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 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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 16,115 | $46.3 萬 | 0.02% | +8,915+123.8% | 加碼 |
| Cipher Capital LP | 16,701 | $47.9 萬 | 0.09% | +21+0.1% | 加碼 |
| Diversified Trust Co | 16,801 | $48.2 萬 | 0.02% | +10.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 17,020 | $48.8 萬 | 0.03% | +620+3.8% | 加碼 |
| First Republic Investment Management, Inc. | 17,521 | $50.3 萬 | 0.00% | −1,227−6.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 17,907 | $51.3 萬 | 0.01% | +7,900+78.9% | 加碼 |
| Arizona State Retirement System | 17,912 | $51.4 萬 | 0.00% | +665+3.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 18,265 | $54.8 萬 | 0.02% | −17,467−48.9% | 減碼 |
| Amundi | 18,633 | $57.4 萬 | 0.00% | +4,192+29.0% | 加碼 |
| Creative Planning | 20,800 | $59.7 萬 | 0.00% | −177−0.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 21,113 | $60.6 萬 | 0.01% | +2,620+14.2% | 加碼 |
| Forum Financial Management, LP | 21,201 | $60.8 萬 | 0.02% | +21,201 | 新進 |
| Mariner, LLC | 21,371 | $61.3 萬 | 0.00% | +21,371 | 新進 |
| Edgestream Partners, L.P. | 21,845 | $62.7 萬 | 0.07% | −2,017−8.5% | 減碼 |
| Acadian Asset Management LLC | 22,165 | $63.4 萬 | 0.00% | −27,124−55.0% | 減碼 |
| Aquatic Capital Management LLC | 22,200 | $63.7 萬 | 0.05% | +22,200 | 新進 |
| Wells Fargo & Company | 22,312 | $64.0 萬 | 0.00% | +6,469+40.8% | 加碼 |
| Bayesian Capital Management, LP | 22,651 | $65.0 萬 | 0.09% | +22,651 | 新進 |
| American Century Companies Inc | 22,722 | $65.2 萬 | 0.00% | −1,780−7.3% | 減碼 |
| Bridgewater Associates, LP | 22,973 | $65.9 萬 | 0.00% | +14,769+180.0% | 加碼 |
| Royal Bank of Canada | 23,236 | $66.6 萬 | 0.00% | +13,666+142.8% | 加碼 |
| Winton Group Ltd | 23,806 | $68.3 萬 | 0.04% | +3,972+20.0% | 加碼 |
| Millrace Asset Group, Inc. | 23,919 | $68.6 萬 | 0.78% | +23,919 | 新進 |
| FORA Capital, LLC | 24,129 | $69.2 萬 | 0.11% | +16,910+234.2% | 加碼 |
| Fiera Capital Corp | 24,314 | $69.8 萬 | 0.00% | 00.0% | 不變 |
| Verition Fund Management LLC | 24,501 | $70.3 萬 | 0.01% | −11,979−32.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 25,008 | $71.7 萬 | 0.00% | −410−1.6% | 減碼 |
| Legato Capital Management LLC | 25,132 | $72.1 萬 | 0.14% | +25,132 | 新進 |
| Manufacturers Life Insurance Company, The | 25,739 | $73.8 萬 | 0.00% | −48,989−65.6% | 減碼 |
| Maryland State Retirement & Pension System | 26,146 | $75.0 萬 | 0.02% | +26,146 | 新進 |
| K2 Principal Fund, L.P. | 26,718 | $76.7 萬 | 0.21% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 27,304 | $78.1 萬 | 0.18% | −917−3.2% | 減碼 |
| Ensign Peak Advisors, Inc | 27,285 | $78.3 萬 | 0.00% | −4,398−13.9% | 減碼 |
| Kula Investments, LLC | 27,628 | $79.3 萬 | 0.28% | +27,628 | 新進 |
| Louisiana State Employees Retirement System | 30,200 | $86.6 萬 | 0.02% | +13,300+78.7% | 加碼 |
| Cooper Creek Partners Management LLC | 30,431 | $87.3 萬 | 0.07% | 00.0% | 不變 |
| Squarepoint Ops LLC | 30,429 | $87.3 萬 | 0.01% | −339,242−91.8% | 減碼 |
| SEI Investments Co | 31,073 | $89.2 萬 | 0.00% | −118,327−79.2% | 減碼 |
| Amalgamated Bank | 31,195 | $89.5 萬 | 0.01% | −12,913−29.3% | 減碼 |
| MetLife Investment Management | 33,241 | $95.4 萬 | 0.01% | −40,828−55.1% | 減碼 |
| American International Group, Inc. | 34,418 | $98.7 萬 | 0.01% | −95,141−73.4% | 減碼 |
| Miracle Mile Advisors, LLC | 34,895 | $100.1 萬 | 0.03% | +18,895+118.1% | 加碼 |
| Aviva PLC | 35,264 | $101.2 萬 | 0.00% | −8,449−19.3% | 減碼 |
| Cornercap Investment Counsel Inc | 36,297 | $104.1 萬 | 0.18% | +6,627+22.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,903 | $108.7 萬 | 0.01% | +12,878+51.5% | 加碼 |
| Yousif Capital Management, LLC | 40,364 | $115.8 萬 | 0.02% | +7,930+24.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,384 | $118.7 萬 | 0.00% | −764−1.8% | 減碼 |
| Comerica Bank | 37,644 | $120.1 萬 | 0.01% | +9,057+31.7% | 加碼 |
| Texas Permanent School Fund | 42,701 | $122.5 萬 | 0.02% | −2,952−6.5% | 減碼 |
| State of Alaska, Department of Revenue | 44,228 | $126.8 萬 | 0.02% | +35,124+385.8% | 加碼 |
| Jump Financial, LLC | 48,002 | $137.7 萬 | 0.07% | −10,898−18.5% | 減碼 |
| Occudo Quantitative Strategies LP | 48,592 | $139.4 萬 | 0.16% | −118,714−71.0% | 減碼 |
| Vident Investment Advisory, LLC | 50,965 | $146.2 萬 | 0.06% | +50,965 | 新進 |
| UBS Group AG | 52,548 | $150.8 萬 | 0.00% | +47,026+851.6% | 加碼 |
| Jupiter Asset Management Ltd | 53,974 | $154.7 萬 | 0.02% | −133,404−71.2% | 減碼 |
| Janney Montgomery Scott LLC | 59,140 | $169.7 萬 | 0.01% | +51,762+701.6% | 加碼 |
| Victory Capital Management Inc | 60,533 | $173.7 萬 | 0.00% | +16,680+38.0% | 加碼 |
| Credit Suisse AG | 61,814 | $177.3 萬 | 0.00% | +347+0.6% | 加碼 |
| HSBC Holdings PLC | 68,426 | $194.7 萬 | 0.00% | −36,756−34.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,976 | $195.0 萬 | 0.02% | +42,808+170.1% | 加碼 |
| Connors Investor Services Inc | 70,034 | $200.9 萬 | 0.25% | +70,034 | 新進 |
| Bridge City Capital, LLC | 71,082 | $203.9 萬 | 1.05% | −518−0.7% | 減碼 |
| Citigroup Inc | 71,129 | $204.1 萬 | 0.00% | +36,696+106.6% | 加碼 |
| Ontario Teachers Pension Plan Board | 72,258 | $207.3 萬 | 0.02% | +7,059+10.8% | 加碼 |
| Seven Eight Capital, LP | 73,471 | $210.8 萬 | 0.55% | −28,140−27.7% | 減碼 |
| Duality Advisers, LP | 73,930 | $212.1 萬 | 0.24% | −3,438−4.4% | 減碼 |
| UBS Asset Management Americas Inc | 74,019 | $212.4 萬 | 0.00% | +1,981+2.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 76,597 | $219.8 萬 | 0.01% | +29,858+63.9% | 加碼 |
