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 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 2 季 13F 持有人
Semtech Corp 在 2022/6/30 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
- 308
- 較 2022 年第 1 季 −4 家
- 持有股數
- 6,213 萬
- 較 2022 年第 1 季 +31.3 萬 (+0.5%)
- 總市值
- $34.2 億
- 較 2022 年第 1 季 −$8.68 億 (−20.2%)
- 新進機構
- 38
- 另有 113 家加碼
- 清倉機構
- 42
- 另有 121 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 | 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 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,404,657 | $4.07 億 | 0.01% | +244,079+3.4% | 加碼 |
| Vanguard Group Inc | 6,424,285 | $3.53 億 | 0.01% | −56,351−0.9% | 減碼 |
| Bank of New York Mellon Corp | 2,550,476 | $1.40 億 | 0.03% | −306,759−10.7% | 減碼 |
| State Street Corp | 2,519,127 | $1.38 億 | 0.01% | −67,922−2.6% | 減碼 |
| FMR LLC | 1,704,088 | $9,367 萬 | 0.01% | −550,896−24.4% | 減碼 |
| Millennium Management LLC | 1,570,223 | $8,632 萬 | 0.11% | −5,921−0.4% | 減碼 |
| Invesco Ltd. | 1,516,774 | $8,338 萬 | 0.03% | −608,342−28.6% | 減碼 |
| Fisher Asset Management, LLC | 1,305,814 | $7,178 萬 | 0.05% | +28,674+2.2% | 加碼 |
| Price T Rowe Associates Inc | 1,297,181 | $7,131 萬 | 0.01% | −9,283−0.7% | 減碼 |
| Geode Capital Management, LLC | 1,280,776 | $7,040 萬 | 0.01% | +85,136+7.1% | 加碼 |
| Macquarie Group Ltd | 1,251,537 | $6,880 萬 | 0.08% | +262,930+26.6% | 加碼 |
| Franklin Resources Inc | 1,245,081 | $6,844 萬 | 0.03% | +100.0% | 加碼 |
| JPMorgan Chase & Co | 1,232,011 | $6,772 萬 | 0.01% | +4,996+0.4% | 加碼 |
| Alliancebernstein L.P. | 1,194,157 | $6,564 萬 | 0.03% | −187,918−13.6% | 減碼 |
| Dimensional Fund Advisors LP | 1,111,286 | $6,109 萬 | 0.02% | +2,953+0.3% | 加碼 |
| Schroder Investment Management Group | 1,052,270 | $5,800 萬 | 0.09% | +15,808+1.5% | 加碼 |
| Lord, Abbett & Co. LLC | 1,020,484 | $5,610 萬 | 0.20% | −131,517−11.4% | 減碼 |
| Stephens Investment Management Group LLC | 939,595 | $5,165 萬 | 0.95% | −153,281−14.0% | 減碼 |
| Northern Trust Corp | 841,135 | $4,624 萬 | 0.01% | −36,589−4.2% | 減碼 |
| Silvercrest Asset Management Group LLC | 791,123 | $4,349 萬 | 0.33% | +174,251+28.2% | 加碼 |
| Rice Hall James & Associates, LLC | 743,203 | $4,085 萬 | 1.98% | −38,642−4.9% | 減碼 |
| Assenagon Asset Management S.A. | 740,378 | $4,070 萬 | 0.17% | +181,696+32.5% | 加碼 |
| Goldman Sachs Group Inc | 724,594 | $3,983 萬 | 0.01% | −109,787−13.2% | 減碼 |
| Capital Research Global Investors | 700,000 | $3,848 萬 | 0.01% | 00.0% | 不變 |
| Fuller & Thaler Asset Management, Inc. | 699,235 | $3,844 萬 | 0.26% | +699,235 | 新進 |
| Palisade Capital Management LLC | 630,187 | $3,464 萬 | 0.94% | +6,875+1.1% | 加碼 |
| Nuveen Asset Management, LLC | 613,130 | $3,370 萬 | 0.01% | +17,308+2.9% | 加碼 |
| Geneva Capital Management LLC | 596,328 | $3,278 萬 | 0.75% | −775−0.1% | 減碼 |
| Charles Schwab Investment Management Inc | 587,678 | $3,231 萬 | 0.01% | +10,673+1.8% | 加碼 |
