PaperPanda Equity Terminal
SANM —
SANMINA CORPORATION
CUSIP: 801056102 · Held by 4 superinvestors · Combined value: $39,099,238
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ray Dalio | 0.1% | $20,336,136 | 135,511 | ADD | +62,058 |
| 2 | Ken Griffin | 0.0% | $12,428,648 | 82,819 | ADD | +33,119 |
| 3 | Jim Simons | 0.0% | $4,026,828 | 26,833 | NEW BUY | +26,833 |
| 4 | First Eagle Investment Mgmt | 0.0% | $2,307,626 | 15,377 | REDUCE | -31,331 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +26,833 | New |
| Ken Griffin | ADD | +33,119 | +66.6% |
| Ray Dalio | ADD | +62,058 | +84.5% |
| First Eagle Investment Mgmt | REDUCE | -31,331 | -67.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | REDUCE | -25,864 | -35.6% |
| Ken Griffin | REDUCE | -34,062 | -40.7% |
| Ray Dalio | REDUCE | -7,713 | -9.5% |
Who Owns SANM? Superinvestor Holdings
SANMINA CORPORATION is held by 4 tracked superinvestors, with a combined position value of $39 million . The largest positions are held by Ray Dalio (0.1% of portfolio), Ken Griffin (0.0% of portfolio), Jim Simons (0.0% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 1 reduced or exited.