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 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 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 | 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 |
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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 1,472,763 | $5,066 萬 | 0.11% | +862,721+141.4% | 加碼 |
| Hood River Capital Management LLC | 1,650,102 | $5,676 萬 | 0.97% | −1,799,940−52.2% | 減碼 |
| Invesco Ltd. | 1,800,174 | $6,193 萬 | 0.01% | +765,558+74.0% | 加碼 |
| Morgan Stanley | 1,842,221 | $6,337 萬 | 0.00% | +733,749+66.2% | 加碼 |
| Geode Capital Management, LLC | 1,945,584 | $6,712 萬 | 0.01% | +130,069+7.2% | 加碼 |
| Wellington Management Group LLP | 2,313,213 | $7,957 萬 | 0.02% | +170,132+7.9% | 加碼 |
| Capital Research Global Investors | 2,599,016 | $8,941 萬 | 0.02% | +465,907+21.8% | 加碼 |
| Disciplined Growth Investors Inc | 2,778,615 | $9,558 萬 | 1.98% | +85,660+3.2% | 加碼 |
| Macquarie Group Ltd | 2,988,602 | $1.03 億 | 0.13% | +314,833+11.8% | 加碼 |
| Alliancebernstein L.P. | 3,023,394 | $1.04 億 | 0.04% | −285,551−8.6% | 減碼 |
| Whale Rock Capital Management LLC | 3,954,112 | $1.36 億 | 2.36% | +687,910+21.1% | 加碼 |
| State Street Corp | 3,976,319 | $1.37 億 | 0.01% | +165,403+4.3% | 加碼 |
| Ameriprise Financial Inc | 6,445,641 | $2.22 億 | 0.06% | +877,422+15.8% | 加碼 |
| Vanguard Group Inc | 11,702,315 | $4.03 億 | 0.01% | +159,770+1.4% | 加碼 |
| BlackRock, Inc. | 13,046,339 | $4.49 億 | 0.01% | +84,833+0.7% | 加碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −125−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −2,032,316−100.0% | 清倉 |
| Capital World Investors | 0 | $0 | 0.00% | −600,000−100.0% | 清倉 |
| Crestline Management, LP | 0 | $0 | 0.00% | −358,363−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −237,017−100.0% | 清倉 |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −230,000−100.0% | 清倉 |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −199,577−100.0% | 清倉 |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −194,626−100.0% | 清倉 |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −184,478−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −122,150−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −109,363−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −108,767−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −108,338−100.0% | 清倉 |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −106,630−100.0% | 清倉 |
| Pamalican Asset Management Ltd | 0 | $0 | 0.00% | −101,399−100.0% | 清倉 |
| Soros Fund Management LLC大師索羅斯基金管理 | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −96,104−100.0% | 清倉 |
| Shellback Capital, LP | 0 | $0 | 0.00% | −84,719−100.0% | 清倉 |
| Panoramic Capital, LLC | 0 | $0 | 0.00% | −84,581−100.0% | 清倉 |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −80,000−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −77,659−100.0% | 清倉 |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −75,672−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −57,316−100.0% | 清倉 |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −43,332−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −40,663−100.0% | 清倉 |
| Credit Agricole S A | 0 | $0 | 0.00% | −37,794−100.0% | 清倉 |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −36,951−100.0% | 清倉 |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −34,977−100.0% | 清倉 |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −28,448−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −24,528−100.0% | 清倉 |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −19,800−100.0% | 清倉 |
| Numerai GP LLC | 0 | $0 | 0.00% | −16,920−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −16,287−100.0% | 清倉 |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −17,290−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −14,368−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −14,048−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −14,015−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −12,824−100.0% | 清倉 |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −12,351−100.0% | 清倉 |
| Friedenthal Financial | 0 | $0 | 0.00% | −12,204−100.0% | 清倉 |
| Channel Wealth LLC | 0 | $0 | 0.00% | −11,365−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −9,740−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −9,461−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −8,735−100.0% | 清倉 |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −7,855−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −7,435−100.0% | 清倉 |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −7,405−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −7,067−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −6,695−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,670−100.0% | 清倉 |
| Baader Bank INC | 0 | $0 | 0.00% | −6,400−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −6,233−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,700−100.0% | 清倉 |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −5,576−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −5,353−100.0% | 清倉 |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −5,226−100.0% | 清倉 |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,895−100.0% | 清倉 |
| Atria Investments LLC | 0 | $0 | 0.00% | −4,846−100.0% | 清倉 |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −4,763−100.0% | 清倉 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,476−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,396−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,318−100.0% | 清倉 |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,198−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,119−100.0% | 清倉 |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,970−100.0% | 清倉 |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −3,838−100.0% | 清倉 |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,688−100.0% | 清倉 |
| Shelton Capital Management | 0 | $0 | 0.00% | −3,297−100.0% | 清倉 |
| Accel Wealth Management | 0 | $0 | 0.00% | −3,293−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,503−100.0% | 清倉 |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,474−100.0% | 清倉 |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −1,448−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −500−100.0% | 清倉 |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −358−100.0% | 清倉 |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −208−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −196−100.0% | 清倉 |
| R Squared Ltd | 0 | $0 | 0.00% | −180−100.0% | 清倉 |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −91−100.0% | 清倉 |