SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -6.7% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 131 | +6 | 38.57M | $9.74B | +13 | −6 |
| Q1 2026 | 127 | -8 | 39.36M | $5.10B | +4 | −13 |
| Q4 2025 | 134 | +2 | 45.74M | $6.87B | +3 | — |
| Q3 2025 | 19 | +3 | 31.01M | $3.57B | +4 | −2 |
| Q2 2025 | 14 | -1 | 26.67M | $2.61B | +1 | −2 |
| Q1 2025 | 12 | +1 | 5.60M | $426.35M | +2 | −1 |
| Q4 2024 | 11 | 0 | 5.93M | $448.93M | +1 | −1 |
| Q3 2024 | 10 | +1 | 4.04M | $276.53M | +1 | — |
| Q2 2024 | 9 | — | 3.89M | $257.87M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 2.32M | — | $175.56M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.54M | +1.4% | $116.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.54M | +1.4% | $116.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 780.73K | -19.0% | $59.08M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 780.73K | -19.0% | $59.08M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Norges Bank ✦ (pasivo) | 645.21K | -31.9% | $48.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Millennium Management ✦ | 406.86K | +38.6% | $30.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bridgewater Associates ✦ | 75.65K | +30.1% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 66.30K | -17.6% | $5.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 66.30K | -17.6% | $5.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 66.30K | -17.6% | $5.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 45.28K | -58.8% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 34.37K | -30.1% | $2.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 18.44K | Nuevo | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 3.14K | -58.2% | $237,301 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Arrowstreet Capital | $1.40M | 0.0% |
Posición cerrada
| Renaissance Technologies | $1.02M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 452 tenedores, 52.66M acciones, $6.70B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.