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 2 季 13F 持有人
Semtech Corp 在 2025/6/30 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
- 316
- 較 2025 年第 1 季 +4 家
- 持有股數
- 1.04 億
- 較 2025 年第 1 季 +657.6 萬 (+6.8%)
- 總市值
- $46.8 億
- 較 2025 年第 1 季 +$13.4 億 (+40.1%)
- 新進機構
- 61
- 另有 138 家加碼
- 清倉機構
- 57
- 另有 92 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,920,913 | $5.83 億 | 0.01% | −125,426−1.0% | 減碼 |
| Vanguard Group Inc | 11,931,278 | $5.39 億 | 0.01% | +228,963+2.0% | 加碼 |
| Ameriprise Financial Inc | 7,112,097 | $3.21 億 | 0.08% | +666,456+10.3% | 加碼 |
| Capital Research Global Investors | 4,120,304 | $1.86 億 | 0.04% | +1,521,288+58.5% | 加碼 |
| State Street Corp | 4,037,107 | $1.82 億 | 0.01% | +60,788+1.5% | 加碼 |
| Whale Rock Capital Management LLC | 3,991,848 | $1.80 億 | 2.50% | +37,736+1.0% | 加碼 |
| Alliancebernstein L.P. | 3,318,384 | $1.50 億 | 0.05% | +294,990+9.8% | 加碼 |
| Morgan Stanley | 3,240,223 | $1.46 億 | 0.01% | +1,398,002+75.9% | 加碼 |
| Macquarie Group Ltd | 3,046,217 | $1.38 億 | 0.17% | +57,615+1.9% | 加碼 |
| Disciplined Growth Investors Inc | 2,894,536 | $1.31 億 | 2.50% | +115,921+4.2% | 加碼 |
| Westfield Capital Management Co LP | 2,747,260 | $1.24 億 | 0.52% | +1,424,909+107.8% | 加碼 |
| Wellington Management Group LLP | 2,388,449 | $1.08 億 | 0.02% | +75,236+3.3% | 加碼 |
| Hood River Capital Management LLC | 2,244,631 | $1.01 億 | 1.41% | +594,529+36.0% | 加碼 |
| Geode Capital Management, LLC | 2,123,903 | $9,588 萬 | 0.01% | +178,319+9.2% | 加碼 |
| Point72 Asset Management, L.P. | 1,557,862 | $7,032 萬 | 0.17% | +1,104,318+243.5% | 加碼 |
| Nuveen, LLC | 1,477,646 | $6,670 萬 | 0.02% | +665,435+81.9% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 1,419,708 | $6,409 萬 | 0.23% | +140,762+11.0% | 加碼 |
| Invesco Ltd. | 1,416,780 | $6,395 萬 | 0.01% | −383,394−21.3% | 減碼 |
| Woodline Partners LP | 1,335,296 | $6,028 萬 | 0.32% | +852,877+176.8% | 加碼 |
| Neuberger Berman Group LLC | 1,237,947 | $5,587 萬 | 0.04% | −55,317−4.3% | 減碼 |
| Deutsche Bank AG | 1,205,356 | $5,441 萬 | 0.02% | −4,722−0.4% | 減碼 |
| Charles Schwab Investment Management Inc | 1,021,134 | $4,609 萬 | 0.01% | +24,711+2.5% | 加碼 |
| Granahan Investment Management Inc | 991,576 | $4,476 萬 | 1.82% | +36,655+3.8% | 加碼 |
| Goldman Sachs Group Inc | 971,644 | $4,386 萬 | 0.01% | +358,188+58.4% | 加碼 |
| Northern Trust Corp | 952,201 | $4,298 萬 | 0.01% | +88,894+10.3% | 加碼 |
| Clearline Capital LP | 784,532 | $3,541 萬 | 3.12% | +95,461+13.9% | 加碼 |
| JPMorgan Chase & Co | 761,655 | $3,438 萬 | 0.00% | +47,993+6.7% | 加碼 |
| Bank of America Corp | 704,609 | $3,181 萬 | 0.00% | +7,574+1.1% | 加碼 |
| Two Sigma Investments, LP | 702,347 | $3,170 萬 | 0.06% | −770,416−52.3% | 減碼 |
| Royal Bank of Canada | 670,984 | $3,029 萬 | 0.01% | +649,361+3,003.1% | 加碼 |
| Atreides Management, LP | 661,941 | $2,988 萬 | 0.83% | +661,941 | 新進 |
