Ficha del valor · trimestre archivado
SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
14Tenedores rastreados
-1Δ titulares
26.67MAcciones mantenidas
$2.61BValor declarado
+1Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -6.7% ·
flujo de acciones -1.0% ·
nuevas posiciones netas -7.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
Participación a lo largo del tiempo
| 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 | — | — |
Quién lo tiene en cartera · Q2 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 8.15M | — | $797.64M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 7.37M | — | $721.34M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 7.37M | — | $721.34M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 7.37M | — | $721.34M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 7.37M | — | $721.34M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (pasivo) | 7.37M | — | $721.34M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 5.81M | — | $568.00M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 5.81M | — | $568.00M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 5.81M | — | $568.00M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 5.81M | — | $568.00M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 5.81M | — | $568.00M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (pasivo) | 2.16M | -2.6% | $211.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Geode Capital Management ✦ (pasivo) | 1.57M | -1.4% | $154.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Geode Capital Management ✦ (pasivo) | 1.57M | -1.4% | $154.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Norges Bank ✦ (pasivo) | 650.83K | 0.0% | $63.67M | 0.0% | Held | 5 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 435.87K | -25.3% | $42.64M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 435.87K | -25.3% | $42.64M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Marshall Wace ✦ | 186.58K | +350.2% | $18.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Marshall Wace ✦ | 186.58K | +350.2% | $18.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Marshall Wace ✦ | 186.58K | +350.2% | $18.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 83.49K | -7.0% | $8.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 83.49K | -7.0% | $8.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 83.49K | -7.0% | $8.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 83.49K | -7.0% | $8.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 83.49K | -7.0% | $8.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Bridgewater Associates ✦ | 81.17K | +49.4% | $7.94M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 60.26K | +82.5% | $5.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 48.36K | +8.3% | $4.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Millennium Management ✦ | 26.50K | -85.3% | $2.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | GAMCO Investors ✦ | 26.30K | Nuevo | $2.57M | 0.0% | New | 1 | 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
| GAMCO Investors | $2.57M | 0.0% |
Posición cerrada
| Point72 Asset Management | $7.45M | era 0.0% |
| Gotham Asset Management | $236,082 | 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.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2025 ·
Metodología ·
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