SORA INVESTORS LLC SANM — SANMINA CORPORATION

Ownership history in SORA INVESTORS LLC  ·  5 quarters on record

AI Ownership Summary

SORA INVESTORS LLC reported SANMINA CORPORATION (SANM) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.17% in 2026 Q2. The latest visible filing shows SANM at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SANM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SORA INVESTORS LLC's position in SANMINA CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SANM was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SANM stock page SORA INVESTORS LLC fund profile SORA INVESTORS LLC full holdings
How SORA INVESTORS LLC held SANM — position size vs. price
% of Fund (quarterly)    SANM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 60,507 +56,507 +1412.7% 1.17% $15.3M 2026-08-14 $210.84
2026 Q1 REDUCED 60.5% +85.4% ❌ 4,000 -6,117 -60.5% 0.05% $519K 2026-05-15 $235.34
2025 Q4 REDUCED 33.1% -13.6% ✅ 10,117 -5,001 -33.1% 0.13% $1.5M 2026-02-17 $146.70
2025 Q3 REDUCED 31.3% +33.6% ❌ 15,118 -6,882 -31.3% 0.16% $1.7M 2025-11-14 $160.37
2025 Q2 INITIATED — — — 22,000 — — 0.19% $2.2M 2025-08-14 $116.80

🏢 Other funds also holding SANM

As of 2026 Q2 — sorted by position size

ADVANCED MICRO DEVICES INC 22.21% Occam Crest Management LP 6.72% Global Alpha Capital Management Ltd. 3Y 7Y 4.49% LONE PEAK GLOBAL INVESTORS LLC 3Y 7Y 3.62% HENNESSY ADVISORS INC 3Y 7Y 2.81% United Capital Management of KS, Inc. 3Y 7Y 2.45% Madison Avenue Partners, LP 3Y 2.05% Somerset Group LLC 3Y 7Y 1.91% CHASE INVESTMENT COUNSEL CORP 3Y 7Y 1.53% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.48%

FAQ About SORA INVESTORS LLC and SANM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SORA INVESTORS LLC reported owning SANM?

SORA INVESTORS LLC reported SANM across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported SANM position in SORA INVESTORS LLC's portfolio?

The largest reported portfolio weight for SANM was 1.17% in 2026 Q2.

What is the latest reported SANM position on this page?

The most recent filing on this page is 2026 Q2, when SORA INVESTORS LLC reported 60,507 shares, equal to 1.17% of portfolio, with an estimated market value of $15.3M.

What does the chart on this SANM ownership page compare?

The chart compares SORA INVESTORS LLC's quarterly SANM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SORA INVESTORS LLC time their SANM position?

Based on 13F filing dates vs. subsequent SANM price moves, SORA INVESTORS LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SANM relative to SPY over the holding period was +48.4%.

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