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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 40,223 | $245.3 萬 | 0.01% | +14,061+53.7% | 加碼 |
| Alberta Investment Management Corp | 40,124 | $244.7 萬 | 0.02% | +2,430+6.4% | 加碼 |
| State of New Jersey Common Pension Fund D | 37,958 | $231.5 萬 | 0.01% | +2,867+8.2% | 加碼 |
| Citigroup Inc | 37,431 | $228.3 萬 | 0.00% | −6,253−14.3% | 減碼 |
| State of Tennessee, Treasury Department | 36,436 | $222.2 萬 | 0.01% | −8,474−18.9% | 減碼 |
| South Dakota Investment Council | 36,000 | $219.6 萬 | 0.05% | +36,000 | 新進 |
| Susquehanna International Group, LLP | 35,950 | $219.3 萬 | 0.00% | −450−1.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 35,767 | $218.1 萬 | 0.05% | −12,927−26.5% | 減碼 |
| Yousif Capital Management, LLC | 34,957 | $213.2 萬 | 0.03% | −4,380−11.1% | 減碼 |
| Yorktown Management & Research Co Inc | 33,600 | $204.9 萬 | 2.21% | +33,600 | 新進 |
| Price T Rowe Associates Inc | 33,147 | $202.2 萬 | 0.00% | +910+2.8% | 加碼 |
| Keeley-Teton Advisors, LLC | 32,954 | $201.0 萬 | 0.25% | 00.0% | 不變 |
| EAM Investors, LLC | 31,893 | $194.5 萬 | 0.38% | −4,598−12.6% | 減碼 |
| Qube Research & Technologies Ltd | 31,863 | $194.3 萬 | 0.01% | −63,775−66.7% | 減碼 |
| Winton Group Ltd | 31,257 | $190.6 萬 | 0.12% | −2,825−8.3% | 減碼 |
| American International Group, Inc. | 31,223 | $190.4 萬 | 0.01% | +196+0.6% | 加碼 |
| Squarepoint Ops LLC | 30,556 | $186.4 萬 | 0.01% | +15,626+104.7% | 加碼 |
| Balyasny Asset Management LLC | 30,367 | $185.2 萬 | 0.01% | −14,635−32.5% | 減碼 |
| Glenmede Trust Co NA | 30,169 | $184.0 萬 | 0.01% | −1,551−4.9% | 減碼 |
| New York State Common Retirement Fund | 29,993 | $182.9 萬 | 0.00% | −272,940−90.1% | 減碼 |
| MetLife Investment Management | 29,973 | $182.8 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 29,798 | $181.7 萬 | 0.03% | −36,233−54.9% | 減碼 |
| Bridgewater Associates, LP | 28,895 | $176.2 萬 | 0.01% | −34,714−54.6% | 減碼 |
| Gsa Capital Partners LLP | 28,143 | $171.6 萬 | 0.17% | +17,590+166.7% | 加碼 |
| Jennison Associates LLC | 27,603 | $168.4 萬 | 0.00% | −1,051−3.7% | 減碼 |
| Commonwealth Equity Services, LLC | 27,576 | $168.1 萬 | 0.00% | +500+1.8% | 加碼 |
| Truist Financial Corp | 27,213 | $166.0 萬 | 0.00% | −1,027−3.6% | 減碼 |
| Louisiana State Employees Retirement System | 27,200 | $165.9 萬 | 0.04% | −100−0.4% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,208 | $159.8 萬 | 0.00% | 00.0% | 不變 |
| TriaGen Wealth Management LLC | 25,907 | $158.0 萬 | 0.79% | −320−1.2% | 減碼 |
| Janus Henderson Group PLC | 25,718 | $156.8 萬 | 0.00% | +14,164+122.6% | 加碼 |
| Capital Fund Management S.A. | 25,457 | $155.3 萬 | 0.03% | −12,168−32.3% | 減碼 |
| Los Angeles Capital Management LLC | 25,199 | $153.7 萬 | 0.01% | +13,470+114.8% | 加碼 |
| Waycross Investment Management Co | 24,849 | $151.6 萬 | 1.52% | −249−1.0% | 減碼 |
| Voya Investment Management LLC | 24,828 | $151.4 萬 | 0.00% | −100−0.4% | 減碼 |
| Amalgamated Bank | 24,772 | $151.1 萬 | 0.01% | −1,553−5.9% | 減碼 |
| Trexquant Investment LP | 24,035 | $146.6 萬 | 0.04% | −27,434−53.3% | 減碼 |
| Virtus Investment Advisers, Inc. | 23,988 | $146.3 萬 | 1.02% | −2,538−9.6% | 減碼 |
| Maryland State Retirement & Pension System | 23,501 | $143.3 萬 | 0.03% | −140−0.6% | 減碼 |
| Advisor Group Holdings, Inc. | 23,191 | $141.4 萬 | 0.00% | −13,332−36.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 22,844 | $139.3 萬 | 0.00% | +358+1.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 21,360 | $130.3 萬 | 0.01% | +6,760+46.3% | 加碼 |
| Pacifica Partners Inc. | 22,696 | $127.3 萬 | 0.77% | −907−3.8% | 減碼 |
| MorganRosel Wealth Management, LLC | 20,525 | $125.2 萬 | 0.53% | +3,304+19.2% | 加碼 |
| STRS Ohio | 20,000 | $121.9 萬 | 0.01% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 19,972 | $121.8 萬 | 0.00% | 00.0% | 不變 |
| SummerHaven Investment Management, LLC | 19,081 | $116.4 萬 | 0.68% | +284+1.5% | 加碼 |
| Caxton Associates LP | 19,051 | $116.2 萬 | 0.18% | +11,898+166.3% | 加碼 |
