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 13F 持有人
Sanmina Corp 在 2026/6/30 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
- 573
- 較 2026 年第 1 季 +121 家
- 持有股數
- 5,025 萬
- 較 2026 年第 1 季 −282.9 萬 (−5.3%)
- 總市值
- $126.9 億
- 較 2026 年第 1 季 +$58.1 億 (+84.4%)
- 新進機構
- 172
- 另有 145 家加碼
- 清倉機構
- 51
- 另有 211 家減碼
另有 8 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 67,720 | $1,714 萬 | 0.01% | +67,720 | 新進 |
| Portolan Capital Management, LLC | 68,255 | $1,727 萬 | 0.65% | +40,923+149.7% | 加碼 |
| Squarepoint Ops LLC | 70,990 | $1,797 萬 | 0.03% | +43,182+155.3% | 加碼 |
| Boston Partners | 71,872 | $1,819 萬 | 0.02% | +71,872 | 新進 |
| United Capital Management of KS, Inc. | 73,911 | $1,871 萬 | 2.45% | −30,182−29.0% | 減碼 |
| Oribel Capital Management, LP | 75,900 | $1,921 萬 | 1.60% | +75,900 | 新進 |
| First Trust Advisors LP | 75,944 | $1,922 萬 | 0.01% | +60,958+406.8% | 加碼 |
| Legal & General Group Plc | 77,489 | $1,961 萬 | 0.00% | −53,627−40.9% | 減碼 |
| Creative Planning | 79,690 | $2,017 萬 | 0.01% | −7,568−8.7% | 減碼 |
| Freestone Grove Partners LP | 80,274 | $2,032 萬 | 0.13% | +35,284+78.4% | 加碼 |
| Raymond James Financial Inc | 85,279 | $2,158 萬 | 0.01% | +13,187+18.3% | 加碼 |
| Trexquant Investment LP | 86,320 | $2,185 萬 | 0.14% | +86,320 | 新進 |
| AQR Capital Management LLC | 87,039 | $2,203 萬 | 0.01% | +2,028+2.4% | 加碼 |
| UBS Group AG | 97,547 | $2,469 萬 | 0.00% | −189,407−66.0% | 減碼 |
| California Public Employees Retirement System | 101,862 | $2,578 萬 | 0.01% | +15,044+17.3% | 加碼 |
| Bridgewater Associates, LP | 103,959 | $2,631 萬 | 0.11% | +48,577+87.7% | 加碼 |
| Clifford Capital Partners LLC | 104,055 | $2,633 萬 | 3.62% | +5,948+6.1% | 加碼 |
| Swiss National Bank | 104,100 | $2,635 萬 | 0.01% | −3,800−3.5% | 減碼 |
| Natixis Advisors, L.P. | 106,365 | $2,692 萬 | 0.03% | −65,773−38.2% | 減碼 |
| Envestnet Asset Management Inc | 109,846 | $2,780 萬 | 0.01% | −16,572−13.1% | 減碼 |
| Marshall Wace, LLP | 111,224 | $2,815 萬 | 0.02% | +22,586+25.5% | 加碼 |
| UBS Asset Management Americas Inc | 122,167 | $3,092 萬 | 0.01% | +18,618+18.0% | 加碼 |
| Ameriprise Financial Inc | 129,496 | $3,277 萬 | 0.01% | +4,298+3.4% | 加碼 |
| Price T Rowe Associates Inc | 136,216 | $3,448 萬 | 0.00% | +74,470+120.6% | 加碼 |
| Renaissance Technologies LLC | 138,033 | $3,493 萬 | 0.05% | +138,033 | 新進 |
| Rhumbline Advisers | 142,632 | $3,610 萬 | 0.03% | −9,052−6.0% | 減碼 |
| Wells Fargo & Company | 160,906 | $4,072 萬 | 0.01% | −36,066−18.3% | 減碼 |
| American Century Companies Inc | 165,754 | $4,195 萬 | 0.02% | −266,118−61.6% | 減碼 |
| Lord, Abbett & Co. LLC | 169,911 | $4,300 萬 | 0.12% | +33,866+24.9% | 加碼 |
| Principal Financial Group Inc | 180,790 | $4,575 萬 | 0.02% | −138,697−43.4% | 減碼 |
| Madison Avenue Partners, LP | 188,322 | $4,766 萬 | 2.05% | +188,322 | 新進 |
| Nuveen, LLC | 194,248 | $4,916 萬 | 0.01% | −273,075−58.4% | 減碼 |
| Qube Research & Technologies Ltd | 209,695 | $5,307 萬 | 0.06% | +139,612+199.2% | 加碼 |
| SEI Investments Co | 244,082 | $6,177 萬 | 0.05% | −1,288−0.5% | 減碼 |
| Los Angeles Capital Management LLC | 256,283 | $6,486 萬 | 0.24% | +219,089+589.0% | 加碼 |
| New York State Common Retirement Fund | 270,960 | $6,857 萬 | 0.09% | −53,410−16.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 282,164 | $7,141 萬 | 0.14% | +187,799+199.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 300,805 | $7,412 萬 | 0.11% | −148,393−33.0% | 減碼 |
| Global Alpha Capital Management Ltd. | 296,337 | $7,500 萬 | 4.49% | −306,225−50.8% | 減碼 |
| Goldman Sachs Group Inc | 296,982 | $7,516 萬 | 0.01% | −91,607−23.6% | 減碼 |
| Wellington Management Group LLP | 320,747 | $8,117 萬 | 0.01% | +169,016+111.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 339,191 | $8,584 萬 | 0.02% | −23,796−6.6% | 減碼 |
| Bank of New York Mellon Corp | 345,828 | $8,752 萬 | 0.01% | −26,131−7.0% | 減碼 |
| Hennessy Advisors Inc | 347,400 | $8,792 萬 | 2.81% | +42,500+13.9% | 加碼 |
| JPMorgan Chase & Co | 370,093 | $8,955 萬 | 0.01% | −47,974−11.5% | 減碼 |
| Capital World Investors | 364,259 | $9,219 萬 | 0.01% | +364,259 | 新進 |
| Frontier Capital Management Co LLC | 378,111 | $9,569 萬 | 0.89% | −259,277−40.7% | 減碼 |
| Citadel Advisors LLC | 391,486 | $9,908 萬 | 0.06% | +213,765+120.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 394,130 | $9,975 萬 | 0.27% | −304,548−43.6% | 減碼 |
| HRT Financial LP | 398,002 | $1.01 億 | 0.18% | +379,172+2,013.7% | 加碼 |
| Charles Schwab Investment Management Inc | 438,017 | $1.11 億 | 0.01% | −203,851−31.8% | 減碼 |
| Susquehanna International Group, LLP | 470,065 | $1.19 億 | 0.11% | +446,988+1,936.9% | 加碼 |
| Alyeska Investment Group, L.P. | 504,067 | $1.28 億 | 0.33% | +395,764+365.4% | 加碼 |
| Northern Trust Corp | 512,834 | $1.30 億 | 0.02% | −177,211−25.7% | 減碼 |
| Vaughan Nelson Investment Management, L.P. | 546,725 | $1.38 億 | 1.22% | −215,640−28.3% | 減碼 |
| Norges Bank | 662,307 | $1.68 億 | 0.02% | +662,307 | 新進 |
| Allianz Asset Management GmbH | 687,507 | $1.74 億 | 0.16% | −65,265−8.7% | 減碼 |
| Millennium Management LLC | 688,388 | $1.74 億 | 0.12% | +268,233+63.8% | 加碼 |
| Earnest Partners LLC | 699,656 | $1.77 億 | 0.64% | −155,966−18.2% | 減碼 |
| Bank of America Corp | 746,848 | $1.89 億 | 0.01% | −198,534−21.0% | 減碼 |
| Fisher Asset Management, LLC | 767,697 | $1.94 億 | 0.06% | −66,148−7.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 846,681 | $2.14 億 | 0.13% | +730,431+628.3% | 加碼 |
| Morgan Stanley | 881,557 | $2.23 億 | 0.01% | −62,527−6.6% | 減碼 |
| Advanced Micro Devices Inc | 1,151,052 | $2.91 億 | 22.21% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,206,012 | $3.05 億 | 0.02% | −325,338−21.2% | 減碼 |
| Dimensional Fund Advisors LP | 1,342,197 | $3.40 億 | 0.06% | −834,966−38.4% | 減碼 |
| Jane Street Group, LLC | 1,521,491 | $3.85 億 | 0.25% | +1,388,051+1,040.2% | 加碼 |
| State Street Corp | 1,696,291 | $4.29 億 | 0.01% | −464,327−21.5% | 減碼 |
| Invesco Ltd. | 2,166,769 | $5.48 億 | 0.04% | −248,591−10.3% | 減碼 |
| Vanguard Capital Management LLC | 2,327,693 | $5.89 億 | 0.01% | −24,499−1.0% | 減碼 |
| Vanguard Portfolio Management LLC | 3,051,029 | $7.72 億 | 0.03% | −974,489−24.2% | 減碼 |
| BlackRock, Inc. | 5,495,109 | $13.9 億 | 0.02% | −3,097,406−36.0% | 減碼 |
| FMR LLC | 8,032,556 | $20.3 億 | 0.09% | +776,056+10.7% | 加碼 |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −226,260−100.0% | 清倉 |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −101,655−100.0% | 清倉 |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −33,979−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −27,792−100.0% | 清倉 |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −25,061−100.0% | 清倉 |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −19,392−100.0% | 清倉 |
| Diversified Trust Co | 0 | $0 | 0.00% | −18,033−100.0% | 清倉 |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −16,329−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −15,375−100.0% | 清倉 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −14,699−100.0% | 清倉 |
| VARCOV Co. | 0 | $0 | 0.00% | −11,732−100.0% | 清倉 |
| Collaborative Fund Advisors, LLC | 0 | $0 | 0.00% | −8,982−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −7,349−100.0% | 清倉 |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −6,478−100.0% | 清倉 |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −5,708−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,402−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,681−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,582−100.0% | 清倉 |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,035−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,424−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,216−100.0% | 清倉 |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −1,988−100.0% | 清倉 |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −1,895−100.0% | 清倉 |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,733−100.0% | 清倉 |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −1,694−100.0% | 清倉 |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −1,691−100.0% | 清倉 |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −568−100.0% | 清倉 |