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 2 季 13F 持有人
Sanmina Corp 在 2024/6/30 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
- 285
- 較 2024 年第 1 季 −27 家
- 持有股數
- 5,266 萬
- 較 2024 年第 1 季 +35.7 萬 (+0.7%)
- 總市值
- $34.9 億
- 較 2024 年第 1 季 +$2.37 億 (+7.3%)
- 新進機構
- 33
- 另有 106 家加碼
- 清倉機構
- 60
- 另有 108 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 4,467 | $29.6 萬 | 0.00% | +3+0.1% | 加碼 |
| Inceptionr LLC | 4,519 | $29.9 萬 | 0.08% | −413−8.4% | 減碼 |
| Lido Advisors, LLC | 4,562 | $30.2 萬 | 0.00% | −383−7.7% | 減碼 |
| Atomi Financial Group, Inc. | 4,562 | $30.2 萬 | 0.02% | +4,562 | 新進 |
| Park Avenue Securities LLC | 4,603 | $30.5 萬 | 0.00% | +234+5.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,644 | $30.8 萬 | 0.00% | −154−3.2% | 減碼 |
| Xponance, Inc. | 4,854 | $32.2 萬 | 0.00% | +76+1.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 4,879 | $32.3 萬 | 0.00% | +4,879 | 新進 |
| Marathon Capital Management | 5,000 | $33.1 萬 | 0.08% | −2,500−33.3% | 減碼 |
| Centiva Capital, LP | 5,176 | $34.3 萬 | 0.02% | +593+12.9% | 加碼 |
| Navellier & Associates Inc | 5,344 | $35.4 萬 | 0.04% | −142−2.6% | 減碼 |
| QRG Capital Management, Inc. | 5,365 | $35.5 萬 | 0.00% | −346−6.1% | 減碼 |
| Seven Eight Capital, LP | 5,369 | $35.6 萬 | 0.04% | −11,891−68.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 5,370 | $35.6 萬 | 0.00% | +75+1.4% | 加碼 |
| CIBC Asset Management Inc | 5,384 | $35.7 萬 | 0.00% | −631−10.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,499 | $36.4 萬 | 0.01% | 00.0% | 不變 |
| Kendall Capital Management | 6,085 | $40.3 萬 | 0.13% | +735+13.7% | 加碼 |
| Eqis Capital Management, Inc. | 6,264 | $41.5 萬 | 0.03% | −947−13.1% | 減碼 |
| Captrust Financial Advisors | 6,421 | $42.5 萬 | 0.00% | +93+1.5% | 加碼 |
| Bank of Montreal | 6,562 | $43.7 萬 | 0.00% | −160−2.4% | 減碼 |
| Graham Capital Management, L.P. | 6,601 | $43.7 萬 | 0.02% | +6,601 | 新進 |
| Evergreen Capital Management LLC | 6,771 | $44.9 萬 | 0.02% | +776+12.9% | 加碼 |
| MML Investors Services, LLC | 6,874 | $45.5 萬 | 0.00% | −797−10.4% | 減碼 |
| Omers Administration Corp | 6,900 | $45.7 萬 | 0.00% | +6,900 | 新進 |
| Susquehanna International Group, LLP | 6,934 | $45.9 萬 | 0.00% | −6,712−49.2% | 減碼 |
| Pictet Asset Management Holding SA | 7,000 | $46.4 萬 | 0.00% | −1,094−13.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,215 | $47.8 萬 | 0.01% | +2,314+47.2% | 加碼 |
| Vestcor Inc | 7,441 | $49.3 萬 | 0.02% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 7,671 | $50.8 萬 | 0.04% | +27+0.4% | 加碼 |
| Brevan Howard Capital Management LP | 7,855 | $52.0 萬 | 0.03% | +3,372+75.2% | 加碼 |
| Pathstone Holdings, LLC | 7,910 | $52.4 萬 | 0.00% | +379+5.0% | 加碼 |
| HSBC Holdings PLC | 8,677 | $57.1 萬 | 0.00% | −509−5.5% | 減碼 |