| Ensign Peak Advisors, Inc | 18,988 | $115.8 萬 | 0.00% | +2,050+12.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 18,761 | $114.4 萬 | 0.01% | −350−1.8% | 減碼 |
| Janney Montgomery Scott LLC | 18,744 | $114.3 萬 | 0.00% | +7,302+63.8% | 加碼 |
| Ritholtz Wealth Management | 18,533 | $113.0 萬 | 0.06% | +1,251+7.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 17,732 | $108.2 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 17,517 | $106.8 萬 | 0.10% | −17,675−50.2% | 減碼 |
| Cornercap Investment Counsel Inc | 17,099 | $104.3 萬 | 0.18% | +17,099 | 新進 |
| Eqis Capital Management, Inc. | 16,911 | $103.1 萬 | 0.12% | +6,179+57.6% | 加碼 |
| Arizona State Retirement System | 16,640 | $101.5 萬 | 0.01% | +328+2.0% | 加碼 |
| EULAV Asset Management | 16,052 | $97.9 萬 | 0.04% | +52+0.3% | 加碼 |
| Versor Investments LP | 15,435 | $94.1 萬 | 0.12% | +3,761+32.2% | 加碼 |
| Lazard Asset Management LLC | 14,701 | $89.6 萬 | 0.00% | +9,214+167.9% | 加碼 |
| Natixis Advisors, L.P. | 14,622 | $89.2 萬 | 0.00% | +1,045+7.7% | 加碼 |
| Massachusetts Financial Services Co | 14,103 | $86.0 萬 | 0.00% | −399−2.8% | 減碼 |
| Asset Management One Co.,Ltd. | 14,064 | $85.8 萬 | 0.00% | +14,064 | 新進 |
| Moran Wealth Management, LLC | 13,999 | $85.4 萬 | 0.03% | −86,402−86.1% | 減碼 |
| Jackson Creek Investment Advisors LLC | 13,983 | $85.3 萬 | 0.36% | −7−0.1% | 減碼 |
| Capital Impact Advisors, LLC | 13,920 | $84.9 萬 | 1.04% | −891−6.0% | 減碼 |
| Occudo Quantitative Strategies LP | 13,676 | $83.4 萬 | 0.08% | −32,792−70.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 13,650 | $83.3 萬 | 0.16% | +937+7.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 13,485 | $82.2 萬 | 0.00% | +8,194+154.9% | 加碼 |
| Virginia Retirement Systems Et Al | 13,200 | $80.5 萬 | 0.01% | +900+7.3% | 加碼 |
| Everence Capital Management Inc | 13,090 | $79.8 萬 | 0.07% | 00.0% | 不變 |
| Horizon Investment Services, LLC | 13,061 | $79.7 萬 | 0.51% | +1,356+11.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $79.3 萬 | 0.00% | −4,000−23.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 12,644 | $77.1 萬 | 0.01% | −46,856−78.7% | 減碼 |
| Mutual of America Capital Management LLC | 12,018 | $73.3 萬 | 0.01% | −18−0.1% | 減碼 |
| TD Asset Management Inc | 12,000 | $73.2 萬 | 0.00% | −5,500−31.4% | 減碼 |
| Gotham Asset Management, LLC | 11,939 | $72.8 萬 | 0.02% | +2,496+26.4% | 加碼 |
| D.A. Davidson & Co. | 11,449 | $69.2 萬 | 0.01% | +11,449 | 新進 |
| Engineers Gate Manager LP | 11,169 | $68.1 萬 | 0.03% | −15,231−57.7% | 減碼 |
| Diversified Trust Co | 11,045 | $67.4 萬 | 0.03% | +317+3.0% | 加碼 |
| Shell Asset Management Co | 10,836 | $66.1 萬 | 0.03% | −38−0.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 10,777 | $65.7 萬 | 0.00% | +2,812+35.3% | 加碼 |
| IFP Advisors, Inc | 22,280 | $65.4 萬 | 0.03% | +22,125+14,274.2% | 加碼 |
| MML Investors Services, LLC | 10,686 | $65.2 萬 | 0.00% | −1,051−9.0% | 減碼 |
| Ergoteles LLC | 10,627 | $64.8 萬 | 0.03% | −33,846−76.1% | 減碼 |
| Point72 Middle East FZE | 10,427 | $63.6 萬 | 0.04% | +274+2.7% | 加碼 |
| Jane Street Group, LLC | 10,237 | $62.4 萬 | 0.00% | −39,907−79.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,207 | $62.3 萬 | 0.00% | +1,291+14.5% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 10,166 | $62.0 萬 | 0.07% | −3,315−24.6% | 減碼 |
| MAI Capital Management | 10,043 | $61.3 萬 | 0.01% | +669+7.1% | 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 |
| CSS LLC | 9,981 | $60.9 萬 | 0.05% | +3,500+54.0% | 加碼 |
| Westover Capital Advisors, LLC | 9,769 | $59.6 萬 | 0.22% | +9,769 | 新進 |
| Legend Financial Advisors, Inc. | 9,465 | $57.7 萬 | 0.48% | +9,465 | 新進 |
| Franklin Resources Inc | 9,433 | $57.5 萬 | 0.00% | +54+0.6% | 加碼 |
| Captrust Financial Advisors | 9,362 | $57.1 萬 | 0.00% | +80+0.9% | 加碼 |
| Mackenzie Financial Corp | 9,332 | $56.9 萬 | 0.00% | −2,950−24.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,292 | $56.7 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 9,123 | $55.6 萬 | 0.00% | +4,515+98.0% | 加碼 |