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 2 季 13F 持有人
Sanmina Corp 在 2023/6/30 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
- 317
- 較 2023 年第 1 季 −31 家
- 持有股數
- 5,293 萬
- 較 2023 年第 1 季 −168.3 萬 (−3.1%)
- 總市值
- $31.9 億
- 較 2023 年第 1 季 −$8,912 萬 (−2.7%)
- 新進機構
- 26
- 另有 115 家加碼
- 清倉機構
- 57
- 另有 129 家減碼
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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MetLife Investment Management | 30,317 | $182.7 萬 | 0.01% | +344+1.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 30,522 | $184.0 萬 | 0.03% | +724+2.4% | 加碼 |
| Glenmede Trust Co NA | 30,169 | $184.0 萬 | 0.01% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 30,591 | $184.4 萬 | 0.03% | −63,034−67.3% | 減碼 |
| Louisiana State Employees Retirement System | 30,600 | $184.4 萬 | 0.04% | +3,400+12.5% | 加碼 |
| American International Group, Inc. | 31,014 | $186.9 萬 | 0.01% | −209−0.7% | 減碼 |
| Keeley-Teton Advisors, LLC | 31,784 | $191.6 萬 | 0.24% | −1,170−3.6% | 減碼 |
| Franklin Resources Inc | 32,146 | $193.7 萬 | 0.00% | +22,713+240.8% | 加碼 |
| Yousif Capital Management, LLC | 32,745 | $197.4 萬 | 0.02% | −2,212−6.3% | 減碼 |
| Empowered Funds, LLC | 32,859 | $198.0 萬 | 0.07% | +32,859 | 新進 |
| EA Series Trust | 32,859 | $198.0 萬 | 0.07% | +32,859 | 新進 |
| ExodusPoint Capital Management, LP | 32,997 | $198.9 萬 | 0.02% | −47,594−59.1% | 減碼 |
| State of Tennessee, Treasury Department | 33,727 | $203.3 萬 | 0.01% | −2,709−7.4% | 減碼 |
| Price T Rowe Associates Inc | 34,278 | $206.6 萬 | 0.00% | +1,131+3.4% | 加碼 |
| Teacher Retirement System of Texas | 36,438 | $219.6 萬 | 0.01% | −27,754−43.2% | 減碼 |
| Occudo Quantitative Strategies LP | 37,140 | $223.8 萬 | 0.23% | +23,464+171.6% | 加碼 |
| Capital Fund Management S.A. | 37,612 | $226.7 萬 | 0.04% | +12,155+47.7% | 加碼 |
| Qube Research & Technologies Ltd | 38,296 | $230.8 萬 | 0.01% | +6,433+20.2% | 加碼 |
| Los Angeles Capital Management LLC | 38,338 | $231.1 萬 | 0.01% | +13,139+52.1% | 加碼 |
| Alberta Investment Management Corp | 40,124 | $241.8 萬 | 0.02% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 42,029 | $253.3 萬 | 0.00% | +6,079+16.9% | 加碼 |
| New York State Teachers Retirement System | 43,733 | $263.6 萬 | 0.01% | −500−1.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 45,170 | $272.2 萬 | 0.01% | +7,212+19.0% | 加碼 |
| Russell Investments Group, Ltd. | 46,775 | $281.9 萬 | 0.01% | −18,274−28.1% | 減碼 |
| Leuthold Group, LLC | 47,285 | $285.0 萬 | 0.37% | −1,714−3.5% | 減碼 |
| Raymond James & Associates | 49,006 | $295.4 萬 | 0.00% | +106+0.2% | 加碼 |
| Illinois Municipal Retirement Fund | 50,778 | $306.0 萬 | 0.06% | +50,778 | 新進 |
| PDT Partners, LLC | 50,892 | $306.7 萬 | 0.42% | +50,892 | 新進 |
| Texas Permanent School Fund | 51,384 | $309.7 萬 | 0.03% | −952−1.8% | 減碼 |
| Nicola Wealth Management Ltd. | 39,100 | $312.0 萬 | 0.31% | 00.0% | 不變 |
