Sanmina Corp

SANM

交易所: Nasdaq
產業: Printed Circuit Boards
SEC CIK: 0000897723

SEC 申報列表（在新分頁開啟）

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。

2025 年第 4 季與 2025 年第 3 季比較

持有 Sanmina Corp 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人 2025 年第 3 季全部持有人

SANM 的 13F 持有人：2025 年第 3 季與 2025 年第 4 季比較
項目	2025 年第 3 季	其中尚未申報 2025 年第 4 季	2025 年第 4 季	變化
持有家數	384	5	451	+72
股數	5,361 萬	2.83 萬	5,470 萬	+111.8 萬 (+2.1%)
市值	$61.7 億	$326.2 萬	$82.1 億	+$20.5 億 (+33.2%)

5 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（107 家）

2025 年第 4 季季末持有 Sanmina Corp、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 107 家。

2025 年第 4 季新進 SANM 的機構
機構	股數	市值	佔組合 %
Advanced Micro Devices Inc	1,151,052	$1.73 億	89.65%
Norges Bank	678,024	$1.02 億	0.01%
Alyeska Investment Group, L.P.	356,035	$5,343 萬	0.15%
Lord, Abbett & Co. LLC	137,044	$2,057 萬	0.06%
Portolan Capital Management, LLC	66,589	$999.3 萬	0.54%
CastleKnight Management LP	61,200	$918.4 萬	0.52%
Ardsley Advisory Partners LP	45,200	$678.3 萬	0.86%
Ellsworth Advisors, LLC	37,371	$651.8 萬	1.29%
Van Eck Associates Corp	42,077	$631.4 萬	0.01%
Segall Bryant & Hamill, LLC	40,063	$601.2 萬	0.08%
Concurrent Investment Advisors, LLC	37,379	$560.9 萬	0.06%
Freestone Grove Partners LP	28,913	$433.9 萬	0.03%
Renaissance Technologies LLC	26,833	$402.7 萬	0.01%
Acadian Asset Management LLC	25,192	$377.3 萬	0.01%
Nicholas Investment Partners, LP	24,286	$364.5 萬	0.27%
De Lisle Partners LLP	24,000	$360.4 萬	0.46%
Liontrust Investment Partners LLP	21,006	$315.2 萬	0.05%
Occam Crest Management LP	20,000	$300.1 萬	2.15%
Moody Aldrich Partners LLC	18,015	$270.4 萬	0.50%
Capital Fund Management S.A.	16,885	$253.4 萬	0.02%
Bosman Wealth Management, LLC	15,634	$234.6 萬	1.93%
Citadel Advisors LLC	15,019	$225.4 萬	0.00%
Glenmede Trust Co NA	14,462	$217.0 萬	0.01%
Somerset Group LLC	13,493	$207.0 萬	1.56%
Credit Agricole S A	10,113	$151.8 萬	0.00%
Nomura Asset Management International Inc.	10,100	$151.6 萬	0.00%
Loomis Sayles & Co L P	10,033	$150.6 萬	0.00%
Level Four Advisory Services, LLC	9,417	$141.3 萬	0.05%
Jefferies Financial Group Inc.	8,331	$125.0 萬	0.01%
Legato Capital Management LLC	8,213	$123.3 萬	0.11%
Sphera Management Technology Funds Ltd	8,000	$120.1 萬	0.63%
Ausbil Investment Management Ltd	7,914	$118.8 萬	0.68%
Bridgefront Capital, LLC	7,245	$108.7 萬	0.27%
Guggenheim Capital LLC	5,771	$86.6 萬	0.01%
Canada Pension Plan Investment Board	5,400	$81.0 萬	0.00%
Man Group plc	5,078	$76.2 萬	0.00%
Odyssean, LLC	4,765	$71.5 萬	0.51%
Walleye Capital LLC	4,588	$68.9 萬	0.00%
Pinpoint Asset Management (Singapore) Pte. Ltd.	4,530	$68.0 萬	0.14%
Atom Investors LP	4,344	$65.2 萬	0.05%
Simplex Trading, LLC	4,328	$65.0 萬	0.02%
Caxton Associates LLP	4,122	$61.9 萬	0.01%
Independent Financial Group, LLC	4,082	$61.3 萬	0.01%
EP Wealth Advisors, LLC	3,923	$58.9 萬	0.00%
Evolve Private Wealth, LLC	3,788	$56.8 萬	0.03%
CIBC World Markets Corp	3,459	$51.9 萬	0.00%
Counterpoint Mutual Funds LLC	3,305	$49.6 萬	0.04%
Zacks Investment Management	3,221	$48.3 萬	0.00%
Virtus ETF Advisers LLC	2,980	$44.7 萬	0.21%
BTC Capital Management, Inc.	2,886	$43.4 萬	0.03%
Ieq Capital, LLC	2,639	$39.6 萬	0.00%
Grantham, Mayo, Van Otterloo & Co. LLC	2,618	$39.3 萬	0.00%
Skopos Labs, Inc.	2,393	$36.8 萬	0.02%
Ashton Thomas Private Wealth, LLC	2,434	$36.5 萬	0.01%
Colony Group, LLC	2,398	$36.0 萬	0.00%
M&T Bank Corp	2,342	$35.1 萬	0.00%
Headlands Technologies LLC	2,249	$33.8 萬	0.03%
Fox Run Management, L.L.C.	2,225	$33.4 萬	0.05%
Polymer Capital Management (US) LLC	2,029	$30.4 萬	0.04%
Kestra Private Wealth Services, LLC	1,936	$29.1 萬	0.00%
Merit Financial Group, LLC	1,924	$28.9 萬	0.00%
Blueshift Asset Management, LLC	1,895	$28.4 萬	0.08%
CAPROCK Group, Inc.	1,871	$28.1 萬	0.01%
Truist Financial Corp	1,777	$26.7 萬	0.00%
Apollon Wealth Management, LLC	1,742	$26.1 萬	0.00%
180 Wealth Advisors, LLC	1,688	$25.3 萬	0.03%
Exchange Traded Concepts, LLC	1,648	$24.7 萬	0.00%
Anb Bank	1,594	$23.9 萬	0.09%
Seeds Investor LLC	1,579	$23.7 萬	0.05%
PharVision Advisers, LLC	1,541	$23.1 萬	0.12%
Beacon Pointe Advisors, LLC	1,523	$22.9 萬	0.00%
Cambridge Investment Research Advisors, Inc.	1,496	$22.5 萬	0.00%
Markin Volterra Fund LP	1,489	$22.3 萬	1.77%
Sigma Planning Corp	1,460	$21.9 萬	0.01%
Hollencrest Capital Management	1,423	$21.4 萬	0.01%
Pinnacle Wealth Planning Services, Inc.	1,119	$16.8 萬	0.02%
International Assets Investment Management, LLC	840	$12.6 萬	0.01%
Kemnay Advisory Services Inc.	778	$11.7 萬	0.02%
OP Asset Management Ltd	601	$9.02 萬	0.00%
USA Financial Portformulas Corp	505	$7.58 萬	0.01%
Kestra Advisory Services, LLC	397	$5.96 萬	0.00%
Employees Retirement System of Texas	260	$3.90 萬	0.00%
Sound Income Strategies, LLC	153	$2.71 萬	0.00%
SageView Advisory Group, LLC	160	$2.40 萬	0.00%
Financial Management Professionals, Inc.	140	$2.10 萬	0.00%
Keating Financial Advisory Services, Inc.	122	$1.83 萬	0.00%
University of Texas/Texas Am Investment Managment Co	105	$1.58 萬	0.00%
Signature Equity Partners, LLC	96	$1.44 萬	0.01%
SHP Wealth Management	67	$1.01 萬	0.00%
Cullen/Frost Bankers, Inc.	66	$9,905	0.00%
Basecamp Wealth Advisors LLC	61	$9,154	0.00%
National Bank of Canada	57	$8,529	0.00%
Greenline Wealth Management LLC	48	$7,139	0.01%
Brown Brothers Harriman & Co	18	$2,701	0.00%
Tompkins Financial Corp	17	$2,551	0.00%
Cornerstone Financial Management LLC	10	$1,501	0.00%
Zions Bancorporation, National Association	8	$1,201	0.00%
Flagship Harbor Advisors, LLC	8	$1,201	0.00%
Ankerstar Wealth, LLC	8	$1,201	0.00%
TD Capital Management LLC	5	$750	0.00%

