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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 55,178 | $120.9 萬 | 0.01% | +1,042+1.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 54,313 | $119.0 萬 | 0.00% | −1,560−2.8% | 減碼 |
| Russell Investments Group, Ltd. | 53,849 | $118.0 萬 | 0.00% | +37,031+220.2% | 加碼 |
| Susquehanna International Group, LLP | 52,451 | $114.9 萬 | 0.00% | −20,321−27.9% | 減碼 |
| UBS Group AG | 50,672 | $111.0 萬 | 0.00% | +49,933+6,756.8% | 加碼 |
| Cresset Asset Management, LLC | 50,603 | $110.9 萬 | 0.01% | +13,264+35.5% | 加碼 |
| Crestline Management, LP | 50,462 | $110.6 萬 | 0.10% | −25,538−33.6% | 減碼 |
| PEAK6 Investments LLC | 50,451 | $110.5 萬 | 0.05% | −8,004−13.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 46,318 | $101.5 萬 | 0.01% | +46,318 | 新進 |
| Kennedy Capital Management, Inc. | 44,605 | $97.7 萬 | 0.02% | −70−0.2% | 減碼 |
| Wells Fargo & Company | 43,470 | $95.2 萬 | 0.00% | +5,232+13.7% | 加碼 |
| Diametric Capital, LP | 42,463 | $93.0 萬 | 0.57% | +42,463 | 新進 |
| Centiva Capital, LP | 41,965 | $91.9 萬 | 0.06% | +30,042+252.0% | 加碼 |
| Holocene Advisors, LP | 41,143 | $90.1 萬 | 0.00% | −80,311−66.1% | 減碼 |
| State of Alaska, Department of Revenue | 39,463 | $86.4 萬 | 0.01% | −390−1.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 35,954 | $78.8 萬 | 0.00% | +3,957+12.4% | 加碼 |
| American International Group, Inc. | 34,816 | $76.3 萬 | 0.00% | −281−0.8% | 減碼 |
| MetLife Investment Management | 33,241 | $72.8 萬 | 0.01% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 32,100 | $70.3 萬 | 0.01% | −500−1.5% | 減碼 |
| Yousif Capital Management, LLC | 31,744 | $69.6 萬 | 0.01% | +310+1.0% | 加碼 |
| Janus Henderson Group PLC | 31,312 | $68.6 萬 | 0.00% | −49−0.2% | 減碼 |
| Miracle Mile Advisors, LLC | 30,881 | $67.7 萬 | 0.02% | −993−3.1% | 減碼 |
| Comerica Bank | 29,799 | $65.3 萬 | 0.00% | −41,298−58.1% | 減碼 |
| Quadrature Capital Ltd | 28,763 | $63.0 萬 | 0.01% | −25,089−46.6% | 減碼 |
| Ardsley Advisory Partners LP | 28,500 | $62.4 萬 | 0.13% | −64,100−69.2% | 減碼 |
| Ossiam | 27,807 | $60.9 萬 | 0.01% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 27,599 | $60.5 萬 | 0.06% | +27,599 | 新進 |
| Ensign Peak Advisors, Inc | 26,793 | $58.7 萬 | 0.00% | +7,450+38.5% | 加碼 |
| Royal Bank of Canada | 26,688 | $58.5 萬 | 0.00% | +9,199+52.6% | 加碼 |
| Voya Investment Management LLC | 25,658 | $56.2 萬 | 0.00% | +311+1.2% | 加碼 |
| Gsa Capital Partners LLP | 24,938 | $54.6 萬 | 0.05% | +24,938 | 新進 |
| Fiera Capital Corp | 24,314 | $53.3 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 24,263 | $53.2 萬 | 0.00% | −666−2.7% | 減碼 |
| Maryland State Retirement & Pension System | 23,558 | $51.6 萬 | 0.01% | 00.0% | 不變 |
| Amundi | 24,319 | $50.9 萬 | 0.00% | +15,907+189.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 22,364 | $49.0 萬 | 0.00% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 21,584 | $47.3 萬 | 0.00% | −4,322−16.7% | 減碼 |
| NinePointTwo Capital | 21,144 | $46.3 萬 | 0.18% | +21,144 | 新進 |
| HSBC Holdings PLC | 20,855 | $45.9 萬 | 0.00% | +20,855 | 新進 |
| Capstone Investment Advisors, LLC | 20,900 | $45.8 萬 | 0.01% | +20,900 | 新進 |
| Guggenheim Capital LLC | 19,790 | $43.4 萬 | 0.00% | −5,315−21.2% | 減碼 |
| Entropy Technologies, LP | 19,707 | $43.2 萬 | 0.08% | +19,707 | 新進 |
| Oregon Public Employees Retirement Fund | 18,763 | $41.1 萬 | 0.01% | −300−1.6% | 減碼 |
| State Board of Administration of Florida Retirement System | 18,258 | $40.0 萬 | 0.00% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 18,120 | $39.7 萬 | 0.02% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 17,988 | $39.4 萬 | 0.00% | −2,100−10.5% | 減碼 |
| Arizona State Retirement System | 17,940 | $39.3 萬 | 0.00% | −270−1.5% | 減碼 |
| CWM Advisors, LLC | 17,561 | $38.5 萬 | 0.04% | +5,726+48.4% | 加碼 |
