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 2 季 13F 持有人
Sanmina Corp 在 2022/6/30 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
- 272
- 較 2022 年第 1 季 +14 家
- 持有股數
- 5,496 萬
- 較 2022 年第 1 季 −162.2 萬 (−2.9%)
- 總市值
- $22.4 億
- 較 2022 年第 1 季 −$4,731 萬 (−2.1%)
- 新進機構
- 35
- 另有 82 家加碼
- 清倉機構
- 21
- 另有 116 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 8,893 | $36.2 萬 | 0.00% | −4,453−33.4% | 減碼 |
| PDT Partners, LLC | 9,019 | $36.7 萬 | 0.03% | +9,019 | 新進 |
| Captrust Financial Advisors | 9,339 | $38.0 萬 | 0.00% | +370+4.1% | 加碼 |
| Jupiter Asset Management Ltd | 9,716 | $39.6 萬 | 0.01% | 00.0% | 不變 |
| RBF Capital, LLC | 10,000 | $40.7 萬 | 0.03% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 10,012 | $40.8 萬 | 0.00% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 10,219 | $41.6 萬 | 0.01% | +1,061+11.6% | 加碼 |
| Integrated Investment Consultants, LLC | 10,314 | $42.0 萬 | 0.15% | −148−1.4% | 減碼 |
| ExodusPoint Capital Management, LP | 10,489 | $42.7 萬 | 0.01% | +10,489 | 新進 |
| Cubist Systematic Strategies, LLC | 10,703 | $43.6 萬 | 0.00% | −10,145−48.7% | 減碼 |
| Natixis Advisors, L.P. | 10,933 | $44.5 萬 | 0.00% | +10,933 | 新進 |
| Connable Office Inc | 10,996 | $44.8 萬 | 0.07% | +171+1.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 11,400 | $46.4 萬 | 0.01% | +11,400 | 新進 |
| Baird Financial Group, Inc. | 11,414 | $46.5 萬 | 0.00% | −162−1.4% | 減碼 |
| New York Life Investment Management LLC | 11,537 | $47.0 萬 | 0.01% | +11,537 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,703 | $47.7 萬 | 0.00% | −7,171−38.0% | 減碼 |
| Nicola Wealth Management Ltd. | 9,100 | $47.8 萬 | 0.05% | +9,100 | 新進 |
| Federated Hermes, Inc. | 12,031 | $49.0 萬 | 0.00% | −7,027−36.9% | 減碼 |
| Mackenzie Financial Corp | 12,591 | $51.3 萬 | 0.00% | +5,904+88.3% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 11,273 | $51.9 萬 | 1.38% | 00.0% | 不變 |
| APG Asset Management N.V. | 13,600 | $53.0 萬 | 0.00% | −10,500−43.6% | 減碼 |
| Everence Capital Management Inc | 13,090 | $53.3 萬 | 0.05% | 00.0% | 不變 |
| Janus Henderson Group PLC | 13,153 | $53.5 萬 | 0.00% | −18−0.1% | 減碼 |
| Ensign Peak Advisors, Inc | 13,838 | $56.4 萬 | 0.00% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 14,324 | $58.3 萬 | 0.00% | −29,844−67.6% | 減碼 |
| Towle & Co | 14,650 | $59.7 萬 | 0.09% | +7,350+100.7% | 加碼 |
| Alpha Paradigm Partners, LLC | 14,814 | $60.3 萬 | 0.25% | +14,814 | 新進 |
| Janney Montgomery Scott LLC | 14,666 | $61.0 萬 | 0.00% | −2,428−14.2% | 減碼 |
| Stifel Financial Corp | 15,168 | $61.8 萬 | 0.00% | −695−4.4% | 減碼 |
| AlphaCrest Capital Management LLC | 15,458 | $63.0 萬 | 0.03% | −13,075−45.8% | 減碼 |
| Shell Asset Management Co | 16,594 | $67.6 萬 | 0.02% | +27+0.2% | 加碼 |
