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、16 筆賣出；2026 年第 2 季末有 577 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 4 季 13F 持有人
Semtech Corp 在 2024/12/31 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
- 355
- 較 2024 年第 3 季 +84 家
- 持有股數
- 9,592 萬
- 較 2024 年第 3 季 +1,132 萬 (+13.4%)
- 總市值
- $59.3 億
- 較 2024 年第 3 季 +$20.7 億 (+53.6%)
- 新進機構
- 117
- 另有 140 家加碼
- 清倉機構
- 33
- 另有 72 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 | 577 | $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 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,961,506 | $8.02 億 | 0.02% | +1,748,975+15.6% | 加碼 |
| Vanguard Group Inc | 11,542,545 | $7.14 億 | 0.01% | +1,326,226+13.0% | 加碼 |
| Ameriprise Financial Inc | 5,568,219 | $3.44 億 | 0.09% | −399,875−6.7% | 減碼 |
| State Street Corp | 3,810,916 | $2.36 億 | 0.01% | +147,564+4.0% | 加碼 |
| Hood River Capital Management LLC | 3,450,042 | $2.13 億 | 3.15% | +59,743+1.8% | 加碼 |
| Alliancebernstein L.P. | 3,308,945 | $2.05 億 | 0.07% | −1,130,995−25.5% | 減碼 |
| Whale Rock Capital Management LLC | 3,266,202 | $2.02 億 | 2.39% | +2,562,602+364.2% | 加碼 |
| Disciplined Growth Investors Inc | 2,692,955 | $1.67 億 | 3.17% | +82,971+3.2% | 加碼 |
| Macquarie Group Ltd | 2,673,769 | $1.65 億 | 0.20% | +171,833+6.9% | 加碼 |
| FMR LLC | 2,579,349 | $1.60 億 | 0.01% | +1,153,474+80.9% | 加碼 |
| Wellington Management Group LLP | 2,143,081 | $1.33 億 | 0.02% | +1,911,890+827.0% | 加碼 |
| Capital Research Global Investors | 2,133,109 | $1.32 億 | 0.03% | −1,739,913−44.9% | 減碼 |
| Driehaus Capital Management LLC | 2,032,316 | $1.26 億 | 1.04% | −152,657−7.0% | 減碼 |
| Geode Capital Management, LLC | 1,815,515 | $1.12 億 | 0.01% | +197,732+12.2% | 加碼 |
| Fred Alger Management, LLC | 1,491,844 | $9,227 萬 | 0.44% | +821,671+122.6% | 加碼 |
| Neuberger Berman Group LLC | 1,282,973 | $7,935 萬 | 0.06% | −71,693−5.3% | 減碼 |
| Millennium Management LLC | 1,222,924 | $7,564 萬 | 0.07% | −216,150−15.0% | 減碼 |
| Morgan Stanley | 1,108,472 | $6,856 萬 | 0.00% | +54,794+5.2% | 加碼 |
| Charles Schwab Investment Management Inc | 1,061,871 | $6,568 萬 | 0.01% | +3,991+0.4% | 加碼 |
| Invesco Ltd. | 1,034,616 | $6,399 萬 | 0.01% | −123,184−10.6% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,024,768 | $6,338 萬 | 0.24% | +79,015+8.4% | 加碼 |
| Fisher Asset Management, LLC | 939,487 | $5,811 萬 | 0.02% | −105,404−10.1% | 減碼 |
| Northern Trust Corp | 865,472 | $5,353 萬 | 0.01% | +180,098+26.3% | 加碼 |
| Alyeska Investment Group, L.P. | 829,668 | $5,131 萬 | 0.19% | +829,668 | 新進 |
| Goldman Sachs Group Inc | 817,820 | $5,058 萬 | 0.01% | −108,814−11.7% | 減碼 |
| Kodai Capital Management LP | 795,830 | $4,922 萬 | 2.02% | −303,767−27.6% | 減碼 |
| Victory Capital Management Inc | 763,247 | $4,721 萬 | 0.05% | −60,951−7.4% | 減碼 |
| Palisade Capital Management LLC | 742,117 | $4,590 萬 | 1.23% | +10,131+1.4% | 加碼 |
