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。
2024 年第 1 季 13F 持有人
Semtech Corp 在 2024/3/31 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
- 236
- 較 2023 年第 4 季 +13 家
- 持有股數
- 8,044 萬
- 較 2023 年第 4 季 −257.6 萬 (−3.1%)
- 總市值
- $22.1 億
- 較 2023 年第 4 季 +$3.93 億 (+21.6%)
- 新進機構
- 45
- 另有 82 家加碼
- 清倉機構
- 32
- 另有 76 家減碼
另有 3 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 57,519 | $158.1 萬 | 0.00% | +57,519 | 新進 |
| Texas Permanent School Fund | 56,053 | $154.1 萬 | 0.01% | +875+1.6% | 加碼 |
| Portman Square Capital LLP | 54,913 | $151.0 萬 | 0.34% | −28,387−34.1% | 減碼 |
| Seven Eight Capital, LP | 51,573 | $141.8 萬 | 0.15% | +37,224+259.4% | 加碼 |
| PEAK6 Investments LLC | 50,857 | $139.8 萬 | 0.07% | +406+0.8% | 加碼 |
| HAP Trading, LLC | 48,971 | $134.6 萬 | 0.42% | +48,971 | 新進 |
| Simplex Trading, LLC | 47,278 | $129.9 萬 | 0.04% | +41,742+754.0% | 加碼 |
| UBS Group AG | 47,140 | $129.6 萬 | 0.00% | −3,532−7.0% | 減碼 |
| Quantbot Technologies LP | 46,120 | $126.8 萬 | 0.07% | −82,049−64.0% | 減碼 |
| IMC-Chicago, LLC | 45,666 | $125.5 萬 | 0.04% | +45,666 | 新進 |
| Royal Bank of Canada | 45,589 | $125.3 萬 | 0.00% | +18,901+70.8% | 加碼 |
| Wells Fargo & Company | 45,295 | $124.5 萬 | 0.00% | +1,825+4.2% | 加碼 |
| Janney Montgomery Scott LLC | 43,250 | $118.9 萬 | 0.00% | +43,250 | 新進 |
| Schonfeld Strategic Advisors LLC | 42,220 | $116.1 萬 | 0.01% | −4,098−8.8% | 減碼 |
| Kennedy Capital Management, Inc. | 41,364 | $113.7 萬 | 0.02% | −3,241−7.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 40,666 | $111.8 萬 | 0.08% | +40,666 | 新進 |
| Numerai GP LLC | 40,276 | $110.7 萬 | 0.48% | +30,736+322.2% | 加碼 |
| Manatuck Hill Partners, LLC | 40,000 | $110.0 萬 | 0.48% | +40,000 | 新進 |
| State of Alaska, Department of Revenue | 39,179 | $107.7 萬 | 0.01% | −284−0.7% | 減碼 |
| HSBC Holdings PLC | 38,908 | $107.0 萬 | 0.00% | +18,053+86.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 36,637 | $100.7 萬 | 0.03% | +36,637 | 新進 |
| Engineers Gate Manager LP | 36,071 | $99.2 萬 | 0.03% | −21,251−37.1% | 減碼 |
| American International Group, Inc. | 34,512 | $94.9 萬 | 0.00% | −304−0.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 34,300 | $94.3 萬 | 0.00% | +34,300 | 新進 |
| MetLife Investment Management | 33,241 | $91.4 萬 | 0.01% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 31,800 | $87.4 萬 | 0.02% | −300−0.9% | 減碼 |
| Janus Henderson Group PLC | 31,314 | $86.1 萬 | 0.00% | +20.0% | 加碼 |
| Amundi | 26,746 | $85.7 萬 | 0.00% | +2,427+10.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 30,948 | $85.1 萬 | 0.00% | −5,006−13.9% | 減碼 |
| Miracle Mile Advisors, LLC | 30,881 | $84.9 萬 | 0.02% | 00.0% | 不變 |
| Partnership Wealth Management, LLC | 30,670 | $84.3 萬 | 0.59% | +24,245+377.4% | 加碼 |
| MML Investors Services, LLC | 28,965 | $79.6 萬 | 0.00% | +28,965 | 新進 |
| Yousif Capital Management, LLC | 28,914 | $79.5 萬 | 0.01% | −2,830−8.9% | 減碼 |
| Ossiam | 27,807 | $76.4 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 27,383 | $75.3 萬 | 0.00% | −2,416−8.1% | 減碼 |
| Maryland State Retirement & Pension System | 23,164 | $74.4 萬 | 0.01% | −394−1.7% | 減碼 |
| Wolverine Trading, LLC | 26,650 | $73.3 萬 | 0.01% | +26,650 | 新進 |
| Group One Trading, L.P. | 25,690 | $70.6 萬 | 0.03% | +25,690 | 新進 |
| Tower Research Capital LLC (TRC) | 25,606 | $70.4 萬 | 0.02% | +20,954+450.4% | 加碼 |
| Ensign Peak Advisors, Inc | 25,506 | $70.1 萬 | 0.00% | −1,287−4.8% | 減碼 |
| Guggenheim Capital LLC | 25,131 | $69.1 萬 | 0.00% | +5,341+27.0% | 加碼 |
| Gsa Capital Partners LLP | 25,086 | $69.0 萬 | 0.05% | +148+0.6% | 加碼 |
| Formula Growth Ltd | 25,000 | $68.7 萬 | 0.22% | −75,000−75.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 22,364 | $61.5 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 22,217 | $61.1 萬 | 0.00% | +5,329+31.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 22,189 | $61.0 萬 | 0.03% | +22,189 | 新進 |
| State Board of Administration of Florida Retirement System | 25,008 | $60.4 萬 | 0.00% | +6,750+37.0% | 加碼 |
| Voya Investment Management LLC | 21,192 | $58.3 萬 | 0.00% | −4,466−17.4% | 減碼 |
| Bayesian Capital Management, LP | 20,899 | $57.5 萬 | 0.05% | −6,700−24.3% | 減碼 |
| Amalgamated Bank | 19,822 | $54.5 萬 | 0.00% | −4,441−18.3% | 減碼 |
| Diametric Capital, LP | 19,285 | $53.0 萬 | 0.29% | −23,178−54.6% | 減碼 |
| Handelsbanken Fonder AB | 17,988 | $49.4 萬 | 0.00% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 17,920 | $49.3 萬 | 0.02% | −200−1.1% | 減碼 |
| Arizona State Retirement System | 17,667 | $48.6 萬 | 0.00% | −273−1.5% | 減碼 |
| Creative Planning | 17,430 | $47.9 萬 | 0.00% | +982+6.0% | 加碼 |
| State of Tennessee, Treasury Department | 17,360 | $47.7 萬 | 0.00% | −4,224−19.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 17,263 | $47.5 萬 | 0.01% | −1,500−8.0% | 減碼 |
| LPL Financial LLC | 16,624 | $45.7 萬 | 0.00% | +2,249+15.6% | 加碼 |
| Fox Run Management, L.L.C. | 16,321 | $44.9 萬 | 0.10% | +16,321 | 新進 |
| Calamos Advisors LLC | 15,949 | $43.8 萬 | 0.00% | +15,949 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,772 | $40.6 萬 | 0.00% | 00.0% | 不變 |
| Harbor Capital Advisors, Inc. | 14,673 | $40.3 萬 | 0.05% | +14,673 | 新進 |
| Capstone Investment Advisors, LLC | 14,249 | $39.2 萬 | 0.01% | −6,651−31.8% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,883 | $38.2 萬 | 0.00% | +35+0.3% | 加碼 |
| Henshaw Capital LLC | 13,219 | $36.3 萬 | 0.02% | 00.0% | 不變 |
| Mariner, LLC | 13,172 | $36.2 萬 | 0.00% | −366−2.7% | 減碼 |
| CWM Advisors, LLC | 12,924 | $35.5 萬 | 0.04% | −4,637−26.4% | 減碼 |
| ProShare Advisors LLC | 12,902 | $35.5 萬 | 0.00% | +893+7.4% | 加碼 |
| Principal Securities, Inc. | 12,189 | $33.5 萬 | 0.01% | +1,321+12.2% | 加碼 |
| J. Goldman & Co LP | 12,047 | $33.1 萬 | 0.01% | +12,047 | 新進 |
| Caption Management, LLC | 11,655 | $32.0 萬 | 0.04% | +11,655 | 新進 |
| Channel Wealth LLC | 11,365 | $31.2 萬 | 0.13% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 11,298 | $31.1 萬 | 0.02% | +11,298 | 新進 |
| Brevan Howard Capital Management LP | 11,163 | $30.7 萬 | 0.03% | +11,163 | 新進 |
| Mutual of America Capital Management LLC | 11,075 | $30.4 萬 | 0.00% | −157−1.4% | 減碼 |
| Everence Capital Management Inc | 9,730 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 8,968 | $24.7 萬 | 0.00% | −323−3.5% | 減碼 |
| Moody National Bank Trust Division | 8,824 | $24.3 萬 | 0.02% | +8,824 | 新進 |
| Dark Forest Capital Management LP | 8,585 | $23.6 萬 | 0.04% | +8,585 | 新進 |
| Wrapmanager Inc | 8,120 | $22.3 萬 | 0.06% | +8,120 | 新進 |
| Whittier Trust Co | 8,045 | $22.1 萬 | 0.00% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 7,337 | $20.2 萬 | 0.00% | +7,337 | 新進 |
| Nisa Investment Advisors, LLC | 6,698 | $18.4 萬 | 0.00% | +99+1.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,357 | $17.5 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 5,017 | $13.8 萬 | 0.00% | +1,276+34.1% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 4,185 | $11.5 萬 | 0.03% | +4,185 | 新進 |
| Metropolitan Life Insurance Co | 3,391 | $9.32 萬 | 0.00% | −450−11.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 3,080 | $8.47 萬 | 0.00% | +1,203+64.1% | 加碼 |
| KBC Group NV | 2,049 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 1,873 | $5.15 萬 | 0.01% | +1,259+205.0% | 加碼 |
| GAMMA Investing LLC | 1,694 | $4.66 萬 | 0.01% | +773+83.9% | 加碼 |
| Public Employees Retirement System of Ohio | 1,471 | $4.04 萬 | 0.00% | +92+6.7% | 加碼 |
| Walleye Capital LLC | 1,456 | $4.00 萬 | 0.00% | −154,820−99.1% | 減碼 |
| Pacer Advisors, Inc. | 1,028 | $2.83 萬 | 0.00% | +781+316.2% | 加碼 |
| CWM, LLC | 1,028 | $2.80 萬 | 0.00% | +157+18.0% | 加碼 |
| West Tower Group, LLC | 1,000 | $2.75 萬 | 0.08% | +1,000 | 新進 |
| Leonteq Securities AG | 988 | $2.72 萬 | 0.00% | −108−9.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 982 | $2.70 萬 | 0.00% | −234−19.2% | 減碼 |
| Quest Partners LLC | 921 | $2.53 萬 | 0.00% | +921 | 新進 |
| Signaturefd, LLC | 852 | $2.34 萬 | 0.00% | +852 | 新進 |