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。
2022 年第 1 季 13F 持有人
Sanmina Corp 在 2022/3/31 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
- 265
- 較 2021 年第 4 季 +10 家
- 持有股數
- 5,697 萬
- 較 2021 年第 4 季 −174.9 萬 (−3.0%)
- 總市值
- $23.0 億
- 較 2021 年第 4 季 −$1.30 億 (−5.3%)
- 新進機構
- 33
- 另有 98 家加碼
- 清倉機構
- 23
- 另有 88 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 9,716 | $39.2 萬 | 0.00% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 9,817 | $39.7 萬 | 0.01% | +9,817 | 新進 |
| IndexIQ Advisors LLC | 9,890 | $40.0 萬 | 0.01% | −316−3.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,012 | $40.5 萬 | 0.00% | −518−4.9% | 減碼 |
| RBF Capital, LLC | 10,000 | $40.6 萬 | 0.03% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 10,462 | $42.3 萬 | 0.12% | +244+2.4% | 加碼 |
| Connable Office Inc | 10,825 | $43.8 萬 | 0.06% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 10,971 | $44.3 萬 | 0.00% | +2,312+26.7% | 加碼 |
| Qube Research & Technologies Ltd | 11,142 | $45.0 萬 | 0.00% | +2,855+34.5% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 11,273 | $45.6 萬 | 1.20% | −200−1.7% | 減碼 |
| Algert Global LLC | 11,449 | $46.3 萬 | 0.03% | +11,449 | 新進 |
| Baird Financial Group, Inc. | 11,576 | $46.8 萬 | 0.00% | −209−1.8% | 減碼 |
| Two Sigma Advisers, LP | 11,700 | $47.3 萬 | 0.00% | −4,800−29.1% | 減碼 |
| Commonwealth Equity Services, LLC | 11,782 | $47.6 萬 | 0.00% | +1,509+14.7% | 加碼 |
| Everence Capital Management Inc | 13,090 | $52.9 萬 | 0.04% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 13,159 | $53.2 萬 | 0.01% | −1,167−8.1% | 減碼 |
| Janus Henderson Group PLC | 13,171 | $53.2 萬 | 0.00% | −50.0% | 減碼 |
| Franklin Resources Inc | 13,346 | $53.9 萬 | 0.00% | +152+1.2% | 加碼 |
| Ensign Peak Advisors, Inc | 13,838 | $55.9 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 13,987 | $56.5 萬 | 0.00% | −1,919−12.1% | 減碼 |
| Stifel Financial Corp | 15,863 | $64.1 萬 | 0.00% | −669−4.0% | 減碼 |
| Shell Asset Management Co | 16,567 | $67.0 萬 | 0.02% | −2,454−12.9% | 減碼 |
| Advisor Group Holdings, Inc. | 17,017 | $68.8 萬 | 0.00% | +1,014+6.3% | 加碼 |
| Janney Montgomery Scott LLC | 17,094 | $69.1 萬 | 0.00% | +11,054+183.0% | 加碼 |
| DuPont Capital Management Corp | 17,120 | $69.2 萬 | 0.03% | −1,515−8.1% | 減碼 |
| Arizona State Retirement System | 17,402 | $70.3 萬 | 0.01% | −118−0.7% | 減碼 |
| Bank of Montreal | 16,970 | $70.8 萬 | 0.00% | +94+0.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,874 | $76.3 萬 | 0.00% | +2,036+12.1% | 加碼 |
| Versor Investments LP | 18,900 | $76.4 萬 | 0.03% | +18,900 | 新進 |
| Federated Hermes, Inc. | 19,058 | $77.1 萬 | 0.00% | −76−0.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 20,031 | $81.0 萬 | 0.01% | 00.0% | 不變 |