| DuPont Capital Management Corp | 17,120 | $69.7 萬 | 0.03% | 00.0% | 不變 |
| Arizona State Retirement System | 17,224 | $70.2 萬 | 0.01% | −178−1.0% | 減碼 |
| Capital Impact Advisors, LLC | 17,624 | $71.8 萬 | 0.66% | −5,710−24.5% | 減碼 |
| Privium Fund Management (UK) Ltd | 17,792 | $72.5 萬 | 0.82% | −10,700−37.6% | 減碼 |
| Advisor Group Holdings, Inc. | 18,000 | $73.2 萬 | 0.00% | +983+5.8% | 加碼 |
| SG Americas Securities, LLC | 18,032 | $73.4 萬 | 0.01% | +10,766+148.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 18,558 | $75.6 萬 | 0.00% | +18,558 | 新進 |
| Denali Advisors LLC | 20,317 | $82.8 萬 | 0.36% | −91,633−81.9% | 減碼 |
| Truist Financial Corp | 20,651 | $84.1 萬 | 0.00% | −1,005−4.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 20,888 | $85.1 萬 | 0.01% | −3,676−15.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 22,025 | $89.7 萬 | 0.02% | +12,208+124.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 22,490 | $91.6 萬 | 0.01% | −31,119−58.0% | 減碼 |
| SummerHaven Investment Management, LLC | 22,966 | $93.5 萬 | 0.63% | 00.0% | 不變 |
| Donald Smith & Co., Inc. | 23,144 | $94.3 萬 | 0.04% | −312,855−93.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 23,631 | $96.2 萬 | 0.00% | −1,632−6.5% | 減碼 |
| Russell Investments Group, Ltd. | 24,548 | $99.8 萬 | 0.00% | +1,245+5.3% | 加碼 |
| Maryland State Retirement & Pension System | 24,655 | $100.4 萬 | 0.03% | −831−3.3% | 減碼 |
| Norges Bank | 25,678 | $104.6 萬 | 0.00% | −248,607−90.6% | 減碼 |
| Algert Global LLC | 26,376 | $107.4 萬 | 0.08% | +14,927+130.4% | 加碼 |
| Commonwealth Equity Services, LLC | 26,904 | $109.5 萬 | 0.00% | +15,122+128.3% | 加碼 |
| STRS Ohio | 27,000 | $109.9 萬 | 0.00% | −3,200−10.6% | 減碼 |
| Amalgamated Bank | 27,397 | $111.6 萬 | 0.01% | −1,461−5.1% | 減碼 |
| Canada Pension Plan Investment Board | 27,400 | $111.6 萬 | 0.00% | +27,400 | 新進 |
| FMR LLC | 27,681 | $112.7 萬 | 0.00% | −62−0.2% | 減碼 |
| Price T Rowe Associates Inc | 27,981 | $114.0 萬 | 0.00% | +170+0.6% | 加碼 |
| Ergoteles LLC | 28,083 | $114.4 萬 | 0.03% | +20,185+255.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 28,302 | $115.3 萬 | 0.00% | −570−2.0% | 減碼 |
| Los Angeles Capital Management LLC | 28,572 | $116.4 萬 | 0.01% | −20−0.1% | 減碼 |
| Cornercap Investment Counsel Inc | 30,128 | $122.7 萬 | 0.21% | −2,478−7.6% | 減碼 |
| UBS Group AG | 30,596 | $124.6 萬 | 0.00% | −65,275−68.1% | 減碼 |
| Bank of Montreal | 29,157 | $127.2 萬 | 0.00% | +12,187+71.8% | 加碼 |
| Louisiana State Employees Retirement System | 29,400 | $127.4 萬 | 0.03% | −1,500−4.9% | 減碼 |
| Barclays PLC | 32,065 | $130.6 萬 | 0.00% | −26,702−45.4% | 減碼 |
| MetLife Investment Management | 32,196 | $131.1 萬 | 0.01% | 00.0% | 不變 |
| American International Group, Inc. | 32,588 | $132.7 萬 | 0.01% | −3,407−9.5% | 減碼 |
| Pacifica Partners Inc. | 31,485 | $133.1 萬 | 0.92% | −100−0.3% | 減碼 |
| HSBC Holdings PLC | 33,396 | $136.9 萬 | 0.00% | +6,829+25.7% | 加碼 |
| Susquehanna International Group, LLP | 33,764 | $137.5 萬 | 0.00% | +9,745+40.6% | 加碼 |
| Citigroup Inc | 36,803 | $149.9 萬 | 0.00% | −29,653−44.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 36,996 | $150.3 萬 | 0.00% | +5,896+19.0% | 加碼 |
| Alberta Investment Management Corp | 37,694 | $153.5 萬 | 0.01% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 37,745 | $153.7 萬 | 0.01% | −52,700−58.3% | 減碼 |
| Voya Investment Management LLC | 38,109 | $155.2 萬 | 0.00% | −10,435−21.5% | 減碼 |
| BNP Paribas Arbitrage, SA | 38,898 | $158.4 萬 | 0.00% | −4,505−10.4% | 減碼 |
| Robeco Institutional Asset Management B.V. | 39,300 | $160.1 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 41,152 | $167.6 萬 | 0.01% | −19,548−32.2% | 減碼 |
| M&G Investment Management Ltd | 42,099 | $172.6 萬 | 0.01% | +2,300+5.8% | 加碼 |
| Keeley-Teton Advisors, LLC | 42,648 | $173.7 萬 | 0.22% | −13,392−23.9% | 減碼 |
| AXA S.A. | 42,825 | $174.4 萬 | 0.01% | −92,575−68.4% | 減碼 |
| EAM Global Investors LLC | 44,027 | $179.3 萬 | 0.44% | +44,027 | 新進 |
| Texas Permanent School Fund | 44,296 | $180.4 萬 | 0.03% | −762−1.7% | 減碼 |
| Jennison Associates LLC | 45,188 | $184.1 萬 | 0.00% | −10,942−19.5% | 減碼 |
| Martingale Asset Management L P | 47,360 | $192.9 萬 | 0.04% | +13,306+39.1% | 加碼 |
| New York State Teachers Retirement System | 47,996 | $195.5 萬 | 0.00% | −1,173−2.4% | 減碼 |
| Assetmark, Inc | 48,019 | $195.6 萬 | 0.01% | +2,768+6.1% | 加碼 |
| Qube Research & Technologies Ltd | 48,049 | $195.7 萬 | 0.02% | +36,907+331.2% | 加碼 |
| Credit Suisse AG | 51,213 | $208.6 萬 | 0.00% | −9,305−15.4% | 減碼 |
| TriaGen Wealth Management LLC | 52,399 | $213.4 萬 | 1.52% | −401−0.8% | 減碼 |
| Raymond James & Associates | 53,255 | $216.9 萬 | 0.00% | −62,811−54.1% | 減碼 |
| Yousif Capital Management, LLC | 53,682 | $218.6 萬 | 0.03% | −7,970−12.9% | 減碼 |
| Winton Group Ltd | 54,015 | $220.0 萬 | 0.12% | +9,828+22.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 55,165 | $224.7 萬 | 0.01% | −8,734−13.7% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,465 | $225.9 萬 | 0.02% | +674+1.2% | 加碼 |
| Versor Investments LP | 55,891 | $227.6 萬 | 0.09% | +36,991+195.7% | 加碼 |
| Deutsche Bank AG | 57,167 | $232.9 萬 | 0.00% | −6,707−10.5% | 減碼 |
| EAM Investors, LLC | 59,159 | $241.0 萬 | 0.59% | +59,159 | 新進 |
| Jane Street Group, LLC | 61,073 | $248.8 萬 | 0.01% | +35,764+141.3% | 加碼 |
| Macquarie Group Ltd | 61,251 | $249.4 萬 | 0.00% | 00.0% | 不變 |
| Great West Life Assurance Co | 61,756 | $251.5 萬 | 0.01% | +4,972+8.8% | 加碼 |