Sanmina is a contract electronics manufacturer providing integrated design, manufacturing, and supply-chain services for communications, industrial, medical, and defense products.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Ancora | 42 | Holds (flat) | 76 | $9,853 | 0.0% |
| Bridgewater | 55 | Trimmed -59% | 55,382 | $7,179,722 | 0.0% |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
“Just as I say this: $AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra) AMD is collaborating with $ASX and SPIL. As well as ODM partners like “ $SANM, Wiwynn (6669), Wistron (3231) and Inventec (2356). PTI, Unimicron, AIC, Nan Ya PCB, and Kinsus were also name dropped as direct beneficiaries. And of course second order beneficiaries like Foci or MSScorps also benef…” post →
| Date | Tweet |
|---|---|
| 2026-05-21 | Just as I say this: $AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra) AMD is collaborating with $ASX and SPIL. As well as ODM partners like “ $SANM, Wiwynn (6669), Wistron (3231) and Inventec (2356). PTI, Unimicron, AIC, Nan Ya PCB, and Kinsus were also name dropped … → · 807 likes · 317,928 views |
| 2026-03-26 | So if you care about the second optical transicever bottleneck outside of EML/CW Lasers: - $SANM (US) - $TTMI (US) - WUS Printed Circuit (TPE: 2316) - Unimicron (TPE: 3037) - Zhen Ding Tech (TPE: 4958) - Gold Circuit Electronics (TPE: 2368) Were winners for the optical transceiver PCB bottleneck.… → · 282 likes · 88,535 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.