| Ritholtz Wealth Management | 8,827 | $58.5 萬 | 0.02% | −188−2.1% | 減碼 |
| ProShare Advisors LLC | 9,049 | $59.9 萬 | 0.00% | −2,572−22.1% | 減碼 |
| Mutual of America Capital Management LLC | 9,115 | $60.4 萬 | 0.01% | −494−5.1% | 減碼 |
| EMC Capital Management | 9,420 | $62.4 萬 | 0.36% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 9,528 | $63.1 萬 | 0.01% | +8,593+919.0% | 加碼 |
| RBF Capital, LLC | 10,000 | $66.3 萬 | 0.04% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 10,225 | $67.7 萬 | 0.00% | −1,653−13.9% | 減碼 |
| Delphi Management Inc | 10,461 | $69.3 萬 | 0.57% | +529+5.3% | 加碼 |
| Cresset Asset Management, LLC | 10,715 | $71.0 萬 | 0.00% | +848+8.6% | 加碼 |
| SG Americas Securities, LLC | 11,161 | $73.9 萬 | 0.00% | +4,660+71.7% | 加碼 |
| JustInvest LLC | 11,653 | $77.2 萬 | 0.01% | −921−7.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,800 | $78.2 萬 | 0.00% | 00.0% | 不變 |
| SummerHaven Investment Management, LLC | 11,881 | $78.7 萬 | 0.52% | +224+1.9% | 加碼 |
| UniSuper Management Pty Ltd | 11,918 | $79.0 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,949 | $79.2 萬 | 0.01% | −96−0.8% | 減碼 |
| Everence Capital Management Inc | 13,090 | $79.4 萬 | 0.06% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 12,226 | $81.0 萬 | 0.15% | +6,602+117.4% | 加碼 |
| Diamond Hill Capital Management Inc | 12,471 | $82.6 萬 | 0.00% | −378,919−96.8% | 減碼 |
| Stifel Financial Corp | 13,213 | $87.5 萬 | 0.00% | −335−2.5% | 減碼 |
| Janney Montgomery Scott LLC | 13,252 | $87.8 萬 | 0.00% | −375−2.8% | 減碼 |
| LPL Financial LLC | 13,316 | $88.2 萬 | 0.00% | −1,965−12.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 13,461 | $89.2 萬 | 0.02% | −1,500−10.0% | 減碼 |
| Campbell & CO Investment Adviser LLC | 13,955 | $92.5 萬 | 0.08% | +13,955 | 新進 |
| ExodusPoint Capital Management, LP | 14,739 | $97.6 萬 | 0.01% | +6,149+71.6% | 加碼 |
| State of Wisconsin Investment Board | 14,996 | $99.3 萬 | 0.00% | −23,323−60.9% | 減碼 |
| Natixis Advisors, L.P. | 15,298 | $101.3 萬 | 0.00% | +1,513+11.0% | 加碼 |
| Arizona State Retirement System | 15,615 | $103.4 萬 | 0.01% | −60.0% | 減碼 |
| Engineers Gate Manager LP | 15,955 | $105.7 萬 | 0.02% | −15,008−48.5% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 16,166 | $107.1 萬 | 0.04% | −1,100−6.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 16,332 | $108.2 萬 | 0.00% | −3,640−18.2% | 減碼 |
| Winton Group Ltd | 16,544 | $109.6 萬 | 0.07% | +16,544 | 新進 |
| STRS Ohio | 16,800 | $111.3 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 16,932 | $112.2 萬 | 0.01% | −699−4.0% | 減碼 |
| Ensign Peak Advisors, Inc | 18,505 | $122.6 萬 | 0.00% | 00.0% | 不變 |
