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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 25,506 | $157.8 萬 | 0.00% | 00.0% | 不變 |
| Truist Financial Corp | 25,708 | $159.0 萬 | 0.00% | +15,338+147.9% | 加碼 |
| Ossiam | 27,807 | $172.0 萬 | 0.03% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 27,976 | $173.0 萬 | 0.02% | +27,976 | 新進 |
| Captrust Financial Advisors | 28,405 | $175.7 萬 | 0.01% | +21,102+288.9% | 加碼 |
| Maryland State Retirement & Pension System | 28,407 | $175.7 萬 | 0.04% | +3,069+12.1% | 加碼 |
| Massar Capital Management, LP | 28,448 | $176.0 萬 | 2.00% | +28,448 | 新進 |
| Oppenheimer Asset Management Inc. | 29,613 | $183.2 萬 | 0.02% | +14,758+99.3% | 加碼 |
| PEAK6 LLC | 30,563 | $189.0 萬 | 0.07% | +30,563 | 新進 |
| Miracle Mile Advisors, LLC | 30,881 | $191.0 萬 | 0.04% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 31,746 | $196.3 萬 | 0.02% | +3,189+11.2% | 加碼 |
| Voya Investment Management LLC | 31,788 | $196.6 萬 | 0.00% | +5,567+21.2% | 加碼 |
| Susquehanna International Group, LLP | 32,401 | $200.4 萬 | 0.00% | +32,401 | 新進 |
| State of Tennessee, Treasury Department | 33,185 | $205.2 萬 | 0.01% | +6,926+26.4% | 加碼 |
| Oak Ridge Investments LLC | 34,697 | $214.6 萬 | 0.17% | +34,697 | 新進 |
| Dana Investment Advisors, Inc. | 34,977 | $216.3 萬 | 0.07% | −3,246−8.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 35,339 | $218.6 萬 | 0.02% | +12,975+58.0% | 加碼 |
| Assenagon Asset Management S.A. | 36,152 | $223.6 萬 | 0.00% | −388,969−91.5% | 減碼 |
| Regents Gate Capital LLP | 36,951 | $228.5 萬 | 0.91% | +36,951 | 新進 |
| Credit Agricole S A | 37,794 | $233.8 萬 | 0.01% | +37,794 | 新進 |
| Engineers Gate Manager LP | 38,003 | $235.0 萬 | 0.04% | +10,229+36.8% | 加碼 |
| Corebridge Financial, Inc. | 39,097 | $241.8 萬 | 0.01% | +1,503+4.0% | 加碼 |
| Intech Investment Management LLC | 39,685 | $245.5 萬 | 0.02% | +9,164+30.0% | 加碼 |
| Mackenzie Financial Corp | 39,824 | $246.3 萬 | 0.00% | +12,211+44.2% | 加碼 |
| PDT Partners, LLC | 40,268 | $249.1 萬 | 0.22% | −28,415−41.4% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 40,599 | $251.1 萬 | 0.04% | +40,599 | 新進 |
| Boothbay Fund Management, LLC | 40,663 | $251.5 萬 | 0.08% | +13,348+48.9% | 加碼 |
| Louisiana State Employees Retirement System | 40,800 | $252.3 萬 | 0.05% | +4,500+12.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 41,633 | $257.5 萬 | 0.00% | +5,815+16.2% | 加碼 |
| Twinbeech Capital LP | 42,269 | $261.4 萬 | 0.04% | +42,269 | 新進 |
| Janus Henderson Group PLC | 43,285 | $267.5 萬 | 0.00% | +12,300+39.7% | 加碼 |
| Convergence Investment Partners, LLC | 43,332 | $268.0 萬 | 0.60% | +43,332 | 新進 |
