Semtech Corp
SMTC- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000088941
近 90 天，Semtech Corp 內部人申報 0 筆公開市場買進、16 筆賣出；2026 年第 2 季末有 583 家機構在 13F 申報持有，市值合計 $154.3 億；大師中只有Maverick 資本持有。
2026 年第 2 季 13F 持有人
Semtech Corp 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 583
- 較 2026 年第 1 季 +145 家
- 持有股數
- 9,915 萬
- 較 2026 年第 1 季 −1,106 萬 (−10.0%)
- 總市值
- $154.3 億
- 較 2026 年第 1 季 +$75.7 億 (+96.3%)
- 新進機構
- 198
- 另有 157 家加碼
- 清倉機構
- 53
- 另有 185 家減碼
另有 7 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SMTC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 583 | $154.3 億 |
| 2026 年第 1 季 | 445 | $78.7 億 |
| 2025 年第 4 季 | 409 | $87.3 億 |
| 2025 年第 3 季 | 359 | $80.6 億 |
| 2025 年第 2 季 | 326 | $51.6 億 |
| 2025 年第 1 季 | 325 | $37.6 億 |
| 2024 年第 4 季 | 369 | $65.1 億 |
| 2024 年第 3 季 | 288 | $43.6 億 |
| 2024 年第 2 季 | 276 | $28.0 億 |
| 2024 年第 1 季 | 259 | $26.5 億 |
| 2023 年第 4 季 | 245 | $21.7 億 |
| 2023 年第 3 季 | 217 | $18.6 億 |
| 2023 年第 2 季 | 227 | $17.8 億 |
| 2023 年第 1 季 | 248 | $17.0 億 |
| 2022 年第 4 季 | 262 | $19.9 億 |
| 2022 年第 3 季 | 278 | $18.3 億 |
| 2022 年第 2 季 | 308 | $34.2 億 |
| 2022 年第 1 季 | 319 | $43.1 億 |
| 2021 年第 4 季 | 309 | $55.0 億 |
| 2021 年第 3 季 | 281 | $48.5 億 |
| 2021 年第 2 季 | 273 | $42.7 億 |
| 2021 年第 1 季 | 261 | $43.3 億 |
2026 年第 2 季持有機構
每家機構持有 Semtech Corp 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,749,439 | $15.8 億 | 0.02% | −4,472,780−31.4% | 減碼 |
| Vanguard Portfolio Management LLC | 5,328,594 | $8.62 億 | 0.04% | −1,594,040−23.0% | 減碼 |
| Vanguard Capital Management LLC | 4,199,493 | $6.80 億 | 0.01% | +54,317+1.3% | 加碼 |
| Ameriprise Financial Inc | 3,450,916 | $5.59 億 | 0.11% | −3,999,464−53.7% | 減碼 |
| State Street Corp | 3,389,044 | $5.48 億 | 0.02% | −670,222−16.5% | 減碼 |
| Jane Street Group, LLC | 3,351,040 | $5.42 億 | 0.35% | +2,578,228+333.6% | 加碼 |
| Capital Research Global Investors | 2,954,432 | $4.78 億 | 0.07% | −1,197,650−28.8% | 減碼 |
| Geode Capital Management, LLC | 2,253,786 | $3.67 億 | 0.02% | −272,675−10.8% | 減碼 |
| Hood River Capital Management LLC | 2,250,382 | $3.64 億 | 2.64% | −37,147−1.6% | 減碼 |
| Morgan Stanley | 1,970,198 | $3.19 億 | 0.02% | +554,170+39.1% | 加碼 |
| Wellington Management Group LLP | 1,915,766 | $3.10 億 | 0.05% | −468,707−19.7% | 減碼 |
| Bank of America Corp | 1,859,782 | $3.03 億 | 0.02% | +716,468+62.7% | 加碼 |
| Price T Rowe Associates Inc | 1,347,957 | $2.18 億 | 0.02% | +1,145,090+564.5% | 加碼 |
| Norges Bank | 1,247,833 | $2.02 億 | 0.02% | +1,247,833 | 新進 |
| UBS Group AG | 1,154,041 | $1.89 億 | 0.03% | +262,380+29.4% | 加碼 |
| Millennium Management LLC | 1,141,594 | $1.85 億 | 0.12% | −824,088−41.9% | 減碼 |
| Westfield Capital Management Co LP | 1,133,268 | $1.83 億 | 0.60% | −147,326−11.5% | 減碼 |
| Disciplined Growth Investors Inc | 955,033 | $1.55 億 | 2.62% | −1,251,715−56.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 548,769 | $1.51 億 | 0.08% | +489,392+824.2% | 加碼 |
| Tremblant Capital Group | 887,268 | $1.44 億 | 4.12% | +887,268 | 新進 |
| Northern Trust Corp | 852,181 | $1.38 億 | 0.02% | −141,169−14.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 851,858 | $1.38 億 | 0.20% | +851,858 | 新進 |