| Woodline Partners LP | 562,009 | $3,089 萬 | 0.50% | +120,532+27.3% | 加碼 |
| Disciplined Growth Investors Inc | 556,123 | $3,057 萬 | 0.82% | +556,123 | 新進 |
| Norges Bank | 554,320 | $3,047 萬 | 0.01% | −19,904−3.5% | 減碼 |
| Westfield Capital Management Co LP | 514,018 | $2,826 萬 | 0.22% | +194,205+60.7% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 508,040 | $2,793 萬 | 0.06% | +175,000+52.5% | 加碼 |
| Fiera Capital Corp | 495,513 | $2,724 萬 | 0.08% | +18,124+3.8% | 加碼 |
| Loomis Sayles & Co L P | 452,603 | $2,488 萬 | 0.05% | −55,460−10.9% | 減碼 |
| Morgan Stanley | 435,747 | $2,395 萬 | 0.00% | +156,718+56.2% | 加碼 |
| Bank of America Corp | 413,003 | $2,270 萬 | 0.00% | +89,885+27.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 404,994 | $2,226 萬 | 0.04% | −6,676−1.6% | 減碼 |
| Nishkama Capital, LLC | 384,963 | $2,116 萬 | 10.40% | −74,507−16.2% | 減碼 |
| New York State Common Retirement Fund | 366,859 | $2,017 萬 | 0.03% | −927−0.3% | 減碼 |
| Renaissance Technologies LLC | 355,316 | $1,953 萬 | 0.02% | +21,400+6.4% | 加碼 |
| AQR Capital Management LLC | 352,614 | $1,910 萬 | 0.04% | +169,863+92.9% | 加碼 |
| Clearbridge Investments, LLC | 319,042 | $1,754 萬 | 0.02% | +53,820+20.3% | 加碼 |
| Marshall Wace, LLP | 309,202 | $1,700 萬 | 0.04% | +16,199+5.5% | 加碼 |
| Ameriprise Financial Inc | 306,630 | $1,685 萬 | 0.01% | −2,906−0.9% | 減碼 |
| Summit Partners Public Asset Management, LLC | 301,259 | $1,656 萬 | 1.31% | −1,043−0.3% | 減碼 |
| Principal Financial Group Inc | 283,471 | $1,558 萬 | 0.01% | +13,072+4.8% | 加碼 |
| Kornitzer Capital Management Inc | 241,141 | $1,326 萬 | 0.27% | +241,141 | 新進 |
| Analog Century Management LP | 237,900 | $1,308 萬 | 7.10% | +40,700+20.6% | 加碼 |
| Two Sigma Advisers, LP | 234,600 | $1,290 萬 | 0.04% | +111,900+91.2% | 加碼 |
| Frontier Capital Management Co LLC | 225,806 | $1,241 萬 | 0.14% | −6,523−2.8% | 減碼 |
| Emerald Advisers, LLC | 220,705 | $1,213 萬 | 0.62% | −162,034−42.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 214,059 | $1,177 萬 | 0.04% | +10,901+5.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 203,527 | $1,119 萬 | 0.08% | −1,364−0.7% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 198,301 | $1,090 萬 | 0.63% | −116,907−37.1% | 減碼 |
| Personal Capital Advisors Corp | 197,498 | $1,086 萬 | 0.06% | +5,638+2.9% | 加碼 |
| Retirement Systems of Alabama | 196,107 | $1,078 萬 | 0.05% | −942−0.5% | 減碼 |
| American Century Companies Inc | 194,114 | $1,067 萬 | 0.01% | −295,415−60.3% | 減碼 |
| Rhumbline Advisers | 193,355 | $1,063 萬 | 0.02% | +12,717+7.0% | 加碼 |
| Thrivent Financial for Lutherans | 192,468 | $1,058 萬 | 0.03% | −16,858−8.1% | 減碼 |
| WCM Investment Management, LLC | 175,554 | $967.7 萬 | 0.03% | +110+0.1% | 加碼 |
| STRS Ohio | 171,500 | $942.7 萬 | 0.04% | +38,600+29.0% | 加碼 |
| Voloridge Investment Management, LLC | 170,365 | $936.5 萬 | 0.05% | +1,037+0.6% | 加碼 |
