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。
2023 年第 1 季 13F 持有人
Sanmina Corp 在 2023/3/31 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
- 348
- 較 2022 年第 4 季 −1 家
- 持有股數
- 5,461 萬
- 較 2022 年第 4 季 +135.4 萬 (+2.5%)
- 總市值
- $32.8 億
- 較 2022 年第 4 季 +$2.27 億 (+7.4%)
- 新進機構
- 40
- 另有 126 家加碼
- 清倉機構
- 41
- 另有 132 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 4,407 | $26.9 萬 | 0.01% | +4,407 | 新進 |
| CIBC Asset Management Inc | 4,423 | $27.0 萬 | 0.00% | +4+0.1% | 加碼 |
| CWM Advisors, LLC | 4,490 | $27.4 萬 | 0.03% | +375+9.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,503 | $27.5 萬 | 0.01% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 4,580 | $27.9 萬 | 0.00% | +4,580 | 新進 |
| Watershed Asset Management, L.L.C. | 4,638 | $28.3 萬 | 0.34% | +291+6.7% | 加碼 |
| One Wealth Advisors, LLC | 4,642 | $28.3 萬 | 0.07% | −24−0.5% | 減碼 |
| Sawgrass Asset Management LLC | 4,676 | $28.5 萬 | 0.04% | −44−0.9% | 減碼 |
| Mariner, LLC | 4,763 | $29.0 萬 | 0.00% | +668+16.3% | 加碼 |
| Snowden Capital Advisors LLC | 4,868 | $29.7 萬 | 0.01% | +148+3.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $29.8 萬 | 0.00% | −5,133−51.3% | 減碼 |
| KBC Group NV | 4,884 | $29.8 萬 | 0.00% | −258−5.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,031 | $30.7 萬 | 0.01% | −88−1.7% | 減碼 |
| Ronald Blue Trust, Inc. | 5,555 | $31.8 萬 | 0.01% | +1,912+52.5% | 加碼 |
| National Asset Management, Inc. | 5,273 | $32.2 萬 | 0.01% | +358+7.3% | 加碼 |
| Advisor Partners II, LLC | 5,489 | $33.5 萬 | 0.02% | +100+1.9% | 加碼 |
| CIBC World Markets Inc. | 5,549 | $33.8 萬 | 0.00% | +354+6.8% | 加碼 |
| Magnetar Financial LLC | 5,560 | $33.9 萬 | 0.01% | +5,560 | 新進 |
| Vident Investment Advisory, LLC | 5,771 | $35.2 萬 | 0.01% | −472−7.6% | 減碼 |
| Graham Capital Management, L.P. | 5,781 | $35.3 萬 | 0.01% | +254+4.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,881 | $35.9 萬 | 0.00% | −304−4.9% | 減碼 |
| Saturna Capital CORP | 5,944 | $36.3 萬 | 0.01% | +5,944 | 新進 |
| Navellier & Associates Inc | 6,017 | $36.7 萬 | 0.08% | +6,017 | 新進 |
| Mercer Global Advisors Inc | 6,045 | $36.9 萬 | 0.00% | −268−4.2% | 減碼 |
| Evergreen Capital Management LLC | 6,056 | $36.9 萬 | 0.02% | +74+1.2% | 加碼 |
| Mutual Advisors, LLC | 6,091 | $37.1 萬 | 0.02% | +6,091 | 新進 |
| Petrus Trust Company, LTA | 6,258 | $38.2 萬 | 0.05% | +6,258 | 新進 |
| Van Eck Associates Corp | 6,999 | $42.7 萬 | 0.00% | +5,173+283.3% | 加碼 |
| Bellecapital International Ltd. | 7,015 | $42.8 萬 | 0.11% | 00.0% | 不變 |
| Advisory Research Inc | 7,111 | $43.4 萬 | 0.07% | +7,111 | 新進 |
| Bank of Montreal | 7,149 | $43.7 萬 | 0.00% | +1,946+37.4% | 加碼 |
