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 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 | 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 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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 74,156 | $458.7 萬 | 0.01% | +3,616+5.1% | 加碼 |
| Thrivent Financial for Lutherans | 72,701 | $449.7 萬 | 0.01% | +5,725+8.5% | 加碼 |
| Baird Financial Group, Inc. | 72,153 | $446.3 萬 | 0.01% | +5,251+7.8% | 加碼 |
| Royce & Associates LP | 70,500 | $436.0 萬 | 0.04% | −13,000−15.6% | 減碼 |
| Connors Investor Services Inc | 69,809 | $431.8 萬 | 0.40% | −1,769−2.5% | 減碼 |
| Gotham Asset Management, LLC | 66,205 | $409.5 萬 | 0.04% | +48,289+269.5% | 加碼 |
| Kennedy Capital Management, Inc. | 65,250 | $403.6 萬 | 0.09% | +2,523+4.0% | 加碼 |
| Algert Global LLC | 63,113 | $390.4 萬 | 0.09% | +63,113 | 新進 |
| Daiwa Securities Group Inc. | 58,360 | $360.9 萬 | 0.02% | +58,360 | 新進 |
| Wells Fargo & Company | 57,778 | $357.4 萬 | 0.00% | −63,719−52.4% | 減碼 |
| SG Americas Securities, LLC | 57,316 | $354.5 萬 | 0.02% | +49,609+643.7% | 加碼 |
| Scotia Capital Inc. | 56,464 | $349.2 萬 | 0.02% | +56,464 | 新進 |
| Moody Aldrich Partners LLC | 56,317 | $348.3 萬 | 0.65% | +56,317 | 新進 |
| Comerica Bank | 55,887 | $345.7 萬 | 0.01% | −34−0.1% | 減碼 |
| AQR Capital Management LLC | 55,534 | $343.2 萬 | 0.00% | +11,181+25.2% | 加碼 |
| Natixis Advisors, L.P. | 55,139 | $341.0 萬 | 0.01% | +19,529+54.8% | 加碼 |
| Inspire Advisors, LLC | 53,826 | $332.9 萬 | 0.41% | −15,067−21.9% | 減碼 |
| Seven Grand Managers, LLC | 50,000 | $309.3 萬 | 1.42% | +50,000 | 新進 |
| ExodusPoint Capital Management, LP | 49,193 | $304.3 萬 | 0.03% | +27,994+132.1% | 加碼 |
| State of Alaska, Department of Revenue | 47,941 | $296.5 萬 | 0.03% | +5,124+12.0% | 加碼 |
| Amundi | 43,374 | $293.2 萬 | 0.00% | +14,066+48.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 44,436 | $274.8 萬 | 0.01% | −9,131−17.0% | 減碼 |
| MetLife Investment Management | 43,517 | $269.2 萬 | 0.01% | +6,107+16.3% | 加碼 |
| Convergence Investment Partners, LLC | 43,332 | $268.0 萬 | 0.60% | +43,332 | 新進 |
| Janus Henderson Group PLC | 43,285 | $267.5 萬 | 0.00% | +12,300+39.7% | 加碼 |
| Twinbeech Capital LP | 42,269 | $261.4 萬 | 0.04% | +42,269 | 新進 |
| Manufacturers Life Insurance Company, The | 41,633 | $257.5 萬 | 0.00% | +5,815+16.2% | 加碼 |
| Louisiana State Employees Retirement System | 40,800 | $252.3 萬 | 0.05% | +4,500+12.4% | 加碼 |
| Boothbay Fund Management, LLC | 40,663 | $251.5 萬 | 0.08% | +13,348+48.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 40,599 | $251.1 萬 | 0.04% | +40,599 | 新進 |
| PDT Partners, LLC | 40,268 | $249.1 萬 | 0.22% | −28,415−41.4% | 減碼 |
| Mackenzie Financial Corp | 39,824 | $246.3 萬 | 0.00% | +12,211+44.2% | 加碼 |
| Intech Investment Management LLC | 39,685 | $245.5 萬 | 0.02% | +9,164+30.0% | 加碼 |
| Corebridge Financial, Inc. | 39,097 | $241.8 萬 | 0.01% | +1,503+4.0% | 加碼 |
| Engineers Gate Manager LP | 38,003 | $235.0 萬 | 0.04% | +10,229+36.8% | 加碼 |
| Credit Agricole S A | 37,794 | $233.8 萬 | 0.01% | +37,794 | 新進 |
| Regents Gate Capital LLP | 36,951 | $228.5 萬 | 0.91% | +36,951 | 新進 |
| Assenagon Asset Management S.A. | 36,152 | $223.6 萬 | 0.00% | −388,969−91.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 35,339 | $218.6 萬 | 0.02% | +12,975+58.0% | 加碼 |
| Dana Investment Advisors, Inc. | 34,977 | $216.3 萬 | 0.07% | −3,246−8.5% | 減碼 |
| Oak Ridge Investments LLC | 34,697 | $214.6 萬 | 0.17% | +34,697 | 新進 |
| State of Tennessee, Treasury Department | 33,185 | $205.2 萬 | 0.01% | +6,926+26.4% | 加碼 |
| Susquehanna International Group, LLP | 32,401 | $200.4 萬 | 0.00% | +32,401 | 新進 |
| Voya Investment Management LLC | 31,788 | $196.6 萬 | 0.00% | +5,567+21.2% | 加碼 |
| Yousif Capital Management, LLC | 31,746 | $196.3 萬 | 0.02% | +3,189+11.2% | 加碼 |
| Miracle Mile Advisors, LLC | 30,881 | $191.0 萬 | 0.04% | 00.0% | 不變 |
| PEAK6 LLC | 30,563 | $189.0 萬 | 0.07% | +30,563 | 新進 |
| Oppenheimer Asset Management Inc. | 29,613 | $183.2 萬 | 0.02% | +14,758+99.3% | 加碼 |
