SANMTechnologyElectronic Equipment

SANMINA CORP

Funds holding it
464
N-PORT 2026Q1
Superinvestors
0 of 36
13F 2026-03-31
Fund-held value
$4.42B
across 464 funds

The business

Sanmina Corporation (NASDAQ: SANM) operates as a global provider of integrated manufacturing solutions and supply chain services. The company's website is www.sanmina.com. Sanmina serves as a critical partner to original equipment manufacturers across multiple industries, offering comprehensive services that span design, manufacturing, logistics, and after-market support.

The company operates through two primary reportable segments: Integrated Manufacturing Solutions and Supply Chain Services. The Integrated Manufacturing Solutions segment encompasses contract manufacturing services including printed circuit board assembly, system integration, and final product assembly for customers in the communications infrastructure, defense and aerospace, industrial and cleantech, medical device, and semiconductor equipment sectors. The Supply Chain Services segment provides logistics, warehousing, and distribution services that support customers' complex supply chain requirements globally.

Sanmina maintains a substantial operational footprint with manufacturing facilities and distribution centers strategically located across North America, Europe, and Asia-Pacific regions. The company serves a diverse customer base including Fortune 500 companies and emerging technology leaders, with particular strength in serving communications infrastructure providers, defense contractors, and industrial equipment manufacturers.

The company's business model centers on leveraging advanced manufacturing capabilities, engineering expertise, and supply chain optimization to deliver cost-effective solutions while reducing time-to-market for customers. Sanmina differentiates itself through its ability to provide end-to-end manufacturing solutions, from product design and prototyping through high-volume production and logistics support. This integrated approach creates switching costs and deepens customer relationships.

The credit agreement dated July 29, 2025, reflects Sanmina's access to substantial capital markets financing, with a $1.5 billion revolving facility and term loan commitments arranged through a syndicate of major financial institutions including Bank of America, BNP Paribas, Crédit Agricole, and other leading lenders. This financing structure supports the company's growth initiatives, working capital requirements, and strategic flexibility in pursuing acquisitions and operational investments.

Sector
Technology
Industry
Electronic Equipment
HQ
SAN JOSE, CA
FY end
10/03
CIK
0000897723
SIC
3672

Ownership

Who holds SANMINA CORP · N-PORT 2026Q1 · 13F 2026-03-31

Top fund holders

Fund% of fundValue
iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.46%$425.17M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%$213.61M
iShares Russell 2000 ETF
IWM · iShares Trust
0.24%$169.06M
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
VGT · VANGUARD WORLD FUND
0.12%$160.06M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.09%$155.06M

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of SANMINA CORP's financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

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