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 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 | 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 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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 54,374 | $245.4 萬 | 0.07% | −10,736−16.5% | 減碼 |
| Optimize Financial Inc | 52,080 | $235.1 萬 | 1.44% | −374−0.7% | 減碼 |
| State of Alaska, Department of Revenue | 51,590 | $232.8 萬 | 0.02% | +3,994+8.4% | 加碼 |
| Moody National Bank Trust Division | 50,832 | $229.5 萬 | 0.21% | −123−0.2% | 減碼 |
| IMC-Chicago, LLC | 50,122 | $226.3 萬 | 0.06% | +50,122 | 新進 |
| State of New Jersey Common Pension Fund D | 49,840 | $225.0 萬 | 0.01% | −2,915−5.5% | 減碼 |
| Essex Investment Management Co LLC | 49,140 | $221.8 萬 | 0.40% | −357−0.7% | 減碼 |
| Los Angeles Capital Management LLC | 48,929 | $220.9 萬 | 0.01% | −148−0.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 47,365 | $213.8 萬 | 0.00% | +3,764+8.6% | 加碼 |
| Algert Global LLC | 44,883 | $202.6 萬 | 0.04% | −18,230−28.9% | 減碼 |
| Cinctive Capital Management LP | 44,626 | $201.4 萬 | 0.11% | +44,626 | 新進 |
| Renaissance Technologies LLC | 43,216 | $195.1 萬 | 0.00% | +30,200+232.0% | 加碼 |
| Scotia Capital Inc. | 42,258 | $190.8 萬 | 0.01% | +1,714+4.2% | 加碼 |
| Louisiana State Employees Retirement System | 40,500 | $182.8 萬 | 0.03% | 00.0% | 不變 |
| Sapience Investments, LLC | 40,170 | $181.3 萬 | 1.21% | +40,170 | 新進 |
| Janus Henderson Group PLC | 38,285 | $172.8 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 36,205 | $163.4 萬 | 0.00% | +7,161+24.7% | 加碼 |
| Panagora Asset Management Inc | 35,739 | $161.3 萬 | 0.01% | +170.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 35,420 | $159.9 萬 | 0.13% | +10,933+44.6% | 加碼 |
| State of Tennessee, Treasury Department | 35,325 | $159.5 萬 | 0.01% | −1,965−5.3% | 減碼 |
| Shellback Capital, LP | 34,509 | $155.8 萬 | 0.10% | +34,509 | 新進 |
| First Trust Advisors LP | 34,446 | $155.5 萬 | 0.00% | −73,815−68.2% | 減碼 |
| Oak Ridge Investments LLC | 33,177 | $149.8 萬 | 0.11% | −1,070−3.1% | 減碼 |
| Danske Bank A/S | 32,545 | $146.9 萬 | 0.00% | +31,966+5,520.9% | 加碼 |
| Verition Fund Management LLC | 32,490 | $146.7 萬 | 0.01% | +21,461+194.6% | 加碼 |
| Yousif Capital Management, LLC | 32,475 | $146.6 萬 | 0.02% | +894+2.8% | 加碼 |
| CWM Advisors, LLC | 31,634 | $142.8 萬 | 0.16% | +10,174+47.4% | 加碼 |
| Miracle Mile Advisors, LLC | 30,888 | $139.4 萬 | 0.02% | +70.0% | 加碼 |
| Archford Capital Strategies, LLC | 30,850 | $139.3 萬 | 0.18% | −30.0% | 減碼 |
| Natixis Advisors, L.P. | 30,624 | $138.2 萬 | 0.00% | +10,508+52.2% | 加碼 |
| Russell Investments Group, Ltd. | 29,246 | $132.0 萬 | 0.00% | −62,246−68.0% | 減碼 |
| Ossiam | 27,807 | $125.5 萬 | 0.01% | 00.0% | 不變 |
| CSS LLC | 27,425 | $123.8 萬 | 0.08% | −2,213−7.5% | 減碼 |
| Creative Planning | 27,098 | $122.3 萬 | 0.00% | +2,728+11.2% | 加碼 |
| Federated Hermes, Inc. | 26,117 | $117.9 萬 | 0.00% | −163,628−86.2% | 減碼 |
| Van Eck Associates Corp | 25,836 | $116.6 萬 | 0.00% | +5,720+28.4% | 加碼 |
| Fisher Asset Management, LLC | 25,780 | $116.4 萬 | 0.00% | −2,343−8.3% | 減碼 |
| Ensign Peak Advisors, Inc | 25,506 | $115.1 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 25,457 | $114.9 萬 | 0.03% | +356+1.4% | 加碼 |
| Arizona State Retirement System | 25,232 | $113.9 萬 | 0.01% | +554+2.2% | 加碼 |
| Handelsbanken Fonder AB | 24,688 | $111.4 萬 | 0.00% | −1,300−5.0% | 減碼 |
| AQR Capital Management LLC | 24,509 | $110.6 萬 | 0.00% | −27,305−52.7% | 減碼 |
| Amalgamated Bank | 24,229 | $109.4 萬 | 0.01% | +214+0.9% | 加碼 |
| Voya Investment Management LLC | 23,889 | $107.8 萬 | 0.00% | +4,302+22.0% | 加碼 |
| Wolverine Trading, LLC | 23,419 | $105.2 萬 | 0.03% | +13,661+140.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,972 | $103.7 萬 | 0.00% | −40.0% | 減碼 |
| Graham Capital Management, L.P. | 22,886 | $103.3 萬 | 0.03% | −89,441−79.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,240 | $100.4 萬 | 0.01% | +1,684+8.2% | 加碼 |
| Henshaw Capital LLC | 21,243 | $95.9 萬 | 0.04% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 21,208 | $95.8 萬 | 0.01% | −20,325−48.9% | 減碼 |
| Glenmede Investment Management, LP | 20,469 | $92.4 萬 | 0.00% | +20,469 | 新進 |
| Engineers Gate Manager LP | 20,079 | $90.6 萬 | 0.01% | −70,358−77.8% | 減碼 |
| ProShare Advisors LLC | 19,879 | $89.7 萬 | 0.00% | +1,889+10.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 19,682 | $88.8 萬 | 0.01% | +3,494+21.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 19,615 | $88.5 萬 | 0.02% | −100−0.5% | 減碼 |
| Janney Montgomery Scott LLC | 18,920 | $85.4 萬 | 0.00% | +18,920 | 新進 |
| KLP Kapitalforvaltning AS | 18,300 | $82.6 萬 | 0.00% | +1,200+7.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 18,258 | $82.4 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 18,183 | $82.1 萬 | 0.00% | −28,309−60.9% | 減碼 |
| Picton Mahoney Asset Management | 17,892 | $80.8 萬 | 0.01% | +17,892 | 新進 |
| Captrust Financial Advisors | 17,887 | $80.7 萬 | 0.00% | +2,051+13.0% | 加碼 |
| PDT Partners, LLC | 17,673 | $79.8 萬 | 0.05% | −47,693−73.0% | 減碼 |
| LPL Financial LLC | 17,399 | $78.5 萬 | 0.00% | +665+4.0% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 17,202 | $77.6 萬 | 0.01% | +17,202 | 新進 |
| SG Americas Securities, LLC | 15,816 | $71.4 萬 | 0.00% | +15,816 | 新進 |
| Franklin Resources Inc | 15,644 | $70.6 萬 | 0.00% | −140−0.9% | 減碼 |
| Guggenheim Capital LLC | 15,280 | $69.0 萬 | 0.01% | −2,485−14.0% | 減碼 |
| Legato Capital Management LLC | 14,686 | $66.3 萬 | 0.08% | 00.0% | 不變 |
| Simplex Trading, LLC | 14,003 | $63.2 萬 | 0.02% | −18,541−57.0% | 減碼 |
| Amundi | 14,188 | $62.4 萬 | 0.00% | −59,831−80.8% | 減碼 |
| Jane Street Group, LLC | 13,710 | $61.9 萬 | 0.00% | +13,710 | 新進 |
| The PNC Financial Services Group, Inc. | 13,475 | $60.8 萬 | 0.00% | +1,283+10.5% | 加碼 |
| BNP Paribas Arbitrage, SA | 13,447 | $60.7 萬 | 0.00% | −415,348−96.9% | 減碼 |
| Teacher Retirement System of Texas | 13,063 | $59.0 萬 | 0.00% | +566+4.5% | 加碼 |
| Bank of Montreal | 12,994 | $58.7 萬 | 0.00% | −2,113−14.0% | 減碼 |
| US Bancorp | 12,315 | $55.6 萬 | 0.00% | +1,178+10.6% | 加碼 |
| Pictet Asset Management Holding SA | 12,287 | $55.5 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 12,149 | $54.8 萬 | 0.00% | +4,570+60.3% | 加碼 |
| Bayforest Capital Ltd | 11,783 | $53.2 萬 | 0.23% | −830−6.6% | 減碼 |
| HSBC Holdings PLC | 11,563 | $52.4 萬 | 0.00% | −67−0.6% | 減碼 |
| Geneos Wealth Management Inc. | 11,253 | $50.8 萬 | 0.01% | +319+2.9% | 加碼 |
| Mutual of America Capital Management LLC | 11,128 | $50.2 萬 | 0.01% | −1,381−11.0% | 減碼 |
| American Century Companies Inc | 11,009 | $49.7 萬 | 0.00% | +11,009 | 新進 |
| CIBC World Markets Corp | 10,748 | $48.5 萬 | 0.00% | −5,669−34.5% | 減碼 |
| Leonteq Securities AG | 10,162 | $45.9 萬 | 0.03% | −3,378−24.9% | 減碼 |
| NorthCrest Asset Manangement, LLC | 9,884 | $44.3 萬 | 0.01% | −8,066−44.9% | 減碼 |
| Atria Investments LLC | 9,657 | $43.6 萬 | 0.01% | +9,657 | 新進 |
| Aigen Investment Management, LP | 9,256 | $41.8 萬 | 0.06% | +9,256 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,203 | $41.5 萬 | 0.01% | +9,203 | 新進 |
| Tower Research Capital LLC (TRC) | 8,941 | $40.4 萬 | 0.01% | +7,657+596.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 8,906 | $40.2 萬 | 0.01% | +1,495+20.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 8,729 | $39.4 萬 | 0.03% | +8,729 | 新進 |
| Sherbrooke Park Advisers LLC | 8,554 | $38.6 萬 | 0.17% | +8,554 | 新進 |
| Oppenheimer Asset Management Inc. | 8,533 | $38.5 萬 | 0.00% | +27+0.3% | 加碼 |
| Empowered Funds, LLC | 8,440 | $38.1 萬 | 0.00% | −949−10.1% | 減碼 |
| Two Sigma Securities, LLC | 8,425 | $38.0 萬 | 0.05% | +2,005+31.2% | 加碼 |
| Truist Financial Corp | 8,080 | $36.5 萬 | 0.00% | +1,535+23.5% | 加碼 |
| Sender Co & Partners, Inc. | 8,012 | $36.2 萬 | 0.10% | +8,012 | 新進 |
| Virginia Retirement Systems Et Al | 7,900 | $35.7 萬 | 0.00% | +7,900 | 新進 |
| Pathstone Holdings, LLC | 7,888 | $35.6 萬 | 0.00% | −4,718−37.4% | 減碼 |