| Renaissance Technologies LLC | 20,300 | $82.1 萬 | 0.00% | −87,333−81.1% | 減碼 |
| Cubist Systematic Strategies, LLC | 20,848 | $84.3 萬 | 0.01% | −47,534−69.5% | 減碼 |
| APG Asset Management N.V. | 24,100 | $87.5 萬 | 0.00% | −19,900−45.2% | 減碼 |
| Truist Financial Corp | 21,656 | $87.6 萬 | 0.00% | +3,234+17.6% | 加碼 |
| SummerHaven Investment Management, LLC | 22,966 | $92.8 萬 | 0.52% | +1,009+4.6% | 加碼 |
| HRT Financial LP | 22,971 | $92.8 萬 | 0.01% | +15,488+207.0% | 加碼 |
| Russell Investments Group, Ltd. | 23,303 | $94.1 萬 | 0.00% | +152+0.7% | 加碼 |
| Capital Impact Advisors, LLC | 23,334 | $94.3 萬 | 0.69% | +23,334 | 新進 |
| Susquehanna International Group, LLP | 24,019 | $97.1 萬 | 0.00% | +16,556+221.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 24,564 | $99.3 萬 | 0.01% | −500−2.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 24,635 | $99.6 萬 | 0.00% | −397−1.6% | 減碼 |
| Manufacturers Life Insurance Company, The | 25,263 | $102.1 萬 | 0.00% | −6,360−20.1% | 減碼 |
| Jane Street Group, LLC | 25,309 | $102.3 萬 | 0.00% | +25,309 | 新進 |
| Maryland State Retirement & Pension System | 25,486 | $103.0 萬 | 0.03% | −144−0.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 26,055 | $105.3 萬 | 0.12% | +26,055 | 新進 |
| HSBC Holdings PLC | 26,567 | $108.4 萬 | 0.00% | +7,617+40.2% | 加碼 |
| Squarepoint Ops LLC | 27,609 | $111.6 萬 | 0.01% | −40,209−59.3% | 減碼 |
| FMR LLC | 27,743 | $112.2 萬 | 0.00% | +26,923+3,283.3% | 加碼 |
| Price T Rowe Associates Inc | 27,811 | $112.4 萬 | 0.00% | +1,936+7.5% | 加碼 |
| Privium Fund Management (UK) Ltd | 28,492 | $115.2 萬 | 0.76% | +20,892+274.9% | 加碼 |
| AlphaCrest Capital Management LLC | 28,533 | $115.3 萬 | 0.06% | −3,605−11.2% | 減碼 |
| Los Angeles Capital Management LLC | 28,592 | $115.6 萬 | 0.00% | +705+2.5% | 加碼 |
| Amalgamated Bank | 28,858 | $116.6 萬 | 0.01% | −1,432−4.7% | 減碼 |
| Amalgamated Financial Corp. | 28,858 | $116.6 萬 | 0.01% | +28,858 | 新進 |
| State Board of Administration of Florida Retirement System | 28,872 | $116.7 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 30,200 | $122.0 萬 | 0.00% | −1,800−5.6% | 減碼 |
| Louisiana State Employees Retirement System | 30,900 | $126.2 萬 | 0.03% | −300−1.0% | 減碼 |
| Pacifica Partners Inc. | 31,585 | $127.0 萬 | 0.83% | −70−0.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 31,100 | $127.6 萬 | 0.00% | −3,600−10.4% | 減碼 |
| MetLife Investment Management | 32,196 | $130.1 萬 | 0.01% | +9,768+43.6% | 加碼 |
| Cornercap Investment Counsel Inc | 32,606 | $131.8 萬 | 0.15% | +68+0.2% | 加碼 |
| Martingale Asset Management L P | 34,054 | $137.7 萬 | 0.02% | −1,600−4.5% | 減碼 |
| American International Group, Inc. | 35,995 | $145.5 萬 | 0.01% | −2,698−7.0% | 減碼 |
| Virginia Retirement Systems Et Al | 37,500 | $151.6 萬 | 0.01% | +5,200+16.1% | 加碼 |