| HSBC Holdings PLC | 52,144 | $316.2 萬 | 0.00% | +2,142+4.3% | 加碼 |
| Clark Capital Management Group, Inc. | 52,950 | $319.1 萬 | 0.03% | +1,512+2.9% | 加碼 |
| Macquarie Group Ltd | 53,000 | $319.4 萬 | 0.00% | 00.0% | 不變 |
| Martingale Asset Management L P | 57,317 | $345.4 萬 | 0.07% | +1,832+3.3% | 加碼 |
| CX Institutional | 57,900 | $349.0 萬 | 0.18% | −15,643−21.3% | 減碼 |
| State of Wisconsin Investment Board | 58,555 | $352.9 萬 | 0.01% | −2,619−4.3% | 減碼 |
| Barclays PLC | 59,756 | $360.1 萬 | 0.00% | −7,547−11.2% | 減碼 |
| Assetmark, Inc | 60,552 | $364.9 萬 | 0.01% | +1,636+2.8% | 加碼 |
| Credit Suisse AG | 60,863 | $366.8 萬 | 0.00% | +9,806+19.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 62,934 | $379.3 萬 | 0.02% | +2,589+4.3% | 加碼 |
| Bridgewater Associates, LP | 65,098 | $392.3 萬 | 0.02% | +36,203+125.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,966 | $397.6 萬 | 0.03% | +4,175+6.8% | 加碼 |
| Thrivent Financial for Lutherans | 66,675 | $401.8 萬 | 0.01% | −2,539−3.7% | 減碼 |
| First Trust Advisors LP | 68,714 | $414.1 萬 | 0.00% | +18,196+36.0% | 加碼 |
| Great West Life Assurance Co | 69,500 | $419.4 萬 | 0.01% | +11,529+19.9% | 加碼 |
| UBS Asset Management Americas Inc | 69,667 | $424.9 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 71,537 | $431.2 萬 | 0.01% | −1,194−1.6% | 減碼 |
| South Dakota Investment Council | 78,835 | $475.1 萬 | 0.10% | +42,835+119.0% | 加碼 |
| AXA S.A. | 80,300 | $484.0 萬 | 0.02% | −3,600−4.3% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 81,000 | $487.8 萬 | 0.51% | −8,500−9.5% | 減碼 |
| FMR LLC | 81,780 | $492.9 萬 | 0.00% | +24,009+41.6% | 加碼 |
| Citigroup Inc | 81,963 | $494.0 萬 | 0.01% | +44,532+119.0% | 加碼 |
| Tudor Investment Corp Et Al | 88,529 | $533.6 萬 | 0.09% | +32,062+56.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 89,307 | $535.9 萬 | 0.01% | +22,037+32.8% | 加碼 |
| Balyasny Asset Management LLC | 90,745 | $546.9 萬 | 0.02% | +60,378+198.8% | 加碼 |
| Great Lakes Advisors, LLC | 94,177 | $567.6 萬 | 0.06% | +10,059+12.0% | 加碼 |
| Hillsdale Investment Management Inc. | 98,170 | $591.7 萬 | 0.54% | −11,820−10.7% | 減碼 |
| Foundry Partners, LLC | 98,903 | $596.1 萬 | 0.36% | +6,681+7.2% | 加碼 |
| Public Sector Pension Investment Board | 103,586 | $624.3 萬 | 0.04% | +948+0.9% | 加碼 |
| First Eagle Investment Management, LLC | 111,500 | $672.0 萬 | 0.02% | +111,500 | 新進 |
| State of Alaska, Department of Revenue | 111,812 | $673.8 萬 | 0.08% | −1,578−1.4% | 減碼 |
| Wedge Capital Management L L P | 113,358 | $683.2 萬 | 0.11% | +5,187+4.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 124,205 | $748.6 萬 | 0.08% | −105,902−46.0% | 減碼 |
| Swiss National Bank | 127,000 | $765.4 萬 | 0.01% | +3,000+2.4% | 加碼 |
| UBS Group AG | 136,925 | $825.2 萬 | 0.00% | −63,731−31.8% | 減碼 |
| Envestnet Asset Management Inc | 136,963 | $825.5 萬 | 0.00% | −835,349−85.9% | 減碼 |
