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。
2024 年第 1 季 13F 持有人
Sanmina Corp 在 2024/3/31 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
- 315
- 較 2023 年第 4 季 +17 家
- 持有股數
- 5,246 萬
- 較 2023 年第 4 季 −19.8 萬 (−0.4%)
- 總市值
- $32.6 億
- 較 2023 年第 4 季 +$5.57 億 (+20.6%)
- 新進機構
- 51
- 另有 91 家加碼
- 清倉機構
- 34
- 另有 133 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mariner, LLC | 4,334 | $26.9 萬 | 0.00% | +143+3.4% | 加碼 |
| Mackenzie Financial Corp | 4,362 | $27.1 萬 | 0.00% | −3,844−46.8% | 減碼 |
| Park Avenue Securities LLC | 4,369 | $27.2 萬 | 0.00% | −79−1.8% | 減碼 |
| Fox Run Management, L.L.C. | 4,403 | $27.4 萬 | 0.06% | −6,756−60.5% | 減碼 |
| Pearl River Capital, LLC | 4,403 | $27.4 萬 | 0.04% | +4,403 | 新進 |
| CIBC World Markets Inc. | 4,464 | $27.8 萬 | 0.00% | −89−2.0% | 減碼 |
| Brevan Howard Capital Management LP | 4,483 | $27.9 萬 | 0.03% | +4,483 | 新進 |
| Crossmark Global Holdings, Inc. | 4,479 | $27.9 萬 | 0.01% | +10.0% | 加碼 |
| Centiva Capital, LP | 4,583 | $28.5 萬 | 0.02% | +4,583 | 新進 |
| Xponance, Inc. | 4,778 | $29.7 萬 | 0.00% | −35−0.7% | 減碼 |
| Caxton Associates LP | 4,781 | $29.7 萬 | 0.02% | −5,155−51.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,798 | $29.8 萬 | 0.00% | −1,802−27.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 4,870 | $30.3 萬 | 0.03% | −18,586−79.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,901 | $30.5 萬 | 0.01% | +368+8.1% | 加碼 |
| Inceptionr LLC | 4,932 | $30.7 萬 | 0.08% | +4,932 | 新進 |
| Lido Advisors, LLC | 4,945 | $30.7 萬 | 0.00% | +425+9.4% | 加碼 |
| CSS LLC | 4,981 | $31.0 萬 | 0.03% | −3,000−37.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 5,295 | $32.9 萬 | 0.00% | −94−1.7% | 減碼 |
| Kendall Capital Management | 5,350 | $33.3 萬 | 0.11% | +5,350 | 新進 |
| CWM, LLC | 5,476 | $34.0 萬 | 0.00% | +5,078+1,275.9% | 加碼 |
| Navellier & Associates Inc | 5,486 | $34.1 萬 | 0.04% | +155+2.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,499 | $34.2 萬 | 0.01% | −233−4.1% | 減碼 |
| Dark Forest Capital Management LP | 5,624 | $35.0 萬 | 0.06% | −12,240−68.5% | 減碼 |
| QRG Capital Management, Inc. | 5,711 | $35.5 萬 | 0.00% | −2,679−31.9% | 減碼 |
| Bridgefront Capital, LLC | 5,859 | $36.4 萬 | 0.28% | +5,859 | 新進 |
| New York Life Investment Management LLC | 5,889 | $36.6 萬 | 0.00% | +184+3.2% | 加碼 |
| Evergreen Capital Management LLC | 5,995 | $37.3 萬 | 0.01% | −38−0.6% | 減碼 |
| CIBC Asset Management Inc | 6,015 | $37.4 萬 | 0.00% | −172−2.8% | 減碼 |
| PEAK6 Investments LLC | 6,017 | $37.4 萬 | 0.02% | +2,988+98.6% | 加碼 |
| Wolverine Trading, LLC | 6,097 | $37.9 萬 | 0.00% | +6,097 | 新進 |
| Axq Capital, LP | 6,137 | $38.2 萬 | 0.09% | +6,137 | 新進 |
| Captrust Financial Advisors | 6,328 | $39.3 萬 | 0.00% | −9,390−59.7% | 減碼 |
| Jump Financial, LLC | 6,361 | $39.6 萬 | 0.01% | −27,339−81.1% | 減碼 |
| SG Americas Securities, LLC | 6,501 | $40.4 萬 | 0.00% | +6,501 | 新進 |
| Nebula Research & Development LLC | 6,503 | $40.4 萬 | 0.09% | +6,503 | 新進 |
| Bank of Montreal | 6,722 | $41.9 萬 | 0.00% | +1,290+23.7% | 加碼 |
| Trexquant Investment LP | 6,921 | $43.0 萬 | 0.01% | +6,921 | 新進 |
| Eqis Capital Management, Inc. | 7,211 | $44.8 萬 | 0.04% | −101−1.4% | 減碼 |
| Vestcor Inc | 7,441 | $46.3 萬 | 0.02% | −1,407−15.9% | 減碼 |
| Marathon Capital Management | 7,500 | $46.6 萬 | 0.11% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 7,531 | $46.8 萬 | 0.00% | +330+4.6% | 加碼 |
| Mirabella Financial Services LLP | 7,644 | $47.5 萬 | 0.03% | +7,644 | 新進 |
| MML Investors Services, LLC | 7,671 | $47.7 萬 | 0.00% | −490−6.0% | 減碼 |
| Point72 (DIFC) Ltd | 7,744 | $48.2 萬 | 0.04% | +7,744 | 新進 |
| Shell Asset Management Co | 7,399 | $49.0 萬 | 0.02% | −736−9.0% | 減碼 |
| Aigen Investment Management, LP | 8,043 | $50.0 萬 | 0.11% | −25,038−75.7% | 減碼 |
| Pictet Asset Management Holding SA | 8,094 | $50.3 萬 | 0.00% | +1,246+18.2% | 加碼 |
| ExodusPoint Capital Management, LP | 8,590 | $53.4 萬 | 0.01% | +929+12.1% | 加碼 |
| Hantz Financial Services, Inc. | 8,858 | $55.1 萬 | 0.01% | +8,699+5,471.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,919 | $55.5 萬 | 0.00% | −492−5.2% | 減碼 |
| Ritholtz Wealth Management | 9,015 | $56.1 萬 | 0.02% | −459−4.8% | 減碼 |
| HSBC Holdings PLC | 9,186 | $57.1 萬 | 0.00% | +1,855+25.3% | 加碼 |
| EMC Capital Management | 9,420 | $58.6 萬 | 0.35% | +2,078+28.3% | 加碼 |
| Creative Planning | 9,470 | $58.9 萬 | 0.00% | −13−0.1% | 減碼 |
| Mutual of America Capital Management LLC | 9,609 | $59.7 萬 | 0.01% | −407−4.1% | 減碼 |
| Cresset Asset Management, LLC | 9,867 | $61.4 萬 | 0.00% | +9,867 | 新進 |
| Delphi Management Inc | 9,932 | $61.8 萬 | 0.48% | +322+3.4% | 加碼 |
| RBF Capital, LLC | 10,000 | $62.2 萬 | 0.03% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 10,741 | $66.8 萬 | 0.17% | +8,671+418.9% | 加碼 |
| Verition Fund Management LLC | 11,484 | $71.4 萬 | 0.01% | +7,453+184.9% | 加碼 |
| ProShare Advisors LLC | 11,621 | $72.3 萬 | 0.00% | +496+4.5% | 加碼 |
| SummerHaven Investment Management, LLC | 11,657 | $72.5 萬 | 0.45% | +184+1.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,800 | $73.4 萬 | 0.00% | −1,402−10.6% | 減碼 |
| Commonwealth Equity Services, LLC | 11,878 | $73.9 萬 | 0.00% | −623−5.0% | 減碼 |
| UniSuper Management Pty Ltd | 11,918 | $74.1 萬 | 0.01% | +11,918 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,045 | $74.9 萬 | 0.01% | −304−2.5% | 減碼 |