清倉機構（35 家）

2025 年第 3 季季末持有 Sanmina Corp、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 SANM 的機構
機構	2025 年第 3 季股數	2025 年第 3 季市值
Oribel Capital Management, LP	270,900	$3,118 萬
SG Capital Management LLC	87,399	$1,006 萬
Campbell & CO Investment Adviser LLC	44,010	$506.6 萬
Twinbeech Capital LP	42,747	$492.1 萬
Magnetar Financial LLC	35,495	$408.6 萬
Engineers Gate Manager LP	18,349	$211.2 萬
Elo Mutual Pension Insurance Co	16,849	$193.9 萬
Andra AP-fonden	15,373	$177.0 萬
Empowered Funds, LLC	15,093	$173.7 萬
SummitTX Capital, L.P.	11,443	$131.7 萬
Dark Forest Capital Management LP	10,796	$124.3 萬
Macquarie Group Ltd	10,100	$116.3 萬
Scientech Research LLC	8,180	$94.2 萬
Winton Group Ltd	7,909	$91.0 萬
ExodusPoint Capital Management, LP	6,747	$77.7 萬
Aviva PLC	4,753	$54.7 萬
New Age Alpha Advisors, LLC	3,624	$41.7 萬
FORA Capital, LLC	3,401	$39.1 萬
Virtu Financial LLC	2,724	$31.3 萬
Unique Wealth Strategies, LLC	2,670	$30.7 萬
Aristides Capital LLC	2,430	$28.0 萬
Longboard Asset Management, LP	2,032	$23.4 萬
Kovitz Investment Group Partners, LLC	1,759	$20.2 萬
Principal Securities, Inc.	1,256	$14.5 萬
Bayforest Capital Ltd	1,112	$12.8 萬
Wealthspire Advisors, LLC	317	$3.65 萬
State of Wyoming	180	$2.07 萬
Rise Advisors, LLC	120	$1.38 萬
Twin Tree Management, LP	87	$1.00 萬
Atlantic Trust, LLC	34	$3,914
JPL Wealth Management, LLC	30	$3,455
Cloud Capital Management, LLC	16	$1,000
Raffa Wealth Management, LLC	7	$806
Tortoise Investment Management, LLC	4	$460
GWM Advisors LLC	3	$345

尚未申報 2025 年第 4 季的機構（5 家）

2025 年第 3 季季末持有 Sanmina Corp、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 3 季持有 SANM、尚未申報 2025 年第 4 季的機構
機構	2025 年第 3 季股數	2025 年第 3 季市值
Glenmede Investment Management, LP	18,389	$211.7 萬
CIBC Bancorp USA Inc.	5,574	$64.2 萬
Moloney Securities Asset Management, LLC	2,744	$31.6 萬
Shell Asset Management Co	1,520	$17.5 萬
Hemington Wealth Management	119	$1.30 萬