| Marshall Wace, LLP | 140,524 | $846.9 萬 | 0.02% | +136,717+3,591.2% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 140,941 | $849.5 萬 | 0.03% | +8,260+6.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 143,036 | $862.1 萬 | 0.01% | −81,013−36.2% | 減碼 |
| Renaissance Technologies LLC | 143,533 | $865.1 萬 | 0.01% | −80,700−36.0% | 減碼 |
| Voloridge Investment Management, LLC | 143,663 | $865.9 萬 | 0.04% | +5,724+4.1% | 加碼 |
| Algert Global LLC | 146,585 | $883.5 萬 | 0.38% | −8,196−5.3% | 減碼 |
| Cambria Investment Management, L.P. | 149,488 | $901.0 萬 | 0.75% | −6,833−4.4% | 減碼 |
| Alliancebernstein L.P. | 149,818 | $903.0 萬 | 0.00% | −2,605−1.7% | 減碼 |
| JPMorgan Chase & Co | 161,557 | $973.7 萬 | 0.00% | −16,794−9.4% | 減碼 |
| Legal & General Group Plc | 170,711 | $1,029 萬 | 0.00% | −1,692−1.0% | 減碼 |
| AQR Capital Management LLC | 174,297 | $1,050 萬 | 0.02% | +1,745+1.0% | 加碼 |
| Mesirow Institutional Investment Management, Inc. | 184,720 | $1,113 萬 | 1.15% | +47,550+34.7% | 加碼 |
| Rhumbline Advisers | 196,760 | $1,186 萬 | 0.01% | +2,529+1.3% | 加碼 |
| Royce & Associates LP | 203,631 | $1,227 萬 | 0.12% | +3,093+1.5% | 加碼 |
| Panagora Asset Management Inc | 205,265 | $1,237 萬 | 0.07% | +58,330+39.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 206,256 | $1,243 萬 | 0.02% | −5,328−2.5% | 減碼 |
| Citadel Advisors LLC | 215,465 | $1,299 萬 | 0.01% | −212,883−49.7% | 減碼 |
| SEI Investments Co | 215,501 | $1,299 萬 | 0.02% | −50,787−19.1% | 減碼 |
| Millennium Management LLC | 228,103 | $1,375 萬 | 0.01% | −510,528−69.1% | 減碼 |
| New York State Common Retirement Fund | 229,699 | $1,384 萬 | 0.02% | +199,706+665.8% | 加碼 |
| Prudential Financial Inc | 238,797 | $1,439 萬 | 0.02% | −2,592−1.1% | 減碼 |
| Empower Advisory Group, LLC | 249,334 | $1,503 萬 | 0.06% | +3,004+1.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 278,603 | $1,679 萬 | 0.02% | −32,125−10.3% | 減碼 |
| Ameriprise Financial Inc | 286,862 | $1,729 萬 | 0.01% | −9,092−3.1% | 減碼 |
| Jupiter Asset Management Ltd | 333,098 | $2,006 萬 | 0.22% | 00.0% | 不變 |
| Principal Financial Group Inc | 340,528 | $2,052 萬 | 0.01% | −19,635−5.5% | 減碼 |
| Norges Bank | 350,467 | $2,112 萬 | 0.00% | +262,746+299.5% | 加碼 |
| Allianz Asset Management GmbH | 362,785 | $2,187 萬 | 0.05% | −44,810−11.0% | 減碼 |
| Wells Fargo & Company | 368,199 | $2,219 萬 | 0.01% | −48,424−11.6% | 減碼 |
| Assenagon Asset Management S.A. | 388,517 | $2,342 萬 | 0.09% | +137,694+54.9% | 加碼 |
| Global Alpha Capital Management Ltd. | 531,911 | $3,206 萬 | 3.00% | −12,667−2.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 536,699 | $3,235 萬 | 0.08% | −40,766−7.1% | 減碼 |
| Victory Capital Management Inc | 554,979 | $3,345 萬 | 0.04% | +52,166+10.4% | 加碼 |
| Charles Schwab Investment Management Inc | 556,646 | $3,355 萬 | 0.01% | −689−0.1% | 減碼 |