| Massar Capital Management, LP | 28,448 | $176.0 萬 | 2.00% | +28,448 | 新進 |
| Maryland State Retirement & Pension System | 28,407 | $175.7 萬 | 0.04% | +3,069+12.1% | 加碼 |
| Captrust Financial Advisors | 28,405 | $175.7 萬 | 0.01% | +21,102+288.9% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 27,976 | $173.0 萬 | 0.02% | +27,976 | 新進 |
| Ossiam | 27,807 | $172.0 萬 | 0.03% | 00.0% | 不變 |
| Truist Financial Corp | 25,708 | $159.0 萬 | 0.00% | +15,338+147.9% | 加碼 |
| Ensign Peak Advisors, Inc | 25,506 | $157.8 萬 | 0.00% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 24,987 | $154.5 萬 | 0.05% | −6,758−21.3% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 24,923 | $154.2 萬 | 0.41% | +24,923 | 新進 |
| Creative Planning | 24,722 | $152.9 萬 | 0.00% | +3,085+14.3% | 加碼 |
| Jackson Creek Investment Advisors LLC | 24,528 | $151.7 萬 | 0.46% | +24,528 | 新進 |
| Arizona State Retirement System | 24,467 | $151.3 萬 | 0.01% | +5,851+31.4% | 加碼 |
| Amalgamated Bank | 24,062 | $148.8 萬 | 0.01% | +2,368+10.9% | 加碼 |
| PAX Financial Group, LLC | 23,157 | $143.2 萬 | 0.26% | −979−4.1% | 減碼 |
| ProShare Advisors LLC | 22,467 | $139.0 萬 | 0.00% | +8,349+59.1% | 加碼 |
| CWM Advisors, LLC | 22,053 | $136.4 萬 | 0.15% | +12,016+119.7% | 加碼 |
| Handelsbanken Fonder AB | 21,688 | $134.1 萬 | 0.01% | +3,700+20.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 21,431 | $132.6 萬 | 0.21% | +21,431 | 新進 |
| Moody National Bank Trust Division | 20,568 | $127.2 萬 | 0.13% | +12,296+148.6% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 20,000 | $123.7 萬 | 0.17% | +20,000 | 新進 |
| WT Asset Management Ltd | 20,000 | $123.7 萬 | 0.14% | +20,000 | 新進 |
| Oregon Public Employees Retirement Fund | 19,815 | $122.6 萬 | 0.02% | +2,124+12.0% | 加碼 |
| Fortress Investment Group LLC | 19,800 | $122.5 萬 | 0.19% | +19,800 | 新進 |
| LPL Financial LLC | 19,154 | $118.5 萬 | 0.00% | +2,965+18.3% | 加碼 |
| Simplex Trading, LLC | 19,130 | $118.3 萬 | 0.03% | +19,130 | 新進 |
| Schonfeld Strategic Advisors LLC | 19,093 | $118.1 萬 | 0.01% | −743−3.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 19,010 | $117.6 萬 | 0.00% | +19,010 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,939 | $117.1 萬 | 0.00% | +3,457+22.3% | 加碼 |
| Royal Bank of Canada | 18,407 | $113.9 萬 | 0.00% | −5,872−24.2% | 減碼 |
| Legato Capital Management LLC | 18,260 | $112.9 萬 | 0.15% | +5,215+40.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 18,258 | $112.9 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 18,136 | $112.2 萬 | 0.00% | +582+3.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,008 | $111.4 萬 | 0.01% | +1,970+12.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 17,928 | $110.9 萬 | 0.03% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 17,571 | $108.7 萬 | 0.00% | +1,813+11.5% | 加碼 |
| KLP Kapitalforvaltning AS | 17,100 | $105.8 萬 | 0.01% | +17,100 | 新進 |
| Numerai GP LLC | 16,920 | $104.7 萬 | 0.29% | −20,353−54.6% | 減碼 |
| Lazard Asset Management LLC | 16,418 | $101.5 萬 | 0.00% | +4,776+41.0% | 加碼 |
| HRT Financial LP | 16,287 | $100.7 萬 | 0.01% | +16,287 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 15,540 | $96.1 萬 | 0.01% | +15,540 | 新進 |
| Glenmede Trust Co NA | 15,346 | $94.9 萬 | 0.00% | +8,686+130.4% | 加碼 |
| Guggenheim Capital LLC | 15,285 | $94.5 萬 | 0.01% | −6,790−30.8% | 減碼 |
| Franklin Resources Inc | 14,899 | $92.2 萬 | 0.00% | +14,899 | 新進 |
| Advisory Services Network, LLC | 14,859 | $91.9 萬 | 0.02% | +7,767+109.5% | 加碼 |
| Essential Planning, LLC. | 17,290 | $91.1 萬 | 0.01% | +17,290 | 新進 |
| Stephens Inc | 14,368 | $88.9 萬 | 0.01% | +14,368 | 新進 |
| Hanseatic Management Services Inc | 14,085 | $87.1 萬 | 1.11% | −321−2.2% | 減碼 |
| Summit Global Investments | 14,048 | $86.9 萬 | 0.05% | +14,048 | 新進 |
| Teza Capital Management LLC | 14,015 | $86.7 萬 | 0.13% | +2,107+17.7% | 加碼 |
| Henshaw Capital LLC | 13,219 | $81.8 萬 | 0.03% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 12,824 | $79.3 萬 | 0.25% | +12,824 | 新進 |
| Mutual of America Capital Management LLC | 12,778 | $79.0 萬 | 0.01% | +1,493+13.2% | 加碼 |