| UBS Group AG | 601,654 | $2,716 萬 | 0.01% | −199,450−24.9% | 減碼 |
| Man Group plc | 579,264 | $2,615 萬 | 0.06% | +317,315+121.1% | 加碼 |
| Two Sigma Advisers, LP | 545,590 | $2,463 萬 | 0.05% | −408,300−42.8% | 減碼 |
| Comerica Bank | 531,790 | $2,401 萬 | 0.09% | +392,952+283.0% | 加碼 |
| Citadel Advisors LLC | 530,315 | $2,394 萬 | 0.02% | +131,093+32.8% | 加碼 |
| Freestone Grove Partners LP | 526,032 | $2,375 萬 | 0.18% | +526,032 | 新進 |
| Fred Alger Management, LLC | 525,691 | $2,373 萬 | 0.11% | +141,857+37.0% | 加碼 |
| Bank of New York Mellon Corp | 519,091 | $2,343 萬 | 0.00% | −88,192−14.5% | 減碼 |
| WCM Investment Management, LLC | 514,307 | $2,310 萬 | 0.05% | +268,886+109.6% | 加碼 |
| Assenagon Asset Management S.A. | 494,194 | $2,231 萬 | 0.04% | +22,228+4.7% | 加碼 |
| Palisade Capital Management LLC | 490,235 | $2,213 萬 | 0.63% | +54,599+12.5% | 加碼 |
| Victory Capital Management Inc | 486,987 | $2,198 萬 | 0.01% | −190,688−28.1% | 減碼 |
| Cooper Creek Partners Management LLC | 448,657 | $2,025 萬 | 0.67% | +379,363+547.5% | 加碼 |
| Principal Financial Group Inc | 429,779 | $1,940 萬 | 0.01% | +1,821+0.4% | 加碼 |
| LMR Partners LLP | 425,000 | $1,918 萬 | 0.30% | +175,000+70.0% | 加碼 |
| Great Lakes Advisors, LLC | 422,813 | $1,909 萬 | 0.16% | +422,813 | 新進 |
| Schonfeld Strategic Advisors LLC | 421,814 | $1,904 萬 | 0.14% | +65,361+18.3% | 加碼 |
| Polar Asset Management Partners Inc. | 396,225 | $1,789 萬 | 0.45% | +140,018+54.7% | 加碼 |
| Portolan Capital Management, LLC | 379,018 | $1,711 萬 | 1.07% | +309,711+446.9% | 加碼 |
| Balyasny Asset Management LLC | 355,425 | $1,604 萬 | 0.04% | −575,493−61.8% | 減碼 |
| Millennium Management LLC | 344,928 | $1,557 萬 | 0.01% | +2,290+0.7% | 加碼 |
| Dimensional Fund Advisors LP | 334,541 | $1,510 萬 | 0.00% | +308,557+1,187.5% | 加碼 |
| Norges Bank | 316,107 | $1,427 萬 | 0.00% | −360,300−53.3% | 減碼 |
| Susquehanna International Group, LLP | 305,994 | $1,381 萬 | 0.02% | +169,101+123.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 301,459 | $1,361 萬 | 0.57% | +34,623+13.0% | 加碼 |
| Public Sector Pension Investment Board | 295,324 | $1,333 萬 | 0.06% | +22,906+8.4% | 加碼 |
| Schroder Investment Management Group | 294,028 | $1,320 萬 | 0.01% | −496,568−62.8% | 減碼 |
| SummitTX Capital, L.P. | 273,566 | $1,235 萬 | 0.55% | +273,566 | 新進 |
| UBS Asset Management Americas Inc | 269,647 | $1,217 萬 | 0.00% | −142,167−34.5% | 減碼 |
| Rhumbline Advisers | 240,418 | $1,085 萬 | 0.01% | +27,834+13.1% | 加碼 |
| Legal & General Group Plc | 236,137 | $1,066 萬 | 0.00% | +3,516+1.5% | 加碼 |
| Alyeska Investment Group, L.P. | 231,352 | $1,044 萬 | 0.04% | −161,524−41.1% | 減碼 |
| Capital Fund Management S.A. | 230,726 | $1,041 萬 | 0.11% | +191,213+483.9% | 加碼 |
| Tudor Investment Corp Et Al | 220,933 | $997.3 萬 | 0.08% | −235,861−51.6% | 減碼 |
