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、15 筆賣出；2026 年第 2 季末有 577 家機構在 13F 申報持有，市值合計 $149.5 億；大師中只有Maverick 資本持有。
2022 年第 1 季 13F 持有人
Semtech Corp 在 2022/3/31 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
- 319
- 較 2021 年第 4 季 +13 家
- 持有股數
- 6,212 萬
- 較 2021 年第 4 季 +38.6 萬 (+0.6%)
- 總市值
- $43.1 億
- 較 2021 年第 4 季 −$11.8 億 (−21.5%)
- 新進機構
- 38
- 另有 133 家加碼
- 清倉機構
- 25
- 另有 105 家減碼
另有 3 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 | 577 | $149.5 億 |
| 2026 年第 1 季 | 438 | $76.6 億 |
| 2025 年第 4 季 | 402 | $75.4 億 |
| 2025 年第 3 季 | 350 | $74.4 億 |
| 2025 年第 2 季 | 316 | $46.8 億 |
| 2025 年第 1 季 | 315 | $33.6 億 |
| 2024 年第 4 季 | 355 | $59.3 億 |
| 2024 年第 3 季 | 274 | $38.6 億 |
| 2024 年第 2 季 | 256 | $24.4 億 |
| 2024 年第 1 季 | 236 | $22.1 億 |
| 2023 年第 4 季 | 226 | $18.2 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 | $16.9 億 |
| 2022 年第 4 季 | 261 | $19.9 億 |
| 2022 年第 3 季 | 277 | $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 | $54.9 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 |
2022 年第 1 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 39,224 | $272.0 萬 | 0.00% | −17,304−30.6% | 減碼 |
| SEI Investments Co | 39,410 | $275.7 萬 | 0.01% | −8,527−17.8% | 減碼 |
| Employees Retirement System of Texas | 41,247 | $286.0 萬 | 0.03% | 00.0% | 不變 |
| HSBC Holdings PLC | 40,815 | $286.5 萬 | 0.00% | +35,444+659.9% | 加碼 |
| Envestnet Asset Management Inc | 43,012 | $298.2 萬 | 0.00% | +4,802+12.6% | 加碼 |
| Amalgamated Bank | 43,837 | $304.0 萬 | 0.02% | −2,089−4.5% | 減碼 |
| Amalgamated Financial Corp. | 43,837 | $304.0 萬 | 0.02% | +43,837 | 新進 |
| Texas Permanent School Fund | 45,683 | $316.8 萬 | 0.04% | −948−2.0% | 減碼 |
| Trexquant Investment LP | 47,512 | $329.4 萬 | 0.15% | +37,875+393.0% | 加碼 |
| Barclays PLC | 51,693 | $358.4 萬 | 0.00% | −38,228−42.5% | 減碼 |
| Castleark Management LLC | 51,946 | $360.2 萬 | 0.16% | −41,320−44.3% | 減碼 |
| State of Tennessee, Treasury Department | 53,660 | $372.1 萬 | 0.01% | −10,000−15.7% | 減碼 |
| Credit Suisse AG | 54,115 | $375.1 萬 | 0.00% | −29−0.1% | 減碼 |
| Jump Financial, LLC | 54,570 | $378.4 萬 | 0.16% | +40,161+278.7% | 加碼 |
| SG Americas Securities, LLC | 55,296 | $383.4 萬 | 0.03% | −20,421−27.0% | 減碼 |
| Bridge City Capital, LLC | 55,487 | $384.7 萬 | 1.80% | −260−0.5% | 減碼 |
| ExodusPoint Capital Management, LP | 57,254 | $397.0 萬 | 0.06% | +57,254 | 新進 |
| Citadel Advisors LLC | 58,652 | $406.7 萬 | 0.00% | +50,973+663.8% | 加碼 |
| Mutual of America Capital Management LLC | 58,761 | $407.4 萬 | 0.04% | +1,160+2.0% | 加碼 |
| Algert Global LLC | 59,233 | $410.7 萬 | 0.27% | +42,461+253.2% | 加碼 |
| Sandler Capital Management | 59,428 | $412.1 萬 | 0.62% | +5,410+10.0% | 加碼 |
| Neuberger Berman Group LLC | 60,203 | $417.4 萬 | 0.00% | +56,881+1,712.3% | 加碼 |
| Hillsdale Investment Management Inc. | 70,200 | $486.7 萬 | 0.31% | 00.0% | 不變 |
| MetLife Investment Management | 75,015 | $520.2 萬 | 0.03% | +21,429+40.0% | 加碼 |
| ClariVest Asset Management LLC | 77,556 | $537.7 萬 | 0.21% | −300−0.4% | 減碼 |
