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 |
|---|---|---|---|---|---|
| LMR Partners LLP | 12,537 | $77.5 萬 | 0.01% | +12,537 | 新進 |
| Advisors Preferred, LLC | 12,351 | $76.7 萬 | 0.12% | +12,351 | 新進 |
| Friedenthal Financial | 12,204 | $75.5 萬 | 0.44% | +12,204 | 新進 |
| Van Eck Associates Corp | 12,103 | $74.9 萬 | 0.00% | +9,302+332.1% | 加碼 |
| Bayesian Capital Management, LP | 11,956 | $73.9 萬 | 0.09% | −12,244−50.6% | 減碼 |
| Channel Wealth LLC | 11,365 | $70.3 萬 | 0.23% | 00.0% | 不變 |
| Versor Investments LP | 11,234 | $69.5 萬 | 0.12% | +3,634+47.8% | 加碼 |
| Pictet Asset Management Holding SA | 11,201 | $69.3 萬 | 0.00% | +2,566+29.7% | 加碼 |
| Edgestream Partners, L.P. | 10,925 | $67.6 萬 | 0.03% | −40,030−78.6% | 減碼 |
| HSBC Holdings PLC | 10,568 | $65.7 萬 | 0.00% | +2,828+36.5% | 加碼 |
| US Bancorp | 10,350 | $64.0 萬 | 0.00% | +5,830+129.0% | 加碼 |
| Entropy Technologies, LP | 10,166 | $62.9 萬 | 0.06% | +10,166 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 9,870 | $61.0 萬 | 0.04% | −6,851−41.0% | 減碼 |
| Bank of Montreal | 9,772 | $60.4 萬 | 0.00% | −909−8.5% | 減碼 |
| Inceptionr LLC | 9,740 | $60.2 萬 | 0.13% | +9,740 | 新進 |
| Pitcairn Co | 9,461 | $58.5 萬 | 0.03% | −1,032−9.8% | 減碼 |
| Marshall Wace, LLP | 9,277 | $57.4 萬 | 0.00% | +3,919+73.1% | 加碼 |
| Point72 (DIFC) Ltd | 8,735 | $54.0 萬 | 0.05% | +8,735 | 新進 |
| Centiva Capital, LP | 8,508 | $52.6 萬 | 0.02% | +8,508 | 新進 |
| Commonwealth Equity Services, LLC | 8,468 | $52.4 萬 | 0.00% | +2,533+42.7% | 加碼 |
| Dark Forest Capital Management LP | 8,446 | $52.2 萬 | 0.08% | −1,055−11.1% | 減碼 |
| Empowered Funds, LLC | 8,421 | $52.1 萬 | 0.01% | +8,421 | 新進 |
| Los Angeles Capital Management LLC | 8,330 | $51.5 萬 | 0.00% | +8,330 | 新進 |
| XTX Topco Ltd | 8,045 | $49.8 萬 | 0.04% | +8,045 | 新進 |
| CSS LLC | 8,028 | $49.7 萬 | 0.03% | −264,921−97.1% | 減碼 |
| Pathstone Holdings, LLC | 8,020 | $49.6 萬 | 0.00% | +8,020 | 新進 |
| Janney Montgomery Scott LLC | 7,855 | $48.6 萬 | 0.00% | −2,863−26.7% | 減碼 |
| Nisa Investment Advisors, LLC | 7,788 | $48.2 萬 | 0.00% | +870+12.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,670 | $47.4 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 7,601 | $47.0 萬 | 0.02% | +1,244+19.6% | 加碼 |
| Clearline Capital LP | 7,488 | $46.3 萬 | 0.06% | −435,428−98.3% | 減碼 |
| Contravisory Investment Management, Inc. | 7,481 | $46.3 萬 | 0.10% | 00.0% | 不變 |
| Quantessence Capital LLC | 7,435 | $46.0 萬 | 0.19% | +7,435 | 新進 |
| Altfest L J & Co Inc | 7,405 | $45.8 萬 | 0.06% | +7,405 | 新進 |
| Xponance, Inc. | 7,180 | $44.4 萬 | 0.00% | +2,556+55.3% | 加碼 |
| Alpha DNA Investment Management LLC | 7,067 | $43.7 萬 | 0.24% | +7,067 | 新進 |
| Caption Management, LLC | 7,000 | $43.3 萬 | 0.02% | +7,000 | 新進 |
| Danske Bank A/S | 6,984 | $43.2 萬 | 0.00% | +6,984 | 新進 |
| CIBC World Markets Corp | 6,799 | $42.1 萬 | 0.00% | +6,799 | 新進 |
| MML Investors Services, LLC | 6,695 | $41.4 萬 | 0.00% | +6,695 | 新進 |
| Brevan Howard Capital Management LP | 6,670 | $41.3 萬 | 0.01% | −10,401−60.9% | 減碼 |
| Principal Securities, Inc. | 6,530 | $40.4 萬 | 0.01% | −2,407−26.9% | 減碼 |
| Baader Bank INC | 6,400 | $39.6 萬 | 0.04% | +6,400 | 新進 |
| Cerity Partners LLC | 7,595 | $39.0 萬 | 0.00% | −3,071−28.8% | 減碼 |
| New Age Alpha Advisors, LLC | 6,233 | $38.6 萬 | 0.02% | +6,233 | 新進 |
| Raymond James Financial Inc | 5,820 | $36.0 萬 | 0.00% | +5,820 | 新進 |
| Canada Pension Plan Investment Board | 5,700 | $35.3 萬 | 0.00% | +4,300+307.1% | 加碼 |
| Oxford Asset Management LLP | 5,576 | $34.5 萬 | 0.15% | +5,576 | 新進 |
| STRS Ohio | 5,500 | $34.0 萬 | 0.00% | +4,200+323.1% | 加碼 |
| M&T Bank Corp | 5,353 | $33.1 萬 | 0.00% | +5,353 | 新進 |
| Cetera Investment Advisers | 5,226 | $32.3 萬 | 0.00% | +599+12.9% | 加碼 |
| Bayforest Capital Ltd | 5,051 | $31.2 萬 | 0.39% | +5,051 | 新進 |
| Sandia Investment Management LP | 5,000 | $30.9 萬 | 0.58% | +5,000 | 新進 |
| Stifel Financial Corp | 4,966 | $30.7 萬 | 0.00% | −217−4.2% | 減碼 |
| Counterpoint Mutual Funds LLC | 4,895 | $30.3 萬 | 0.04% | −170−3.4% | 減碼 |
| Atria Investments LLC | 4,846 | $30.0 萬 | 0.00% | +4,846 | 新進 |
| Wedbush Securities Inc | 4,763 | $29.5 萬 | 0.01% | −84−1.7% | 減碼 |
| Leonteq Securities AG | 4,749 | $29.4 萬 | 0.03% | +4,163+710.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,609 | $28.5 萬 | 0.00% | +768+20.0% | 加碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 4,476 | $27.7 萬 | 0.17% | +4,476 | 新進 |
| Crossmark Global Holdings, Inc. | 4,396 | $27.2 萬 | 0.00% | +10+0.2% | 加碼 |
| Quantitative Investment Management, LLC | 4,392 | $27.1 萬 | 0.02% | +4,392 | 新進 |
| O'Shaughnessy Asset Management, LLC | 4,318 | $26.7 萬 | 0.00% | +4,318 | 新進 |
| Profund Advisors LLC | 4,198 | $26.0 萬 | 0.01% | +4,198 | 新進 |
| Oppenheimer & Co Inc | 4,119 | $25.5 萬 | 0.00% | +4,119 | 新進 |
| TRUE Private Wealth Advisors | 4,000 | $24.7 萬 | 0.03% | +4,000 | 新進 |
| Everence Capital Management Inc | 3,970 | $24.6 萬 | 0.02% | −5,760−59.2% | 減碼 |
| Bridgefront Capital, LLC | 3,940 | $24.4 萬 | 0.08% | +3,940 | 新進 |
| D.A. Davidson & Co. | 3,838 | $23.7 萬 | 0.00% | +3,838 | 新進 |
| Evergreen Capital Management LLC | 3,688 | $22.8 萬 | 0.01% | +3,688 | 新進 |
| KBC Group NV | 3,498 | $21.6 萬 | 0.00% | +1,856+113.0% | 加碼 |
| Advisor Group Holdings, Inc. | 3,365 | $20.8 萬 | 0.00% | +150+4.7% | 加碼 |
| Shelton Capital Management | 3,297 | $20.4 萬 | 0.01% | +3,297 | 新進 |
| Accel Wealth Management | 3,293 | $20.4 萬 | 0.08% | +3,293 | 新進 |
| GAMMA Investing LLC | 3,166 | $19.6 萬 | 0.02% | +421+15.3% | 加碼 |
| CWM, LLC | 3,042 | $18.8 萬 | 0.00% | −188−5.8% | 減碼 |
| Asset Management One Co.,Ltd. | 2,364 | $15.0 萬 | 0.00% | −621−20.8% | 減碼 |
| Transce3nd, LLC | 1,811 | $11.2 萬 | 0.04% | +1,811 | 新進 |
| Pacer Advisors, Inc. | 1,768 | $10.9 萬 | 0.00% | +598+51.1% | 加碼 |
| Quadrant Capital Group LLC | 1,567 | $9.69 萬 | 0.01% | +337+27.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,507 | $9.32 萬 | 0.00% | +1,155+328.1% | 加碼 |
| Caitong International Asset Management Co., Ltd | 1,503 | $9.30 萬 | 0.09% | +1,503 | 新進 |
| Harvest Fund Management Co., Ltd | 1,474 | $9.10 萬 | 0.00% | +1,474 | 新進 |
| Oarsman Capital, Inc. | 1,448 | $8.96 萬 | 0.02% | +153+11.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,333 | $8.24 萬 | 0.00% | +236+21.5% | 加碼 |
| Quest Partners LLC | 1,217 | $7.53 萬 | 0.01% | +772+173.5% | 加碼 |
| Versant Capital Management, Inc | 945 | $5.84 萬 | 0.01% | −6−0.6% | 減碼 |
| Signaturefd, LLC | 897 | $5.55 萬 | 0.00% | +45+5.3% | 加碼 |
| Public Employees Retirement System of Ohio | 869 | $5.37 萬 | 0.00% | −360−29.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 841 | $5.20 萬 | 0.00% | +841 | 新進 |
| Smartleaf Asset Management LLC | 770 | $4.75 萬 | 0.00% | +505+190.6% | 加碼 |
| Ridgewood Investments LLC | 700 | $4.33 萬 | 0.02% | −787−52.9% | 減碼 |
| Huntington National Bank | 615 | $3.80 萬 | 0.00% | +26+4.4% | 加碼 |
| Fifth Third Bancorp | 572 | $3.54 萬 | 0.00% | +15+2.7% | 加碼 |
| MAI Capital Management | 509 | $3.15 萬 | 0.00% | +509 | 新進 |
| Hollencrest Capital Management | 500 | $3.09 萬 | 0.00% | +500 | 新進 |
| Umb Bank N A | 475 | $2.94 萬 | 0.00% | −1−0.2% | 減碼 |
| Coppell Advisory Solutions LLC | 358 | $2.21 萬 | 0.00% | +358 | 新進 |
| New Wave Wealth Advisors LLC | 350 | $2.16 萬 | 0.01% | +350 | 新進 |
| Bessemer Group Inc | 343 | $2.10 萬 | 0.00% | +93+37.2% | 加碼 |