Osaic Holdings, Inc. 0.00% Add +6.0% 3,525 $234K
Quadrant Capital Group LLC 0.02% Add +69.1% 3,441 $228K
Tiaa Trust, National Association 0.00% No change 3,405 $226K
Snowden Capital Advisors LLC 0.01% Reduce -9.8% 3,303 $219K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +51.8% 3,293 $218K
Quantinno Capital Management LP 0.00% New 3,287 $218K
&partners 0.01% New 3,260 $216K
Paulson Wealth Management Inc. 0.06% Reduce -6.4% 3,235 $214K
Choreo, LLC 0.00% New 3,236 $211K
MAI Capital Management 0.00% Reduce -3.3% 3,115 $206K
Corient Private Wealth LP 0.00% New 3,057 $203K
Blue Trust, Inc. 0.00% Add +70.1% 3,126 $194K
Nisa Investment Advisors, LLC 0.00% Add +2.1% 2,552 $169K
Farther Finance Advisors, LLC 0.01% Reduce -4.2% 1,830 $119K
Innealta Capital, LLC 0.04% New 1,747 $116K
Delta Asset Management LLC 0.01% Reduce -0.1% 1,645 $109K
Hilltop National Bank 0.03% Add +5.3% 1,619 $107K
Investors Research Corp 0.02% No change 1,600 $106K
US Bancorp \de 0.00% Add +102.0% 1,501 $99K
KBC Group NV 0.00% No change 1,443 $96K
TD Private Client Wealth LLC 0.00% No change 1,380 $91K
Principal Securities, Inc. 0.00% Add +2.8% 1,380 $91K
Cwm, LLC 0.00% Reduce -76.8% 1,268 $84K
Nomura Asset Management Co. Ltd. 0.00% Add +30.1% 950 $63K
Northwestern Mutual Wealth Management Co. 0.00% Add +24.1% 845 $56K
Federated Hermes, Inc. 0.00% Add +0.3% 801 $53K
Versant Capital Management, Inc 0.01% Reduce -0.6% 702 $47K
EverSource Wealth Advisors, LLC 0.00% Add +12.6% 608 $46K
EntryPoint Capital, LLC 0.02% New 616 $41K
Signaturefd, LLC 0.00% Add +26.4% 555 $37K
Walleye Capital LLC 0.00% New 534 $35K
Steward Partners Investment Advisory, LLC 0.00% Add +129.9% 531 $35K
GAMMA Investing LLC 0.00% Add +108.4% 494 $33K
Whittier Trust Co. 0.00% No change 436 $29K
Parallel Advisors, LLC 0.00% Add +942.1% 396 $26K
Allworth Financial LP 0.00% No change 371 $26K
Bessemer Group Inc. 0.00% No change 392 $26K
Rise Advisors, LLC 0.01% No change 368 $24K
Fifth Third Bancorp 0.00% Add +40.6% 350 $23K
Covestor Ltd 0.01% Reduce -66.9% 331 $22K
Smartleaf Asset Management LLC 0.00% Add +531.8% 278 $18K
Lindbrook Capital, LLC 0.00% Add +36.5% 247 $16K
Matrix Trust Co 0.00% New 244 $16K
ClariVest Asset Management LLC 0.00% Add +150.0% 215 $14K
Concourse Financial Group Securities, Inc. 0.00% Reduce -3.2% 212 $14K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 210 $14K
Catalyst Funds Management Pty Ltd 0.00% Reduce -83.3% 200 $13K
CENTRAL TRUST Co 0.00% Reduce -6.6% 197 $13K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -97.8% 197 $13K
Robinswood Financial LLC 0.00% No change 181 $12K
Arax Advisory Partners 0.00% New 161 $11K
Hexagon Capital Partners LLC 0.00% No change 131 $9K
Clearstead Advisors, LLC 0.00% New 127 $8K
Parkside Financial Bank & Trust 0.00% No change 115 $8K
IFP Advisors, Inc 0.00% Reduce -24.0% 111 $7K
Bell Investment Advisors, Inc 0.00% Reduce -34.1% 110 $7K
TD Waterhouse Canada Inc. 0.00% Add +2.9% 105 $7K
Spire Wealth Management 0.00% No change 100 $7K
Eagle Bay Advisors LLC 0.00% No change 90 $6K
Bruce G. Allen Investments, LLC 0.00% Reduce -19.1% 76 $5K
Ancora Advisors LLC 0.00% No change 76 $5K
JFS Wealth Advisors, LLC 0.00% No change 66 $4K
Frazier Financial Advisors, LLC 0.00% New 65 $4K
UMB Bank, n.a. 0.00% Add +195.4% 65 $4K
Davis Capital Management 0.00% New 58 $4K
Sachetta, LLC 0.00% No change 49 $4K
Global Retirement Partners, LLC 0.00% Add +4.3% 49 $3K
ICA Group Wealth Management, LLC 0.00% No change 45 $3K
Coppell Advisory Solutions LLC 0.00% — 45 $3K
Whittier Trust Co. of Nevada Inc. 0.00% No change 40 $3K
Pension & Wealth Management Advisors, Inc. 0.00% No change 39 $3K
Quarry LP 0.00% Reduce -62.8% 38 $3K
Pacer Advisors, Inc. 0.00% Reduce -7.3% 38 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -9.8% 37 $2K
Prestige Wealth Management Group LLC 0.00% No change 36 $2K
Harbour Investments, Inc. 0.00% New 31 $2K
International Assets Investment Management, LLC 0.00% New 28 $2K
SJS Investment Consulting Inc. 0.00% No change 26 $2K
MassMutual Private Wealth & Trust, FSB 0.00% New 23 $2K
Triad Wealth Partners, LLC 0.00% New 20 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +13.3% 17 $1K
Rothschild Investment LLC 0.00% Add +200.0% 15 $994
Huntington National Bank 0.00% Reduce -92.5% 6 $397
Abound Wealth Management 0.00% Reduce -28.6% 5 $332
Sittner & Nelson, LLC 0.00% No change 4 $265
Private Trust Co. NA 0.00% Reduce -42.9% 4 $265
Larson Financial Group LLC 0.00% New 3 $199
Avion Wealth 0.00% Reduce -61.9% 8 $0

"% of holder's portfolio" is SANM's weight in each manager's 13F, not the share of Sanmina Corp. the manager owns.