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 4 季 13F 持有人
Semtech Corp 在 2022/12/31 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
- 261
- 較 2022 年第 3 季 −9 家
- 持有股數
- 6,933 萬
- 較 2022 年第 3 季 +732.6 萬 (+11.8%)
- 總市值
- $19.9 億
- 較 2022 年第 3 季 +$1.65 億 (+9.0%)
- 新進機構
- 45
- 另有 100 家加碼
- 清倉機構
- 54
- 另有 94 家減碼
另有 7 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,321,050 | $2.67 億 | 0.01% | +585,173+6.7% | 加碼 |
| Vanguard Group Inc | 7,465,678 | $2.14 億 | 0.01% | +889,663+13.5% | 加碼 |
| JPMorgan Chase & Co | 3,738,949 | $1.07 億 | 0.02% | +2,885,729+338.2% | 加碼 |
| State Street Corp | 3,437,608 | $9,862 萬 | 0.01% | +464,755+15.6% | 加碼 |
| Federated Hermes, Inc. | 2,528,316 | $7,254 萬 | 0.20% | +946,001+59.8% | 加碼 |
| Bank of New York Mellon Corp | 2,350,076 | $6,742 萬 | 0.02% | −165,990−6.6% | 減碼 |
| Morgan Stanley | 1,924,955 | $5,523 萬 | 0.01% | +716,294+59.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,706,806 | $4,897 萬 | 0.08% | +739,168+76.4% | 加碼 |
| AQR Capital Management LLC | 1,702,698 | $4,802 萬 | 0.11% | +654,172+62.4% | 加碼 |
| Macquarie Group Ltd | 1,457,614 | $4,182 萬 | 0.05% | +25,886+1.8% | 加碼 |
| Geode Capital Management, LLC | 1,319,529 | $3,786 萬 | 0.01% | +11,333+0.9% | 加碼 |
| Fisher Asset Management, LLC | 1,297,628 | $3,723 萬 | 0.03% | −5,541−0.4% | 減碼 |
| Assenagon Asset Management S.A. | 1,221,648 | $3,505 萬 | 0.14% | +352,297+40.5% | 加碼 |
| Two Sigma Advisers, LP | 1,200,300 | $3,444 萬 | 0.10% | +6,300+0.5% | 加碼 |
| Two Sigma Investments, LP | 1,100,165 | $3,156 萬 | 0.10% | +107,114+10.8% | 加碼 |
| Dimensional Fund Advisors LP | 1,068,450 | $3,065 萬 | 0.01% | −10,004−0.9% | 減碼 |
| Goldman Sachs Group Inc | 1,049,426 | $3,011 萬 | 0.01% | +382,024+57.2% | 加碼 |
| Jacobs Levy Equity Management, Inc | 803,168 | $2,304 萬 | 0.16% | +431,571+116.1% | 加碼 |
| Millennium Management LLC | 780,494 | $2,239 萬 | 0.02% | +114,729+17.2% | 加碼 |
| Nuveen Asset Management, LLC | 752,017 | $2,158 萬 | 0.01% | +58,783+8.5% | 加碼 |
| Renaissance Technologies LLC | 700,216 | $2,009 萬 | 0.03% | +138,200+24.6% | 加碼 |
| Northern Trust Corp | 700,198 | $2,009 萬 | 0.00% | −121,600−14.8% | 減碼 |
| Norges Bank | 696,905 | $1,999 萬 | 0.00% | +149,575+27.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 687,243 | $1,972 萬 | 0.03% | +220,190+47.1% | 加碼 |
| Natixis | 658,108 | $1,888 萬 | 0.11% | +658,108 | 新進 |
| Charles Schwab Investment Management Inc | 651,620 | $1,869 萬 | 0.01% | +43,123+7.1% | 加碼 |
| Geneva Capital Management LLC | 615,054 | $1,765 萬 | 0.40% | +610.0% | 加碼 |
| Palisade Capital Management LLC | 601,498 | $1,726 萬 | 0.46% | −29,932−4.7% | 減碼 |
| Rice Hall James & Associates, LLC | 595,028 | $1,707 萬 | 0.98% | +22,147+3.9% | 加碼 |
| Deutsche Bank AG | 556,651 | $1,597 萬 | 0.01% | +156,977+39.3% | 加碼 |
| Citadel Advisors LLC | 552,484 | $1,585 萬 | 0.02% | +86,072+18.5% | 加碼 |
