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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、13 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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Semtech Corp 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

SMTC 的 13F 持有人：2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數3553315−37
股數9,592 萬58.3 萬9,763 萬+229.3 萬 (+2.4%)
市值$59.3 億$3,609 萬$33.6 億−$25.4 億 (−43.0%)

3 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（58 家）

2025 年第 1 季季末持有 Semtech Corp、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 SMTC 的機構
機構股數市值佔組合 %
Westfield Capital Management Co LP1,322,351$4,549 萬0.22%
Nuveen, LLC812,211$2,794 萬0.01%
Norges Bank676,407$2,327 萬0.00%
Woodline Partners LP482,419$1,660 萬0.11%
Tudor Investment Corp Et Al456,794$1,571 萬0.14%
J. Goldman & Co LP324,921$1,118 萬0.40%
Sora Investors LLC275,472$947.6 萬1.15%
Paradigm Capital Management Inc191,600$659.1 萬0.37%
Aquatic Capital Management LLC172,718$594.1 萬0.15%
Trexquant Investment LP146,030$502.3 萬0.06%
Polymer Capital Management (US) LLC100,400$345.4 萬1.04%
EFG Asset Management (North America) Corp.82,076$282.4 萬0.47%
Hussman Strategic Advisors, Inc.73,500$252.8 萬0.61%
Cubist Systematic Strategies, LLC61,929$213.0 萬0.03%
Optimize Financial Inc52,454$180.4 萬0.68%
Essex Investment Management Co LLC49,497$170.3 萬0.36%
Connor, Clark & Lunn Investment Management Ltd.48,656$167.4 萬0.01%
Capital Fund Management S.A.39,513$135.9 萬0.02%
Virtu Financial LLC36,030$123.9 萬0.07%
Panagora Asset Management Inc35,722$122.9 萬0.01%
Archford Capital Strategies, LLC30,853$106.1 萬0.16%
Fieldview Capital Management, LLC24,904$85.7 萬0.12%
Landscape Capital Management, L.L.C.24,487$84.2 萬0.08%
Susquehanna Portfolio Strategies, LLC19,100$65.7 萬0.28%
Torno Capital, LLC13,500$46.4 萬0.48%
Teacher Retirement System of Texas12,497$43.0 萬0.00%
Fox Run Management, L.L.C.12,319$42.4 萬0.07%
N.E.W. Advisory Services LLC12,146$41.8 萬0.03%
Geneos Wealth Management Inc.10,934$37.6 萬0.01%
Wolverine Trading, LLC9,758$34.2 萬0.01%
Optimist Retirement Group LLC7,299$25.1 萬0.13%
Two Sigma Securities, LLC6,420$22.1 萬0.03%
Weiss Asset Management LP6,336$21.8 萬0.01%
Vident Advisory, LLC5,875$20.2 萬0.00%
Johnson Financial Group, Inc.5,175$17.8 萬0.01%
State of Wyoming2,616$9.00 萬0.01%
Archer Investment Corp1,850$6.36 萬0.02%
Nomura Asset Management Co Ltd923$3.18 萬0.00%
Berbice Capital Management LLC700$2.41 萬0.02%
Coldstream Capital Management Inc679$2.34 萬0.00%
Skandinaviska Enskilda Banken AB (publ)305$1.05 萬0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.200$6,8800.00%
Optiver Holding B.V.174$5,9860.00%
Rakuten Securities, Inc.121$4,1620.00%
North Capital, Inc.72$2,4770.00%
GWM Advisors LLC65$2,2360.00%
High Note Wealth, LLC54$1,8580.00%
Bare Financial Services, Inc44$1,5140.00%
TD Private Client Wealth LLC25$8600.00%
GeoWealth Management, LLC25$8600.00%
True Wealth Design, LLC24$8260.00%
Fourth Dimension Wealth, LLC22$7570.00%
Creative Financial Designs Inc21$7220.00%
SRS Capital Advisors, Inc.20$6880.00%
Stephens Consulting, LLC20$6880.00%
Wolverine Asset Management LLC14$4810.00%
Bay Harbor Wealth Management, LLC1$340.00%
Hantz Financial Services, Inc.4$00.00%

清倉機構（95 家）

2024 年第 4 季季末持有 Semtech Corp、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 SMTC 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Driehaus Capital Management LLC2,032,316$1.26 億
Capital World Investors600,000$3,711 萬
Crestline Management, LP358,363$2,216 萬
Freestone Grove Partners LP237,017$1,466 萬
Ghisallo Capital Management LLC230,000$1,423 萬
G2 Investment Partners Management LLC199,577$1,234 萬
Zweig-DiMenna Associates LLC194,626$1,204 萬
Penn Capital Management Co Inc184,478$1,141 萬
Castleark Management LLC122,150$755.5 萬
Point72 Hong Kong Ltd109,363$676.4 萬
Jane Street Group, LLC108,767$672.7 萬
Allianz Asset Management GmbH108,338$670.1 萬
Lisanti Capital Growth, LLC106,630$659.5 萬
Pamalican Asset Management Ltd101,399$627.2 萬
Soros Fund Management LLC大師索羅斯基金管理100,000$618.5 萬
EAM Investors, LLC96,104$594.4 萬
Shellback Capital, LP84,719$524.0 萬
Panoramic Capital, LLC84,581$523.1 萬
Ovata Capital Management Ltd80,000$494.8 萬
Jefferies Financial Group Inc.77,659$480.3 萬
Calamos Advisors LLC75,672$468.0 萬
SG Americas Securities, LLC57,316$354.5 萬
Seven Grand Managers, LLC50,000$309.3 萬
Convergence Investment Partners, LLC43,332$268.0 萬
Boothbay Fund Management, LLC40,663$251.5 萬
Credit Agricole S A37,794$233.8 萬
Regents Gate Capital LLP36,951$228.5 萬
Dana Investment Advisors, Inc.34,977$216.3 萬
Massar Capital Management, LP28,448$176.0 萬
Jackson Creek Investment Advisors LLC24,528$151.7 萬
Prescott Group Capital Management, L.L.C.20,000$123.7 萬
WT Asset Management Ltd20,000$123.7 萬
Fortress Investment Group LLC19,800$122.5 萬
Numerai GP LLC16,920$104.7 萬
HRT Financial LP16,287$100.7 萬
Essential Planning, LLC.17,290$91.1 萬
Stephens Inc14,368$88.9 萬
Summit Global Investments14,048$86.9 萬
Teza Capital Management LLC14,015$86.7 萬
Sherbrooke Park Advisers LLC12,824$79.3 萬
Advisors Preferred, LLC12,351$76.7 萬
Friedenthal Financial12,204$75.5 萬
Channel Wealth LLC11,365$70.3 萬
Inceptionr LLC9,740$60.2 萬
Pitcairn Co9,461$58.5 萬
Point72 (DIFC) Ltd8,735$54.0 萬
Janney Montgomery Scott LLC7,855$48.6 萬
Quantessence Capital LLC7,435$46.0 萬
Altfest L J & Co Inc7,405$45.8 萬
Alpha DNA Investment Management LLC7,067$43.7 萬
Caption Management, LLC7,000$43.3 萬
MML Investors Services, LLC6,695$41.4 萬
Brevan Howard Capital Management LP6,670$41.3 萬
Baader Bank INC6,400$39.6 萬
New Age Alpha Advisors, LLC6,233$38.6 萬
Canada Pension Plan Investment Board5,700$35.3 萬
Oxford Asset Management LLP5,576$34.5 萬
M&T Bank Corp5,353$33.1 萬
Cetera Investment Advisers5,226$32.3 萬
Sandia Investment Management LP5,000$30.9 萬
Counterpoint Mutual Funds LLC4,895$30.3 萬
Atria Investments LLC4,846$30.0 萬
Wedbush Securities Inc4,763$29.5 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.4,476$27.7 萬
Crossmark Global Holdings, Inc.4,396$27.2 萬
O'Shaughnessy Asset Management, LLC4,318$26.7 萬
Profund Advisors LLC4,198$26.0 萬
Oppenheimer & Co Inc4,119$25.5 萬
TRUE Private Wealth Advisors4,000$24.7 萬
Everence Capital Management Inc3,970$24.6 萬
D.A. Davidson & Co.3,838$23.7 萬
Evergreen Capital Management LLC3,688$22.8 萬
Shelton Capital Management3,297$20.4 萬
Accel Wealth Management3,293$20.4 萬
Caitong International Asset Management Co., Ltd1,503$9.30 萬
Harvest Fund Management Co., Ltd1,474$9.10 萬
Oarsman Capital, Inc.1,448$8.96 萬
Hollencrest Capital Management500$3.09 萬
Coppell Advisory Solutions LLC358$2.21 萬
New Wave Wealth Advisors LLC350$2.16 萬
LGT Financial Advisors LLC208$1.29 萬
Aster Capital Management (DIFC) Ltd196$1.21 萬
R Squared Ltd180$1.11 萬
Proequities, Inc.125$9,499
Exchange Traded Concepts, LLC91$5,628
Dunhill Financial, LLC500$4,775
MRP Capital Investments, LLC75$4,639
Van Hulzen Asset Management, LLC58$3,588
CIBC Private Wealth Group, LLC43$2,907
Pineridge Advisors LLC43$2,660
Neo Ivy Capital Management45$2,000
Kohmann Bosshard Financial Services, LLC6$371
SJS Investment Consulting Inc.5$310
CoreCap Advisors, LLC4$247
Capital A Wealth Management, LLC2$124

尚未申報 2025 年第 1 季的機構（3 家）

2024 年第 4 季季末持有 Semtech Corp、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 4 季持有 SMTC、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC569,339$3,521 萬
Hanseatic Management Services Inc14,085$87.1 萬
Global Retirement Partners, LLC32$1,979