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 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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 1,477,646 | $6,670 萬 | 0.02% | +665,435+81.9% | 加碼 |
| Point72 Asset Management, L.P. | 1,557,862 | $7,032 萬 | 0.17% | +1,104,318+243.5% | 加碼 |
| Geode Capital Management, LLC | 2,123,903 | $9,588 萬 | 0.01% | +178,319+9.2% | 加碼 |
| Hood River Capital Management LLC | 2,244,631 | $1.01 億 | 1.41% | +594,529+36.0% | 加碼 |
| Wellington Management Group LLP | 2,388,449 | $1.08 億 | 0.02% | +75,236+3.3% | 加碼 |
| Westfield Capital Management Co LP | 2,747,260 | $1.24 億 | 0.52% | +1,424,909+107.8% | 加碼 |
| Disciplined Growth Investors Inc | 2,894,536 | $1.31 億 | 2.50% | +115,921+4.2% | 加碼 |
| Macquarie Group Ltd | 3,046,217 | $1.38 億 | 0.17% | +57,615+1.9% | 加碼 |
| Morgan Stanley | 3,240,223 | $1.46 億 | 0.01% | +1,398,002+75.9% | 加碼 |
| Alliancebernstein L.P. | 3,318,384 | $1.50 億 | 0.05% | +294,990+9.8% | 加碼 |
| Whale Rock Capital Management LLC | 3,991,848 | $1.80 億 | 2.50% | +37,736+1.0% | 加碼 |
| State Street Corp | 4,037,107 | $1.82 億 | 0.01% | +60,788+1.5% | 加碼 |
| Capital Research Global Investors | 4,120,304 | $1.86 億 | 0.04% | +1,521,288+58.5% | 加碼 |
| Ameriprise Financial Inc | 7,112,097 | $3.21 億 | 0.08% | +666,456+10.3% | 加碼 |
| Vanguard Group Inc | 11,931,278 | $5.39 億 | 0.01% | +228,963+2.0% | 加碼 |
| BlackRock, Inc. | 12,920,913 | $5.83 億 | 0.01% | −125,426−1.0% | 減碼 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −324,921−100.0% | 清倉 |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −245,370−100.0% | 清倉 |
| Paradigm Capital Management Inc | 0 | $0 | 0.00% | −191,600−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −164,316−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −150,514−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −146,030−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −146,443−100.0% | 清倉 |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −100,400−100.0% | 清倉 |
| Royce & Associates LP | 0 | $0 | 0.00% | −76,519−100.0% | 清倉 |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −73,500−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −68,442−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −61,929−100.0% | 清倉 |
| PEAK6 LLC | 0 | $0 | 0.00% | −55,717−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −52,751−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −42,683−100.0% | 清倉 |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −42,415−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −39,019−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −36,030−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −32,000−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −25,100−100.0% | 清倉 |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −24,904−100.0% | 清倉 |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −16,362−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,420−100.0% | 清倉 |
| Torno Capital, LLC | 0 | $0 | 0.00% | −13,500−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,319−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,472−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,491−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8,479−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −8,342−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,556−100.0% | 清倉 |
| Optimist Retirement Group LLC | 0 | $0 | 0.00% | −7,299−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −7,198−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −7,126−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,110−100.0% | 清倉 |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −6,963−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −6,456−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −6,336−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,973−100.0% | 清倉 |
| Cerity Partners LLC | 0 | $0 | 0.00% | −5,937−100.0% | 清倉 |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −5,175−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,561−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,715−100.0% | 清倉 |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −679−100.0% | 清倉 |
| Heck Capital Advisors, LLC | 0 | $0 | 0.00% | −331−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −305−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −160−100.0% | 清倉 |
| Transce3nd, LLC | 0 | $0 | 0.00% | −114−100.0% | 清倉 |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −54−100.0% | 清倉 |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −42−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Kodai Capital Management LP | – | – | – | – | 本季未申報 |
| Glenmede Trust Co NA | – | – | – | – | 本季未申報 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |