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。
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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 11,029 | $37.9 萬 | 0.00% | −134,646−92.4% | 減碼 |
| Geneos Wealth Management Inc. | 10,934 | $37.6 萬 | 0.01% | +10,934 | 新進 |
| Marshall Wace, LLP | 10,472 | $36.0 萬 | 0.00% | +1,195+12.9% | 加碼 |
| Wolverine Trading, LLC | 9,758 | $34.2 萬 | 0.01% | +9,758 | 新進 |
| Empowered Funds, LLC | 9,389 | $32.3 萬 | 0.00% | +968+11.5% | 加碼 |
| Raymond James Financial Inc | 9,111 | $31.3 萬 | 0.00% | +3,291+56.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 8,506 | $29.3 萬 | 0.00% | −21,107−71.3% | 減碼 |
| Centiva Capital, LP | 8,491 | $29.2 萬 | 0.02% | −17−0.2% | 減碼 |
| Advisory Services Network, LLC | 8,479 | $29.2 萬 | 0.01% | −6,380−42.9% | 減碼 |
| Stifel Financial Corp | 8,342 | $28.7 萬 | 0.00% | +3,376+68.0% | 加碼 |
| Commonwealth Equity Services, LLC | 7,964 | $27.4 萬 | 0.00% | −504−6.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 7,670 | $26.4 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 7,579 | $26.1 萬 | 0.00% | −209−2.7% | 減碼 |
| Bayesian Capital Management, LP | 7,556 | $26.0 萬 | 0.04% | −4,400−36.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,411 | $25.5 萬 | 0.01% | −190−2.5% | 減碼 |
| Optimist Retirement Group LLC | 7,299 | $25.1 萬 | 0.13% | +7,299 | 新進 |
| Kennedy Capital Management, Inc. | 7,198 | $24.8 萬 | 0.01% | −58,052−89.0% | 減碼 |
| Quadrant Capital Group LLC | 7,126 | $24.5 萬 | 0.01% | +5,559+354.8% | 加碼 |
| Entropy Technologies, LP | 7,110 | $24.5 萬 | 0.02% | −3,056−30.1% | 減碼 |
| Contravisory Investment Management, Inc. | 6,963 | $24.0 萬 | 0.05% | −518−6.9% | 減碼 |
| Truist Financial Corp | 6,545 | $22.5 萬 | 0.00% | −19,163−74.5% | 減碼 |
| Mariner, LLC | 6,456 | $22.2 萬 | 0.00% | −11,680−64.4% | 減碼 |
| Two Sigma Securities, LLC | 6,420 | $22.1 萬 | 0.03% | +6,420 | 新進 |
| Weiss Asset Management LP | 6,336 | $21.8 萬 | 0.01% | +6,336 | 新進 |
| Xponance, Inc. | 6,102 | $21.0 萬 | 0.00% | −1,078−15.0% | 減碼 |
| Bridgefront Capital, LLC | 5,973 | $20.5 萬 | 0.06% | +2,033+51.6% | 加碼 |
| Cerity Partners LLC | 5,937 | $20.4 萬 | 0.00% | −1,658−21.8% | 減碼 |
| Vident Advisory, LLC | 5,875 | $20.2 萬 | 0.00% | +5,875 | 新進 |
| Johnson Financial Group, Inc. | 5,175 | $17.8 萬 | 0.01% | +5,175 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 4,141 | $14.2 萬 | 0.00% | +3,300+392.4% | 加碼 |
| KBC Group NV | 4,084 | $14.0 萬 | 0.00% | +586+16.8% | 加碼 |
| CWM, LLC | 3,751 | $12.9 萬 | 0.00% | +709+23.3% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 3,561 | $12.3 萬 | 0.03% | −21,362−85.7% | 減碼 |
| Advisor Group Holdings, Inc. | 3,054 | $10.5 萬 | 0.00% | −311−9.2% | 減碼 |
| GAMMA Investing LLC | 3,016 | $10.4 萬 | 0.01% | −150−4.7% | 減碼 |
| Walleye Trading LLC | 2,715 | $9.34 萬 | 0.00% | +2,668+5,676.6% | 加碼 |
| State of Wyoming | 2,616 | $9.00 萬 | 0.01% | +2,616 | 新進 |
| Pacer Advisors, Inc. | 1,960 | $6.74 萬 | 0.00% | +192+10.9% | 加碼 |
| STRS Ohio | 1,900 | $6.54 萬 | 0.00% | −3,600−65.5% | 減碼 |
| Archer Investment Corp | 1,850 | $6.36 萬 | 0.02% | +1,850 | 新進 |
| Asset Management One Co.,Ltd. | 1,691 | $5.82 萬 | 0.00% | −673−28.5% | 減碼 |
| Versant Capital Management, Inc | 1,498 | $5.15 萬 | 0.01% | +553+58.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,294 | $4.45 萬 | 0.00% | −39−2.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,284 | $4.42 萬 | 0.00% | −223−14.8% | 減碼 |
| NBC Securities, Inc. | 1,048 | $3.60 萬 | 0.00% | +1,047+104,700.0% | 加碼 |
| Smartleaf Asset Management LLC | 1,027 | $3.60 萬 | 0.00% | +257+33.4% | 加碼 |
| Signaturefd, LLC | 935 | $3.22 萬 | 0.00% | +38+4.2% | 加碼 |