| ORG Partners LLC | 17,409 | $38.1 萬 | 0.06% | +2,440+16.3% | 加碼 |
| Envestnet Asset Management Inc | 16,888 | $37.0 萬 | 0.00% | −524−3.0% | 減碼 |
| Creative Planning | 16,448 | $36.0 萬 | 0.00% | −2,646−13.9% | 減碼 |
| XTX Topco Ltd | 15,570 | $34.1 萬 | 0.07% | +5,178+49.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,772 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 14,375 | $31.5 萬 | 0.00% | +3,818+36.2% | 加碼 |
| Seven Eight Capital, LP | 14,349 | $31.4 萬 | 0.04% | +3,726+35.1% | 加碼 |
| Jacobs Levy Equity Management, Inc | 13,887 | $30.4 萬 | 0.00% | +13,887 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,848 | $30.3 萬 | 0.00% | −28,911−67.6% | 減碼 |
| Mariner, LLC | 13,538 | $29.7 萬 | 0.00% | −10−0.1% | 減碼 |
| Henshaw Capital LLC | 13,219 | $29.0 萬 | 0.02% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 13,077 | $28.7 萬 | 0.03% | +13,077 | 新進 |
| Prelude Capital Management, LLC | 13,048 | $28.6 萬 | 0.02% | +13,048 | 新進 |
| Atom Investors LP | 12,753 | $27.9 萬 | 0.05% | −48,954−79.3% | 減碼 |
| ProShare Advisors LLC | 12,009 | $26.3 萬 | 0.00% | +2,274+23.4% | 加碼 |
| Channel Wealth LLC | 11,365 | $24.9 萬 | 0.12% | +11,365 | 新進 |
| Mutual of America Capital Management LLC | 11,232 | $24.6 萬 | 0.00% | +22+0.2% | 加碼 |
| Principal Securities, Inc. | 10,868 | $23.8 萬 | 0.01% | +10,868 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 10,400 | $22.8 萬 | 0.00% | +10,400 | 新進 |
| Man Group plc | 10,000 | $21.9 萬 | 0.00% | +10,000 | 新進 |
| Everence Capital Management Inc | 9,730 | $21.3 萬 | 0.02% | +9,730 | 新進 |
| Numerai GP LLC | 9,540 | $20.9 萬 | 0.07% | +9,540 | 新進 |
| Public Employees Retirement Association of Colorado | 9,291 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Legato Capital Management LLC | 9,160 | $20.1 萬 | 0.03% | +9,160 | 新進 |
| Whittier Trust Co | 8,045 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Walleye Trading LLC | 7,939 | $17.4 萬 | 0.00% | −44,937−85.0% | 減碼 |
| SG Americas Securities, LLC | 7,471 | $16.4 萬 | 0.00% | +7,471 | 新進 |
| Nisa Investment Advisors, LLC | 6,599 | $14.5 萬 | 0.00% | −9,676−59.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,357 | $13.9 萬 | 0.01% | −13,200−67.5% | 減碼 |
| Partnership Wealth Management, LLC | 6,425 | $12.7 萬 | 0.10% | +6,425 | 新進 |
| Simplex Trading, LLC | 5,536 | $12.1 萬 | 0.00% | +5,536 | 新進 |
| Tower Research Capital LLC (TRC) | 4,652 | $10.2 萬 | 0.00% | +1,871+67.3% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 4,086 | $9.10 萬 | 0.00% | +261+6.8% | 加碼 |
| Metropolitan Life Insurance Co | 3,841 | $8.42 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 3,741 | $8.20 萬 | 0.00% | −1,959−34.4% | 減碼 |
| Cape Investment Advisory, Inc. | 2,885 | $6.32 萬 | 0.03% | +2,885 | 新進 |
| KBC Group NV | 2,049 | $4.50 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,877 | $4.11 萬 | 0.00% | −2,828−60.1% | 減碼 |
| FMR LLC | 1,695 | $3.71 萬 | 0.00% | −2,066−54.9% | 減碼 |
| Public Employees Retirement System of Ohio | 1,379 | $3.02 萬 | 0.00% | +244+21.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,216 | $2.66 萬 | 0.00% | +234+23.8% | 加碼 |
| Leonteq Securities AG | 1,096 | $2.40 萬 | 0.00% | +1,017+1,287.3% | 加碼 |
| CWM, LLC | 871 | $1.90 萬 | 0.00% | −596−40.6% | 減碼 |
| GAMMA Investing LLC | 921 | $1.83 萬 | 0.00% | +921 | 新進 |
| Advisor Group Holdings, Inc. | 718 | $1.57 萬 | 0.00% | −723−50.2% | 減碼 |
| Versant Capital Management, Inc | 614 | $1.35 萬 | 0.00% | +353+135.2% | 加碼 |
| NBC Securities, Inc. | 572 | $1.20 萬 | 0.00% | +572 | 新進 |
| Qube Research & Technologies Ltd | 537 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Pineridge Advisors LLC | 401 | $8,786 | 0.00% | +401 | 新進 |
| Fifth Third Bancorp | 320 | $7,011 | 0.00% | −186−36.8% | 減碼 |
| Huntington National Bank | 287 | $6,289 | 0.00% | +286+28,600.0% | 加碼 |
| Covestor Ltd | 292 | $6,000 | 0.00% | −243−45.4% | 減碼 |