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 4 季 13F 持有人
Sanmina Corp 在 2022/12/31 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
- 351
- 較 2022 年第 3 季 +64 家
- 持有股數
- 5,366 萬
- 較 2022 年第 3 季 +47.9 萬 (+0.9%)
- 總市值
- $30.8 億
- 較 2022 年第 3 季 +$6.23 億 (+25.4%)
- 新進機構
- 79
- 另有 116 家加碼
- 清倉機構
- 15
- 另有 115 家減碼
另有 2 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 17,282 | $99.0 萬 | 0.06% | +3,479+25.2% | 加碼 |
| TD Asset Management Inc | 17,500 | $100.3 萬 | 0.00% | −87,000−83.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 17,732 | $101.6 萬 | 0.01% | −3,343−15.9% | 減碼 |
| SummerHaven Investment Management, LLC | 18,797 | $107.7 萬 | 0.64% | +170+0.9% | 加碼 |
| Walleye Capital LLC | 19,044 | $109.1 萬 | 0.02% | +19,044 | 新進 |
| Oregon Public Employees Retirement Fund | 19,111 | $109.5 萬 | 0.01% | −445−2.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,972 | $114.4 萬 | 0.00% | −6,800−25.4% | 減碼 |
| STRS Ohio | 20,000 | $114.5 萬 | 0.01% | −4,500−18.4% | 減碼 |
| Campbell & CO Investment Adviser LLC | 22,366 | $128.1 萬 | 0.31% | +5,528+32.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 22,486 | $128.8 萬 | 0.00% | −794−3.4% | 減碼 |
| Lisanti Capital Growth, LLC | 22,495 | $128.9 萬 | 0.18% | +22,495 | 新進 |
| Maryland State Retirement & Pension System | 23,641 | $135.4 萬 | 0.04% | +23,641 | 新進 |
| Pacifica Partners Inc. | 23,603 | $137.8 萬 | 0.94% | −7,157−23.3% | 減碼 |
| Voya Investment Management LLC | 24,928 | $142.8 萬 | 0.00% | −785−3.1% | 減碼 |
| Waycross Investment Management Co | 25,098 | $143.8 萬 | 1.45% | +25,098 | 新進 |
| Fox Run Management, L.L.C. | 25,139 | $144.0 萬 | 0.58% | +25,139 | 新進 |
| Aquatic Capital Management LLC | 25,500 | $146.1 萬 | 0.11% | +25,500 | 新進 |
| BNP Paribas Arbitrage, SA | 26,162 | $149.9 萬 | 0.00% | −21,593−45.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,208 | $150.1 萬 | 0.00% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 26,227 | $150.3 萬 | 0.83% | 00.0% | 不變 |
| Amalgamated Bank | 26,325 | $150.8 萬 | 0.01% | −321−1.2% | 減碼 |
| Engineers Gate Manager LP | 26,400 | $151.2 萬 | 0.09% | +26,400 | 新進 |
| Virtus Investment Advisers, Inc. | 26,526 | $152.0 萬 | 1.01% | −1,951−6.9% | 減碼 |
| Commonwealth Equity Services, LLC | 27,076 | $155.1 萬 | 0.00% | +73+0.3% | 加碼 |
| Deutsche Bank AG | 27,090 | $155.2 萬 | 0.00% | +3,195+13.4% | 加碼 |
| Louisiana State Employees Retirement System | 27,300 | $156.4 萬 | 0.04% | −300−1.1% | 減碼 |
| Truist Financial Corp | 28,240 | $161.8 萬 | 0.00% | +14,337+103.1% | 加碼 |
| Jennison Associates LLC | 28,654 | $164.2 萬 | 0.00% | −7,822−21.4% | 減碼 |
| MetLife Investment Management | 29,973 | $171.7 萬 | 0.01% | 00.0% | 不變 |
| American International Group, Inc. | 31,027 | $177.8 萬 | 0.01% | −273−0.9% | 減碼 |