| Nomura Asset Management Co Ltd | 923 | $3.18 萬 | 0.00% | +923 | 新進 |
| Ridgewood Investments LLC | 700 | $2.41 萬 | 0.01% | 00.0% | 不變 |
| Berbice Capital Management LLC | 700 | $2.41 萬 | 0.02% | +700 | 新進 |
| Coldstream Capital Management Inc | 679 | $2.34 萬 | 0.00% | +679 | 新進 |
| Public Employees Retirement System of Ohio | 646 | $2.22 萬 | 0.00% | −223−25.7% | 減碼 |
| Fifth Third Bancorp | 591 | $2.03 萬 | 0.00% | +19+3.3% | 加碼 |
| Danske Bank A/S | 579 | $1.99 萬 | 0.00% | −6,405−91.7% | 減碼 |
| Quarry LP | 520 | $1.79 萬 | 0.00% | +473+1,006.4% | 加碼 |
| MAI Capital Management | 450 | $1.55 萬 | 0.00% | −59−11.6% | 減碼 |
| Quest Partners LLC | 392 | $1.35 萬 | 0.00% | −825−67.8% | 減碼 |
| Bessemer Group Inc | 366 | $1.30 萬 | 0.00% | +23+6.7% | 加碼 |
| Heck Capital Advisors, LLC | 331 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Skandinaviska Enskilda Banken AB (publ) | 305 | $1.05 萬 | 0.00% | +305 | 新進 |
| Huntington National Bank | 286 | $9,837 | 0.00% | −329−53.5% | 減碼 |
| Jones Financial Companies LLLP | 270 | $9,464 | 0.00% | +249+1,185.7% | 加碼 |
| Massmutual Trust Co FSB | 240 | $8,256 | 0.00% | +122+103.4% | 加碼 |
| IFP Advisors, Inc | 209 | $7,190 | 0.00% | +207+10,350.0% | 加碼 |
| SBI Securities Co., Ltd. | 201 | $6,914 | 0.00% | −53−20.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 200 | $6,880 | 0.00% | +200 | 新進 |
| Allworth Financial LP | 224 | $6,573 | 0.00% | +75+50.3% | 加碼 |
| Umb Bank N A | 186 | $6,398 | 0.00% | −289−60.8% | 減碼 |
| Covestor Ltd | 180 | $6,000 | 0.00% | −112−38.4% | 減碼 |
| Optiver Holding B.V. | 174 | $5,986 | 0.00% | +174 | 新進 |
| Ronald Blue Trust, Inc. | 160 | $5,504 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 147 | $5,057 | 0.00% | −86−36.9% | 減碼 |
| First Community Trust NA | 145 | $4,988 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 120 | $4,174 | 0.00% | +47+64.4% | 加碼 |
| Rakuten Securities, Inc. | 121 | $4,162 | 0.00% | +121 | 新進 |
| Hillsdale Investment Management Inc. | 120 | $4,128 | 0.00% | 00.0% | 不變 |
| Transce3nd, LLC | 114 | $3,922 | 0.00% | −1,697−93.7% | 減碼 |
| Lindbrook Capital, LLC | 105 | $3,612 | 0.00% | +51+94.4% | 加碼 |
| Accent Capital Management, LLC | 100 | $3,440 | 0.00% | −120−54.5% | 減碼 |
| Future Financial Wealth Managment LLC | 100 | $3,440 | 0.00% | 00.0% | 不變 |
| Strategic Investment Solutions, Inc. | 100 | $3,440 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 97 | $3,337 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 84 | $2,890 | 0.00% | −153−64.6% | 減碼 |
| Rothschild Investment LLC | 80 | $2,752 | 0.00% | −20−20.0% | 減碼 |
| Sterling Capital Management LLC | 79 | $2,718 | 0.00% | +4+5.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 79 | $2,718 | 0.00% | +29+58.0% | 加碼 |
| North Capital, Inc. | 72 | $2,477 | 0.00% | +72 | 新進 |
| GWM Advisors LLC | 65 | $2,236 | 0.00% | +65 | 新進 |
| High Note Wealth, LLC | 54 | $1,858 | 0.00% | +54 | 新進 |
| Farther Finance Advisors, LLC | 52 | $1,813 | 0.00% | +21+67.7% | 加碼 |
| NVWM, LLC | 50 | $1,720 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 45 | $1,548 | 0.00% | 00.0% | 不變 |
| Bare Financial Services, Inc | 44 | $1,514 | 0.00% | +44 | 新進 |
| Global Financial Private Client, LLC | 42 | $1,445 | 0.00% | +3+7.7% | 加碼 |
| Bell Investment Advisors, Inc | 33 | $1,136 | 0.00% | +16+94.1% | 加碼 |
| Bryn Mawr Trust Co | 26 | $894 | 0.00% | +10+62.5% | 加碼 |
| TD Waterhouse Canada Inc. | 25 | $871 | 0.00% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 25 | $860 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 25 | $860 | 0.00% | +25 | 新進 |
| GeoWealth Management, LLC | 25 | $860 | 0.00% | +25 | 新進 |