| UBS Asset Management Americas Inc | 842,125 | $1.36 億 | 0.02% | +672,447+396.3% | 加碼 |
| Two Sigma Investments, LP | 820,898 | $1.33 億 | 0.10% | +771,989+1,578.4% | 加碼 |
| JPMorgan Chase & Co | 833,668 | $1.31 億 | 0.01% | +16,793+2.1% | 加碼 |
| SG Americas Securities, LLC | 787,691 | $1.27 億 | 0.07% | +662,109+527.2% | 加碼 |
| Citadel Advisors LLC | 783,346 | $1.27 億 | 0.07% | −322,209−29.1% | 減碼 |
| Artisan Partners Limited Partnership | 763,924 | $1.24 億 | 0.20% | −794,110−51.0% | 減碼 |
| Invesco Ltd. | 759,755 | $1.23 億 | 0.01% | −11,744−1.5% | 減碼 |
| Alliancebernstein L.P. | 1,567,024 | $1.20 億 | 0.04% | −799,287−33.8% | 減碼 |
| Nomura Asset Management International Inc. | 700,128 | $1.19 億 | 0.18% | −1,523,026−68.5% | 減碼 |
| Goldman Sachs Group Inc | 720,565 | $1.17 億 | 0.01% | −180,349−20.0% | 減碼 |
| Assenagon Asset Management S.A. | 699,376 | $1.13 億 | 0.07% | −81,627−10.5% | 減碼 |
| Susquehanna International Group, LLP | 689,330 | $1.12 億 | 0.10% | +639,374+1,279.9% | 加碼 |
| Charles Schwab Investment Management Inc | 684,276 | $1.11 億 | 0.01% | −312,404−31.3% | 減碼 |
| Point72 Asset Management, L.P. | 681,875 | $1.10 億 | 0.17% | +681,875 | 新進 |
| HRT Financial LP | 668,778 | $1.08 億 | 0.20% | +668,778 | 新進 |
| Jennison Associates LLC | 667,291 | $1.08 億 | 0.06% | −77,089−10.4% | 減碼 |
| Squarepoint Ops LLC | 658,535 | $1.07 億 | 0.21% | +179,949+37.6% | 加碼 |
| Vanguard Fiduciary Trust Co | 602,140 | $9,746 萬 | 0.02% | −42,624−6.6% | 減碼 |
| Massachusetts Financial Services Co | 596,020 | $9,646 萬 | 0.03% | +596,020 | 新進 |
| Nuveen, LLC | 570,498 | $9,234 萬 | 0.02% | −200,622−26.0% | 減碼 |
| Capital International Investors | 552,366 | $8,940 萬 | 0.02% | +15,068+2.8% | 加碼 |
| Atreides Management, LP | 551,214 | $8,921 萬 | 0.80% | +9,402+1.7% | 加碼 |
| Dorsal Capital Management, LLC | 550,000 | $8,902 萬 | 3.20% | −250,000−31.3% | 減碼 |
| Bank of New York Mellon Corp | 542,011 | $8,772 萬 | 0.01% | +36,507+7.2% | 加碼 |
| Neuberger Berman Group LLC | 541,321 | $8,740 萬 | 0.06% | −582,701−51.8% | 減碼 |
| Franklin Resources Inc | 533,810 | $8,640 萬 | 0.02% | +180,918+51.3% | 加碼 |
| Sculptor Capital LP | – | $7,746 萬 | 0.80% | – | – |
| Silverback Asset Management LLC | – | $7,665 萬 | 9.69% | – | – |
| SEI Investments Co | 464,868 | $7,524 萬 | 0.07% | +106,993+29.9% | 加碼 |
| Linden Advisors LP | – | $7,226 萬 | 0.37% | – | – |
| Lord, Abbett & Co. LLC | 435,138 | $7,043 萬 | 0.20% | −3,786−0.9% | 減碼 |
| Driehaus Capital Management LLC | 419,633 | $6,792 萬 | 0.39% | −208,823−33.2% | 減碼 |
| GW&K Investment Management, LLC | 405,585 | $6,564 萬 | 0.51% | −71,940−15.1% | 減碼 |
| Emerald Advisers, LLC | 393,030 | $6,361 萬 | 1.50% | −63,988−14.0% | 減碼 |
| Schroder Investment Management Group | 404,060 | $6,309 萬 | 0.04% | −327,119−44.7% | 減碼 |
| Colony Capital, Inc. | 361,212 | $5,846 萬 | 3.52% | −199,899−35.6% | 減碼 |
| Dimensional Fund Advisors LP | 355,275 | $5,749 萬 | 0.01% | −14,875−4.0% | 減碼 |
| Qube Research & Technologies Ltd | 353,452 | $5,721 萬 | 0.06% | +332,475+1,585.0% | 加碼 |
| Citigroup Inc | 353,076 | $5,715 萬 | 0.03% | −157,333−30.8% | 減碼 |