| Portolan Capital Management, LLC | 667,211 | $4,127 萬 | 2.78% | +573,175+609.5% | 加碼 |
| Bank of New York Mellon Corp | 614,962 | $3,804 萬 | 0.01% | +143,010+30.3% | 加碼 |
| Two Sigma Investments, LP | 610,042 | $3,773 萬 | 0.09% | +12,924+2.2% | 加碼 |
| JPMorgan Chase & Co | 607,215 | $3,756 萬 | 0.00% | −145,087−19.3% | 減碼 |
| Capital World Investors | 600,000 | $3,711 萬 | 0.01% | +600,000 | 新進 |
| Nuveen Asset Management, LLC | 569,339 | $3,521 萬 | 0.01% | +206,693+57.0% | 加碼 |
| Citadel Advisors LLC | 555,583 | $3,436 萬 | 0.03% | +182,186+48.8% | 加碼 |
| Balyasny Asset Management LLC | 509,787 | $3,153 萬 | 0.07% | −302,521−37.2% | 減碼 |
| Price T Rowe Associates Inc | 478,145 | $2,957 萬 | 0.00% | +383,528+405.3% | 加碼 |
| Granahan Investment Management Inc | 458,075 | $2,833 萬 | 1.18% | +255,583+126.2% | 加碼 |
| Deutsche Bank AG | 451,436 | $2,792 萬 | 0.01% | +4,218+0.9% | 加碼 |
| Point72 Asset Management, L.P. | 445,017 | $2,752 萬 | 0.08% | +445,017 | 新進 |
| Bank of America Corp | 442,348 | $2,736 萬 | 0.00% | −135,852−23.5% | 減碼 |
| Schroder Investment Management Group | 441,715 | $2,725 萬 | 0.03% | +441,715 | 新進 |
| Principal Financial Group Inc | 410,613 | $2,540 萬 | 0.01% | +56,108+15.8% | 加碼 |
| Renaissance Technologies LLC | 405,516 | $2,508 萬 | 0.04% | −50,100−11.0% | 減碼 |
| UBS Asset Management Americas Inc | 389,185 | $2,407 萬 | 0.01% | −25,616−6.2% | 減碼 |
| Jacobs Levy Equity Management, Inc | 382,557 | $2,366 萬 | 0.08% | +22,551+6.3% | 加碼 |
| Squarepoint Ops LLC | 375,912 | $2,325 萬 | 0.06% | +29,139+8.4% | 加碼 |
| New York State Common Retirement Fund | 364,831 | $2,256 萬 | 0.03% | −77,073−17.4% | 減碼 |
| Crestline Management, LP | 358,363 | $2,216 萬 | 0.77% | +139,370+63.6% | 加碼 |
| Cooper Creek Partners Management LLC | 344,473 | $2,131 萬 | 0.66% | 00.0% | 不變 |
| UBS Group AG | 325,925 | $2,016 萬 | 0.00% | +249,529+326.6% | 加碼 |
| Burkehill Global Management, LP | 300,000 | $1,856 萬 | 1.76% | +300,000 | 新進 |
| Voloridge Investment Management, LLC | 266,066 | $1,646 萬 | 0.06% | −513,290−65.9% | 減碼 |
| WCM Investment Management, LLC | 246,022 | $1,518 萬 | 0.04% | +246,022 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 244,647 | $1,513 萬 | 0.03% | +244,647 | 新進 |
| Freestone Grove Partners LP | 237,017 | $1,466 萬 | 0.18% | +237,017 | 新進 |
| Legal & General Group Plc | 230,949 | $1,428 萬 | 0.00% | +32,422+16.3% | 加碼 |
| Ghisallo Capital Management LLC | 230,000 | $1,423 萬 | 0.83% | +230,000 | 新進 |
| Public Sector Pension Investment Board | 210,125 | $1,300 萬 | 0.05% | +50,965+32.0% | 加碼 |
| Heartland Advisors Inc | 209,392 | $1,295 萬 | 0.70% | +48,599+30.2% | 加碼 |
| Rhumbline Advisers | 205,363 | $1,270 萬 | 0.01% | +11,878+6.1% | 加碼 |
| Russell Investments Group, Ltd. | 204,696 | $1,266 萬 | 0.02% | +18,664+10.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 204,159 | $1,263 萬 | 0.01% | +168,426+471.3% | 加碼 |