| Atria Investments LLC | 18,531 | $122.8 萬 | 0.02% | +2,367+14.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 18,747 | $124.2 萬 | 0.01% | 00.0% | 不變 |
| Diversified Trust Co | 18,774 | $124.4 萬 | 0.04% | +1,898+11.2% | 加碼 |
| Russell Investments Group, Ltd. | 19,111 | $126.6 萬 | 0.00% | −18,230−48.8% | 減碼 |
| Maryland State Retirement & Pension System | 19,335 | $128.1 萬 | 0.02% | −763−3.8% | 減碼 |
| Intech Investment Management LLC | 19,666 | $130.3 萬 | 0.02% | +19,666 | 新進 |
| Hantz Financial Services, Inc. | 19,767 | $131.0 萬 | 0.03% | +10,909+123.2% | 加碼 |
| Pacifica Partners Inc. | 20,131 | $133.3 萬 | 0.57% | −220−1.1% | 減碼 |
| Voya Investment Management LLC | 21,018 | $139.2 萬 | 0.00% | +281+1.4% | 加碼 |
| Creative Planning | 21,064 | $139.5 萬 | 0.00% | +11,594+122.4% | 加碼 |
| Sanctuary Advisors, LLC | 22,932 | $144.4 萬 | 0.01% | +22,932 | 新進 |
| Caxton Associates LP | 22,276 | $147.6 萬 | 0.06% | +17,495+365.9% | 加碼 |
| Barclays PLC | 23,432 | $155.2 萬 | 0.00% | −33,614−58.9% | 減碼 |
| Yousif Capital Management, LLC | 23,690 | $156.9 萬 | 0.02% | −3,290−12.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 23,709 | $157.1 萬 | 0.02% | +2,340+11.0% | 加碼 |
| Deutsche Bank AG | 24,381 | $161.5 萬 | 0.00% | −109,717−81.8% | 減碼 |
| Renaissance Technologies LLC | 25,533 | $169.2 萬 | 0.00% | −162,600−86.4% | 減碼 |
| State of Tennessee, Treasury Department | 25,910 | $171.7 萬 | 0.01% | +2,278+9.6% | 加碼 |
| Royal Bank of Canada | 26,215 | $173.7 萬 | 0.00% | +7,569+40.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 27,659 | $183.2 萬 | 0.00% | +27,659 | 新進 |
| Jennison Associates LLC | 27,677 | $183.4 萬 | 0.00% | −5,451−16.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 27,821 | $184.3 萬 | 0.01% | −17,477−38.6% | 減碼 |
| Louisiana State Employees Retirement System | 27,900 | $184.8 萬 | 0.04% | +300+1.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 28,340 | $187.8 萬 | 0.01% | +3,600+14.6% | 加碼 |
| Glenmede Trust Co NA | 28,606 | $189.5 萬 | 0.01% | −70.0% | 減碼 |
| Keeley-Teton Advisors, LLC | 28,649 | $189.8 萬 | 0.24% | +6,269+28.0% | 加碼 |
| Avantax Advisory Services, Inc. | 29,463 | $195.2 萬 | 0.01% | +29,463 | 新進 |
| Two Sigma Advisers, LP | 30,300 | $200.7 萬 | 0.00% | −88,000−74.4% | 減碼 |
| Illinois Municipal Retirement Fund | 30,783 | $203.9 萬 | 0.03% | −466−1.5% | 減碼 |
| MetLife Investment Management | 31,626 | $209.5 萬 | 0.01% | +3,300+11.7% | 加碼 |
| Corebridge Financial, Inc. | 31,830 | $210.9 萬 | 0.01% | +31,830 | 新進 |
| Manufacturers Life Insurance Company, The | 31,948 | $211.7 萬 | 0.00% | +583+1.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 34,692 | $229.8 萬 | 0.03% | +10,000+40.5% | 加碼 |
| New York State Teachers Retirement System | 34,790 | $230.5 萬 | 0.00% | −700−2.0% | 減碼 |