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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 3 季與 2025 年第 2 季比較

持有 Semtech Corp 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

SMTC 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數3164350+38
股數1.04 億33.4 萬1.04 億+95.7 萬 (+0.9%)
市值$46.8 億$1,510 萬$74.4 億+$27.7 億 (+59.4%)

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

新進機構（87 家）

2025 年第 3 季季末持有 Semtech Corp、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 SMTC 的機構
機構股數市值佔組合 %
T. Rowe Price Investment Management, Inc.1,613,340$1.15 億0.07%
Think Investments LP820,400$5,862 萬7.75%
Driehaus Capital Management LLC447,036$3,194 萬0.23%
Emerald Advisers, LLC419,094$2,994 萬0.96%
Jennison Associates LLC401,179$2,866 萬0.02%
GW&K Investment Management, LLC379,630$2,713 萬0.24%
Artisan Partners Limited Partnership317,658$2,270 萬0.03%
Silvercrest Asset Management Group LLC313,093$2,237 萬0.15%
Duquesne Family Office LLC大師杜肯家族辦公室301,515$2,154 萬0.55%
Emerald Mutual Fund Advisers Trust248,436$1,775 萬0.92%
Marshall Wace, LLP232,006$1,658 萬0.02%
Alta Park Capital, LP203,618$1,455 萬1.46%
Allspring Global Investments Holdings, LLC127,795$916.0 萬0.01%
Ardsley Advisory Partners LP80,000$571.6 萬0.88%
Concentric Capital Strategies, LP79,516$568.1 萬0.27%
Hodges Capital Management Inc.64,721$462.4 萬0.40%
JB Capital LLC63,383$452.9 萬0.20%
Lisanti Capital Growth, LLC60,440$431.8 萬1.06%
Trexquant Investment LP55,920$399.5 萬0.04%
Castleark Management LLC55,640$397.5 萬0.11%
Royce & Associates LP44,014$314.5 萬0.03%
Katamaran Capital LLP43,345$309.7 萬2.83%
Illinois Municipal Retirement Fund42,604$304.4 萬0.04%
Caisse de Depot Et Placement du Quebec41,296$295.1 萬0.01%
Jefferies Financial Group Inc.36,569$261.3 萬0.02%
TD Asset Management Inc33,042$236.1 萬0.00%
Brevan Howard Capital Management LP32,798$234.3 萬0.03%
Dymon Asia Capital (Singapore) Pte. Ltd.30,200$215.8 萬0.87%
Paloma Partners Management Co30,000$214.3 萬0.43%
Boston Partners29,663$211.9 萬0.00%
Group One Trading, L.P.29,089$207.8 萬0.06%
Wiley Bros.-Aintree Capital, LLC14,352$102.5 萬0.01%
J. Goldman & Co LP14,100$100.7 萬0.04%
Versor Investments LP11,448$81.8 萬0.15%
CIBC Bancorp USA Inc.9,299$66.4 萬0.00%
Diametric Capital, LP8,203$58.6 萬0.22%
Fieldview Capital Management, LLC7,887$56.4 萬0.09%
Mercer Global Advisors Inc7,098$50.7 萬0.00%
Caption Management, LLC7,000$50.0 萬0.03%
Hancock Whitney Corp6,902$49.3 萬0.01%
Weiss Asset Management LP6,595$47.1 萬0.01%
Keybank National Association6,338$45.3 萬0.00%
Fiduciary Trust Co6,110$43.7 萬0.00%
O'Shaughnessy Asset Management, LLC5,919$42.3 萬0.00%
Scientech Research LLC5,544$39.6 萬0.14%
FourThought Financial Partners, LLC5,219$37.3 萬0.03%
Commerce Bank4,992$35.7 萬0.00%
JustInvest LLC4,969$35.5 萬0.00%
Pinpoint Asset Management (Singapore) Pte. Ltd.4,820$34.4 萬0.06%
Crossmark Global Holdings, Inc.4,383$31.3 萬0.00%
Stephens Inc4,268$30.5 萬0.00%
Wealth Enhancement Advisory Services, LLC4,151$29.4 萬0.00%
Profund Advisors LLC4,064$29.0 萬0.01%
Swiss Life Asset Management Ltd4,033$28.8 萬0.00%
TRUE Private Wealth Advisors4,000$28.6 萬0.03%
Everence Capital Management Inc3,970$28.4 萬0.02%
HighTower Advisors, LLC3,956$28.3 萬0.00%
Private Advisor Group, LLC3,561$25.4 萬0.00%
Stifel Financial Corp3,521$25.2 萬0.00%
Brinker Capital Investments, LLC3,414$24.4 萬0.00%
Mariner, LLC3,350$23.9 萬0.00%
Accel Wealth Management3,294$23.5 萬0.07%
Shelton Capital Management3,113$22.2 萬0.00%
Prospera Financial Services Inc3,113$22.2 萬0.00%
Round Rock Advisors, LLC3,036$21.7 萬0.03%
Chicago Trust Co NA2,978$21.3 萬0.03%
Skandinaviska Enskilda Banken AB (publ)2,400$17.1 萬0.00%
Quadrant Capital Group LLC2,268$16.2 萬0.01%
Rockefeller Capital Management L.P.1,165$8.32 萬0.00%
First Horizon Corp854$6.10 萬0.00%
Daiwa Securities Group Inc.595$4.30 萬0.00%
Salomon & Ludwin, LLC573$4.13 萬0.00%
Ronald Blue Trust, Inc.200$1.43 萬0.00%
Harbour Investments, Inc.189$1.35 萬0.00%
Wealthspire Advisors, LLC134$9,5740.00%
Advisory Services Network, LLC93$6,6450.00%
Mather Group, LLC.60$4,2870.00%
Root Financial Partners, LLC55$3,9300.00%
Kilter Group LLC25$1,7870.00%
Cedar Mountain Advisors, LLC19$1,3580.00%
Bellevue Asset Management, LLC19$1,3570.00%
Montag A & Associates Inc16$1,1440.00%
Wealth Watch Advisors, INC15$1,0720.00%
Central Trust Co10$7150.00%
Sunbelt Securities, Inc.6$4290.00%
Turning Point Benefit Group, Inc.2$1430.00%
Cloud Capital Management, LLC4$00.00%

