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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 113,650 | $651.1 萬 | 0.17% | −111,750−49.6% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 121,361 | $695.3 萬 | 0.03% | −26,160−17.7% | 減碼 |
| Swiss National Bank | 139,600 | $799.8 萬 | 0.01% | −4,700−3.3% | 減碼 |
| Panagora Asset Management Inc | 139,944 | $801.7 萬 | 0.05% | +1,444+1.0% | 加碼 |
| Tudor Investment Corp Et Al | 143,915 | $824.5 萬 | 0.20% | +85,284+145.5% | 加碼 |
| UBS Group AG | 150,357 | $861.4 萬 | 0.00% | +52,982+54.4% | 加碼 |
| AQR Capital Management LLC | 153,432 | $879.0 萬 | 0.02% | −977−0.6% | 減碼 |
| Envestnet Asset Management Inc | 157,037 | $899.7 萬 | 0.00% | +5,398+3.6% | 加碼 |
| Two Sigma Investments, LP | 159,578 | $914.2 萬 | 0.03% | +159,578 | 新進 |
| Cambria Investment Management, L.P. | 161,618 | $925.9 萬 | 0.78% | +24,088+17.5% | 加碼 |
| Alliancebernstein L.P. | 161,990 | $928.0 萬 | 0.00% | −12,116−7.0% | 減碼 |
| Voloridge Investment Management, LLC | 164,673 | $943.4 萬 | 0.05% | +88,307+115.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 165,573 | $948.6 萬 | 0.02% | −42,180−20.3% | 減碼 |
| Legal & General Group Plc | 171,431 | $982.1 萬 | 0.00% | +208+0.1% | 加碼 |
| Rhumbline Advisers | 187,560 | $1,075 萬 | 0.01% | −2,221−1.2% | 減碼 |
| Assenagon Asset Management S.A. | 187,820 | $1,076 萬 | 0.04% | +138,944+284.3% | 加碼 |
| Royce & Associates LP | 210,046 | $1,203 萬 | 0.13% | −1,546−0.7% | 減碼 |
| SEI Investments Co | 214,324 | $1,228 萬 | 0.03% | −6,788−3.1% | 減碼 |
| Prudential Financial Inc | 250,683 | $1,436 萬 | 0.02% | −15,321−5.8% | 減碼 |
| Ameriprise Financial Inc | 279,193 | $1,599 萬 | 0.01% | +13,422+5.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 283,976 | $1,627 萬 | 0.03% | +185,712+189.0% | 加碼 |
| Allianz Asset Management GmbH | 293,295 | $1,680 萬 | 0.04% | +23,512+8.7% | 加碼 |
| New York State Common Retirement Fund | 302,933 | $1,736 萬 | 0.02% | −291,188−49.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 302,954 | $1,736 萬 | 0.15% | +217,230+253.4% | 加碼 |
| Personal Capital Advisors Corp | 336,044 | $1,925 萬 | 0.09% | −415−0.1% | 減碼 |
| Renaissance Technologies LLC | 349,033 | $2,000 萬 | 0.03% | +130,900+60.0% | 加碼 |
| Global Alpha Capital Management Ltd. | 355,440 | $2,036 萬 | 1.99% | +18,900+5.6% | 加碼 |
| Principal Financial Group Inc | 360,297 | $2,064 萬 | 0.02% | −12,377−3.3% | 減碼 |
| Citadel Advisors LLC | 388,185 | $2,224 萬 | 0.03% | +293,126+308.4% | 加碼 |
| Victory Capital Management Inc | 416,344 | $2,385 萬 | 0.03% | −121,813−22.6% | 減碼 |
| Wells Fargo & Company | 498,100 | $2,854 萬 | 0.01% | −13,080−2.6% | 減碼 |
| Invesco Ltd. | 514,082 | $2,945 萬 | 0.01% | −181,914−26.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 537,022 | $3,077 萬 | 0.09% | +117,528+28.0% | 加碼 |
| Charles Schwab Investment Management Inc | 553,849 | $3,173 萬 | 0.01% | −1,493−0.3% | 減碼 |
| Bank of New York Mellon Corp | 636,960 | $3,649 萬 | 0.01% | −71,254−10.1% | 減碼 |
| Goldman Sachs Group Inc | 710,514 | $4,071 萬 | 0.01% | −126,233−15.1% | 減碼 |
| Nuveen Asset Management, LLC | 719,927 | $4,125 萬 | 0.02% | +10,172+1.4% | 加碼 |
| Diamond Hill Capital Management Inc | 755,991 | $4,331 萬 | 0.20% | −4,092−0.5% | 減碼 |
| Northern Trust Corp | 837,466 | $4,798 萬 | 0.01% | −3,448−0.4% | 減碼 |
| American Century Companies Inc | 885,964 | $5,076 萬 | 0.04% | +348,516+64.8% | 加碼 |
| Bank of America Corp | 1,022,211 | $5,856 萬 | 0.01% | +785+0.1% | 加碼 |
| Millennium Management LLC | 1,031,051 | $5,907 萬 | 0.07% | +286,954+38.6% | 加碼 |
| Morgan Stanley | 1,090,322 | $6,246 萬 | 0.01% | +381,997+53.9% | 加碼 |
| Geode Capital Management, LLC | 1,231,960 | $7,058 萬 | 0.01% | +15,660+1.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,846,454 | $1.06 億 | 0.67% | −163,002−8.1% | 減碼 |
| LSV Asset Management | 2,033,971 | $1.17 億 | 0.26% | −81,217−3.8% | 減碼 |
| Earnest Partners LLC | 2,115,980 | $1.21 億 | 0.74% | −1,590,218−42.9% | 減碼 |
| State Street Corp | 2,245,716 | $1.29 億 | 0.01% | −86,221−3.7% | 減碼 |
| Dimensional Fund Advisors LP | 4,749,730 | $2.72 億 | 0.10% | +74,479+1.6% | 加碼 |
| Vanguard Group Inc | 6,576,813 | $3.77 億 | 0.01% | −22,813−0.3% | 減碼 |
| BlackRock Inc. | 10,259,025 | $5.88 億 | 0.02% | +590,341+6.1% | 加碼 |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −289,325−100.0% | 清倉 |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −223,769−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −42,099−100.0% | 清倉 |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −31,346−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −29,923−100.0% | 清倉 |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −25,660−100.0% | 清倉 |
| Towle & Co | 0 | $0 | 0.00% | −15,130−100.0% | 清倉 |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −10,314−100.0% | 清倉 |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −8,048−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −7,006−100.0% | 清倉 |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,586−100.0% | 清倉 |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −141−100.0% | 清倉 |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −60−100.0% | 清倉 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |