SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +18.8% ·
Aktienfluss +5.6% ·
neue Nettopositionen +10.5%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passiv) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passiv) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passiv) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passiv) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | The Vanguard Group ✦ (passiv) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | The Vanguard Group ✦ (passiv) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (passiv) | 2.16M | -0.1% | $248.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Geode Capital Management ✦ (passiv) | 1.57M | -0.3% | $180.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Geode Capital Management ✦ (passiv) | 1.57M | -0.3% | $180.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.34M | — | $154.43M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.13M | — | $129.94M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Goldman Sachs Group ✦ | 866.85K | — | $99.78M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Goldman Sachs Group ✦ | 866.85K | — | $99.78M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 866.85K | — | $99.78M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 866.85K | — | $99.78M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | D. E. Shaw & Co. ✦ | 342.11K | -21.5% | $39.38M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 58 | D. E. Shaw & Co. ✦ | 342.11K | -21.5% | $39.38M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 59 | Arrowstreet Capital ✦ | 184.13K | Neu | $21.20M | 0.0% | New | 1 | SEC ↗ |
| 60 | Fisher Asset Management ✦ | 166.86K | Neu | $19.21M | 0.0% | New | 1 | SEC ↗ |
| 61 | Wellington Management ✦ | 144.79K | Neu | $16.67M | 0.0% | New | 1 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 66 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | Bridgewater Associates ✦ | 73.45K | -9.5% | $8.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 68 | Marshall Wace ✦ | 69.08K | -63.0% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Marshall Wace ✦ | 69.08K | -63.0% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Marshall Wace ✦ | 69.08K | -63.0% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | T. Rowe Price ✦ | 50.84K | +5.1% | $5.85M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 72 | Gotham Asset Management ✦ | 50.11K | Neu | $5.77M | 0.0% | New | 1 | SEC ↗ |
| 73 | GAMCO Investors ✦ | 22.48K | -14.5% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Millennium Management ✦ | 11.59K | -56.3% | $1.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Arrowstreet Capital | $21.20M | 0.0% |
| Fisher Asset Management | $19.21M | 0.0% |
| Wellington Management | $16.67M | 0.0% |
| Gotham Asset Management | $5.77M | 0.0% |
Ausgestiegen
| Norges Bank | $63.67M | war 0.0% |
| Citadel Advisors | $5.90M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 452 Inhaber, 52.66M Anteile, $6.70B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.