| MetLife Investment Management | 43,517 | $269.2 萬 | 0.01% | +6,107+16.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 44,436 | $274.8 萬 | 0.01% | −9,131−17.0% | 減碼 |
| Amundi | 43,374 | $293.2 萬 | 0.00% | +14,066+48.0% | 加碼 |
| State of Alaska, Department of Revenue | 47,941 | $296.5 萬 | 0.03% | +5,124+12.0% | 加碼 |
| ExodusPoint Capital Management, LP | 49,193 | $304.3 萬 | 0.03% | +27,994+132.1% | 加碼 |
| Seven Grand Managers, LLC | 50,000 | $309.3 萬 | 1.42% | +50,000 | 新進 |
| Inspire Advisors, LLC | 53,826 | $332.9 萬 | 0.41% | −15,067−21.9% | 減碼 |
| Natixis Advisors, L.P. | 55,139 | $341.0 萬 | 0.01% | +19,529+54.8% | 加碼 |
| AQR Capital Management LLC | 55,534 | $343.2 萬 | 0.00% | +11,181+25.2% | 加碼 |
| Comerica Bank | 55,887 | $345.7 萬 | 0.01% | −34−0.1% | 減碼 |
| Moody Aldrich Partners LLC | 56,317 | $348.3 萬 | 0.65% | +56,317 | 新進 |
| Scotia Capital Inc. | 56,464 | $349.2 萬 | 0.02% | +56,464 | 新進 |
| SG Americas Securities, LLC | 57,316 | $354.5 萬 | 0.02% | +49,609+643.7% | 加碼 |
| Wells Fargo & Company | 57,778 | $357.4 萬 | 0.00% | −63,719−52.4% | 減碼 |
| Daiwa Securities Group Inc. | 58,360 | $360.9 萬 | 0.02% | +58,360 | 新進 |
| Algert Global LLC | 63,113 | $390.4 萬 | 0.09% | +63,113 | 新進 |
| Kennedy Capital Management, Inc. | 65,250 | $403.6 萬 | 0.09% | +2,523+4.0% | 加碼 |
| Gotham Asset Management, LLC | 66,205 | $409.5 萬 | 0.04% | +48,289+269.5% | 加碼 |
| Connors Investor Services Inc | 69,809 | $431.8 萬 | 0.40% | −1,769−2.5% | 減碼 |
| Royce & Associates LP | 70,500 | $436.0 萬 | 0.04% | −13,000−15.6% | 減碼 |
| Baird Financial Group, Inc. | 72,153 | $446.3 萬 | 0.01% | +5,251+7.8% | 加碼 |
| Thrivent Financial for Lutherans | 72,701 | $449.7 萬 | 0.01% | +5,725+8.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 74,156 | $458.7 萬 | 0.01% | +3,616+5.1% | 加碼 |
| Calamos Advisors LLC | 75,672 | $468.0 萬 | 0.02% | +18,243+31.8% | 加碼 |
| Jefferies Financial Group Inc. | 77,659 | $480.3 萬 | 0.05% | +29,723+62.0% | 加碼 |
| California State Teachers Retirement System | 78,028 | $482.6 萬 | 0.01% | +16,860+27.6% | 加碼 |
| Man Group plc | 78,873 | $487.8 萬 | 0.01% | +78,873 | 新進 |
| Ovata Capital Management Ltd | 80,000 | $494.8 萬 | 1.89% | +80,000 | 新進 |
| New York State Teachers Retirement System | 82,202 | $508.4 萬 | 0.01% | +2,981+3.8% | 加碼 |
| Panoramic Capital, LLC | 84,581 | $523.1 萬 | 4.16% | +84,581 | 新進 |
| Shellback Capital, LP | 84,719 | $524.0 萬 | 0.36% | +84,719 | 新進 |
| Envestnet Asset Management Inc | 86,282 | $533.7 萬 | 0.00% | +33,980+65.0% | 加碼 |
| Harbor Capital Advisors, Inc. | 92,395 | $571.5 萬 | 0.25% | +49,835+117.1% | 加碼 |
| EAM Investors, LLC | 96,104 | $594.4 萬 | 0.84% | −2,212−2.2% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 100,000 | $618.5 萬 | 0.11% | +100,000 | 新進 |