| California State Teachers Retirement System | 80,461 | $230.8 萬 | 0.00% | +852+1.1% | 加碼 |
| Great West Life Assurance Co | 80,775 | $231.9 萬 | 0.01% | +34,055+72.9% | 加碼 |
| Quantbot Technologies LP | 80,930 | $232.2 萬 | 0.17% | +3,911+5.1% | 加碼 |
| Thrivent Financial for Lutherans | 81,755 | $234.5 萬 | 0.01% | +13,507+19.8% | 加碼 |
| Gotham Asset Management, LLC | 82,166 | $235.7 萬 | 0.07% | +17,662+27.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 83,343 | $239.1 萬 | 0.00% | +83,343 | 新進 |
| State of Tennessee, Treasury Department | 83,385 | $239.2 萬 | 0.01% | +25,550+44.2% | 加碼 |
| M&G Investment Management Ltd | 82,960 | $240.6 萬 | 0.02% | +38,027+84.6% | 加碼 |
| Walleye Capital LLC | 88,473 | $253.8 萬 | 0.06% | +45,349+105.2% | 加碼 |
| ExodusPoint Capital Management, LP | 93,919 | $269.5 萬 | 0.04% | −23,261−19.9% | 減碼 |
| Alliancebernstein L.P. | 94,467 | $271.0 萬 | 0.00% | −52,649−35.8% | 減碼 |
| Susquehanna International Group, LLP | 94,622 | $271.5 萬 | 0.01% | −17,362−15.5% | 減碼 |
| New York State Teachers Retirement System | 104,121 | $298.7 萬 | 0.01% | +4,356+4.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 108,000 | $309.9 萬 | 0.02% | −32,000−22.9% | 減碼 |
| Algert Global LLC | 108,937 | $312.5 萬 | 0.17% | +36,309+50.0% | 加碼 |
| Nordea Investment Management AB | 110,899 | $312.7 萬 | 0.00% | −21,480−16.2% | 減碼 |
| Engineers Gate Manager LP | 109,844 | $315.1 萬 | 0.19% | −8,348−7.1% | 減碼 |
| Holocene Advisors, LP | 110,448 | $316.9 萬 | 0.02% | +51,654+87.9% | 加碼 |
| Barclays PLC | 112,522 | $322.8 萬 | 0.00% | +37,822+50.6% | 加碼 |
| Voya Investment Management LLC | 113,418 | $325.4 萬 | 0.00% | −66,091−36.8% | 減碼 |
| APG Asset Management N.V. | 117,400 | $336.8 萬 | 0.01% | +117,400 | 新進 |
| Allianz Asset Management GmbH | 125,226 | $359.3 萬 | 0.01% | −255,600−67.1% | 減碼 |
| Price T Rowe Associates Inc | 131,432 | $377.1 萬 | 0.00% | +11,465+9.6% | 加碼 |
| Force Hill Capital Management LP | 131,600 | $377.6 萬 | 1.46% | −6,024−4.4% | 減碼 |
| Panagora Asset Management Inc | 132,552 | $380.3 萬 | 0.02% | −2,368−1.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 133,500 | $383.0 萬 | 0.03% | −231,917−63.5% | 減碼 |
| California Public Employees Retirement System | 144,792 | $415.4 萬 | 0.00% | −9,257−6.0% | 減碼 |
| State of Wisconsin Investment Board | 148,914 | $427.2 萬 | 0.01% | +4,984+3.5% | 加碼 |
| Tudor Investment Corp Et Al | 151,723 | $435.3 萬 | 0.11% | −6,116−3.9% | 減碼 |
| Swiss National Bank | 153,300 | $439.8 萬 | 0.00% | +2,800+1.9% | 加碼 |
| Quadrature Capital Ltd | 159,834 | $458.6 萬 | 0.14% | −29,468−15.6% | 減碼 |
| Summit Creek Advisors LLC | 162,346 | $465.8 萬 | 0.63% | −508−0.3% | 減碼 |