| Jupiter Asset Management Ltd | 31,185 | $178.6 萬 | 0.03% | +21,469+221.0% | 加碼 |
| Glenmede Trust Co NA | 31,720 | $181.7 萬 | 0.01% | −2,070−6.1% | 減碼 |
| Price T Rowe Associates Inc | 32,237 | $184.7 萬 | 0.00% | +850+2.7% | 加碼 |
| Keeley-Teton Advisors, LLC | 32,954 | $188.8 萬 | 0.23% | −6,028−15.5% | 減碼 |
| Winton Group Ltd | 34,082 | $195.3 萬 | 0.13% | −3,817−10.1% | 減碼 |
| Marshall Wace, LLP | 34,539 | $197.9 萬 | 0.01% | +34,539 | 新進 |
| State of New Jersey Common Pension Fund D | 35,091 | $201.0 萬 | 0.01% | −11,864−25.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 35,192 | $201.6 萬 | 0.20% | +29,512+519.6% | 加碼 |
| Clark Capital Management Group, Inc. | 36,250 | $207.7 萬 | 0.02% | +8,448+30.4% | 加碼 |
| Susquehanna International Group, LLP | 36,400 | $208.5 萬 | 0.00% | +3,203+9.6% | 加碼 |
| EAM Investors, LLC | 36,491 | $209.1 萬 | 0.43% | −27,780−43.2% | 減碼 |
| Advisor Group Holdings, Inc. | 36,523 | $209.3 萬 | 0.00% | +7,636+26.4% | 加碼 |
| Nicola Wealth Management Ltd. | 27,100 | $210.3 萬 | 0.21% | +6,000+28.4% | 加碼 |
| Capital Fund Management S.A. | 37,625 | $215.6 萬 | 0.05% | +25,265+204.4% | 加碼 |
| Alberta Investment Management Corp | 37,694 | $215.9 萬 | 0.02% | 00.0% | 不變 |
| Texas Permanent School Fund | 38,610 | $221.2 萬 | 0.03% | −2,966−7.1% | 減碼 |
| Yousif Capital Management, LLC | 39,337 | $225.4 萬 | 0.03% | −10,695−21.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 41,045 | $235.1 萬 | 0.01% | +20,000+95.0% | 加碼 |
| Citigroup Inc | 43,684 | $250.3 萬 | 0.00% | −2,032−4.4% | 減碼 |
| Ergoteles LLC | 44,473 | $254.8 萬 | 0.09% | +31,139+233.5% | 加碼 |
| State of Tennessee, Treasury Department | 44,910 | $257.3 萬 | 0.01% | −14,597−24.5% | 減碼 |
| Balyasny Asset Management LLC | 45,002 | $257.8 萬 | 0.01% | +23,702+111.3% | 加碼 |
| Jacobs Levy Equity Management, Inc | 45,642 | $261.5 萬 | 0.02% | −8,725−16.0% | 減碼 |
| New York State Teachers Retirement System | 45,963 | $263.3 萬 | 0.01% | −200−0.4% | 減碼 |
| Occudo Quantitative Strategies LP | 46,468 | $266.2 萬 | 0.31% | +46,468 | 新進 |
| Stifel Financial Corp | 48,159 | $275.9 萬 | 0.00% | +283+0.6% | 加碼 |
| Raymond James & Associates | 48,336 | $276.9 萬 | 0.00% | −16,987−26.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 48,694 | $279.0 萬 | 0.05% | −2,623−5.1% | 減碼 |
| Credit Suisse AG | 49,589 | $284.1 萬 | 0.00% | −3,390−6.4% | 減碼 |
| Jane Street Group, LLC | 50,144 | $287.3 萬 | 0.01% | +22,469+81.2% | 加碼 |
| Trexquant Investment LP | 51,469 | $294.9 萬 | 0.08% | +42,570+478.4% | 加碼 |
| HSBC Holdings PLC | 52,125 | $296.0 萬 | 0.00% | +24,165+86.4% | 加碼 |
| Macquarie Group Ltd | 53,000 | $303.6 萬 | 0.00% | −7,043−11.7% | 減碼 |
| EAM Global Investors LLC | 53,779 | $308.1 萬 | 0.80% | +9,752+22.2% | 加碼 |
| Assetmark, Inc | 54,789 | $313.9 萬 | 0.01% | +4,065+8.0% | 加碼 |
