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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 2 季與 2024 年第 1 季比較

持有 Semtech Corp 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

SMTC 的 13F 持有人：2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數2361256+21
股數8,044 萬9.06 萬8,152 萬+117.2 萬 (+1.5%)
市值$22.1 億$248.9 萬$24.4 億+$2.27 億 (+10.3%)

1 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（65 家）

2024 年第 2 季季末持有 Semtech Corp、2024 年第 1 季季末沒有持有的機構。

2024 年第 2 季新進 SMTC 的機構
機構股數市值佔組合 %
Driehaus Capital Management LLC1,452,316$4,340 萬0.42%
Fred Alger Management, LLC478,826$1,431 萬0.07%
Assenagon Asset Management S.A.443,061$1,324 萬0.03%
Jacobs Levy Equity Management, Inc382,770$1,144 萬0.05%
AQR Capital Management LLC167,149$493.9 萬0.01%
ExodusPoint Capital Management, LP153,298$458.1 萬0.05%
First Trust Advisors LP120,841$361.1 萬0.00%
Aquatic Capital Management LLC111,200$332.3 萬0.12%
Graham Capital Management, L.P.102,811$307.2 萬0.11%
Federated Hermes, Inc.97,795$292.2 萬0.01%
Mirae Asset Global ETFs Holdings Ltd.69,769$208.5 萬0.00%
Dynamic Technology Lab Private Ltd68,331$204.2 萬0.23%
Lisanti Capital Growth, LLC64,955$194.1 萬0.47%
Centiva Capital, LP64,703$193.3 萬0.09%
Gotham Asset Management, LLC62,120$185.6 萬0.02%
Omers Administration Corp54,100$161.7 萬0.02%
Edgestream Partners, L.P.53,881$161.0 萬0.08%
Sherbrooke Park Advisers LLC51,199$153.0 萬0.27%
State of New Jersey Common Pension Fund D45,820$136.9 萬0.01%
Two Sigma Securities, LLC41,167$123.0 萬0.06%
Corebridge Financial, Inc.37,576$112.3 萬0.01%
XTX Topco Ltd37,153$111.0 萬0.10%
Prescott Group Capital Management, L.L.C.30,000$89.6 萬0.14%
Campbell & CO Investment Adviser LLC27,081$80.9 萬0.07%
Neo Ivy Capital Management26,992$80.7 萬0.16%
Versor Investments LP25,200$75.3 萬0.14%
Friedenthal Financial25,026$74.8 萬0.47%
Semanteon Capital Management, LP24,724$73.9 萬0.52%
Teza Capital Management LLC22,981$68.7 萬0.08%
Quantitative Investment Management, LLC20,004$59.7 萬0.07%
Sciencast Management LP17,959$53.7 萬0.19%
Natixis Advisors, L.P.17,787$53.1 萬0.00%
Glaxis Capital Management, LLC15,000$44.8 萬0.78%
Mackenzie Financial Corp14,609$43.7 萬0.00%
Hanseatic Management Services Inc13,959$41.7 萬0.63%
Intech Investment Management LLC13,371$40.0 萬0.00%
Paloma Partners Management Co12,697$37.9 萬0.03%
Oppenheimer Asset Management Inc.11,633$34.8 萬0.00%
Truist Financial Corp11,368$34.0 萬0.00%
Avantax Advisory Services, Inc.8,260$24.7 萬0.00%
Blueshift Asset Management, LLC8,255$24.7 萬0.08%
Natixis7,597$22.7 萬0.00%
Prelude Capital Management, LLC7,207$21.5 萬0.02%
Advisory Services Network, LLC7,092$21.2 萬0.00%
EntryPoint Capital, LLC5,427$16.2 萬0.08%
Headlands Technologies LLC5,130$15.3 萬0.02%
Lazard Asset Management LLC3,485$10.4 萬0.00%
Asset Management One Co.,Ltd.3,081$9.21 萬0.00%
Migdal Insurance & Financial Holdings Ltd.2,967$8.50 萬0.00%
Quarry LP2,098$6.27 萬0.03%
Canada Pension Plan Investment Board2,000$5.98 萬0.00%
Ridgewood Investments LLC1,487$4.44 萬0.02%
Ronald Blue Trust, Inc.490$1.35 萬0.00%
Point72 (DIFC) Ltd213$6,3750.00%
Farther Finance Advisors, LLC115$3,6230.00%
Innealta Capital, LLC80$2,3900.00%
Benjamin F. Edwards & Company, Inc.77$2,0000.00%
Stephens Consulting, LLC52$1,5540.00%
NVWM, LLC50$1,4940.00%
CIBC Private Wealth Group, LLC43$1,4540.00%
International Assets Investment Management, LLC37$1,1060.00%
Sawyer & Company, Inc20$1,0000.00%
TD Waterhouse Canada Inc.25$7880.00%
SRS Capital Advisors, Inc.18$5380.00%
Larson Financial Group LLC5$1490.00%