清倉機構（49 家）

2025 年第 2 季季末持有 Semtech Corp、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 SMTC 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Woodline Partners LP1,335,296$6,028 萬
Alyeska Investment Group, L.P.231,352$1,044 萬
Tudor Investment Corp Et Al220,933$997.3 萬
Squarepoint Ops LLC113,493$512.3 萬
Aquatic Capital Management LLC85,097$384.1 萬
Jacobs Levy Equity Management, Inc80,807$364.8 萬
IMC-Chicago, LLC50,122$226.3 萬
Cinctive Capital Management LP44,626$201.4 萬
Renaissance Technologies LLC43,216$195.1 萬
Sapience Investments, LLC40,170$181.3 萬
Panagora Asset Management Inc35,739$161.3 萬
Shellback Capital, LP34,509$155.8 萬
Ossiam27,807$125.5 萬
Picton Mahoney Asset Management17,892$80.8 萬
PDT Partners, LLC17,673$79.8 萬
BI Asset Management Fondsmaeglerselskab A/S17,202$77.6 萬
Jane Street Group, LLC13,710$61.9 萬
Bayforest Capital Ltd11,783$53.2 萬
HSBC Holdings PLC11,563$52.4 萬
Geneos Wealth Management Inc.11,253$50.8 萬
Aigen Investment Management, LP9,256$41.8 萬
Mount Yale Investment Advisors, LLC8,729$39.4 萬
Sherbrooke Park Advisers LLC8,554$38.6 萬
Two Sigma Securities, LLC8,425$38.0 萬
Stratos Wealth Partners, LTD.7,164$32.3 萬
CIBC World Markets Inc.6,537$29.5 萬
Cambridge Investment Research Advisors, Inc.6,336$28.6 萬
Susquehanna Fundamental Investments, LLC5,822$26.3 萬
Catalyst Funds Management Pty Ltd5,000$22.6 萬
Toroso Investments, LLC4,633$20.9 萬
Marex Group plc4,508$20.3 萬
N.E.W. Advisory Services LLC2,815$12.7 萬
Clear Street Markets LLC1,648$7.44 萬
Lazard Asset Management LLC1,229$5.50 萬
Nomura Asset Management Co Ltd887$4.00 萬
Ameritas Advisory Services, LLC732$3.30 萬
Ridgewood Investments LLC700$3.16 萬
Skopos Labs, Inc.592$2.67 萬
Twin Peaks Wealth Advisors, LLC316$1.67 萬
SRS Capital Advisors, Inc.128$5,779
Accent Capital Management, LLC100$4,514
IFP Advisors, Inc0$4,423
Bryn Mawr Trust Co65$2,934
Elequin Capital LP56$2,528
NewSquare Capital LLC50$2,257
Riggs Asset Managment Co. Inc.46$2,077
Raleigh Capital Management Inc.7$316
Sierra Ocean, LLC7$316
Toronto Dominion Bank7$297

尚未申報 2025 年第 3 季的機構（4 家）

2025 年第 2 季季末持有 Semtech Corp、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 SMTC、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank316,107$1,427 萬
CIBC World Markets Corp10,748$48.5 萬
EP Wealth Advisors, LLC7,566$34.2 萬
First Horizon Advisors, Inc.3$135