| G2 Investment Partners Management LLC | 199,577 | $1,234 萬 | 3.19% | +73,392+58.2% | 加碼 |
| Zweig-DiMenna Associates LLC | 194,626 | $1,204 萬 | 1.02% | 00.0% | 不變 |
| SEI Investments Co | 194,544 | $1,203 萬 | 0.02% | +36,558+23.1% | 加碼 |
| Penn Capital Management Co Inc | 184,478 | $1,141 萬 | 1.12% | −166,285−47.4% | 減碼 |
| Two Sigma Advisers, LP | 181,590 | $1,123 萬 | 0.03% | −262,800−59.1% | 減碼 |
| State of Wisconsin Investment Board | 168,768 | $1,044 萬 | 0.03% | +11,003+7.0% | 加碼 |
| First Trust Advisors LP | 166,966 | $1,033 萬 | 0.01% | −129,771−43.7% | 減碼 |
| Swiss National Bank | 166,000 | $1,027 萬 | 0.01% | +39,700+31.4% | 加碼 |
| Verition Fund Management LLC | 145,675 | $901.0 萬 | 0.05% | +20,875+16.7% | 加碼 |
| Barclays PLC | 145,623 | $900.7 萬 | 0.00% | −2,609−1.8% | 減碼 |
| Walleye Capital LLC | 140,986 | $872.0 萬 | 0.08% | +127,311+931.0% | 加碼 |
| Jain Global LLC | 136,694 | $845.5 萬 | 0.25% | +136,694 | 新進 |
| Prudential Financial Inc | 128,878 | $797.1 萬 | 0.01% | +51,825+67.3% | 加碼 |
| Federated Hermes, Inc. | 125,848 | $778.4 萬 | 0.02% | +27,916+28.5% | 加碼 |
| Castleark Management LLC | 122,150 | $755.5 萬 | 0.26% | +122,150 | 新進 |
| Citigroup Inc | 118,154 | $730.8 萬 | 0.01% | +20,753+21.3% | 加碼 |
| Polar Asset Management Partners Inc. | 114,400 | $707.6 萬 | 0.10% | −3,800−3.2% | 減碼 |
| Natixis | 113,943 | $704.7 萬 | 0.05% | +106,900+1,517.8% | 加碼 |
| Point72 Hong Kong Ltd | 109,363 | $676.4 萬 | 0.42% | +109,363 | 新進 |
| Jane Street Group, LLC | 108,767 | $672.7 萬 | 0.01% | +60,665+126.1% | 加碼 |
| Allianz Asset Management GmbH | 108,338 | $670.1 萬 | 0.01% | +18,689+20.8% | 加碼 |
| Lisanti Capital Growth, LLC | 106,630 | $659.5 萬 | 1.59% | +2,565+2.5% | 加碼 |
| Great West Life Assurance Co | 102,917 | $635.6 萬 | 0.01% | +15,492+17.7% | 加碼 |
| Qube Research & Technologies Ltd | 101,416 | $627.3 萬 | 0.01% | −135,012−57.1% | 減碼 |
| Pamalican Asset Management Ltd | 101,399 | $627.2 萬 | 2.77% | +101,399 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 100,000 | $618.5 萬 | 0.11% | +100,000 | 新進 |
| EAM Investors, LLC | 96,104 | $594.4 萬 | 0.84% | −2,212−2.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 92,395 | $571.5 萬 | 0.25% | +49,835+117.1% | 加碼 |
| Envestnet Asset Management Inc | 86,282 | $533.7 萬 | 0.00% | +33,980+65.0% | 加碼 |
| Shellback Capital, LP | 84,719 | $524.0 萬 | 0.36% | +84,719 | 新進 |
| Panoramic Capital, LLC | 84,581 | $523.1 萬 | 4.16% | +84,581 | 新進 |
| New York State Teachers Retirement System | 82,202 | $508.4 萬 | 0.01% | +2,981+3.8% | 加碼 |
| Ovata Capital Management Ltd | 80,000 | $494.8 萬 | 1.89% | +80,000 | 新進 |
| Man Group plc | 78,873 | $487.8 萬 | 0.01% | +78,873 | 新進 |
| California State Teachers Retirement System | 78,028 | $482.6 萬 | 0.01% | +16,860+27.6% | 加碼 |
| Jefferies Financial Group Inc. | 77,659 | $480.3 萬 | 0.05% | +29,723+62.0% | 加碼 |
| Calamos Advisors LLC | 75,672 | $468.0 萬 | 0.02% | +18,243+31.8% | 加碼 |