| Summit Creek Advisors LLC | 168,381 | $925.6 萬 | 1.18% | +74,892+80.1% | 加碼 |
| Voya Investment Management LLC | 157,194 | $864.2 萬 | 0.02% | −59,479−27.5% | 減碼 |
| Force Hill Capital Management LP | 154,024 | $846.7 萬 | 2.27% | −7,900−4.9% | 減碼 |
| Nordea Investment Management AB | 154,576 | $837.3 萬 | 0.01% | −41,156−21.0% | 減碼 |
| Swiss National Bank | 151,800 | $834.4 萬 | 0.01% | −500−0.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 150,935 | $829.7 萬 | 0.01% | −10,139−6.3% | 減碼 |
| Allianz Asset Management GmbH | 144,434 | $793.9 萬 | 0.01% | +9,295+6.9% | 加碼 |
| SEI Investments Co | 142,916 | $784.6 萬 | 0.02% | +103,506+262.6% | 加碼 |
| Scout Investments, Inc. | 141,142 | $775.9 萬 | 0.15% | −16,818−10.6% | 減碼 |
| Two Sigma Investments, LP | 139,898 | $769.0 萬 | 0.03% | −43,548−23.7% | 減碼 |
| California Public Employees Retirement System | 139,686 | $767.9 萬 | 0.01% | −4,741−3.3% | 減碼 |
| Prudential Financial Inc | 136,858 | $752.3 萬 | 0.01% | −35,183−20.5% | 減碼 |
| Man Group plc | – | $740.0 萬 | 0.03% | – | – |
| American International Group, Inc. | 133,824 | $735.6 萬 | 0.05% | −6,775−4.8% | 減碼 |
| Panagora Asset Management Inc | 133,491 | $733.8 萬 | 0.05% | +6,917+5.5% | 加碼 |
| State of Wisconsin Investment Board | 125,674 | $690.8 萬 | 0.02% | −32,426−20.5% | 減碼 |
| Nicholas Company, Inc. | 105,455 | $579.7 萬 | 0.13% | +120+0.1% | 加碼 |
| Squarepoint Ops LLC | 98,409 | $541.0 萬 | 0.05% | +6,287+6.8% | 加碼 |
| Deutsche Bank AG | 98,114 | $539.3 萬 | 0.00% | −6,062−5.8% | 減碼 |
| New York State Teachers Retirement System | 98,065 | $539.1 萬 | 0.01% | 00.0% | 不變 |
| Pier Capital, LLC | 97,822 | $537.7 萬 | 0.92% | −874−0.9% | 減碼 |
| Los Angeles Capital Management LLC | 96,699 | $531.6 萬 | 0.03% | −320.0% | 減碼 |
| Legal & General Group Plc | 96,378 | $529.8 萬 | 0.00% | −527−0.5% | 減碼 |
| Moody Aldrich Partners LLC | 91,883 | $505.1 萬 | 0.99% | −13,704−13.0% | 減碼 |
| Citadel Advisors LLC | 90,343 | $496.6 萬 | 0.01% | +31,691+54.0% | 加碼 |
| UBS Asset Management Americas Inc | 88,373 | $485.8 萬 | 0.00% | −3,273−3.6% | 減碼 |
| Graham Capital Management, L.P. | 84,346 | $463.6 萬 | 0.21% | +51,684+158.2% | 加碼 |
| California State Teachers Retirement System | 82,212 | $451.9 萬 | 0.01% | −733−0.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 76,825 | $422.3 萬 | 0.00% | −2,253−2.8% | 減碼 |
| 1492 Capital Management LLC | 75,909 | $417.3 萬 | 2.76% | −1,970−2.5% | 減碼 |
| MetLife Investment Management | 72,811 | $400.2 萬 | 0.03% | −2,204−2.9% | 減碼 |
| Cinctive Capital Management LP | 72,333 | $397.6 萬 | 0.18% | +72,333 | 新進 |
| Hillsdale Investment Management Inc. | 70,200 | $385.9 萬 | 0.31% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 70,057 | $385.1 萬 | 0.01% | −13,730−16.4% | 減碼 |
| Wells Fargo & Company | 68,453 | $376.3 萬 | 0.00% | −135,425−66.4% | 減碼 |
| ClariVest Asset Management LLC | 66,156 | $363.6 萬 | 0.16% | −11,400−14.7% | 減碼 |