SANM
Sanmina Corporation · Technology · Hardware, Equipment & Parts
Señales de momentum (gestores comparables):
amplitud de titulares +18.8% ·
flujo de acciones +5.6% ·
nuevas posiciones netas +10.5%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 31.02K | $6.40M | +1 | n/a |
| Q2 2026 | 132 | +7 | 38.56M | $9.74B | +14 | −6 |
| Q1 2026 | 127 | -8 | 39.36M | $5.10B | +4 | −13 |
| Q4 2025 | 134 | +2 | 45.74M | $6.87B | +3 | n/a |
| 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 | n/a |
| Q2 2024 | 9 | n/a | 3.89M | $257.87M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 8.01M | -1.7% | $922.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 2 | Fidelity (FMR) ✦ | 7.56M | +30.2% | $870.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | The Vanguard Group ✦ (pasivo) | 7.18M | -2.6% | $826.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (pasivo) | 2.16M | -0.1% | $248.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Geode Capital Management ✦ (pasivo) | 1.57M | -0.3% | $180.80M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 1.34M | n/a | $154.43M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 7 | JPMorgan Chase ✦ | 1.13M | n/a | $129.94M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 8 | Goldman Sachs Group ✦ | 866.85K | n/a | $99.78M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | D. E. Shaw & Co. ✦ | 342.11K | -21.5% | $39.38M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 10 | Arrowstreet Capital ✦ | 184.13K | Nuevo | $21.20M | 0.0% | New | 1 | SEC ↗ |
| 11 | Fisher Asset Management ✦ | 166.86K | Nuevo | $19.21M | 0.0% | New | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 144.79K | Nuevo | $16.67M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 77.93K | -6.7% | $8.97M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 14 | Bridgewater Associates ✦ | 73.45K | -9.5% | $8.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 15 | Marshall Wace ✦ | 69.08K | -63.0% | $7.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | T. Rowe Price ✦ | 50.84K | +5.1% | $5.85M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 50.11K | Nuevo | $5.77M | 0.0% | New | 1 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 22.48K | -14.5% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Millennium Management ✦ | 11.59K | -56.3% | $1.33M | 0.0% | ▼ Trim | 6 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| 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% |
Posición cerrada
| Norges Bank | $63.67M | era 0.0% |
| Citadel Advisors | $5.90M | 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 120 acc. · $24,055
Director · 120 acc. · $24,323
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología