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 3 季 13F 持有人
Semtech Corp 在 2025/9/30 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
- 350
- 較 2025 年第 2 季 +38 家
- 持有股數
- 1.04 億
- 較 2025 年第 2 季 +95.7 萬 (+0.9%)
- 總市值
- $74.4 億
- 較 2025 年第 2 季 +$27.7 億 (+59.4%)
- 新進機構
- 87
- 另有 113 家加碼
- 清倉機構
- 49
- 另有 115 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 3,970 | $28.4 萬 | 0.02% | +3,970 | 新進 |
| TRUE Private Wealth Advisors | 4,000 | $28.6 萬 | 0.03% | +4,000 | 新進 |
| Swiss Life Asset Management Ltd | 4,033 | $28.8 萬 | 0.00% | +4,033 | 新進 |
| Profund Advisors LLC | 4,064 | $29.0 萬 | 0.01% | +4,064 | 新進 |
| GAMMA Investing LLC | 4,103 | $29.3 萬 | 0.02% | +296+7.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,151 | $29.4 萬 | 0.00% | +4,151 | 新進 |
| Stephens Inc | 4,268 | $30.5 萬 | 0.00% | +4,268 | 新進 |
| Crossmark Global Holdings, Inc. | 4,383 | $31.3 萬 | 0.00% | +4,383 | 新進 |
| D. E. Shaw & Co., Inc. | 4,500 | $32.2 萬 | 0.00% | −1,602−26.3% | 減碼 |
| Advisor Group Holdings, Inc. | 5,530 | $32.8 萬 | 0.00% | +4,043+271.9% | 加碼 |
| AE Wealth Management LLC | 4,715 | $33.7 萬 | 0.00% | −264−5.3% | 減碼 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 4,820 | $34.4 萬 | 0.06% | +4,820 | 新進 |
| JustInvest LLC | 4,969 | $35.5 萬 | 0.00% | +4,969 | 新進 |
| Commerce Bank | 4,992 | $35.7 萬 | 0.00% | +4,992 | 新進 |
| Journey Strategic Wealth LLC | 5,074 | $36.3 萬 | 0.01% | +159+3.2% | 加碼 |
| FourThought Financial Partners, LLC | 5,219 | $37.3 萬 | 0.03% | +5,219 | 新進 |
| Mackenzie Financial Corp | 5,541 | $39.6 萬 | 0.00% | +854+18.2% | 加碼 |
| Scientech Research LLC | 5,544 | $39.6 萬 | 0.14% | +5,544 | 新進 |
| Inspire Advisors, LLC | 5,602 | $40.0 萬 | 0.04% | −1,278−18.6% | 減碼 |
| Evergreen Capital Management LLC | 5,809 | $41.5 萬 | 0.01% | +1,246+27.3% | 加碼 |
| Bank of Montreal | 5,815 | $41.5 萬 | 0.00% | −7,179−55.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 5,919 | $42.3 萬 | 0.00% | +5,919 | 新進 |
| Graham Capital Management, L.P. | 5,925 | $42.3 萬 | 0.02% | −16,961−74.1% | 減碼 |
| Raymond James Financial Inc | 6,009 | $42.9 萬 | 0.00% | +2,379+65.5% | 加碼 |
| Vident Advisory, LLC | 6,089 | $43.5 萬 | 0.00% | −289−4.5% | 減碼 |
| Fiduciary Trust Co | 6,110 | $43.7 萬 | 0.00% | +6,110 | 新進 |
| Keybank National Association | 6,338 | $45.3 萬 | 0.00% | +6,338 | 新進 |
| Principal Securities, Inc. | 6,344 | $45.3 萬 | 0.01% | −51−0.8% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,486 | $46.3 萬 | 0.01% | −2,717−29.5% | 減碼 |
| Weiss Asset Management LP | 6,595 | $47.1 萬 | 0.01% | +6,595 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 6,639 | $47.4 萬 | 0.06% | −38−0.6% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 6,645 | $47.5 萬 | 0.00% | +2,009+43.3% | 加碼 |
| Commonwealth Equity Services, LLC | 6,838 | $48.9 萬 | 0.00% | −206−2.9% | 減碼 |
| Xponance, Inc. | 6,864 | $49.0 萬 | 0.00% | −185−2.6% | 減碼 |
| Hancock Whitney Corp | 6,902 | $49.3 萬 | 0.01% | +6,902 | 新進 |
| Caption Management, LLC | 7,000 | $50.0 萬 | 0.03% | +7,000 | 新進 |
| Mercer Global Advisors Inc | 7,098 | $50.7 萬 | 0.00% | +7,098 | 新進 |
| Ameritas Investment Partners, Inc. | 7,288 | $52.1 萬 | 0.02% | −1,618−18.2% | 減碼 |
| STRS Ohio | 7,300 | $52.2 萬 | 0.00% | +1,900+35.2% | 加碼 |
| Quantinno Capital Management LP | 7,373 | $52.7 萬 | 0.00% | +2,864+63.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,670 | $54.8 萬 | 0.00% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 7,852 | $56.1 萬 | 0.02% | −46,522−85.6% | 減碼 |
| Fieldview Capital Management, LLC | 7,887 | $56.4 萬 | 0.09% | +7,887 | 新進 |
| Diametric Capital, LP | 8,203 | $58.6 萬 | 0.22% | +8,203 | 新進 |
| Sender Co & Partners, Inc. | 8,622 | $61.6 萬 | 0.24% | +610+7.6% | 加碼 |
| Empowered Funds, LLC | 8,736 | $62.4 萬 | 0.01% | +296+3.5% | 加碼 |
| CWM Advisors, LLC | 8,775 | $62.7 萬 | 0.06% | −22,859−72.3% | 減碼 |
| Engineers Gate Manager LP | 9,143 | $65.3 萬 | 0.01% | −10,936−54.5% | 減碼 |
| CIBC Bancorp USA Inc. | 9,299 | $66.4 萬 | 0.00% | +9,299 | 新進 |