| Pamalican Asset Management Ltd | 101,399 | $627.2 萬 | 2.77% | +101,399 | 新進 |
| Qube Research & Technologies Ltd | 101,416 | $627.3 萬 | 0.01% | −135,012−57.1% | 減碼 |
| Great West Life Assurance Co | 102,917 | $635.6 萬 | 0.01% | +15,492+17.7% | 加碼 |
| Lisanti Capital Growth, LLC | 106,630 | $659.5 萬 | 1.59% | +2,565+2.5% | 加碼 |
| Allianz Asset Management GmbH | 108,338 | $670.1 萬 | 0.01% | +18,689+20.8% | 加碼 |
| Jane Street Group, LLC | 108,767 | $672.7 萬 | 0.01% | +60,665+126.1% | 加碼 |
| Point72 Hong Kong Ltd | 109,363 | $676.4 萬 | 0.42% | +109,363 | 新進 |
| Natixis | 113,943 | $704.7 萬 | 0.05% | +106,900+1,517.8% | 加碼 |
| Polar Asset Management Partners Inc. | 114,400 | $707.6 萬 | 0.10% | −3,800−3.2% | 減碼 |
| Citigroup Inc | 118,154 | $730.8 萬 | 0.01% | +20,753+21.3% | 加碼 |
| Castleark Management LLC | 122,150 | $755.5 萬 | 0.26% | +122,150 | 新進 |
| Federated Hermes, Inc. | 125,848 | $778.4 萬 | 0.02% | +27,916+28.5% | 加碼 |
| Prudential Financial Inc | 128,878 | $797.1 萬 | 0.01% | +51,825+67.3% | 加碼 |
| Jain Global LLC | 136,694 | $845.5 萬 | 0.25% | +136,694 | 新進 |
| Walleye Capital LLC | 140,986 | $872.0 萬 | 0.08% | +127,311+931.0% | 加碼 |
| Barclays PLC | 145,623 | $900.7 萬 | 0.00% | −2,609−1.8% | 減碼 |
| Verition Fund Management LLC | 145,675 | $901.0 萬 | 0.05% | +20,875+16.7% | 加碼 |
| Swiss National Bank | 166,000 | $1,027 萬 | 0.01% | +39,700+31.4% | 加碼 |
| First Trust Advisors LP | 166,966 | $1,033 萬 | 0.01% | −129,771−43.7% | 減碼 |
| State of Wisconsin Investment Board | 168,768 | $1,044 萬 | 0.03% | +11,003+7.0% | 加碼 |
| Two Sigma Advisers, LP | 181,590 | $1,123 萬 | 0.03% | −262,800−59.1% | 減碼 |
| Penn Capital Management Co Inc | 184,478 | $1,141 萬 | 1.12% | −166,285−47.4% | 減碼 |
| SEI Investments Co | 194,544 | $1,203 萬 | 0.02% | +36,558+23.1% | 加碼 |
| Zweig-DiMenna Associates LLC | 194,626 | $1,204 萬 | 1.02% | 00.0% | 不變 |
| G2 Investment Partners Management LLC | 199,577 | $1,234 萬 | 3.19% | +73,392+58.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 204,159 | $1,263 萬 | 0.01% | +168,426+471.3% | 加碼 |
| Russell Investments Group, Ltd. | 204,696 | $1,266 萬 | 0.02% | +18,664+10.0% | 加碼 |
| Rhumbline Advisers | 205,363 | $1,270 萬 | 0.01% | +11,878+6.1% | 加碼 |
| Heartland Advisors Inc | 209,392 | $1,295 萬 | 0.70% | +48,599+30.2% | 加碼 |
| Public Sector Pension Investment Board | 210,125 | $1,300 萬 | 0.05% | +50,965+32.0% | 加碼 |
| Ghisallo Capital Management LLC | 230,000 | $1,423 萬 | 0.83% | +230,000 | 新進 |
| Legal & General Group Plc | 230,949 | $1,428 萬 | 0.00% | +32,422+16.3% | 加碼 |
| Freestone Grove Partners LP | 237,017 | $1,466 萬 | 0.18% | +237,017 | 新進 |