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、14 筆賣出；2026 年第 2 季末有 578 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。
2023 年第 1 季 13F 持有人
Semtech Corp 在 2023/3/31 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
- 248
- 較 2022 年第 4 季 −12 家
- 持有股數
- 7,010 萬
- 較 2022 年第 4 季 +81.3 萬 (+1.2%)
- 總市值
- $16.9 億
- 較 2022 年第 4 季 −$2.93 億 (−14.7%)
- 新進機構
- 33
- 另有 96 家加碼
- 清倉機構
- 45
- 另有 89 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 | 578 | $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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Group AG | 64,235 | $155.1 萬 | 0.00% | +11,687+22.2% | 加碼 |
| Credit Suisse AG | 63,284 | $152.8 萬 | 0.00% | +1,470+2.4% | 加碼 |
| Thrivent Financial for Lutherans | 63,264 | $152.7 萬 | 0.00% | −18,491−22.6% | 減碼 |
| Prudential Financial Inc | 62,255 | $150.3 萬 | 0.00% | −262,465−80.8% | 減碼 |
| Hussman Strategic Advisors, Inc. | 62,000 | $149.7 萬 | 0.23% | +62,000 | 新進 |
| Millrace Asset Group, Inc. | 61,898 | $149.4 萬 | 1.74% | +37,979+158.8% | 加碼 |
| Janney Montgomery Scott LLC | 59,656 | $144.0 萬 | 0.01% | +516+0.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 58,381 | $140.9 萬 | 0.00% | +16,997+41.1% | 加碼 |
| Texas Permanent School Fund | 57,085 | $137.8 萬 | 0.01% | +14,384+33.7% | 加碼 |
| Jefferies Financial Group Inc. | 55,100 | $133.0 萬 | 0.03% | +55,100 | 新進 |
| Ontario Teachers Pension Plan Board | 51,636 | $124.6 萬 | 0.01% | −20,622−28.5% | 減碼 |
| State of Tennessee, Treasury Department | 47,733 | $115.2 萬 | 0.01% | −35,652−42.8% | 減碼 |
| Aviva PLC | 47,313 | $114.2 萬 | 0.01% | +12,049+34.2% | 加碼 |
| Citigroup Inc | 46,140 | $111.4 萬 | 0.00% | −24,989−35.1% | 減碼 |
| Bridgewater Associates, LP | 46,065 | $111.2 萬 | 0.01% | +23,092+100.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 44,700 | $107.9 萬 | 0.01% | −88,800−66.5% | 減碼 |
| Seven Eight Capital, LP | 44,355 | $107.1 萬 | 0.22% | −29,116−39.6% | 減碼 |
| Force Hill Capital Management LP | 44,336 | $107.0 萬 | 0.28% | −87,264−66.3% | 減碼 |
| HSBC Holdings PLC | 43,936 | $106.6 萬 | 0.00% | −24,490−35.8% | 減碼 |
| State of Alaska, Department of Revenue | 43,715 | $105.5 萬 | 0.01% | −513−1.2% | 減碼 |
| Cubist Systematic Strategies, LLC | 43,386 | $104.7 萬 | 0.01% | −375,137−89.6% | 減碼 |
| Virginia Retirement Systems Et Al | 38,400 | $92.7 萬 | 0.01% | +23,200+152.6% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 38,200 | $92.2 萬 | 0.01% | −69,800−64.6% | 減碼 |
| Qube Research & Technologies Ltd | 37,121 | $89.6 萬 | 0.01% | −144,022−79.5% | 減碼 |
| Yousif Capital Management, LLC | 35,974 | $86.8 萬 | 0.01% | −4,390−10.9% | 減碼 |
| American International Group, Inc. | 34,592 | $83.5 萬 | 0.01% | +174+0.5% | 加碼 |
