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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、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 2 季與 2025 年第 1 季比較

持有 Semtech Corp 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

SMTC 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數3153316+4
股數9,763 萬46.5 萬1.04 億+657.6 萬 (+6.8%)
市值$33.6 億$1,601 萬$46.8 億+$13.4 億 (+40.1%)

3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（61 家）

2025 年第 2 季季末持有 Semtech Corp、2025 年第 1 季季末沒有持有的機構。

2025 年第 2 季新進 SMTC 的機構
機構股數市值佔組合 %
Atreides Management, LP661,941$2,988 萬0.83%
Freestone Grove Partners LP526,032$2,375 萬0.18%
Great Lakes Advisors, LLC422,813$1,909 萬0.16%
SummitTX Capital, L.P.273,566$1,235 萬0.55%
Andar Capital Management HK Ltd160,000$722.2 萬8.44%
Nordea Investment Management AB94,583$423.0 萬0.00%
IMC-Chicago, LLC50,122$226.3 萬0.06%
Cinctive Capital Management LP44,626$201.4 萬0.11%
Sapience Investments, LLC40,170$181.3 萬1.21%
Shellback Capital, LP34,509$155.8 萬0.10%
Glenmede Investment Management, LP20,469$92.4 萬0.00%
Janney Montgomery Scott LLC18,920$85.4 萬0.00%
Picton Mahoney Asset Management17,892$80.8 萬0.01%
BI Asset Management Fondsmaeglerselskab A/S17,202$77.6 萬0.01%
SG Americas Securities, LLC15,816$71.4 萬0.00%
Jane Street Group, LLC13,710$61.9 萬0.00%
American Century Companies Inc11,009$49.7 萬0.00%
Atria Investments LLC9,657$43.6 萬0.01%
Aigen Investment Management, LP9,256$41.8 萬0.06%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9,203$41.5 萬0.01%
Mount Yale Investment Advisors, LLC8,729$39.4 萬0.03%
Sherbrooke Park Advisers LLC8,554$38.6 萬0.17%
Sender Co & Partners, Inc.8,012$36.2 萬0.10%
Virginia Retirement Systems Et Al7,900$35.7 萬0.00%
EP Wealth Advisors, LLC7,566$34.2 萬0.00%
Parallax Volatility Advisers, L.P.7,362$33.2 萬0.01%
Stratos Wealth Partners, LTD.7,164$32.3 萬0.00%
Pinnacle Wealth Planning Services, Inc.6,677$30.1 萬0.04%
CIBC World Markets Inc.6,537$29.5 萬0.00%
Cambridge Investment Research Advisors, Inc.6,336$28.6 萬0.00%
Cetera Investment Advisers5,007$22.6 萬0.00%
Catalyst Funds Management Pty Ltd5,000$22.6 萬0.06%
AE Wealth Management LLC4,979$22.5 萬0.00%
Journey Strategic Wealth LLC4,915$22.2 萬0.01%
Toroso Investments, LLC4,633$20.9 萬0.00%
Evergreen Capital Management LLC4,563$20.6 萬0.01%
Quantinno Capital Management LP4,509$20.4 萬0.00%
Marex Group plc4,508$20.3 萬0.00%
Clear Street Markets LLC1,648$7.44 萬0.03%
FNY Investment Advisers, LLC1,237$5.50 萬0.02%
Clearstead Advisors, LLC909$4.10 萬0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.831$3.80 萬0.00%
Ameritas Advisory Services, LLC732$3.30 萬0.00%
Twin Peaks Wealth Advisors, LLC316$1.67 萬0.01%
Financially Speaking Inc250$1.13 萬0.01%
Elequin Capital LP56$2,5280.00%
NewSquare Capital LLC50$2,2570.00%
Riggs Asset Managment Co. Inc.46$2,0770.00%
Rise Advisors, LLC45$2,0310.00%
WPG Advisers, LLC45$2,0310.00%
Atlantic Trust, LLC44$1,9870.00%
Annis Gardner Whiting Capital Advisors, LLC39$1,7610.00%
Global Retirement Partners, LLC38$1,7150.00%
Assetmark, Inc33$1,4900.00%
Fortitude Family Office, LLC22$9930.00%
Essential Partners LLC9$4060.00%
Raleigh Capital Management Inc.7$3160.00%
Toronto Dominion Bank7$2970.00%
HFM Investment Advisors, LLC4$1810.00%
CIBC Private Wealth Group, LLC3$1350.00%
Rialto Wealth Management, LLC1$460.00%