| Rhumbline Advisers | 329,536 | $5,334 萬 | 0.04% | +82,274+33.3% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 328,140 | $5,311 萬 | 2.70% | −86,395−20.8% | 減碼 |
| Loomis Sayles & Co L P | 312,528 | $5,058 萬 | 0.06% | +312,528 | 新進 |
| Portolan Capital Management, LLC | 294,619 | $4,768 萬 | 1.79% | −37,708−11.3% | 減碼 |
| Fred Alger Management, LLC | 287,075 | $4,646 萬 | 0.15% | −48,533−14.5% | 減碼 |
| Allspring Global Investments Holdings, LLC | 301,807 | $4,437 萬 | 0.07% | +144,345+91.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 272,363 | $4,408 萬 | 0.03% | +272,363 | 新進 |
| Los Angeles Capital Management LLC | 271,083 | $4,387 萬 | 0.16% | +226,457+507.5% | 加碼 |
| Alta Park Capital, LP | 257,938 | $4,175 萬 | 3.87% | +257,938 | 新進 |
| Emerald Mutual Fund Advisers Trust | 257,359 | $4,165 萬 | 1.46% | −27,678−9.7% | 減碼 |
| Voya Investment Management LLC | 254,289 | $4,116 萬 | 0.04% | +225,862+794.5% | 加碼 |
| Broad Bay Capital Management, LP | 248,700 | $4,025 萬 | 3.81% | −67,300−21.3% | 減碼 |
| Public Sector Pension Investment Board | 244,637 | $3,959 萬 | 0.10% | −86,430−26.1% | 減碼 |
| Canada Pension Plan Investment Board | 242,900 | $3,931 萬 | 0.02% | +242,900 | 新進 |
| Federated Hermes, Inc. | 232,314 | $3,760 萬 | 0.05% | +98,244+73.3% | 加碼 |
| New York State Common Retirement Fund | 226,032 | $3,658 萬 | 0.05% | −100,126−30.7% | 減碼 |
| Walleye Capital LLC | 222,602 | $3,603 萬 | 0.17% | +176,872+386.8% | 加碼 |
| Park West Asset Management LLC | 221,162 | $3,580 萬 | 2.45% | −163,838−42.6% | 減碼 |
| First Trust Advisors LP | 217,629 | $3,522 萬 | 0.02% | +101,568+87.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 217,297 | $3,517 萬 | 0.19% | −170,038−43.9% | 減碼 |
| FMR LLC | 182,797 | $3,453 萬 | 0.00% | +86,124+89.1% | 加碼 |
| Principal Financial Group Inc | 210,405 | $3,405 萬 | 0.02% | −242,148−53.5% | 減碼 |
| Renaissance Technologies LLC | 207,116 | $3,352 萬 | 0.05% | +207,116 | 新進 |
| Quadrature Capital Ltd | 204,514 | $3,310 萬 | 0.28% | +204,514 | 新進 |
| E20 Capital Ltd | 200,167 | $3,240 萬 | 2.61% | −83,476−29.4% | 減碼 |
| Fiera Capital Corp | 194,296 | $3,145 萬 | 0.11% | −146,240−42.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 193,626 | $3,134 萬 | 0.02% | +191,743+10,182.8% | 加碼 |
| Russell Investments Group, Ltd. | 191,186 | $3,094 萬 | 0.03% | +77,729+68.5% | 加碼 |
| Westwood Holdings Group Inc. | 187,778 | $3,039 萬 | 0.23% | +187,778 | 新進 |
| Swiss National Bank | 186,500 | $3,019 萬 | 0.02% | +3,500+1.9% | 加碼 |
| SG Capital Management LLC | 176,004 | $2,849 萬 | 2.58% | +176,004 | 新進 |
| Parallax Volatility Advisers, L.P. | 24,894 | $2,778 萬 | 1.03% | +4,843+24.2% | 加碼 |
| Walleye Trading LLC | 165,173 | $2,673 萬 | 0.37% | +164,919+64,928.7% | 加碼 |
| Andar Capital Management HK Ltd | 162,000 | $2,622 萬 | 11.77% | −34,000−17.3% | 減碼 |
| ING Groep NV | 161,400 | $2,612 萬 | 0.13% | +161,400 | 新進 |
| ExodusPoint Capital Management, LP | 160,691 | $2,601 萬 | 0.24% | −12,339−7.1% | 減碼 |
| Capital World Investors | 158,165 | $2,560 萬 | 0.00% | +158,165 | 新進 |
| California Public Employees Retirement System | 154,436 | $2,500 萬 | 0.01% | +12,550+8.8% | 加碼 |
| Victory Capital Management Inc | 153,125 | $2,478 萬 | 0.01% | −42,379−21.7% | 減碼 |