| MetLife Investment Management | 33,241 | $80.2 萬 | 0.01% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 33,095 | $79.9 萬 | 0.18% | +5,791+21.2% | 加碼 |
| Gotham Asset Management, LLC | 32,173 | $77.7 萬 | 0.02% | −49,993−60.8% | 減碼 |
| Miracle Mile Advisors, LLC | 31,874 | $76.9 萬 | 0.02% | −3,021−8.7% | 減碼 |
| Legato Capital Management LLC | 31,857 | $76.9 萬 | 0.14% | +6,725+26.8% | 加碼 |
| Janus Henderson Group PLC | 31,393 | $75.8 萬 | 0.00% | +22,142+239.3% | 加碼 |
| American Century Companies Inc | 31,097 | $75.1 萬 | 0.00% | +8,375+36.9% | 加碼 |
| Cooper Creek Partners Management LLC | 30,431 | $73.5 萬 | 0.05% | 00.0% | 不變 |
| Royal Bank of Canada | 30,287 | $73.1 萬 | 0.00% | +7,051+30.3% | 加碼 |
| Louisiana State Employees Retirement System | 29,800 | $71.9 萬 | 0.02% | −400−1.3% | 減碼 |
| Occudo Quantitative Strategies LP | 29,138 | $70.3 萬 | 0.06% | −19,454−40.0% | 減碼 |
| Amalgamated Bank | 28,972 | $69.9 萬 | 0.01% | −2,223−7.1% | 減碼 |
| Ossiam | 27,807 | $67.1 萬 | 0.01% | +27,807 | 新進 |
| Maryland State Retirement & Pension System | 25,708 | $62.1 萬 | 0.01% | −438−1.7% | 減碼 |
| Wellington Management Group LLP | 25,625 | $61.9 萬 | 0.00% | +25,625 | 新進 |
| Manufacturers Life Insurance Company, The | 25,515 | $61.6 萬 | 0.00% | −224−0.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 25,008 | $60.4 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 24,540 | $59.2 萬 | 0.01% | +13,505+122.4% | 加碼 |
| Lazard Asset Management LLC | 24,436 | $58.9 萬 | 0.00% | +23,134+1,776.8% | 加碼 |
| Fiera Capital Corp | 24,314 | $58.7 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,789 | $57.4 萬 | 0.00% | −14,114−37.2% | 減碼 |
| Vident Investment Advisory, LLC | 23,135 | $55.8 萬 | 0.02% | −27,830−54.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 21,199 | $51.2 萬 | 0.01% | +3,292+18.4% | 加碼 |
| Nomura Holdings Inc | 21,152 | $51.1 萬 | 0.00% | +21,152 | 新進 |
| K2 Principal Fund, L.P. | 21,000 | $50.7 萬 | 0.14% | −5,718−21.4% | 減碼 |
| Ardsley Advisory Partners LP | 21,000 | $50.7 萬 | 0.11% | +21,000 | 新進 |
| Creative Planning | 20,737 | $50.1 萬 | 0.00% | −63−0.3% | 減碼 |
| ExodusPoint Capital Management, LP | 20,572 | $49.7 萬 | 0.01% | −73,347−78.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 20,463 | $49.4 萬 | 0.01% | −650−3.1% | 減碼 |
| Royce & Associates LP | 20,175 | $48.7 萬 | 0.00% | +20,175 | 新進 |
| Mariner, LLC | 19,406 | $47.1 萬 | 0.00% | −1,965−9.2% | 減碼 |
| Ensign Peak Advisors, Inc | 19,343 | $46.7 萬 | 0.00% | −7,942−29.1% | 減碼 |
| Arizona State Retirement System | 18,404 | $44.4 萬 | 0.00% | +492+2.7% | 加碼 |
| Forum Financial Management, LP | 18,297 | $44.2 萬 | 0.01% | −2,904−13.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 18,265 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 18,120 | $43.7 萬 | 0.02% | +1,100+6.5% | 加碼 |