清倉機構（57 家）

2025 年第 1 季季末持有 Semtech Corp、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 SMTC 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
J. Goldman & Co LP324,921$1,118 萬
Burkehill Global Management, LP250,000$860.0 萬
Twinbeech Capital LP245,370$844.1 萬
Paradigm Capital Management Inc191,600$659.1 萬
Walleye Capital LLC164,316$565.2 萬
Voloridge Investment Management, LLC150,514$517.8 萬
Trexquant Investment LP146,030$502.3 萬
Natixis146,443$497.6 萬
Polymer Capital Management (US) LLC100,400$345.4 萬
Royce & Associates LP76,519$263.2 萬
Hussman Strategic Advisors, Inc.73,500$252.8 萬
Qube Research & Technologies Ltd68,442$235.4 萬
Cubist Systematic Strategies, LLC61,929$213.0 萬
PEAK6 LLC55,717$191.7 萬
Dynamic Technology Lab Private Ltd52,751$181.5 萬
Dark Forest Capital Management LP42,683$146.8 萬
Quantitative Investment Management, LLC42,415$145.9 萬
Corebridge Financial, Inc.39,019$134.2 萬
Virtu Financial LLC36,030$123.9 萬
Daiwa Securities Group Inc.32,000$110.0 萬
Versor Investments LP25,100$86.3 萬
Fieldview Capital Management, LLC24,904$85.7 萬
PAX Financial Group, LLC16,362$56.3 萬
XTX Topco Ltd14,420$49.6 萬
Torno Capital, LLC13,500$46.4 萬
Fox Run Management, L.L.C.12,319$42.4 萬
Marshall Wace, LLP10,472$36.0 萬
Centiva Capital, LP8,491$29.2 萬
Advisory Services Network, LLC8,479$29.2 萬
Stifel Financial Corp8,342$28.7 萬
Bayesian Capital Management, LP7,556$26.0 萬
Optimist Retirement Group LLC7,299$25.1 萬
Kennedy Capital Management, Inc.7,198$24.8 萬
Quadrant Capital Group LLC7,126$24.5 萬
Entropy Technologies, LP7,110$24.5 萬
Contravisory Investment Management, Inc.6,963$24.0 萬
Mariner, LLC6,456$22.2 萬
Weiss Asset Management LP6,336$21.8 萬
Bridgefront Capital, LLC5,973$20.5 萬
Cerity Partners LLC5,937$20.4 萬
Johnson Financial Group, Inc.5,175$17.8 萬
Point72 Asia (Singapore) Pte. Ltd.3,561$12.3 萬
Walleye Trading LLC2,715$9.34 萬
Berbice Capital Management LLC700$2.41 萬
Coldstream Capital Management Inc679$2.34 萬
Heck Capital Advisors, LLC331$1.14 萬
Skandinaviska Enskilda Banken AB (publ)305$1.05 萬
Ronald Blue Trust, Inc.160$5,504
Transce3nd, LLC114$3,922
High Note Wealth, LLC54$1,858
Global Financial Private Client, LLC42$1,445
TD Private Client Wealth LLC25$860
GeoWealth Management, LLC25$860
Aventura Private Wealth, LLC25$860
Fourth Dimension Wealth, LLC22$757
Creative Financial Designs Inc21$722
Stephens Consulting, LLC20$688

尚未申報 2025 年第 2 季的機構（3 家）

2025 年第 1 季季末持有 Semtech Corp、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 SMTC、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Kodai Capital Management LP446,629$1,536 萬
Glenmede Trust Co NA18,591$64.0 萬
Lindbrook Capital, LLC105$3,612