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 3 季 13F 持有人
Sanmina Corp 在 2022/9/30 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
- 289
- 較 2022 年第 2 季 +20 家
- 持有股數
- 5,354 萬
- 較 2022 年第 2 季 −141.2 萬 (−2.6%)
- 總市值
- $24.7 億
- 較 2022 年第 2 季 +$2.30 億 (+10.3%)
- 新進機構
- 41
- 另有 86 家加碼
- 清倉機構
- 21
- 另有 121 家減碼
另有 3 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 6,500 | $30.0 萬 | 0.00% | −100−1.5% | 減碼 |
| PDT Partners, LLC | 7,006 | $32.3 萬 | 0.05% | −2,013−22.3% | 減碼 |
| Bellecapital International Ltd. | 7,015 | $32.3 萬 | 0.10% | 00.0% | 不變 |
| CIBC Asset Management Inc | 7,032 | $32.4 萬 | 0.00% | −297−4.1% | 減碼 |
| Verition Fund Management LLC | 7,357 | $33.9 萬 | 0.00% | +7,357 | 新進 |
| MML Investors Services, LLC | 7,445 | $34.3 萬 | 0.00% | +349+4.9% | 加碼 |
| Marathon Capital Management | 7,500 | $34.6 萬 | 0.10% | 00.0% | 不變 |
| Lido Advisors, LLC | 7,792 | $35.9 萬 | 0.01% | +7,792 | 新進 |
| ProShare Advisors LLC | 7,861 | $36.3 萬 | 0.00% | −628−7.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,868 | $36.3 萬 | 0.00% | 00.0% | 不變 |
| Wasatch Advisors Inc | 8,048 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 8,195 | $37.8 萬 | 0.01% | +8,195 | 新進 |
| Unison Advisors LLC | 8,654 | $39.8 萬 | 0.07% | +2,103+32.1% | 加碼 |
| Trexquant Investment LP | 8,899 | $41.0 萬 | 0.01% | +8,899 | 新進 |
| Franklin Resources Inc | 9,332 | $43.0 萬 | 0.00% | +439+4.9% | 加碼 |
| Captrust Financial Advisors | 9,664 | $44.5 萬 | 0.00% | +325+3.5% | 加碼 |
| Jupiter Asset Management Ltd | 9,716 | $44.8 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 10,012 | $46.1 萬 | 0.00% | 00.0% | 不變 |
| RBF Capital, LLC | 10,000 | $46.1 萬 | 0.04% | 00.0% | 不變 |
| DuPont Capital Management Corp | 10,148 | $46.8 萬 | 0.03% | −6,972−40.7% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 8,373 | $46.9 萬 | 1.29% | −2,900−25.7% | 減碼 |
| Integrated Investment Consultants, LLC | 10,314 | $47.5 萬 | 0.19% | 00.0% | 不變 |
| Connable Office Inc | 10,577 | $48.7 萬 | 0.08% | −419−3.8% | 減碼 |
| Diversified Trust Co | 10,589 | $48.8 萬 | 0.02% | +10,589 | 新進 |
| Mutual of America Capital Management LLC | 11,501 | $53.0 萬 | 0.01% | +1,282+12.5% | 加碼 |
| Los Angeles Capital Management LLC | 11,724 | $54.0 萬 | 0.00% | −16,848−59.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,976 | $55.2 萬 | 0.00% | +273+2.3% | 加碼 |
| Capital Fund Management S.A. | 12,360 | $57.0 萬 | 0.01% | +12,360 | 新進 |
| Mackenzie Financial Corp | 12,482 | $57.5 萬 | 0.00% | −109−0.9% | 減碼 |
| New York Life Investment Management LLC | 12,529 | $57.7 萬 | 0.01% | +992+8.6% | 加碼 |
| Natixis Advisors, L.P. | 12,780 | $58.9 萬 | 0.00% | +1,847+16.9% | 加碼 |
| Virginia Retirement Systems Et Al | 12,900 | $59.4 萬 | 0.01% | +12,900 | 新進 |
| CSS LLC | 12,914 | $59.5 萬 | 0.03% | +12,914 | 新進 |
| APG Asset Management N.V. | 12,700 | $59.7 萬 | 0.00% | −900−6.6% | 減碼 |
| Everence Capital Management Inc | 13,090 | $60.3 萬 | 0.06% | 00.0% | 不變 |
| Shell Asset Management Co | 13,145 | $60.6 萬 | 0.02% | −3,449−20.8% | 減碼 |
| Janus Henderson Group PLC | 13,154 | $60.6 萬 | 0.00% | +10.0% | 加碼 |
| Ergoteles LLC | 13,334 | $61.4 萬 | 0.02% | −14,749−52.5% | 減碼 |
| Janney Montgomery Scott LLC | 13,484 | $62.1 萬 | 0.00% | −1,182−8.1% | 減碼 |
| Ritholtz Wealth Management | 13,803 | $63.6 萬 | 0.03% | +7,490+118.6% | 加碼 |
| Ensign Peak Advisors, Inc | 13,838 | $63.8 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 13,903 | $64.1 萬 | 0.00% | −6,748−32.7% | 減碼 |
| Massachusetts Financial Services Co | 14,195 | $65.4 萬 | 0.00% | −129−0.9% | 減碼 |
| Squarepoint Ops LLC | 14,213 | $65.5 萬 | 0.01% | +14,213 | 新進 |
| Federation des caisses Desjardins du Quebec | 14,600 | $67.3 萬 | 0.01% | +3,200+28.1% | 加碼 |
| Towle & Co | 15,130 | $69.7 萬 | 0.11% | +480+3.3% | 加碼 |
| Moloney Securities Asset Management, LLC | 15,762 | $72.6 萬 | 0.18% | +15,762 | 新進 |
| Arizona State Retirement System | 16,534 | $76.2 萬 | 0.01% | −690−4.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 16,838 | $77.6 萬 | 0.18% | +8,884+111.7% | 加碼 |
| SummerHaven Investment Management, LLC | 18,627 | $85.8 萬 | 0.59% | −4,339−18.9% | 減碼 |
| Jackson Creek Investment Advisors LLC | 19,173 | $88.3 萬 | 0.41% | +19,173 | 新進 |
| Oregon Public Employees Retirement Fund | 19,556 | $90.1 萬 | 0.01% | −1,332−6.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,045 | $97.0 萬 | 0.01% | −16,700−44.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 21,075 | $97.1 萬 | 0.01% | +21,075 | 新進 |
| Balyasny Asset Management LLC | 21,300 | $98.1 萬 | 0.00% | +21,300 | 新進 |
| ExodusPoint Capital Management, LP | 22,503 | $103.7 萬 | 0.01% | +12,014+114.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 23,280 | $107.3 萬 | 0.00% | −351−1.5% | 減碼 |
| Deutsche Bank AG | 23,895 | $110.1 萬 | 0.00% | −33,272−58.2% | 減碼 |
| STRS Ohio | 24,500 | $112.8 萬 | 0.01% | −2,500−9.3% | 減碼 |
| Cornercap Investment Counsel Inc | 25,660 | $118.2 萬 | 0.22% | −4,468−14.8% | 減碼 |
| Voya Investment Management LLC | 25,713 | $118.5 萬 | 0.00% | −12,396−32.5% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,208 | $120.8 萬 | 0.00% | +7,650+41.2% | 加碼 |
| TriaGen Wealth Management LLC | 26,227 | $120.9 萬 | 0.67% | −26,172−49.9% | 減碼 |
| Capital Impact Advisors, LLC | 18,637 | $122.0 萬 | 1.22% | +1,013+5.7% | 加碼 |
| Amalgamated Bank | 26,646 | $122.8 萬 | 0.01% | −751−2.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 26,772 | $123.4 萬 | 0.00% | −1,530−5.4% | 減碼 |
| Commonwealth Equity Services, LLC | 27,003 | $124.4 萬 | 0.00% | +99+0.4% | 加碼 |
| Canada Pension Plan Investment Board | 27,400 | $126.3 萬 | 0.00% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 27,600 | $127.2 萬 | 0.04% | −1,800−6.1% | 減碼 |
| Jane Street Group, LLC | 27,675 | $127.5 萬 | 0.00% | −33,398−54.7% | 減碼 |
| Clark Capital Management Group, Inc. | 27,802 | $128.1 萬 | 0.02% | +27,802 | 新進 |
| HSBC Holdings PLC | 27,960 | $131.2 萬 | 0.00% | −5,436−16.3% | 減碼 |
| Virtus Investment Advisers, Inc. | 28,477 | $131.2 萬 | 0.60% | +28,477 | 新進 |
| Advisor Group Holdings, Inc. | 28,887 | $133.1 萬 | 0.00% | +10,887+60.5% | 加碼 |
| Nicola Wealth Management Ltd. | 21,100 | $133.3 萬 | 0.15% | +12,000+131.9% | 加碼 |
| Guggenheim Capital LLC | 29,923 | $137.9 萬 | 0.01% | −11,229−27.3% | 減碼 |
| MetLife Investment Management | 29,973 | $138.1 萬 | 0.01% | −2,223−6.9% | 減碼 |
| Pacifica Partners Inc. | 30,760 | $138.8 萬 | 1.00% | −725−2.3% | 減碼 |
| American International Group, Inc. | 31,300 | $144.2 萬 | 0.01% | −1,288−4.0% | 減碼 |
| AlphaCrest Capital Management LLC | 31,346 | $144.4 萬 | 0.09% | +15,888+102.8% | 加碼 |
| Price T Rowe Associates Inc | 31,387 | $144.7 萬 | 0.00% | +3,406+12.2% | 加碼 |
| Algert Global LLC | 31,726 | $146.2 萬 | 0.09% | +5,350+20.3% | 加碼 |
| Susquehanna International Group, LLP | 33,197 | $153.0 萬 | 0.00% | −567−1.7% | 減碼 |
| Glenmede Trust Co NA | 33,790 | $155.6 萬 | 0.01% | +33,790 | 新進 |
| Jennison Associates LLC | 36,476 | $168.1 萬 | 0.00% | −8,712−19.3% | 減碼 |
| Alberta Investment Management Corp | 37,694 | $173.7 萬 | 0.01% | 00.0% | 不變 |
| Winton Group Ltd | 37,899 | $174.6 萬 | 0.11% | −16,116−29.8% | 減碼 |
| Versor Investments LP | 38,105 | $175.6 萬 | 0.10% | −17,786−31.8% | 減碼 |
| Keeley-Teton Advisors, LLC | 38,982 | $179.6 萬 | 0.25% | −3,666−8.6% | 減碼 |
| Russell Investments Group, Ltd. | 40,600 | $186.7 萬 | 0.00% | +16,052+65.4% | 加碼 |
| Texas Permanent School Fund | 41,576 | $191.6 萬 | 0.03% | −2,720−6.1% | 減碼 |
| M&G Investment Management Ltd | 42,099 | $193.7 萬 | 0.02% | 00.0% | 不變 |
| EAM Global Investors LLC | 44,027 | $202.9 萬 | 0.54% | 00.0% | 不變 |
| FMR LLC | 44,987 | $207.3 萬 | 0.00% | +17,306+62.5% | 加碼 |
| Martingale Asset Management L P | 45,459 | $209.5 萬 | 0.04% | −1,901−4.0% | 減碼 |
| Citigroup Inc | 45,716 | $210.6 萬 | 0.00% | +8,913+24.2% | 加碼 |
| New York State Teachers Retirement System | 46,163 | $212.7 萬 | 0.01% | −1,833−3.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 46,955 | $216.4 萬 | 0.01% | −8,210−14.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 47,755 | $220.1 萬 | 0.01% | +8,857+22.8% | 加碼 |
| Stifel Financial Corp | 47,876 | $220.6 萬 | 0.00% | +32,708+215.6% | 加碼 |