Sanmina Corp
SANM- 交易所
- Nasdaq
- 產業
- Printed Circuit Boards
- SEC CIK
- 0000897723
近 90 天，Sanmina Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 573 家機構在 13F 申報持有，市值合計 $126.9 億；大師中只有Maverick 資本持有。
2021 年第 4 季 13F 持有人
Sanmina Corp 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 258
- 較 2021 年第 3 季 +18 家
- 持有股數
- 5,872 萬
- 較 2021 年第 3 季 −244.7 萬 (−4.0%)
- 總市值
- $24.3 億
- 較 2021 年第 3 季 +$7,420 萬 (+3.1%)
- 新進機構
- 35
- 另有 80 家加碼
- 清倉機構
- 17
- 另有 92 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SANM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 573 | $126.9 億 |
| 2026 年第 1 季 | 460 | $68.9 億 |
| 2025 年第 4 季 | 451 | $82.1 億 |
| 2025 年第 3 季 | 384 | $61.7 億 |
| 2025 年第 2 季 | 356 | $51.9 億 |
| 2025 年第 1 季 | 326 | $39.4 億 |
| 2024 年第 4 季 | 313 | $40.2 億 |
| 2024 年第 3 季 | 312 | $36.0 億 |
| 2024 年第 2 季 | 285 | $34.9 億 |
| 2024 年第 1 季 | 315 | $32.6 億 |
| 2023 年第 4 季 | 299 | $27.1 億 |
| 2023 年第 3 季 | 310 | $28.6 億 |
| 2023 年第 2 季 | 317 | $31.9 億 |
| 2023 年第 1 季 | 348 | $32.8 億 |
| 2022 年第 4 季 | 351 | $30.8 億 |
| 2022 年第 3 季 | 289 | $24.7 億 |
| 2022 年第 2 季 | 272 | $22.4 億 |
| 2022 年第 1 季 | 265 | $23.0 億 |
| 2021 年第 4 季 | 258 | $24.3 億 |
| 2021 年第 3 季 | 243 | $23.6 億 |
| 2021 年第 2 季 | 251 | $24.5 億 |
| 2021 年第 1 季 | 252 | $25.8 億 |
2021 年第 4 季持有機構
每家機構持有 Sanmina Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 107,633 | $446.2 萬 | 0.01% | +21,660+25.2% | 加碼 |
| Hillsdale Investment Management Inc. | 110,300 | $457.3 萬 | 0.31% | 00.0% | 不變 |
| Denali Advisors LLC | 111,935 | $464.1 萬 | 1.74% | +86,635+342.4% | 加碼 |
| First Trust Advisors LP | 117,820 | $488.5 萬 | 0.00% | −2,871−2.4% | 減碼 |
| UBS Group AG | 119,516 | $495.6 萬 | 0.00% | +47,734+66.5% | 加碼 |
| State of Wisconsin Investment Board | 119,700 | $496.3 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 125,958 | $522.2 萬 | 0.00% | +21,527+20.6% | 加碼 |
| Public Sector Pension Investment Board | 131,125 | $543.6 萬 | 0.03% | −410−0.3% | 減碼 |
| Swiss National Bank | 143,900 | $596.6 萬 | 0.00% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 144,916 | $600.8 萬 | 0.02% | +144,916 | 新進 |
| State of Alaska, Department of Revenue | 155,702 | $645.4 萬 | 0.06% | +8,874+6.0% | 加碼 |
| Invenomic Capital Management LP | 178,645 | $740.7 萬 | 1.74% | +146,468+455.2% | 加碼 |
| Allianz Asset Management GmbH | 184,561 | $765.1 萬 | 0.01% | −8,836−4.6% | 減碼 |
| Legal & General Group Plc | 185,967 | $771.1 萬 | 0.00% | +3,783+2.1% | 加碼 |
| TD Asset Management Inc | 189,000 | $783.6 萬 | 0.01% | −38,700−17.0% | 減碼 |
| Rhumbline Advisers | 190,985 | $791.8 萬 | 0.01% | −1,671−0.9% | 減碼 |
| Alliancebernstein L.P. | 192,544 | $798.3 萬 | 0.00% | −587−0.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 201,773 | $836.5 萬 | 0.01% | +201,773 | 新進 |
| Pacer Advisors, Inc. | 206,809 | $857.4 萬 | 0.09% | +64,155+45.0% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 233,196 | $966.8 萬 | 0.03% | +1,800+0.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 236,551 | $980.7 萬 | 0.07% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 242,588 | $1,006 萬 | 0.00% | +110,235+83.3% | 加碼 |
| Parametric Portfolio Associates LLC | 251,238 | $1,042 萬 | 0.01% | −38,601−13.3% | 減碼 |
| Foundry Partners, LLC | 253,095 | $1,049 萬 | 0.37% | −25,035−9.0% | 減碼 |
| American Century Companies Inc | 280,302 | $1,162 萬 | 0.01% | +89,131+46.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 297,834 | $1,235 萬 | 0.02% | +12,875+4.5% | 加碼 |
| Ameriprise Financial Inc | 309,505 | $1,283 萬 | 0.00% | −22,392−6.7% | 減碼 |
| Personal Capital Advisors Corp | 317,321 | $1,318 萬 | 0.06% | +5,551+1.8% | 加碼 |
