SANMINA CORP
Ticker: SANMTechnologyElectronic EquipmentThe 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
- 897723
- SIC
- 3672
Ownership
Who holds SANMINA CORP — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| iShares Core S&P Mid-Cap ETF IJH · iShares Trust | 0.37% | $464.21M |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.02% | $409.12M |
| VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS | 0.16% | $295.45M |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VGT · VANGUARD WORLD FUND | 0.13% | $228.49M |
| Fidelity Low-Priced Stock Fund FLPSX · Fidelity Puritan Trust | 0.77% | $182.27M |
Superinvestors in SANMINA CORP
Share of each manager's reported 13F portfolio.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
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