| Martingale Asset Management L P | 55,481 | $317.9 萬 | 0.06% | +10,022+22.0% | 加碼 |
| First Trust Advisors LP | 55,815 | $319.8 萬 | 0.00% | −32,077−36.5% | 減碼 |
| FMR LLC | 56,968 | $326.4 萬 | 0.00% | +11,981+26.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 59,500 | $340.9 萬 | 0.03% | +59,500 | 新進 |
| Great West Life Assurance Co | 60,614 | $347.4 萬 | 0.01% | −4,867−7.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 61,463 | $352.1 萬 | 0.03% | +8,797+16.7% | 加碼 |
| Barclays PLC | 62,398 | $357.5 萬 | 0.00% | −225−0.4% | 減碼 |
| Bridgewater Associates, LP | 63,609 | $364.4 萬 | 0.02% | −40,100−38.7% | 減碼 |
| Comerica Bank | 60,637 | $369.6 萬 | 0.03% | −10,310−14.5% | 減碼 |
| TD Waterhouse Canada Inc. | 52,009 | $370.6 萬 | 0.04% | +576+1.1% | 加碼 |
| Russell Investments Group, Ltd. | 65,975 | $378.0 萬 | 0.01% | +25,375+62.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 66,031 | $378.3 萬 | 0.06% | −936−1.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 67,885 | $391.0 萬 | 0.01% | +7,795+13.0% | 加碼 |
| State of Wisconsin Investment Board | 68,305 | $391.3 萬 | 0.01% | −4,135−5.7% | 減碼 |
| ExodusPoint Capital Management, LP | 69,788 | $399.8 萬 | 0.06% | +47,285+210.1% | 加碼 |
| Thrivent Financial for Lutherans | 70,289 | $402.7 萬 | 0.01% | −32,492−31.6% | 減碼 |
| UBS Asset Management Americas Inc | 72,005 | $412.5 萬 | 0.00% | +524+0.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 72,488 | $415.3 萬 | 0.07% | +5,701+8.5% | 加碼 |
| California State Teachers Retirement System | 74,251 | $425.4 萬 | 0.01% | −1,794−2.4% | 減碼 |
| Algert Global LLC | 79,264 | $454.1 萬 | 0.25% | +47,538+149.8% | 加碼 |
| Teacher Retirement System of Texas | 83,291 | $477.2 萬 | 0.03% | −231−0.3% | 減碼 |
| AXA S.A. | 86,500 | $495.6 萬 | 0.02% | 00.0% | 不變 |
| Foundry Partners, LLC | 87,390 | $500.7 萬 | 0.28% | +5,935+7.3% | 加碼 |
| Two Sigma Advisers, LP | 89,100 | $510.5 萬 | 0.01% | +82,600+1,270.8% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 89,500 | $512.7 萬 | 0.59% | 00.0% | 不變 |
| Twinbeech Capital LP | 94,843 | $543.4 萬 | 0.10% | +94,843 | 新進 |
| Qube Research & Technologies Ltd | 95,638 | $547.9 萬 | 0.03% | +24,289+34.0% | 加碼 |
| HRT Financial LP | 99,864 | $572.1 萬 | 0.08% | +22,440+29.0% | 加碼 |
| Moran Wealth Management, LLC | 100,401 | $575.2 萬 | 0.22% | +100,401 | 新進 |
| Public Sector Pension Investment Board | 104,482 | $598.6 萬 | 0.05% | −1,474−1.4% | 減碼 |
| Norges Bank | 106,501 | $610.1 萬 | 0.00% | +106,501 | 新進 |
| Arrowstreet Capital, Limited Partnership | 106,773 | $611.7 萬 | 0.01% | +101,837+2,063.1% | 加碼 |
| JPMorgan Chase & Co | 107,717 | $617.0 萬 | 0.00% | −48,301−31.0% | 減碼 |
| Hillsdale Investment Management Inc. | 109,290 | $626.1 萬 | 0.53% | −11,850−9.8% | 減碼 |
| State of Alaska, Department of Revenue | 113,405 | $649.6 萬 | 0.08% | +1,779+1.6% | 加碼 |