| JustInvest LLC | 12,574 | $78.2 萬 | 0.02% | +3,842+44.0% | 加碼 |
| Everence Capital Management Inc | 13,090 | $81.4 萬 | 0.05% | 00.0% | 不變 |
| Stifel Financial Corp | 13,548 | $84.2 萬 | 0.00% | −854−5.9% | 減碼 |
| Janney Montgomery Scott LLC | 13,627 | $84.7 萬 | 0.00% | +2,849+26.4% | 加碼 |
| Susquehanna International Group, LLP | 13,646 | $84.9 萬 | 0.00% | −13,890−50.4% | 減碼 |
| Natixis Advisors, L.P. | 13,785 | $85.7 萬 | 0.00% | +1,552+12.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 14,961 | $93.0 萬 | 0.02% | −1,800−10.7% | 減碼 |
| LPL Financial LLC | 15,281 | $95.0 萬 | 0.00% | +8+0.1% | 加碼 |
| Arizona State Retirement System | 15,621 | $97.1 萬 | 0.01% | −377−2.4% | 減碼 |
| Capital Fund Management S.A. | 16,040 | $99.7 萬 | 0.01% | +2,375+17.4% | 加碼 |
| Islay Capital Management, LLC | 16,076 | $100.0 萬 | 0.74% | +16,076 | 新進 |
| Atria Investments LLC | 16,164 | $100.5 萬 | 0.01% | +16,164 | 新進 |
| STRS Ohio | 16,800 | $104.4 萬 | 0.00% | −4,200−20.0% | 減碼 |
| Diversified Trust Co | 16,876 | $104.9 萬 | 0.03% | +654+4.0% | 加碼 |
| Seven Eight Capital, LP | 17,260 | $107.3 萬 | 0.11% | +6,750+64.2% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 17,266 | $107.4 萬 | 0.02% | −18,218−51.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 17,304 | $107.6 萬 | 0.08% | +8,129+88.6% | 加碼 |
| Cornercap Investment Counsel Inc | 17,353 | $107.9 萬 | 0.17% | −66−0.4% | 減碼 |
| Amalgamated Bank | 17,631 | $109.6 萬 | 0.01% | −4,121−18.9% | 減碼 |
| South Dakota Investment Council | 18,289 | $113.7 萬 | 0.02% | −19,774−52.0% | 減碼 |
| Ensign Peak Advisors, Inc | 18,505 | $115.1 萬 | 0.00% | −933−4.8% | 減碼 |
| Royal Bank of Canada | 18,646 | $115.9 萬 | 0.00% | −2,297−11.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 18,747 | $116.6 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 20,098 | $117.1 萬 | 0.02% | −701−3.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 19,972 | $121.8 萬 | 0.00% | +3,394+20.5% | 加碼 |
| Pacifica Partners Inc. | 20,351 | $122.3 萬 | 0.54% | −265−1.3% | 減碼 |
| Ardsley Advisory Partners LP | 20,000 | $124.4 萬 | 0.18% | +20,000 | 新進 |
| Federation des caisses Desjardins du Quebec | 24,740 | $127.1 萬 | 0.01% | 00.0% | 不變 |
| Voya Investment Management LLC | 20,737 | $128.9 萬 | 0.00% | −4,553−18.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 21,369 | $132.9 萬 | 0.01% | +594+2.9% | 加碼 |
| Keeley-Teton Advisors, LLC | 22,380 | $139.2 萬 | 0.17% | −3,981−15.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 23,539 | $146.4 萬 | 0.00% | +23,539 | 新進 |
| State of Tennessee, Treasury Department | 23,632 | $146.9 萬 | 0.01% | −4,920−17.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 26,208 | $152.2 萬 | 0.00% | 00.0% | 不變 |