| Bridgeway Capital Management, LLC | 322,400 | $1,337 萬 | 0.25% | 00.0% | 不變 |
| Donald Smith & Co., Inc. | 350,753 | $1,454 萬 | 0.51% | +3,039+0.9% | 加碼 |
| Eaton Vance Management | 362,411 | $1,503 萬 | 0.02% | +277+0.1% | 加碼 |
| Morgan Stanley | 374,307 | $1,552 萬 | 0.00% | −99,171−20.9% | 減碼 |
| Prudential Financial Inc | 408,310 | $1,693 萬 | 0.02% | −85,973−17.4% | 減碼 |
| Wells Fargo & Company | 476,192 | $1,974 萬 | 0.01% | −217,813−31.4% | 減碼 |
| Principal Financial Group Inc | 502,987 | $2,085 萬 | 0.01% | −26,520−5.0% | 減碼 |
| Royce & Associates LP | 509,459 | $2,112 萬 | 0.16% | +2,123+0.4% | 加碼 |
| Alyeska Investment Group, L.P. | 566,600 | $2,349 萬 | 0.27% | +119,225+26.6% | 加碼 |
| Charles Schwab Investment Management Inc | 575,437 | $2,386 萬 | 0.01% | +3,201+0.6% | 加碼 |
| New York State Common Retirement Fund | 638,388 | $2,647 萬 | 0.03% | −68,346−9.7% | 減碼 |
| Nuveen Asset Management, LLC | 712,159 | $2,712 萬 | 0.01% | −30,148−4.1% | 減碼 |
| Norges Bank | 681,830 | $2,827 萬 | 0.01% | −5,826−0.8% | 減碼 |
| JPMorgan Chase & Co | 768,182 | $3,185 萬 | 0.00% | +74,555+10.7% | 加碼 |
| Bank of New York Mellon Corp | 774,435 | $3,211 萬 | 0.01% | −22,750−2.9% | 減碼 |
| Wasatch Advisors Inc | 810,844 | $3,362 萬 | 0.14% | −1,463−0.2% | 減碼 |
| Northern Trust Corp | 927,264 | $3,844 萬 | 0.01% | −38,204−4.0% | 減碼 |
| Bank of America Corp | 965,958 | $4,005 萬 | 0.00% | +49,245+5.4% | 加碼 |
| Diamond Hill Capital Management Inc | 1,010,998 | $4,192 萬 | 0.15% | −39,157−3.7% | 減碼 |
| Invesco Ltd. | 1,071,699 | $4,443 萬 | 0.01% | +118,122+12.4% | 加碼 |
| Geode Capital Management, LLC | 1,184,784 | $4,912 萬 | 0.01% | +82,865+7.5% | 加碼 |
| Barclays PLC | 1,536,206 | $6,369 萬 | 0.04% | −2,186,662−58.7% | 減碼 |
| DnB Asset Management AS | 1,543,806 | $6,401 萬 | 0.38% | +2970.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,905,013 | $7,898 萬 | 0.46% | −4,963−0.3% | 減碼 |
| LSV Asset Management | 2,302,313 | $9,545 萬 | 0.17% | −215,000−8.5% | 減碼 |
| State Street Corp | 2,490,463 | $1.03 億 | 0.00% | +169,506+7.3% | 加碼 |
| Earnest Partners LLC | 3,843,812 | $1.59 億 | 0.92% | −14,262−0.4% | 減碼 |
| Dimensional Fund Advisors LP | 4,607,705 | $1.91 億 | 0.06% | −130,441−2.8% | 減碼 |
| Vanguard Group Inc | 6,937,717 | $2.88 億 | 0.01% | +22,446+0.3% | 加碼 |
| BlackRock Inc. | 10,179,962 | $4.22 億 | 0.01% | +197,253+2.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −139,530−100.0% | 清倉 |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −136,456−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −70,100−100.0% | 清倉 |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −66,445−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −42,793−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −25,229−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −18,613−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,371−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −8,809−100.0% | 清倉 |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −7,647−100.0% | 清倉 |
| Delphi Management Inc | 0 | $0 | 0.00% | −6,965−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,952−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,667−100.0% | 清倉 |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −917−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −851−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −734−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | 本季未申報 |
| Adirondack Research & Management Inc. | – | – | – | – | 本季未申報 |
| Berman Capital Advisors, LLC | – | – | – | – | 本季未申報 |