| Envestnet Asset Management Inc | 63,075 | $41.6 萬 | 0.00% | +48,954+346.7% | 加碼 |
| Amundi | 19,302 | $41.5 萬 | 0.00% | +669+3.6% | 加碼 |
| Guggenheim Capital LLC | 16,728 | $40.4 萬 | 0.00% | +6,432+62.5% | 加碼 |
| First Republic Investment Management, Inc. | 16,589 | $40.0 萬 | 0.00% | −932−5.3% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 16,553 | $40.0 萬 | 0.01% | +4,758+40.3% | 加碼 |
| XTX Topco Ltd | 15,451 | $37.3 萬 | 0.08% | +5,788+59.9% | 加碼 |
| Ethic Inc. | 14,537 | $35.1 萬 | 0.01% | +2,310+18.9% | 加碼 |
| Walleye Trading LLC | 13,894 | $33.5 萬 | 0.01% | +10,401+297.8% | 加碼 |
| Point72 Middle East FZE | 13,714 | $33.1 萬 | 0.02% | +1,035+8.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 13,600 | $32.8 萬 | 0.00% | +13,600 | 新進 |
| ProShare Advisors LLC | 13,265 | $32.0 萬 | 0.00% | −2,766−17.3% | 減碼 |
| Mutual of America Capital Management LLC | 13,147 | $31.7 萬 | 0.00% | −163−1.2% | 減碼 |
| Axq Capital, LP | 12,800 | $30.9 萬 | 0.12% | +12,800 | 新進 |
| Ellevest, Inc. | 11,901 | $28.7 萬 | 0.02% | +2,152+22.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,796 | $28.5 萬 | 0.01% | −4,319−26.8% | 減碼 |
| Winton Group Ltd | 11,806 | $28.5 萬 | 0.02% | −12,000−50.4% | 減碼 |
| CWM Advisors, LLC | 11,211 | $27.1 萬 | 0.03% | +2,972+36.1% | 加碼 |
| Handelsbanken Fonder AB | 10,588 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Trading, LLC | 10,081 | $25.5 萬 | 0.01% | +10,081 | 新進 |
| Legacy Bridge, LLC | 10,515 | $25.4 萬 | 0.18% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 10,391 | $25.1 萬 | 0.03% | −11,454−52.4% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 9,901 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 9,291 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 8,644 | $20.9 萬 | 0.03% | +8,644 | 新進 |
| Nisa Investment Advisors, LLC | 7,781 | $18.8 萬 | 0.00% | +1,302+20.1% | 加碼 |
| US Bancorp | 7,430 | $17.9 萬 | 0.00% | −374−4.8% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 6,754 | $17.1 萬 | 0.00% | +6,754 | 新進 |
| Quantbot Technologies LP | 5,379 | $13.0 萬 | 0.01% | −75,551−93.4% | 減碼 |
| KBC Group NV | 5,248 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 5,092 | $12.3 萬 | 0.00% | +5,092 | 新進 |
| The PNC Financial Services Group, Inc. | 3,493 | $8.43 萬 | 0.00% | +799+29.7% | 加碼 |
| Metropolitan Life Insurance Co | 3,388 | $8.18 萬 | 0.00% | −428−11.2% | 減碼 |
| Farther Finance Advisors, LLC | 3,000 | $7.24 萬 | 0.02% | +2,988+24,900.0% | 加碼 |
| Simplex Trading, LLC | 2,591 | $6.20 萬 | 0.00% | +2,591 | 新進 |
| CWM, LLC | 2,105 | $5.10 萬 | 0.00% | +271+14.8% | 加碼 |
| Quarry LP | 2,025 | $4.89 萬 | 0.03% | +2,025 | 新進 |
| Covestor Ltd | 1,873 | $4.50 萬 | 0.04% | −91−4.6% | 減碼 |
| Advisor Group Holdings, Inc. | 1,723 | $4.14 萬 | 0.00% | −44−2.5% | 減碼 |