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、15 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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 7,411 | $25.5 萬 | 0.01% | −190−2.5% | 減碼 |
| Bayesian Capital Management, LP | 7,556 | $26.0 萬 | 0.04% | −4,400−36.8% | 減碼 |
| Nisa Investment Advisors, LLC | 7,579 | $26.1 萬 | 0.00% | −209−2.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,670 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 7,964 | $27.4 萬 | 0.00% | −504−6.0% | 減碼 |
| Stifel Financial Corp | 8,342 | $28.7 萬 | 0.00% | +3,376+68.0% | 加碼 |
| Advisory Services Network, LLC | 8,479 | $29.2 萬 | 0.01% | −6,380−42.9% | 減碼 |
| Centiva Capital, LP | 8,491 | $29.2 萬 | 0.02% | −17−0.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 8,506 | $29.3 萬 | 0.00% | −21,107−71.3% | 減碼 |
| Raymond James Financial Inc | 9,111 | $31.3 萬 | 0.00% | +3,291+56.5% | 加碼 |
| Empowered Funds, LLC | 9,389 | $32.3 萬 | 0.00% | +968+11.5% | 加碼 |
| Wolverine Trading, LLC | 9,758 | $34.2 萬 | 0.01% | +9,758 | 新進 |
| Marshall Wace, LLP | 10,472 | $36.0 萬 | 0.00% | +1,195+12.9% | 加碼 |
| Geneos Wealth Management Inc. | 10,934 | $37.6 萬 | 0.01% | +10,934 | 新進 |
| Verition Fund Management LLC | 11,029 | $37.9 萬 | 0.00% | −134,646−92.4% | 減碼 |
| US Bancorp | 11,137 | $38.3 萬 | 0.00% | +787+7.6% | 加碼 |
| HSBC Holdings PLC | 11,630 | $39.7 萬 | 0.00% | +1,062+10.0% | 加碼 |
| N.E.W. Advisory Services LLC | 12,146 | $41.8 萬 | 0.03% | +12,146 | 新進 |
| The PNC Financial Services Group, Inc. | 12,192 | $41.9 萬 | 0.00% | +7,583+164.5% | 加碼 |
| Principal Securities, Inc. | 6,819 | $42.2 萬 | 0.01% | +289+4.4% | 加碼 |
| Pictet Asset Management Holding SA | 12,287 | $42.3 萬 | 0.00% | +1,086+9.7% | 加碼 |
| Fox Run Management, L.L.C. | 12,319 | $42.4 萬 | 0.07% | +12,319 | 新進 |
| Teacher Retirement System of Texas | 12,497 | $43.0 萬 | 0.00% | +12,497 | 新進 |
| Mutual of America Capital Management LLC | 12,509 | $43.0 萬 | 0.00% | −269−2.1% | 減碼 |
| Pathstone Holdings, LLC | 12,606 | $43.4 萬 | 0.00% | +4,586+57.2% | 加碼 |
| Bayforest Capital Ltd | 12,613 | $43.4 萬 | 0.19% | +7,562+149.7% | 加碼 |
| Renaissance Technologies LLC | 13,016 | $44.8 萬 | 0.00% | −392,500−96.8% | 減碼 |
| Mackenzie Financial Corp | 13,085 | $45.0 萬 | 0.00% | −26,739−67.1% | 減碼 |
| Torno Capital, LLC | 13,500 | $46.4 萬 | 0.48% | +13,500 | 新進 |
| Leonteq Securities AG | 13,540 | $46.6 萬 | 0.04% | +8,791+185.1% | 加碼 |
| XTX Topco Ltd | 14,420 | $49.6 萬 | 0.03% | +6,375+79.2% | 加碼 |
| Legato Capital Management LLC | 14,686 | $50.5 萬 | 0.07% | −3,574−19.6% | 減碼 |
| Bank of Montreal | 15,107 | $52.0 萬 | 0.00% | +5,335+54.6% | 加碼 |
| Franklin Resources Inc | 15,784 | $54.3 萬 | 0.00% | +885+5.9% | 加碼 |
| Captrust Financial Advisors | 15,836 | $54.5 萬 | 0.00% | −12,569−44.2% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 16,188 | $55.7 萬 | 0.01% | +648+4.2% | 加碼 |
| PAX Financial Group, LLC | 16,362 | $56.3 萬 | 0.10% | −6,795−29.3% | 減碼 |
| CIBC World Markets Corp | 16,417 | $56.5 萬 | 0.00% | +9,618+141.5% | 加碼 |
| LPL Financial LLC | 16,734 | $57.6 萬 | 0.00% | −2,420−12.6% | 減碼 |
| KLP Kapitalforvaltning AS | 17,100 | $58.8 萬 | 0.00% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 17,402 | $59.9 萬 | 0.04% | +7,532+76.3% | 加碼 |
| Guggenheim Capital LLC | 17,765 | $61.1 萬 | 0.01% | +2,480+16.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 17,950 | $61.7 萬 | 0.02% | +22+0.1% | 加碼 |
| ProShare Advisors LLC | 17,990 | $61.9 萬 | 0.00% | −4,477−19.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 18,258 | $62.8 萬 | 0.00% | 00.0% | 不變 |
| Glenmede Trust Co NA | 18,591 | $64.0 萬 | 0.00% | +3,245+21.1% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 19,100 | $65.7 萬 | 0.28% | +19,100 | 新進 |
| Voya Investment Management LLC | 19,587 | $67.4 萬 | 0.00% | −12,201−38.4% | 減碼 |
| Oregon Public Employees Retirement Fund | 19,715 | $67.8 萬 | 0.01% | −100−0.5% | 減碼 |
| Lazard Asset Management LLC | 19,891 | $68.4 萬 | 0.00% | +3,473+21.2% | 加碼 |