| Alberta Investment Management Corp | 37,694 | $152.4 萬 | 0.01% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 39,300 | $158.8 萬 | 0.00% | 00.0% | 不變 |
| M&G Investment Management Ltd | 39,799 | $159.2 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 43,403 | $175.4 萬 | 0.00% | −15,960−26.9% | 減碼 |
| Massachusetts Financial Services Co | 44,168 | $178.5 萬 | 0.00% | +452+1.0% | 加碼 |
| Winton Group Ltd | 44,187 | $178.6 萬 | 0.09% | +1,687+4.0% | 加碼 |
| Texas Permanent School Fund | 45,058 | $182.1 萬 | 0.02% | −1,559−3.3% | 減碼 |
| Assetmark, Inc | 45,251 | $182.9 萬 | 0.01% | +1,691+3.9% | 加碼 |
| Voya Investment Management LLC | 48,544 | $196.2 萬 | 0.00% | +15,953+48.9% | 加碼 |
| New York State Teachers Retirement System | 49,169 | $198.7 萬 | 0.00% | +39+0.1% | 加碼 |
| Thrivent Financial for Lutherans | 51,739 | $209.1 萬 | 0.00% | −652−1.2% | 減碼 |
| TriaGen Wealth Management LLC | 52,800 | $213.4 萬 | 1.11% | +52,800 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 53,609 | $216.7 萬 | 0.01% | +18,507+52.7% | 加碼 |
| Tudor Investment Corp Et Al | 54,611 | $220.7 萬 | 0.06% | +22,980+72.7% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 54,791 | $221.5 萬 | 0.02% | +6,135+12.6% | 加碼 |
| Keeley-Teton Advisors, LLC | 56,040 | $226.5 萬 | 0.24% | 00.0% | 不變 |
| Jennison Associates LLC | 56,130 | $226.9 萬 | 0.00% | −3,157−5.3% | 減碼 |
| Voloridge Investment Management, LLC | 57,407 | $232.0 萬 | 0.01% | −2,762−4.6% | 減碼 |
| Great West Life Assurance Co | 56,784 | $235.6 萬 | 0.00% | +1,216+2.2% | 加碼 |
| Barclays PLC | 58,767 | $237.5 萬 | 0.00% | −1,477,439−96.2% | 減碼 |
| Holocene Advisors, LP | 59,244 | $239.5 萬 | 0.01% | +14,216+31.6% | 加碼 |
| Credit Suisse AG | 60,518 | $244.7 萬 | 0.00% | +3,435+6.0% | 加碼 |
| Guggenheim Capital LLC | 60,700 | $245.3 萬 | 0.01% | +2,044+3.5% | 加碼 |
| Macquarie Group Ltd | 61,251 | $247.6 萬 | 0.00% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 61,652 | $249.2 萬 | 0.03% | −228−0.4% | 減碼 |
| State of Tennessee, Treasury Department | 62,556 | $252.8 萬 | 0.01% | +18,857+43.2% | 加碼 |
| Deutsche Bank AG | 63,874 | $258.2 萬 | 0.00% | +21,714+51.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 63,899 | $258.3 萬 | 0.01% | +63,899 | 新進 |
| Vident Investment Advisory, LLC | 65,041 | $263.0 萬 | 0.07% | +18,266+39.1% | 加碼 |
| Citigroup Inc | 66,456 | $268.6 萬 | 0.00% | +2,060+3.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 67,426 | $272.5 萬 | 0.04% | −617−0.9% | 減碼 |
| SEI Investments Co | 71,558 | $289.4 萬 | 0.01% | −3,790−5.0% | 減碼 |
| Comerica Bank | 78,302 | $319.7 萬 | 0.02% | +21,890+38.8% | 加碼 |
| Foundry Partners, LLC | 79,481 | $321.3 萬 | 0.16% | −173,614−68.6% | 減碼 |
| UBS Asset Management Americas Inc | 82,153 | $332.1 萬 | 0.00% | +493+0.6% | 加碼 |