| Jain Global LLC | 210,992 | $952.4 萬 | 0.15% | +71,783+51.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 182,538 | $824.0 萬 | 0.03% | +133,882+275.2% | 加碼 |
| New York State Common Retirement Fund | 178,326 | $805.0 萬 | 0.01% | +27,745+18.4% | 加碼 |
| Barclays PLC | 172,772 | $779.9 萬 | 0.00% | −105,593−37.9% | 減碼 |
| Swiss National Bank | 165,200 | $745.7 萬 | 0.00% | −1,700−1.0% | 減碼 |
| Andar Capital Management HK Ltd | 160,000 | $722.2 萬 | 8.44% | +160,000 | 新進 |
| SEI Investments Co | 158,297 | $714.6 萬 | 0.01% | +48,835+44.6% | 加碼 |
| State of Wisconsin Investment Board | 158,189 | $714.1 萬 | 0.02% | −25,503−13.9% | 減碼 |
| Heartland Advisors Inc | 133,422 | $602.3 萬 | 0.34% | −330−0.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 128,925 | $582.0 萬 | 0.01% | +21,157+19.6% | 加碼 |
| Intech Investment Management LLC | 127,015 | $573.3 萬 | 0.05% | +58,518+85.4% | 加碼 |
| Squarepoint Ops LLC | 113,493 | $512.3 萬 | 0.01% | −1,017,782−90.0% | 減碼 |
| Prudential Financial Inc | 101,514 | $458.2 萬 | 0.01% | −72,474−41.7% | 減碼 |
| Wells Fargo & Company | 97,764 | $441.3 萬 | 0.00% | −6,966−6.7% | 減碼 |
| Moody Aldrich Partners LLC | 97,429 | $439.8 萬 | 0.85% | −1,475−1.5% | 減碼 |
| EFG Asset Management (North America) Corp. | 94,872 | $428.2 萬 | 0.60% | +12,796+15.6% | 加碼 |
| Nordea Investment Management AB | 94,583 | $423.0 萬 | 0.00% | +94,583 | 新進 |
| Citigroup Inc | 93,120 | $420.3 萬 | 0.00% | −31,449−25.2% | 減碼 |
| Great West Life Assurance Co | 89,598 | $404.5 萬 | 0.01% | −8,020−8.2% | 減碼 |
| Aquatic Capital Management LLC | 85,097 | $384.1 萬 | 0.08% | −87,621−50.7% | 減碼 |
| California State Teachers Retirement System | 84,630 | $382.0 萬 | 0.00% | +1,290+1.5% | 加碼 |
| New York State Teachers Retirement System | 82,302 | $371.5 萬 | 0.01% | +100+0.1% | 加碼 |
| Jacobs Levy Equity Management, Inc | 80,807 | $364.8 萬 | 0.01% | −263,310−76.5% | 減碼 |
| ExodusPoint Capital Management, LP | 75,340 | $340.1 萬 | 0.04% | +46,635+162.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 73,740 | $332.9 萬 | 0.03% | +45,764+163.6% | 加碼 |
| Price T Rowe Associates Inc | 73,214 | $330.5 萬 | 0.00% | +11,132+17.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 67,374 | $304.1 萬 | 0.01% | +2,932+4.5% | 加碼 |
| Connors Investor Services Inc | 64,529 | $291.3 萬 | 0.26% | +16,679+34.9% | 加碼 |
| Thrivent Financial for Lutherans | 63,695 | $287.5 萬 | 0.01% | −6,899−9.8% | 減碼 |
| Sora Investors LLC | 60,000 | $270.8 萬 | 0.24% | −215,472−78.2% | 減碼 |
| FMR LLC | 59,915 | $270.5 萬 | 0.00% | −691,988−92.0% | 減碼 |
| Gotham Asset Management, LLC | 58,936 | $266.0 萬 | 0.02% | −37,835−39.1% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 56,857 | $256.7 萬 | 0.06% | +37,757+197.7% | 加碼 |
| MetLife Investment Management | 55,444 | $250.3 萬 | 0.01% | +12,588+29.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 55,071 | $248.6 萬 | 0.06% | +37,669+216.5% | 加碼 |