清倉機構（44 家）

2024 年第 1 季季末持有 Semtech Corp、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 SMTC 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Point72 Asset Management, L.P.1,511,365$4,155 萬
Contour Asset Management LLC1,464,991$4,027 萬
Wellington Management Group LLP552,376$1,518 萬
Loomis Sayles & Co L P487,053$1,339 萬
Nomura Holdings Inc333,099$915.7 萬
Susquehanna International Group, LLP320,672$881.5 萬
Jefferies Financial Group Inc.220,896$607.2 萬
Kettle Hill Capital Management, LLC177,537$488.0 萬
Castleark Management LLC134,730$370.4 萬
Atom Investors LP126,786$348.5 萬
Holocene Advisors, LP121,548$334.1 萬
Intrinsic Edge Capital Management LLC100,000$274.9 萬
Bank of Montreal71,480$197.0 萬
Mirae Asset Global Investments Co., Ltd.58,381$181.6 萬
Nishkama Capital, LLC65,910$181.2 萬
King Luther Capital Management Corp65,000$178.7 萬
Texas Permanent School Fund56,053$154.1 萬
Portman Square Capital LLP54,913$151.0 萬
Seven Eight Capital, LP51,573$141.8 萬
HAP Trading, LLC48,971$134.6 萬
Quantbot Technologies LP46,120$126.8 萬
Y-Intercept (Hong Kong) Ltd40,666$111.8 萬
Manatuck Hill Partners, LLC40,000$110.0 萬
Parallax Volatility Advisers, L.P.36,637$100.7 萬
American International Group, Inc.34,512$94.9 萬
MML Investors Services, LLC28,965$79.6 萬
Wolverine Trading, LLC26,650$73.3 萬
Formula Growth Ltd25,000$68.7 萬
Bayesian Capital Management, LP20,899$57.5 萬
Fox Run Management, L.L.C.16,321$44.9 萬
Capstone Investment Advisors, LLC14,249$39.2 萬
J. Goldman & Co LP12,047$33.1 萬
Caption Management, LLC11,655$32.0 萬
Mount Yale Investment Advisors, LLC11,298$31.1 萬
Wrapmanager Inc8,120$22.3 萬
Whittier Trust Co8,045$22.1 萬
Metropolitan Life Insurance Co3,391$9.32 萬
Elequin Capital LP690$1.90 萬
Orion Capital Management LLC500$1.37 萬
Tradewinds Capital Management, LLC400$1.10 萬
Bullock Wealth Management Group100$2,937
Future Financial Wealth Managment LLC100$2,749
Lion Point Capital, LP14$385
Nelson, Van Denburg & Campbell Wealth Management Group, LLC13$357

尚未申報 2024 年第 2 季的機構（1 家）

2024 年第 1 季季末持有 Semtech Corp、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 1 季持有 SMTC、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG90,557$248.9 萬