SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
Momentum-inputs (vergelijkbare managers):
breedte van houders +9.1% ·
aandelenstroom -5.7% ·
netto nieuwe posities +8.3%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passief) | 2.22M | -4.3% | $169.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passief) | 1.60M | +4.0% | $121.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 1.60M | +4.0% | $121.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (passief) | 650.83K | +0.9% | $49.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 583.58K | -25.2% | $44.46M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 583.58K | -25.2% | $44.46M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | Millennium Management ✦ | 180.76K | -55.6% | $13.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Point72 Asset Management ✦ | 97.79K | Nieuw | $7.45M | 0.0% | New | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 89.74K | +35.4% | $6.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 89.74K | +35.4% | $6.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 89.74K | +35.4% | $6.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 89.74K | +35.4% | $6.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 89.74K | +35.4% | $6.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 54.33K | -28.2% | $4.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 44.64K | -1.4% | $3.40M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Marshall Wace ✦ | 41.45K | Nieuw | $3.16M | 0.0% | New | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 41.45K | Nieuw | $3.16M | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 33.02K | -3.9% | $2.52M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 3.10K | -1.2% | $236,082 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Point72 Asset Management | $7.45M | 0.0% |
| Marshall Wace | $3.16M | 0.0% |
| Marshall Wace | $3.16M | 0.0% |
Verlaten
| Arrowstreet Capital | $1.40M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 452 houders, 52.66M aandelen, $6.70B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.