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 4 季 13F 持有人
Semtech Corp 在 2023/12/31 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
- 226
- 較 2023 年第 3 季 +10 家
- 持有股數
- 8,309 萬
- 較 2023 年第 3 季 +1,082 萬 (+15.0%)
- 總市值
- $18.2 億
- 較 2023 年第 3 季 −$4,048 萬 (−2.2%)
- 新進機構
- 50
- 另有 79 家加碼
- 清倉機構
- 40
- 另有 74 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 | 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 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Northern Trust Corp | 817,263 | $1,791 萬 | 0.00% | +1,772+0.2% | 加碼 |
| Price T Rowe Associates Inc | 827,582 | $1,813 萬 | 0.00% | +671,885+431.5% | 加碼 |
| Two Sigma Investments, LP | 851,444 | $1,866 萬 | 0.05% | +390,089+84.6% | 加碼 |
| Charles Schwab Investment Management Inc | 863,231 | $1,891 萬 | 0.00% | +81,825+10.5% | 加碼 |
| Voloridge Investment Management, LLC | 964,275 | $2,113 萬 | 0.08% | −76,123−7.3% | 減碼 |
| JPMorgan Chase & Co | 1,064,713 | $2,333 萬 | 0.00% | +232,684+28.0% | 加碼 |
| Fisher Asset Management, LLC | 1,077,768 | $2,361 萬 | 0.01% | −124,207−10.3% | 減碼 |
| Nuveen Asset Management, LLC | 1,148,681 | $2,517 萬 | 0.01% | +906,430+374.2% | 加碼 |
| Neuberger Berman Group LLC | 1,172,349 | $2,571 萬 | 0.02% | +697,368+146.8% | 加碼 |
| Goldman Sachs Group Inc | 1,217,670 | $2,668 萬 | 0.01% | +197,595+19.4% | 加碼 |
| Citadel Advisors LLC | 1,364,061 | $2,989 萬 | 0.03% | +712,502+109.4% | 加碼 |
| Victory Capital Management Inc | 1,369,043 | $3,000 萬 | 0.03% | +613,274+81.1% | 加碼 |
| Point72 Asset Management, L.P. | 1,415,200 | $3,101 萬 | 0.09% | +180,600+14.6% | 加碼 |
| Geode Capital Management, LLC | 1,415,928 | $3,103 萬 | 0.00% | +61,929+4.6% | 加碼 |
| Contour Asset Management LLC | 1,463,817 | $3,207 萬 | 1.32% | +36,838+2.6% | 加碼 |
| Balyasny Asset Management LLC | 1,575,695 | $3,452 萬 | 0.10% | +101,676+6.9% | 加碼 |
| Kodai Capital Management LP | 1,985,570 | $4,350 萬 | 0.89% | +1,985,570 | 新進 |
| Morgan Stanley | 2,103,191 | $4,608 萬 | 0.00% | +1,128,227+115.7% | 加碼 |
| Macquarie Group Ltd | 2,391,431 | $5,240 萬 | 0.06% | −11,007−0.5% | 減碼 |
| Lion Point Capital, LP | 2,577,855 | $5,648 萬 | 50.44% | +125,000+5.1% | 加碼 |
| Millennium Management LLC | 2,802,171 | $6,140 萬 | 0.06% | +2,013,709+255.4% | 加碼 |
| Capital Research Global Investors | 4,259,965 | $9,334 萬 | 0.02% | 00.0% | 不變 |
| State Street Corp | 4,296,981 | $9,415 萬 | 0.00% | +293,931+7.3% | 加碼 |
| Ameriprise Financial Inc | 5,138,998 | $1.13 億 | 0.03% | +1,180,682+29.8% | 加碼 |
| Vanguard Group Inc | 8,327,292 | $1.82 億 | 0.00% | +17,745+0.2% | 加碼 |
| BlackRock Inc. | 10,343,121 | $2.27 億 | 0.01% | +304,795+3.0% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −552,115−100.0% | 清倉 |
| SG Capital Management LLC | 0 | $0 | 0.00% | −494,996−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −356,837−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −293,316−100.0% | 清倉 |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −280,000−100.0% | 清倉 |
| EVR Research LP | 0 | $0 | 0.00% | −160,000−100.0% | 清倉 |
| Murchinson Ltd. | 0 | $0 | 0.00% | −128,087−100.0% | 清倉 |
| Voss Capital, LLC | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −97,861−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −87,786−100.0% | 清倉 |
| Millrace Asset Group, Inc. | 0 | $0 | 0.00% | −76,089−100.0% | 清倉 |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −72,515−100.0% | 清倉 |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −65,410−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −64,043−100.0% | 清倉 |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −28,523−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −22,240−100.0% | 清倉 |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −22,201−100.0% | 清倉 |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −16,400−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −14,011−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −13,823−100.0% | 清倉 |
| Ethic Inc. | 0 | $0 | 0.00% | −11,183−100.0% | 清倉 |
| Wrapmanager Inc | 0 | $0 | 0.00% | −10,514−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −9,375−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −9,247−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −8,280−100.0% | 清倉 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −7,833−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −3,502−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −708−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −525−100.0% | 清倉 |
| Private Trust Co NA | 0 | $0 | 0.00% | −275−100.0% | 清倉 |
| Park Place Capital Corp | 0 | $0 | 0.00% | −255−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −119−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −113−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −23−100.0% | 清倉 |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | 清倉 |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |