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。
2025 年第 1 季 13F 持有人
Semtech Corp 在 2025/3/31 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
- 315
- 較 2024 年第 4 季 −37 家
- 持有股數
- 9,763 萬
- 較 2024 年第 4 季 +229.3 萬 (+2.4%)
- 總市值
- $33.6 億
- 較 2024 年第 4 季 −$25.4 億 (−43.0%)
- 新進機構
- 58
- 另有 133 家加碼
- 清倉機構
- 95
- 另有 101 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,046,339 | $4.49 億 | 0.01% | +84,833+0.7% | 加碼 |
| Vanguard Group Inc | 11,702,315 | $4.03 億 | 0.01% | +159,770+1.4% | 加碼 |
| Ameriprise Financial Inc | 6,445,641 | $2.22 億 | 0.06% | +877,422+15.8% | 加碼 |
| State Street Corp | 3,976,319 | $1.37 億 | 0.01% | +165,403+4.3% | 加碼 |
| Whale Rock Capital Management LLC | 3,954,112 | $1.36 億 | 2.36% | +687,910+21.1% | 加碼 |
| Alliancebernstein L.P. | 3,023,394 | $1.04 億 | 0.04% | −285,551−8.6% | 減碼 |
| Macquarie Group Ltd | 2,988,602 | $1.03 億 | 0.13% | +314,833+11.8% | 加碼 |
| Disciplined Growth Investors Inc | 2,778,615 | $9,558 萬 | 1.98% | +85,660+3.2% | 加碼 |
| Capital Research Global Investors | 2,599,016 | $8,941 萬 | 0.02% | +465,907+21.8% | 加碼 |
| Wellington Management Group LLP | 2,313,213 | $7,957 萬 | 0.02% | +170,132+7.9% | 加碼 |
| Geode Capital Management, LLC | 1,945,584 | $6,712 萬 | 0.01% | +130,069+7.2% | 加碼 |
| Morgan Stanley | 1,842,221 | $6,337 萬 | 0.00% | +733,749+66.2% | 加碼 |
| Invesco Ltd. | 1,800,174 | $6,193 萬 | 0.01% | +765,558+74.0% | 加碼 |
| Hood River Capital Management LLC | 1,650,102 | $5,676 萬 | 0.97% | −1,799,940−52.2% | 減碼 |
| Two Sigma Investments, LP | 1,472,763 | $5,066 萬 | 0.11% | +862,721+141.4% | 加碼 |
| Westfield Capital Management Co LP | 1,322,351 | $4,549 萬 | 0.22% | +1,322,351 | 新進 |
| Neuberger Berman Group LLC | 1,293,264 | $4,468 萬 | 0.04% | +10,291+0.8% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,278,946 | $4,400 萬 | 0.17% | +254,178+24.8% | 加碼 |
| Deutsche Bank AG | 1,210,078 | $4,163 萬 | 0.02% | +758,642+168.1% | 加碼 |
| Squarepoint Ops LLC | 1,131,275 | $3,892 萬 | 0.10% | +755,363+200.9% | 加碼 |
| Charles Schwab Investment Management Inc | 996,423 | $3,428 萬 | 0.01% | −65,448−6.2% | 減碼 |
| Granahan Investment Management Inc | 954,921 | $3,285 萬 | 1.64% | +496,846+108.5% | 加碼 |
| Two Sigma Advisers, LP | 953,890 | $3,281 萬 | 0.07% | +772,300+425.3% | 加碼 |
| Balyasny Asset Management LLC | 930,918 | $3,202 萬 | 0.08% | +421,131+82.6% | 加碼 |
| Northern Trust Corp | 863,307 | $2,970 萬 | 0.00% | −2,165−0.3% | 減碼 |
| Nuveen, LLC | 812,211 | $2,794 萬 | 0.01% | +812,211 | 新進 |
| Schroder Investment Management Group | 790,596 | $2,771 萬 | 0.03% | +348,881+79.0% | 加碼 |
| UBS Group AG | 801,104 | $2,756 萬 | 0.01% | +475,179+145.8% | 加碼 |
| FMR LLC | 751,903 | $2,587 萬 | 0.00% | −1,827,446−70.8% | 減碼 |
| JPMorgan Chase & Co | 713,662 | $2,455 萬 | 0.00% | +106,447+17.5% | 加碼 |
| Bank of America Corp | 697,035 | $2,398 萬 | 0.00% | +254,687+57.6% | 加碼 |
| Clearline Capital LP | 689,071 | $2,370 萬 | 2.39% | +681,583+9,102.3% | 加碼 |
| Victory Capital Management Inc | 677,675 | $2,331 萬 | 0.02% | −85,572−11.2% | 減碼 |
| Norges Bank | 676,407 | $2,327 萬 | 0.00% | +676,407 | 新進 |
| Goldman Sachs Group Inc | 613,456 | $2,110 萬 | 0.00% | −204,364−25.0% | 減碼 |
| Bank of New York Mellon Corp | 607,283 | $2,089 萬 | 0.00% | −7,679−1.2% | 減碼 |
| Woodline Partners LP | 482,419 | $1,660 萬 | 0.11% | +482,419 | 新進 |
| Assenagon Asset Management S.A. | 471,966 | $1,624 萬 | 0.03% | +435,814+1,205.5% | 加碼 |
| Tudor Investment Corp Et Al | 456,794 | $1,571 萬 | 0.14% | +456,794 | 新進 |
| Point72 Asset Management, L.P. | 453,544 | $1,560 萬 | 0.04% | +8,527+1.9% | 加碼 |
| Kodai Capital Management LP | 446,629 | $1,536 萬 | 0.61% | −349,201−43.9% | 減碼 |
| Palisade Capital Management LLC | 435,636 | $1,499 萬 | 0.43% | −306,481−41.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 428,795 | $1,475 萬 | 0.01% | +224,636+110.0% | 加碼 |
| Principal Financial Group Inc | 427,958 | $1,472 萬 | 0.01% | +17,345+4.2% | 加碼 |
| UBS Asset Management Americas Inc | 411,814 | $1,417 萬 | 0.00% | +22,629+5.8% | 加碼 |
| Citadel Advisors LLC | 399,222 | $1,373 萬 | 0.01% | −156,361−28.1% | 減碼 |
| Alyeska Investment Group, L.P. | 392,876 | $1,351 萬 | 0.05% | −436,792−52.6% | 減碼 |
| Fred Alger Management, LLC | 383,834 | $1,320 萬 | 0.08% | −1,108,010−74.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 356,453 | $1,226 萬 | 0.08% | +337,360+1,766.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 344,117 | $1,184 萬 | 0.05% | −38,440−10.0% | 減碼 |
| Millennium Management LLC | 342,638 | $1,179 萬 | 0.01% | −880,286−72.0% | 減碼 |
| J. Goldman & Co LP | 324,921 | $1,118 萬 | 0.40% | +324,921 | 新進 |
| Barclays PLC | 278,365 | $957.6 萬 | 0.00% | +132,742+91.2% | 加碼 |
| Sora Investors LLC | 275,472 | $947.6 萬 | 1.15% | +275,472 | 新進 |
| Public Sector Pension Investment Board | 272,418 | $937.1 萬 | 0.04% | +62,293+29.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 266,836 | $917.9 萬 | 0.42% | +174,441+188.8% | 加碼 |
| Man Group plc | 261,949 | $901.1 萬 | 0.03% | +183,076+232.1% | 加碼 |
| Polar Asset Management Partners Inc. | 256,207 | $881.4 萬 | 0.29% | +141,807+124.0% | 加碼 |
| WCM Investment Management, LLC | 245,421 | $860.2 萬 | 0.02% | −601−0.2% | 減碼 |
| Burkehill Global Management, LP | 250,000 | $860.0 萬 | 0.64% | −50,000−16.7% | 減碼 |
| LMR Partners LLP | 250,000 | $860.0 萬 | 0.17% | +237,463+1,894.1% | 加碼 |
| Twinbeech Capital LP | 245,370 | $844.1 萬 | 0.15% | +203,101+480.5% | 加碼 |
| Legal & General Group Plc | 232,621 | $800.2 萬 | 0.00% | +1,672+0.7% | 加碼 |
| Rhumbline Advisers | 212,584 | $731.3 萬 | 0.01% | +7,221+3.5% | 加碼 |
| Paradigm Capital Management Inc | 191,600 | $659.1 萬 | 0.37% | +191,600 | 新進 |
| Federated Hermes, Inc. | 189,745 | $652.7 萬 | 0.01% | +63,897+50.8% | 加碼 |
| State of Wisconsin Investment Board | 183,692 | $631.9 萬 | 0.02% | +14,924+8.8% | 加碼 |
| Prudential Financial Inc | 173,988 | $598.5 萬 | 0.01% | +45,110+35.0% | 加碼 |
| Aquatic Capital Management LLC | 172,718 | $594.1 萬 | 0.15% | +172,718 | 新進 |
| Swiss National Bank | 166,900 | $574.1 萬 | 0.00% | +900+0.5% | 加碼 |
| Walleye Capital LLC | 164,316 | $565.2 萬 | 0.06% | +23,330+16.5% | 加碼 |
| New York State Common Retirement Fund | 150,581 | $518.0 萬 | 0.01% | −214,250−58.7% | 減碼 |
| Voloridge Investment Management, LLC | 150,514 | $517.8 萬 | 0.02% | −115,552−43.4% | 減碼 |
| Trexquant Investment LP | 146,030 | $502.3 萬 | 0.06% | +146,030 | 新進 |
| Natixis | 146,443 | $497.6 萬 | 0.03% | +32,500+28.5% | 加碼 |
| Jain Global LLC | 139,209 | $478.9 萬 | 0.10% | +2,515+1.8% | 加碼 |
| Comerica Bank | 138,838 | $477.6 萬 | 0.02% | +82,951+148.4% | 加碼 |
| Susquehanna International Group, LLP | 136,893 | $470.9 萬 | 0.01% | +104,492+322.5% | 加碼 |
| Heartland Advisors Inc | 133,752 | $460.1 萬 | 0.26% | −75,640−36.1% | 減碼 |
| Citigroup Inc | 124,569 | $428.5 萬 | 0.00% | +6,415+5.4% | 加碼 |
| Graham Capital Management, L.P. | 112,327 | $386.4 萬 | 0.12% | +87,340+349.5% | 加碼 |
| SEI Investments Co | 109,462 | $376.6 萬 | 0.00% | −85,082−43.7% | 減碼 |
| First Trust Advisors LP | 108,261 | $372.4 萬 | 0.00% | −58,705−35.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 107,768 | $370.7 萬 | 0.01% | −136,879−55.9% | 減碼 |
| Wells Fargo & Company | 104,730 | $360.3 萬 | 0.00% | +46,952+81.3% | 加碼 |
| Polymer Capital Management (US) LLC | 100,400 | $345.4 萬 | 1.04% | +100,400 | 新進 |
| Moody Aldrich Partners LLC | 98,904 | $340.2 萬 | 0.71% | +42,587+75.6% | 加碼 |
| Great West Life Assurance Co | 97,618 | $336.1 萬 | 0.01% | −5,299−5.1% | 減碼 |
| Gotham Asset Management, LLC | 96,771 | $332.9 萬 | 0.03% | +30,566+46.2% | 加碼 |
| Russell Investments Group, Ltd. | 91,492 | $314.7 萬 | 0.00% | −113,204−55.3% | 減碼 |
| Engineers Gate Manager LP | 90,437 | $311.1 萬 | 0.05% | +52,434+138.0% | 加碼 |
| California State Teachers Retirement System | 83,340 | $286.7 萬 | 0.00% | +5,312+6.8% | 加碼 |
| New York State Teachers Retirement System | 82,202 | $282.8 萬 | 0.01% | 00.0% | 不變 |
| EFG Asset Management (North America) Corp. | 82,076 | $282.4 萬 | 0.47% | +82,076 | 新進 |
| Susquehanna Fundamental Investments, LLC | 81,788 | $281.4 萬 | 0.05% | +41,189+101.5% | 加碼 |
| Royce & Associates LP | 76,519 | $263.2 萬 | 0.03% | +6,019+8.5% | 加碼 |
| Hussman Strategic Advisors, Inc. | 73,500 | $252.8 萬 | 0.61% | +73,500 | 新進 |
| Thrivent Financial for Lutherans | 70,594 | $242.8 萬 | 0.01% | −2,107−2.9% | 減碼 |
| Portolan Capital Management, LLC | 69,307 | $238.4 萬 | 0.18% | −597,904−89.6% | 減碼 |
| Cooper Creek Partners Management LLC | 69,294 | $238.4 萬 | 0.08% | −275,179−79.9% | 減碼 |