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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。

2026 年第 2 季與 2026 年第 1 季比較

持有 Sanmina Corp 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

SANM 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數4608573+121
股數5,313 萬4.79 萬5,025 萬−282.9 萬 (−5.3%)
市值$68.9 億$620.5 萬$126.9 億+$58.1 億 (+84.4%)

8 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(172 家)

2026 年第 2 季季末持有 Sanmina Corp、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 172 家。

2026 年第 2 季新進 SANM 的機構
機構股數市值佔組合 %
Norges Bank662,307$1.68 億0.02%
Capital World Investors364,259$9,219 萬0.01%
Madison Avenue Partners, LP188,322$4,766 萬2.05%
Renaissance Technologies LLC138,033$3,493 萬0.05%
Trexquant Investment LP86,320$2,185 萬0.14%
Oribel Capital Management, LP75,900$1,921 萬1.60%
Boston Partners71,872$1,819 萬0.02%
Jupiter Topco LLC67,720$1,714 萬0.01%
Retirement Systems of Alabama65,142$1,649 萬0.05%
Point72 Asset Management, L.P.58,096$1,470 萬0.02%
Catalyst Funds Management Pty Ltd42,050$1,064 萬0.60%
Tudor Investment Corp Et Al41,730$1,056 萬0.04%
Krane Funds Advisors LLC38,774$981.3 萬0.35%
Weiss Asset Management LP38,463$973.4 萬0.11%
Susquehanna Portfolio Strategies, LLC33,631$851.1 萬0.14%
EAM Investors, LLC28,584$723.4 萬0.64%
NFJ Investment Group, LLC26,189$662.8 萬0.23%
Jain Global LLC26,023$658.6 萬0.08%
Peregrine Capital Management LLC25,987$657.7 萬0.21%
Treasurer of the State of North Carolina21,610$546.9 萬0.01%
Two Sigma Securities, LLC15,593$394.6 萬0.34%
CVFG LLC15,120$382.7 萬0.40%
Twinbeech Capital LP15,041$380.7 萬0.69%
Dark Forest Capital Management LP13,031$329.8 萬0.21%
Kennedy Capital Management, Inc.12,853$325.3 萬0.06%
State of Michigan Retirement System12,500$316.4 萬0.01%
Northwestern Mutual Investment Management Company, LLC12,056$305.1 萬0.04%
Simplex Trading, LLC11,674$295.4 萬0.08%
Hudson Bay Capital Management LP11,630$294.3 萬0.01%
New Mexico Educational Retirement Board11,100$280.9 萬0.07%
Horizon Investment Services, LLC10,792$273.1 萬0.76%
Oak Harvest Investment Services10,000$253.1 萬0.24%
Worldquant Millennium Advisors LLC9,789$247.7 萬0.01%
Sirios Capital Management L P9,747$246.7 萬0.30%
Sig Brokerage, LP8,993$227.6 萬0.36%
Arrowstreet Capital, Limited Partnership8,714$220.5 萬0.00%
Rokos Capital Management LLP8,412$213.0 萬0.03%
Diametric Capital, LP8,203$207.6 萬0.22%
Centiva Capital, LP8,138$206.0 萬0.07%
Janney Montgomery Scott LLC7,725$195.5 萬0.00%
LMR Partners LLP6,957$176.1 萬0.01%
Schonfeld Strategic Advisors LLC5,536$140.1 萬0.01%
Summit Global Investments4,840$122.5 萬0.07%
RFG Advisory, LLC4,811$121.8 萬0.02%
Silvercrest Asset Management Group LLC4,593$116.2 萬0.01%
Kestra Advisory Services, LLC4,593$116.2 萬0.00%
Ameritas Advisory Services, LLC4,392$111.2 萬0.02%
Cornerstone Investment Partners, LLC4,164$105.4 萬0.04%
Group One Trading, L.P.3,609$91.3 萬0.03%
SummitTX Capital, L.P.3,258$82.5 萬0.02%
First Eagle Investment Management, LLC3,200$81.0 萬0.00%
Securian Asset Management, Inc3,953$78.0 萬0.03%
EntryPoint Capital, LLC3,034$76.8 萬0.19%
Voleon Capital Management LP2,928$74.1 萬0.01%
Vestmark Advisory Solutions, Inc.2,875$72.8 萬0.01%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund2,800$70.9 萬0.35%
Mount Lucas Management LP2,798$70.8 萬0.25%
Park Avenue Securities LLC2,668$67.5 萬0.00%
Utah Retirement Systems2,647$67.0 萬0.01%
Laurion Capital Management LP2,427$61.4 萬0.04%
Greenland Capital Management LP2,373$60.1 萬0.11%
USS Investment Management Ltd2,300$58.2 萬0.00%
Maverick Capital Ltd大師Maverick 資本2,300$58.2 萬0.01%
Guggenheim Capital LLC2,154$54.5 萬0.00%
Infrastructure Capital Advisors, LLC2,103$53.2 萬0.04%
Caitlin John, LLC2,003$50.7 萬0.28%
Pinebridge Investments LLC1,929$48.8 萬0.00%
D L Carlson Investment Group Inc1,916$48.5 萬0.08%
Gotham Asset Management, LLC1,893$47.9 萬0.00%
Arista Wealth Management, LLC1,840$46.6 萬0.05%
Nykredit A/S1,733$43.9 萬0.00%
CAPROCK Group, Inc.1,648$41.7 萬0.01%
Exchange Traded Concepts, LLC1,562$39.5 萬0.00%
Moody Lynn & Lieberson, LLC1,509$38.2 萬0.02%
North Dakota State Investment Board1,495$37.8 萬0.02%
Markin Volterra Fund LP1,490$37.7 萬1.28%
Marex Group plc1,483$37.5 萬0.00%
CWA Asset Management Group, LLC1,445$36.6 萬0.01%
Prelude Capital Management, LLC1,386$35.1 萬0.03%
Highland Capital Management, LLC1,366$34.6 萬0.02%
Greenleaf Trust1,313$33.2 萬0.00%
Sawgrass Asset Management LLC1,290$32.6 萬0.04%
Summit Trail Advisors, LLC1,284$32.5 萬0.00%
Meiji Yasuda Asset Management Co Ltd.1,241$31.4 萬0.01%
AE Wealth Management LLC1,230$31.1 萬0.00%
Buckingham Strategic Partners1,229$31.1 萬0.00%
J.W. Cole Advisors, Inc.1,228$31.1 萬0.01%
Polymer Capital Management (US) LLC1,222$30.9 萬0.05%
Kestra Private Wealth Services, LLC1,219$30.9 萬0.00%
United Capital Financial Advisers, LLC1,204$30.5 萬0.00%
Ethic Inc.1,204$30.5 萬0.00%
Ballentine Partners, LLC1,183$29.9 萬0.00%
PUREfi Wealth, LLC1,178$29.8 萬0.16%
Turner Financial Group, Inc.1,162$29.4 萬0.29%
Advisors Capital Management, LLC1,149$29.1 萬0.00%
Foundations Investment Advisors, LLC1,136$28.7 萬0.00%
Connecticut Capital Management Group, LLC1,118$28.3 萬0.23%
Capstone Investment Advisors, LLC1,104$27.9 萬0.00%
Winton Group Ltd1,100$27.8 萬0.01%
Crestwood Advisors Group LLC1,086$27.5 萬0.00%