| EMC Capital Management | 7,342 | $44.8 萬 | 0.38% | 00.0% | 不變 |
| Marathon Capital Management | 7,500 | $45.7 萬 | 0.11% | 00.0% | 不變 |
| Lido Advisors, LLC | 7,534 | $45.9 萬 | 0.01% | −534−6.6% | 減碼 |
| Pictet Asset Management SA | 7,817 | $47.7 萬 | 0.00% | −30−0.4% | 減碼 |
| Bayesian Capital Management, LP | 7,819 | $47.7 萬 | 0.06% | +1,500+23.7% | 加碼 |
| HRT Financial LP | 7,995 | $48.7 萬 | 0.01% | −91,869−92.0% | 減碼 |
| New York Life Investment Management LLC | 8,011 | $48.9 萬 | 0.01% | −6,024−42.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 8,104 | $49.4 萬 | 0.09% | −14,262−63.8% | 減碼 |
| Lingohr & Partner Asset Management GmbH | 8,115 | $49.5 萬 | 1.26% | 00.0% | 不變 |
| Summit Global Investments | 8,200 | $50.0 萬 | 0.04% | +8,200 | 新進 |
| O'Neil Global Advisors, Inc. | 8,278 | $50.5 萬 | 0.26% | +8,278 | 新進 |
| JustInvest LLC | 8,364 | $51.0 萬 | 0.02% | +3,716+79.9% | 加碼 |
| Unison Advisors LLC | 8,654 | $52.8 萬 | 0.06% | 00.0% | 不變 |
| ProShare Advisors LLC | 8,681 | $52.9 萬 | 0.00% | −332−3.7% | 減碼 |
| Bailard, Inc. | 8,700 | $53.1 萬 | 0.02% | +3,300+61.1% | 加碼 |
| Creative Planning | 8,853 | $54.0 萬 | 0.00% | +2,384+36.9% | 加碼 |
| LPL Financial LLC | 9,123 | $55.6 萬 | 0.00% | +4,515+98.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,292 | $56.7 萬 | 0.00% | 00.0% | 不變 |
| Mackenzie Financial Corp | 9,332 | $56.9 萬 | 0.00% | −2,950−24.0% | 減碼 |
| Captrust Financial Advisors | 9,362 | $57.1 萬 | 0.00% | +80+0.9% | 加碼 |
| Franklin Resources Inc | 9,433 | $57.5 萬 | 0.00% | +54+0.6% | 加碼 |
| Legend Financial Advisors, Inc. | 9,465 | $57.7 萬 | 0.48% | +9,465 | 新進 |
| Westover Capital Advisors, LLC | 9,769 | $59.6 萬 | 0.22% | +9,769 | 新進 |
| CSS LLC | 9,981 | $60.9 萬 | 0.05% | +3,500+54.0% | 加碼 |
| RBF Capital, LLC | 10,000 | $61.0 萬 | 0.04% | 00.0% | 不變 |
| Settian Capital LP | 10,000 | $61.0 萬 | 0.51% | 00.0% | 不變 |
| MAI Capital Management | 10,043 | $61.3 萬 | 0.01% | +669+7.1% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 10,166 | $62.0 萬 | 0.07% | −3,315−24.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,207 | $62.3 萬 | 0.00% | +1,291+14.5% | 加碼 |
| Jane Street Group, LLC | 10,237 | $62.4 萬 | 0.00% | −39,907−79.6% | 減碼 |
| Point72 Middle East FZE | 10,427 | $63.6 萬 | 0.04% | +274+2.7% | 加碼 |
| Ergoteles LLC | 10,627 | $64.8 萬 | 0.03% | −33,846−76.1% | 減碼 |
| MML Investors Services, LLC | 10,686 | $65.2 萬 | 0.00% | −1,051−9.0% | 減碼 |
| IFP Advisors, Inc | 22,280 | $65.4 萬 | 0.03% | +22,125+14,274.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,777 | $65.7 萬 | 0.00% | +2,812+35.3% | 加碼 |
| Shell Asset Management Co | 10,836 | $66.1 萬 | 0.03% | −38−0.3% | 減碼 |