| Natixis Advisors, L.P. | 20,116 | $69.2 萬 | 0.00% | −35,023−63.5% | 減碼 |
| Van Eck Associates Corp | 20,116 | $69.2 萬 | 0.00% | +8,013+66.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,556 | $70.7 萬 | 0.00% | +2,548+14.1% | 加碼 |
| Henshaw Capital LLC | 21,243 | $73.1 萬 | 0.03% | +8,024+60.7% | 加碼 |
| CWM Advisors, LLC | 21,460 | $73.8 萬 | 0.09% | −593−2.7% | 減碼 |
| Royal Bank of Canada | 21,623 | $74.3 萬 | 0.00% | +3,216+17.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,976 | $79.0 萬 | 0.00% | +4,037+21.3% | 加碼 |
| Amalgamated Bank | 24,015 | $82.6 萬 | 0.01% | −47−0.2% | 減碼 |
| Creative Planning | 24,370 | $83.8 萬 | 0.00% | −352−1.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 24,487 | $84.2 萬 | 0.08% | +24,487 | 新進 |
| Arizona State Retirement System | 24,678 | $84.9 萬 | 0.01% | +211+0.9% | 加碼 |
| Fieldview Capital Management, LLC | 24,904 | $85.7 萬 | 0.12% | +24,904 | 新進 |
| Versor Investments LP | 25,100 | $86.3 萬 | 0.14% | +13,866+123.4% | 加碼 |
| Maryland State Retirement & Pension System | 25,101 | $86.3 萬 | 0.02% | −3,306−11.6% | 減碼 |
| Ensign Peak Advisors, Inc | 25,506 | $87.7 萬 | 0.00% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 25,984 | $89.4 萬 | 0.00% | +8,413+47.9% | 加碼 |
| Handelsbanken Fonder AB | 25,988 | $89.4 萬 | 0.00% | +4,300+19.8% | 加碼 |
| Ossiam | 27,807 | $95.7 萬 | 0.01% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 27,976 | $96.2 萬 | 0.01% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 28,123 | $96.7 萬 | 0.00% | −911,364−97.0% | 減碼 |
| ExodusPoint Capital Management, LP | 28,705 | $98.7 萬 | 0.01% | −20,488−41.6% | 減碼 |
| Envestnet Asset Management Inc | 29,044 | $99.9 萬 | 0.00% | −57,238−66.3% | 減碼 |
| CSS LLC | 29,638 | $102.0 萬 | 0.07% | +21,610+269.2% | 加碼 |
| Archford Capital Strategies, LLC | 30,853 | $106.1 萬 | 0.16% | +30,853 | 新進 |
| Miracle Mile Advisors, LLC | 30,881 | $106.2 萬 | 0.02% | 00.0% | 不變 |
| Yousif Capital Management, LLC | 31,581 | $108.6 萬 | 0.01% | −165−0.5% | 減碼 |
| Daiwa Securities Group Inc. | 32,000 | $110.0 萬 | 0.00% | −26,360−45.2% | 減碼 |
| Simplex Trading, LLC | 32,544 | $111.9 萬 | 0.04% | +13,414+70.1% | 加碼 |
| Oak Ridge Investments LLC | 34,247 | $117.8 萬 | 0.10% | −450−1.3% | 減碼 |
| Panagora Asset Management Inc | 35,722 | $122.9 萬 | 0.01% | +35,722 | 新進 |
| Virtu Financial LLC | 36,030 | $123.9 萬 | 0.07% | +36,030 | 新進 |
| State of Tennessee, Treasury Department | 37,290 | $128.3 萬 | 0.00% | +4,105+12.4% | 加碼 |
| Janus Henderson Group PLC | 38,285 | $134.1 萬 | 0.00% | −5,000−11.6% | 減碼 |
| Corebridge Financial, Inc. | 39,019 | $134.2 萬 | 0.01% | −78−0.2% | 減碼 |
| Capital Fund Management S.A. | 39,513 | $135.9 萬 | 0.02% | +39,513 | 新進 |
| Louisiana State Employees Retirement System | 40,500 | $139.3 萬 | 0.03% | −300−0.7% | 減碼 |
| Scotia Capital Inc. | 40,544 | $139.5 萬 | 0.01% | −15,920−28.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 41,533 | $142.8 萬 | 0.01% | +6,194+17.5% | 加碼 |
| Quantitative Investment Management, LLC | 42,415 | $145.9 萬 | 0.13% | +38,023+865.7% | 加碼 |
| Dark Forest Capital Management LP | 42,683 | $146.8 萬 | 0.07% | +34,237+405.4% | 加碼 |
| MetLife Investment Management | 42,856 | $147.4 萬 | 0.01% | −661−1.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 43,601 | $150.0 萬 | 0.00% | +1,968+4.7% | 加碼 |
| Baird Financial Group, Inc. | 46,492 | $159.9 萬 | 0.00% | −25,661−35.6% | 減碼 |
| State of Alaska, Department of Revenue | 47,596 | $163.7 萬 | 0.02% | −345−0.7% | 減碼 |
| Connors Investor Services Inc | 47,850 | $164.6 萬 | 0.16% | −21,959−31.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 48,656 | $167.4 萬 | 0.01% | +48,656 | 新進 |
| Los Angeles Capital Management LLC | 49,077 | $168.8 萬 | 0.01% | +40,747+489.2% | 加碼 |
| Inspire Advisors, LLC | 49,302 | $169.6 萬 | 0.20% | −4,524−8.4% | 減碼 |
| Essex Investment Management Co LLC | 49,497 | $170.3 萬 | 0.36% | +49,497 | 新進 |
| AQR Capital Management LLC | 51,814 | $171.6 萬 | 0.00% | −3,720−6.7% | 減碼 |