| Disciplined Growth Investors Inc | 552,034 | $1,584 萬 | 0.41% | −8,129−1.5% | 減碼 |
| Voloridge Investment Management, LLC | 552,034 | $1,584 萬 | 0.09% | +54,817+11.0% | 加碼 |
| Bank of America Corp | 521,857 | $1,497 萬 | 0.00% | +82,862+18.9% | 加碼 |
| Ameriprise Financial Inc | 463,754 | $1,330 萬 | 0.00% | +234,967+102.7% | 加碼 |
| Principal Financial Group Inc | 423,886 | $1,216 萬 | 0.01% | +163,155+62.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 418,523 | $1,201 萬 | 0.10% | −55,697−11.7% | 減碼 |
| Loomis Sayles & Co L P | 402,183 | $1,154 萬 | 0.02% | +2,959+0.7% | 加碼 |
| Jane Street Group, LLC | 393,542 | $1,129 萬 | 0.02% | +393,542 | 新進 |
| Frontier Capital Management Co LLC | 390,068 | $1,119 萬 | 0.12% | +128,359+49.0% | 加碼 |
| Pacer Advisors, Inc. | 376,431 | $1,080 萬 | 0.06% | +370,803+6,588.5% | 加碼 |
| Woodline Partners LP | 360,587 | $1,035 萬 | 0.14% | −815,995−69.4% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 345,690 | $991.8 萬 | 0.04% | +345,690 | 新進 |
| Prudential Financial Inc | 324,720 | $931.6 萬 | 0.02% | +226,047+229.1% | 加碼 |
| Rubric Capital Management LP | 309,347 | $887.5 萬 | 0.39% | +309,347 | 新進 |
| Public Sector Pension Investment Board | 307,553 | $882.4 萬 | 0.07% | +307,553 | 新進 |
| FMR LLC | 282,371 | $810.1 萬 | 0.00% | −275,553−49.4% | 減碼 |
| Invesco Ltd. | 270,201 | $775.2 萬 | 0.00% | −5,230−1.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 266,463 | $764.4 萬 | 0.03% | +15,714+6.3% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 249,474 | $715.7 萬 | 0.04% | +249,474 | 新進 |
| New York State Common Retirement Fund | 248,568 | $713.1 萬 | 0.01% | −7,938−3.1% | 減碼 |
| Bank of Montreal | 245,417 | $704.3 萬 | 0.01% | +245,417 | 新進 |
| Capital Research Global Investors | 241,587 | $693.1 萬 | 0.00% | −433,413−64.2% | 減碼 |
| Man Group plc | 226,077 | $648.6 萬 | 0.02% | +7,645+3.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 223,580 | $641.5 萬 | 0.02% | −56,004−20.0% | 減碼 |
| Russell Investments Group, Ltd. | 217,465 | $623.9 萬 | 0.01% | +53,591+32.7% | 加碼 |
| Clearbridge Investments, LLC | 210,082 | $602.7 萬 | 0.01% | −1,213−0.6% | 減碼 |
| Rhumbline Advisers | 188,927 | $542.0 萬 | 0.01% | −14,218−7.0% | 減碼 |
| Legal & General Group Plc | 186,829 | $536.0 萬 | 0.00% | +92,712+98.5% | 加碼 |
| Qube Research & Technologies Ltd | 181,143 | $519.7 萬 | 0.03% | +136,858+309.0% | 加碼 |
| Numerai GP LLC | 176,726 | $507.0 萬 | 3.46% | +176,726 | 新進 |
| Summit Creek Advisors LLC | 162,346 | $465.8 萬 | 0.63% | −508−0.3% | 減碼 |
| Quadrature Capital Ltd | 159,834 | $458.6 萬 | 0.14% | −29,468−15.6% | 減碼 |
| Swiss National Bank | 153,300 | $439.8 萬 | 0.00% | +2,800+1.9% | 加碼 |
| Tudor Investment Corp Et Al | 151,723 | $435.3 萬 | 0.11% | −6,116−3.9% | 減碼 |
| State of Wisconsin Investment Board | 148,914 | $427.2 萬 | 0.01% | +4,984+3.5% | 加碼 |