| Mutual of America Capital Management LLC | 9,705 | $69.3 萬 | 0.01% | −1,423−12.8% | 減碼 |
| Pathstone Holdings, LLC | 9,846 | $70.3 萬 | 0.00% | +1,958+24.8% | 加碼 |
| Atria Investments LLC | 9,943 | $71.0 萬 | 0.01% | +286+3.0% | 加碼 |
| LMR Partners LLP | 10,000 | $71.5 萬 | 0.01% | −415,000−97.6% | 減碼 |
| Virginia Retirement Systems Et Al | 10,000 | $71.5 萬 | 0.00% | +2,100+26.6% | 加碼 |
| American Century Companies Inc | 10,179 | $72.7 萬 | 0.00% | −830−7.5% | 減碼 |
| Truist Financial Corp | 10,317 | $73.7 萬 | 0.00% | +2,237+27.7% | 加碼 |
| Teacher Retirement System of Texas | 11,260 | $80.5 萬 | 0.00% | −1,803−13.8% | 減碼 |
| Versor Investments LP | 11,448 | $81.8 萬 | 0.15% | +11,448 | 新進 |
| Cetera Investment Advisers | 11,560 | $82.6 萬 | 0.00% | +6,553+130.9% | 加碼 |
| Pacer Advisors, Inc. | 11,620 | $83.0 萬 | 0.00% | +10,044+637.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 11,679 | $83.4 萬 | 0.01% | +3,146+36.9% | 加碼 |
| Nisa Investment Advisors, LLC | 12,021 | $85.9 萬 | 0.00% | −128−1.1% | 減碼 |
| US Bancorp | 12,092 | $86.4 萬 | 0.00% | −223−1.8% | 減碼 |
| FMR LLC | 12,198 | $87.2 萬 | 0.00% | −47,717−79.6% | 減碼 |
| Simplex Trading, LLC | 12,273 | $87.6 萬 | 0.02% | −1,730−12.4% | 減碼 |
| Pictet Asset Management Holding SA | 12,287 | $87.8 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 12,455 | $89.0 萬 | 0.02% | −13,002−51.1% | 減碼 |
| Danske Bank A/S | 13,323 | $95.2 萬 | 0.00% | −19,222−59.1% | 減碼 |
| Guggenheim Capital LLC | 13,814 | $98.7 萬 | 0.01% | −1,466−9.6% | 減碼 |
| J. Goldman & Co LP | 14,100 | $100.7 萬 | 0.04% | +14,100 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 14,352 | $102.5 萬 | 0.01% | +14,352 | 新進 |
| Amundi | 15,464 | $105.4 萬 | 0.00% | +1,276+9.0% | 加碼 |
| Ensign Peak Advisors, Inc | 15,606 | $111.5 萬 | 0.00% | −9,900−38.8% | 減碼 |
| Baird Financial Group, Inc. | 16,318 | $116.6 萬 | 0.00% | −1,865−10.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 16,790 | $119.1 萬 | 0.03% | +6,906+69.9% | 加碼 |
| Henshaw Capital LLC | 16,763 | $119.8 萬 | 0.04% | −4,480−21.1% | 減碼 |
| ProShare Advisors LLC | 16,782 | $119.9 萬 | 0.00% | −3,097−15.6% | 減碼 |
| Susquehanna International Group, LLP | 17,514 | $125.1 萬 | 0.00% | −288,480−94.3% | 減碼 |
| Franklin Resources Inc | 17,750 | $126.8 萬 | 0.00% | +2,106+13.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 17,862 | $127.6 萬 | 0.00% | +4,387+32.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 18,258 | $130.5 萬 | 0.00% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 18,300 | $130.8 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 19,140 | $136.8 萬 | 0.00% | +1,253+7.0% | 加碼 |
| Assenagon Asset Management S.A. | 19,386 | $138.5 萬 | 0.00% | −474,808−96.1% | 減碼 |
| Wolverine Trading, LLC | 22,410 | $138.9 萬 | 0.03% | −1,009−4.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 19,506 | $139.4 萬 | 0.02% | −109−0.6% | 減碼 |
| Glenmede Investment Management, LP | 19,529 | $139.5 萬 | 0.01% | −940−4.6% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 21,208 | $151.5 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,064 | $157.6 萬 | 0.01% | −176−0.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 22,249 | $159.0 萬 | 0.00% | +8,802+65.5% | 加碼 |
| Optimize Financial Inc | 22,780 | $162.8 萬 | 0.85% | −29,300−56.3% | 減碼 |
| LPL Financial LLC | 22,810 | $163.0 萬 | 0.00% | +5,411+31.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 23,720 | $169.5 萬 | 0.05% | +16,358+222.2% | 加碼 |
| Fisher Asset Management, LLC | 24,069 | $172.0 萬 | 0.00% | −1,711−6.6% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 24,131 | $172.4 萬 | 0.01% | +4,449+22.6% | 加碼 |
| Amalgamated Bank | 24,507 | $175.1 萬 | 0.01% | +278+1.1% | 加碼 |
| Arizona State Retirement System | 25,610 | $183.0 萬 | 0.01% | +378+1.5% | 加碼 |
| Legato Capital Management LLC | 26,076 | $186.3 萬 | 0.20% | +11,390+77.6% | 加碼 |
| Federated Hermes, Inc. | 26,129 | $186.7 萬 | 0.00% | +120.0% | 加碼 |
| Voya Investment Management LLC | 26,450 | $189.0 萬 | 0.00% | +2,561+10.7% | 加碼 |