| Diversified Trust Co | 11,045 | $67.4 萬 | 0.03% | +317+3.0% | 加碼 |
| Engineers Gate Manager LP | 11,169 | $68.1 萬 | 0.03% | −15,231−57.7% | 減碼 |
| D.A. Davidson & Co. | 11,449 | $69.2 萬 | 0.01% | +11,449 | 新進 |
| Gotham Asset Management, LLC | 11,939 | $72.8 萬 | 0.02% | +2,496+26.4% | 加碼 |
| TD Asset Management Inc | 12,000 | $73.2 萬 | 0.00% | −5,500−31.4% | 減碼 |
| Mutual of America Capital Management LLC | 12,018 | $73.3 萬 | 0.01% | −18−0.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 12,644 | $77.1 萬 | 0.01% | −46,856−78.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $79.3 萬 | 0.00% | −4,000−23.5% | 減碼 |
| Horizon Investment Services, LLC | 13,061 | $79.7 萬 | 0.51% | +1,356+11.6% | 加碼 |
| Everence Capital Management Inc | 13,090 | $79.8 萬 | 0.07% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 13,200 | $80.5 萬 | 0.01% | +900+7.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 13,485 | $82.2 萬 | 0.00% | +8,194+154.9% | 加碼 |
| Moloney Securities Asset Management, LLC | 13,650 | $83.3 萬 | 0.16% | +937+7.4% | 加碼 |
| Occudo Quantitative Strategies LP | 13,676 | $83.4 萬 | 0.08% | −32,792−70.6% | 減碼 |
| Capital Impact Advisors, LLC | 13,920 | $84.9 萬 | 1.04% | −891−6.0% | 減碼 |
| Jackson Creek Investment Advisors LLC | 13,983 | $85.3 萬 | 0.36% | −7−0.1% | 減碼 |
| Moran Wealth Management, LLC | 13,999 | $85.4 萬 | 0.03% | −86,402−86.1% | 減碼 |
| Asset Management One Co.,Ltd. | 14,064 | $85.8 萬 | 0.00% | +14,064 | 新進 |
| Massachusetts Financial Services Co | 14,103 | $86.0 萬 | 0.00% | −399−2.8% | 減碼 |
| Natixis Advisors, L.P. | 14,622 | $89.2 萬 | 0.00% | +1,045+7.7% | 加碼 |
| Lazard Asset Management LLC | 14,701 | $89.6 萬 | 0.00% | +9,214+167.9% | 加碼 |
| Versor Investments LP | 15,435 | $94.1 萬 | 0.12% | +3,761+32.2% | 加碼 |
| EULAV Asset Management | 16,052 | $97.9 萬 | 0.04% | +52+0.3% | 加碼 |
| Arizona State Retirement System | 16,640 | $101.5 萬 | 0.01% | +328+2.0% | 加碼 |
| Eqis Capital Management, Inc. | 16,911 | $103.1 萬 | 0.12% | +6,179+57.6% | 加碼 |
| Cornercap Investment Counsel Inc | 17,099 | $104.3 萬 | 0.18% | +17,099 | 新進 |
| Dynamic Technology Lab Private Ltd | 17,517 | $106.8 萬 | 0.10% | −17,675−50.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 17,732 | $108.2 萬 | 0.01% | 00.0% | 不變 |
| Ritholtz Wealth Management | 18,533 | $113.0 萬 | 0.06% | +1,251+7.2% | 加碼 |
| Janney Montgomery Scott LLC | 18,744 | $114.3 萬 | 0.00% | +7,302+63.8% | 加碼 |
| Oregon Public Employees Retirement Fund | 18,761 | $114.4 萬 | 0.01% | −350−1.8% | 減碼 |
| Ensign Peak Advisors, Inc | 18,988 | $115.8 萬 | 0.00% | +2,050+12.1% | 加碼 |
| Caxton Associates LP | 19,051 | $116.2 萬 | 0.18% | +11,898+166.3% | 加碼 |