| California Public Employees Retirement System | 144,792 | $415.4 萬 | 0.00% | −9,257−6.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 133,500 | $383.0 萬 | 0.03% | −231,917−63.5% | 減碼 |
| Panagora Asset Management Inc | 132,552 | $380.3 萬 | 0.02% | −2,368−1.8% | 減碼 |
| Force Hill Capital Management LP | 131,600 | $377.6 萬 | 1.46% | −6,024−4.4% | 減碼 |
| Price T Rowe Associates Inc | 131,432 | $377.1 萬 | 0.00% | +11,465+9.6% | 加碼 |
| Allianz Asset Management GmbH | 125,226 | $359.3 萬 | 0.01% | −255,600−67.1% | 減碼 |
| APG Asset Management N.V. | 117,400 | $336.8 萬 | 0.01% | +117,400 | 新進 |
| Voya Investment Management LLC | 113,418 | $325.4 萬 | 0.00% | −66,091−36.8% | 減碼 |
| Barclays PLC | 112,522 | $322.8 萬 | 0.00% | +37,822+50.6% | 加碼 |
| Holocene Advisors, LP | 110,448 | $316.9 萬 | 0.02% | +51,654+87.9% | 加碼 |
| Engineers Gate Manager LP | 109,844 | $315.1 萬 | 0.19% | −8,348−7.1% | 減碼 |
| Nordea Investment Management AB | 110,899 | $312.7 萬 | 0.00% | −21,480−16.2% | 減碼 |
| Algert Global LLC | 108,937 | $312.5 萬 | 0.17% | +36,309+50.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 108,000 | $309.9 萬 | 0.02% | −32,000−22.9% | 減碼 |
| New York State Teachers Retirement System | 104,121 | $298.7 萬 | 0.01% | +4,356+4.4% | 加碼 |
| Susquehanna International Group, LLP | 94,622 | $271.5 萬 | 0.01% | −17,362−15.5% | 減碼 |
| Alliancebernstein L.P. | 94,467 | $271.0 萬 | 0.00% | −52,649−35.8% | 減碼 |
| ExodusPoint Capital Management, LP | 93,919 | $269.5 萬 | 0.04% | −23,261−19.9% | 減碼 |
| Walleye Capital LLC | 88,473 | $253.8 萬 | 0.06% | +45,349+105.2% | 加碼 |
| M&G Investment Management Ltd | 82,960 | $240.6 萬 | 0.02% | +38,027+84.6% | 加碼 |
| State of Tennessee, Treasury Department | 83,385 | $239.2 萬 | 0.01% | +25,550+44.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 83,343 | $239.1 萬 | 0.00% | +83,343 | 新進 |
| Gotham Asset Management, LLC | 82,166 | $235.7 萬 | 0.07% | +17,662+27.4% | 加碼 |
| Thrivent Financial for Lutherans | 81,755 | $234.5 萬 | 0.01% | +13,507+19.8% | 加碼 |
| Quantbot Technologies LP | 80,930 | $232.2 萬 | 0.17% | +3,911+5.1% | 加碼 |
| Great West Life Assurance Co | 80,775 | $231.9 萬 | 0.01% | +34,055+72.9% | 加碼 |
| California State Teachers Retirement System | 80,461 | $230.8 萬 | 0.00% | +852+1.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 76,597 | $219.8 萬 | 0.01% | +29,858+63.9% | 加碼 |
| UBS Asset Management Americas Inc | 74,019 | $212.4 萬 | 0.00% | +1,981+2.7% | 加碼 |
| Duality Advisers, LP | 73,930 | $212.1 萬 | 0.24% | −3,438−4.4% | 減碼 |
| Seven Eight Capital, LP | 73,471 | $210.8 萬 | 0.55% | −28,140−27.7% | 減碼 |
| Ontario Teachers Pension Plan Board | 72,258 | $207.3 萬 | 0.02% | +7,059+10.8% | 加碼 |
| Citigroup Inc | 71,129 | $204.1 萬 | 0.00% | +36,696+106.6% | 加碼 |
| Bridge City Capital, LLC | 71,082 | $203.9 萬 | 1.05% | −518−0.7% | 減碼 |