清倉機構(51 家)

2026 年第 1 季季末持有 Sanmina Corp、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 SANM 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Public Sector Pension Investment Board226,260$2,933 萬
William Blair Investment Management, LLC101,655$1,318 萬
Illinois Municipal Retirement Fund33,979$440.5 萬
Edgestream Partners, L.P.27,792$360.3 萬
Mirae Asset Global ETFs Holdings Ltd.25,061$324.9 萬
Integrated Quantitative Investments LLC19,392$251.4 萬
Diversified Trust Co18,033$233.8 萬
Neo Ivy Capital Management16,329$211.7 萬
Schroder Investment Management Group15,375$190.7 萬
Timothy G. Youngquist 2020 Irrevocable Trust14,699$190.6 萬
VARCOV Co.11,732$152.1 萬
Collaborative Fund Advisors, LLC8,982$116.4 萬
PEAK6 LLC7,349$95.3 萬
Sierra Summit Advisors LLC6,478$84.0 萬
Stoneridge Investment Partners LLC5,708$74.0 萬
Entropy Technologies, LP4,402$57.1 萬
EP Wealth Advisors, LLC3,681$47.7 萬
Qsemble Capital Management, LP3,582$46.4 萬
FORA Capital, LLC3,035$39.3 萬
Holocene Advisors, LP2,424$31.4 萬
Bridgefront Capital, LLC2,216$28.7 萬
Brinker Capital Investments, LLC1,988$25.8 萬
Verus Capital Partners, LLC1,895$24.6 萬
GTS Securities LLC1,733$22.5 萬
Sage Rhino Capital LLC1,694$22.0 萬
Abacus Wealth Partners, LLC1,691$21.9 萬
Salomon & Ludwin, LLC568$7.40 萬
MAI Capital Management402$5.21 萬
Kemnay Advisory Services Inc.317$4.11 萬
Root Financial Partners, LLC254$3.29 萬
Towarzystwo Funduszy Inwestycyjnych Pzu SA210$2.72 萬
University of Texas/Texas Am Investment Managment Co156$2.02 萬
Sound Income Strategies, LLC153$1.99 萬
Twin Peaks Wealth Advisors, LLC140$1.81 萬
Advisory Services Network, LLC138$1.79 萬
Legacy Wealth Managment, LLC132$1.71 萬
Harbor Investment Advisory, LLC100$1.30 萬
Kings Path Partners LLC100$1.30 萬
Accent Capital Management, LLC84$1.09 萬
Bruce G. Allen Investments, LLC43$5,575
National Bank of Canada41$5,287
Annis Gardner Whiting Capital Advisors, LLC21$2,723
Optiver Holding B.V.14$1,815
Intentional Wealth Strategies, LLC13$1,685
Ankerstar Wealth, LLC9$1,167
Barrow Hanley Mewhinney & Strauss LLC6$778
Vermillion Wealth Management, Inc.4$519
Frazier Financial Advisors, LLC4$519
Gilpin Wealth Management, LLC4$519
Curio Wealth, LLC2$259
Godfrey Financial Associates, Inc.1$130

尚未申報 2026 年第 2 季的機構(8 家)

2026 年第 1 季季末持有 Sanmina Corp、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 SANM、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC33,933$439.7 萬
CWM, LLC6,398$82.9 萬
Skopos Labs, Inc.3,364$43.6 萬
DGS Capital Management, LLC2,106$27.3 萬
Journey Strategic Wealth LLC1,851$24.0 萬
McIlrath & Eck, LLC118$1.53 萬
USA Financial Portformulas Corp99$1.28 萬
Sunbelt Securities, Inc.8$1,037