| 1492 Capital Management LLC | 77,879 | $540.0 萬 | 2.87% | +2,106+2.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 79,078 | $548.3 萬 | 0.00% | −24,973−24.0% | 減碼 |
| California State Teachers Retirement System | 82,945 | $575.1 萬 | 0.01% | −7,500−8.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 83,787 | $581.0 萬 | 0.01% | +40,557+93.8% | 加碼 |
| Tudor Investment Corp Et Al | 91,456 | $634.2 萬 | 0.16% | +13,812+17.8% | 加碼 |
| UBS Asset Management Americas Inc | 91,646 | $635.5 萬 | 0.00% | +7,585+9.0% | 加碼 |
| Squarepoint Ops LLC | 92,122 | $638.8 萬 | 0.05% | +88,531+2,465.4% | 加碼 |
| Man Group plc | 93,203 | $646.3 萬 | 0.02% | +35,121+60.5% | 加碼 |
| Summit Creek Advisors LLC | 93,489 | $648.3 萬 | 0.73% | +93,489 | 新進 |
| Los Angeles Capital Management LLC | 96,731 | $670.7 萬 | 0.03% | −70.0% | 減碼 |
| Legal & General Group Plc | 96,905 | $671.9 萬 | 0.00% | +2,697+2.9% | 加碼 |
| New York State Teachers Retirement System | 98,065 | $680.0 萬 | 0.01% | 00.0% | 不變 |
| Pier Capital, LLC | 98,696 | $684.4 萬 | 0.87% | −61,521−38.4% | 減碼 |
| Deutsche Bank AG | 104,176 | $722.4 萬 | 0.00% | −3,636−3.4% | 減碼 |
| Nicholas Company, Inc. | 105,335 | $730.4 萬 | 0.13% | 00.0% | 不變 |
| Moody Aldrich Partners LLC | 105,587 | $732.1 萬 | 1.03% | +11,168+11.8% | 加碼 |
| Two Sigma Advisers, LP | 122,700 | $850.8 萬 | 0.02% | +122,700 | 新進 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 124,554 | $863.7 萬 | 0.96% | +14,925+13.6% | 加碼 |
| Panagora Asset Management Inc | 126,574 | $877.7 萬 | 0.05% | +7,421+6.2% | 加碼 |
| STRS Ohio | 132,900 | $921.5 萬 | 0.03% | +55,600+71.9% | 加碼 |
| Allianz Asset Management GmbH | 135,139 | $937.1 萬 | 0.01% | −89,082−39.7% | 減碼 |
| American International Group, Inc. | 140,599 | $974.9 萬 | 0.05% | −1,990−1.4% | 減碼 |
| California Public Employees Retirement System | 144,427 | $1,002 萬 | 0.01% | +178+0.1% | 加碼 |
| Swiss National Bank | 152,300 | $1,056 萬 | 0.01% | +9,400+6.6% | 加碼 |
| Scout Investments, Inc. | 157,960 | $1,095 萬 | 0.18% | −9,276−5.5% | 減碼 |
| State of Wisconsin Investment Board | 158,100 | $1,096 萬 | 0.02% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 161,074 | $1,117 萬 | 0.01% | +99,132+160.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 161,743 | $1,122 萬 | 0.12% | +91,243+129.4% | 加碼 |
| Force Hill Capital Management LP | 161,924 | $1,123 萬 | 2.78% | +110,300+213.7% | 加碼 |
| Voloridge Investment Management, LLC | 169,328 | $1,174 萬 | 0.07% | +165,682+4,544.2% | 加碼 |
| Prudential Financial Inc | 172,041 | $1,193 萬 | 0.02% | −37,926−18.1% | 減碼 |
| WCM Investment Management, LLC | 175,444 | $1,217 萬 | 0.03% | +13,407+8.3% | 加碼 |
| Rhumbline Advisers | 180,638 | $1,253 萬 | 0.02% | +3,874+2.2% | 加碼 |
| AQR Capital Management LLC | 182,751 | $1,267 萬 | 0.02% | +123,649+209.2% | 加碼 |
| Two Sigma Investments, LP | 183,446 | $1,272 萬 | 0.04% | +183,446 | 新進 |
| Personal Capital Advisors Corp | 191,860 | $1,330 萬 | 0.06% | +4,450+2.4% | 加碼 |
| Retirement Systems of Alabama | 197,049 | $1,366 萬 | 0.05% | +223+0.1% | 加碼 |
| Analog Century Management LP | 197,200 | $1,367 萬 | 4.64% | +70,200+55.3% | 加碼 |
| Parametric Portfolio Associates LLC | 197,915 | $1,372 萬 | 0.01% | +16,872+9.3% | 加碼 |
| Nordea Investment Management AB | 195,732 | $1,378 萬 | 0.02% | +3,098+1.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 203,158 | $1,409 萬 | 0.05% | +24,610+13.8% | 加碼 |
| Wells Fargo & Company | 203,878 | $1,414 萬 | 0.00% | −11,632−5.4% | 減碼 |
| Cubist Systematic Strategies, LLC | 204,891 | $1,421 萬 | 0.12% | +139,332+212.5% | 加碼 |
| Thrivent Financial for Lutherans | 209,326 | $1,452 萬 | 0.03% | +96,780+86.0% | 加碼 |
| Voya Investment Management LLC | 216,673 | $1,502 萬 | 0.03% | −145,154−40.1% | 減碼 |
| Frontier Capital Management Co LLC | 232,329 | $1,611 萬 | 0.15% | −852−0.4% | 減碼 |
| Clearbridge Investments, LLC | 265,222 | $1,839 萬 | 0.01% | +91,379+52.6% | 加碼 |
| Principal Financial Group Inc | 270,399 | $1,875 萬 | 0.01% | −23,765−8.1% | 減碼 |
| Morgan Stanley | 279,029 | $1,935 萬 | 0.00% | +167,965+151.2% | 加碼 |
| Marshall Wace, LLP | 293,003 | $2,032 萬 | 0.04% | +189,980+184.4% | 加碼 |
| Summit Partners Public Asset Management, LLC | 302,302 | $2,096 萬 | 1.15% | −286,136−48.6% | 減碼 |
| Ameriprise Financial Inc | 309,536 | $2,146 萬 | 0.01% | −1150.0% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 315,208 | $2,186 萬 | 0.97% | −110,587−26.0% | 減碼 |
| Westfield Capital Management Co LP | 319,813 | $2,218 萬 | 0.14% | −1,535−0.5% | 減碼 |
| Bank of America Corp | 323,118 | $2,241 萬 | 0.00% | +25,819+8.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 333,040 | $2,309 萬 | 0.04% | +212,000+175.1% | 加碼 |
| Renaissance Technologies LLC | 333,916 | $2,315 萬 | 0.03% | +234,800+236.9% | 加碼 |
| New York State Common Retirement Fund | 367,786 | $2,550 萬 | 0.03% | −93,276−20.2% | 減碼 |
| Emerald Advisers, LLC | 382,739 | $2,654 萬 | 1.01% | −20,532−5.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 411,670 | $2,855 萬 | 0.04% | −4,495−1.1% | 減碼 |
| Woodline Partners LP | 441,477 | $3,061 萬 | 0.51% | +223,030+102.1% | 加碼 |
| Nishkama Capital, LLC | 459,470 | $3,186 萬 | 9.71% | +194,446+73.4% | 加碼 |
| Fiera Capital Corp | 477,389 | $3,310 萬 | 0.09% | −6,850−1.4% | 減碼 |
| American Century Companies Inc | 489,529 | $3,394 萬 | 0.02% | −84,074−14.7% | 減碼 |
| Loomis Sayles & Co L P | 508,063 | $3,523 萬 | 0.05% | +16,124+3.3% | 加碼 |
| Assenagon Asset Management S.A. | 558,682 | $3,874 萬 | 0.13% | +510,313+1,055.0% | 加碼 |
| Norges Bank | 574,224 | $3,982 萬 | 0.01% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 577,005 | $4,001 萬 | 0.01% | +41,847+7.8% | 加碼 |
| Geneva Capital Management LLC | 597,103 | $4,140 萬 | 0.80% | +90,635+17.9% | 加碼 |
| Nuveen Asset Management, LLC | 595,822 | $4,215 萬 | 0.01% | +41,320+7.5% | 加碼 |
| Silvercrest Asset Management Group LLC | 616,872 | $4,277 萬 | 0.28% | +59,635+10.7% | 加碼 |
| Palisade Capital Management LLC | 623,312 | $4,322 萬 | 0.99% | −36,640−5.6% | 減碼 |
| Capital Research Global Investors | 700,000 | $4,854 萬 | 0.01% | −187,100−21.1% | 減碼 |
| Rice Hall James & Associates, LLC | 781,845 | $5,421 萬 | 2.16% | −14,101−1.8% | 減碼 |
| Goldman Sachs Group Inc | 834,381 | $5,786 萬 | 0.01% | +364,497+77.6% | 加碼 |