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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 27,051 | $193.3 萬 | 0.02% | −5,424−16.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,236 | $194.6 萬 | 0.00% | +4,264+18.6% | 加碼 |
| Landscape Capital Management, L.L.C. | 27,621 | $197.4 萬 | 0.13% | −7,799−22.0% | 減碼 |
| Group One Trading, L.P. | 29,089 | $207.8 萬 | 0.06% | +29,089 | 新進 |
| Handelsbanken Fonder AB | 29,588 | $211.4 萬 | 0.01% | +4,900+19.8% | 加碼 |
| Boston Partners | 29,663 | $211.9 萬 | 0.00% | +29,663 | 新進 |
| Paloma Partners Management Co | 30,000 | $214.3 萬 | 0.43% | +30,000 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 30,200 | $215.8 萬 | 0.87% | +30,200 | 新進 |
| Archford Capital Strategies, LLC | 30,850 | $220.4 萬 | 0.26% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 30,888 | $220.7 萬 | 0.03% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 31,605 | $225.8 萬 | 0.05% | −23,466−42.6% | 減碼 |
| Oak Ridge Investments LLC | 32,548 | $232.6 萬 | 0.15% | −629−1.9% | 減碼 |
| Brevan Howard Capital Management LP | 32,798 | $234.3 萬 | 0.03% | +32,798 | 新進 |
| TD Asset Management Inc | 33,042 | $236.1 萬 | 0.00% | +33,042 | 新進 |
| Creative Planning | 35,243 | $251.8 萬 | 0.00% | +8,145+30.1% | 加碼 |
| CSS LLC | 35,835 | $256.0 萬 | 0.15% | +8,410+30.7% | 加碼 |
| Jefferies Financial Group Inc. | 36,569 | $261.3 萬 | 0.02% | +36,569 | 新進 |
| State of Tennessee, Treasury Department | 36,694 | $262.2 萬 | 0.01% | +1,369+3.9% | 加碼 |
| Janus Henderson Group PLC | 38,285 | $273.5 萬 | 0.00% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 38,952 | $278.3 萬 | 0.00% | +8,328+27.2% | 加碼 |
| Louisiana State Employees Retirement System | 39,800 | $284.4 萬 | 0.05% | −700−1.7% | 減碼 |
| Janney Montgomery Scott LLC | 40,997 | $292.9 萬 | 0.01% | +22,077+116.7% | 加碼 |
| Verition Fund Management LLC | 41,031 | $293.2 萬 | 0.02% | +8,541+26.3% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 41,296 | $295.1 萬 | 0.01% | +41,296 | 新進 |
| Harbor Capital Advisors, Inc. | 42,185 | $301.4 萬 | 0.23% | −259,274−86.0% | 減碼 |
| Scotia Capital Inc. | 42,365 | $302.7 萬 | 0.01% | +107+0.3% | 加碼 |
| Illinois Municipal Retirement Fund | 42,604 | $304.4 萬 | 0.04% | +42,604 | 新進 |
| Moody National Bank Trust Division | 42,843 | $306.1 萬 | 0.26% | −7,989−15.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 43,067 | $307.7 萬 | 0.01% | −6,773−13.6% | 減碼 |
| Katamaran Capital LLP | 43,345 | $309.7 萬 | 2.83% | +43,345 | 新進 |
| Royce & Associates LP | 44,014 | $314.5 萬 | 0.03% | +44,014 | 新進 |
| Algert Global LLC | 44,203 | $315.8 萬 | 0.05% | −680−1.5% | 減碼 |
| Intech Investment Management LLC | 44,316 | $316.6 萬 | 0.03% | −82,699−65.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 45,397 | $324.4 萬 | 0.00% | −1,968−4.2% | 減碼 |
| Envestnet Asset Management Inc | 45,711 | $326.6 萬 | 0.00% | +9,506+26.3% | 加碼 |
| State of Alaska, Department of Revenue | 47,736 | $340.9 萬 | 0.03% | −3,854−7.5% | 減碼 |
| Los Angeles Capital Management LLC | 49,315 | $352.4 萬 | 0.01% | +386+0.8% | 加碼 |
| Essex Investment Management Co LLC | 50,946 | $364.0 萬 | 0.56% | +1,806+3.7% | 加碼 |
| AQR Capital Management LLC | 51,606 | $368.7 萬 | 0.00% | +27,097+110.6% | 加碼 |
| Sterling Capital Management LLC | 52,810 | $377.3 萬 | 0.06% | +52,599+24,928.4% | 加碼 |
| MetLife Investment Management | 53,244 | $380.4 萬 | 0.02% | −2,200−4.0% | 減碼 |
| Castleark Management LLC | 55,640 | $397.5 萬 | 0.11% | +55,640 | 新進 |
| Trexquant Investment LP | 55,920 | $399.5 萬 | 0.04% | +55,920 | 新進 |
| Van Eck Associates Corp | 56,711 | $405.2 萬 | 0.00% | +30,875+119.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 57,973 | $414.2 萬 | 0.01% | −9,401−14.0% | 減碼 |
| Lisanti Capital Growth, LLC | 60,440 | $431.8 萬 | 1.06% | +60,440 | 新進 |
| Connors Investor Services Inc | 62,455 | $446.2 萬 | 0.38% | −2,074−3.2% | 減碼 |
| Thrivent Financial for Lutherans | 62,502 | $446.6 萬 | 0.01% | −1,193−1.9% | 減碼 |
| JB Capital LLC | 63,383 | $452.9 萬 | 0.20% | +63,383 | 新進 |
| SG Americas Securities, LLC | 63,991 | $457.2 萬 | 0.02% | +48,175+304.6% | 加碼 |
| Hodges Capital Management Inc. | 64,721 | $462.4 萬 | 0.40% | +64,721 | 新進 |
| Gotham Asset Management, LLC | 66,952 | $478.4 萬 | 0.02% | +8,016+13.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 73,740 | $526.9 萬 | 0.05% | 00.0% | 不變 |
| Great West Life Assurance Co | 88,076 | $545.6 萬 | 0.01% | −1,522−1.7% | 減碼 |
| First Trust Advisors LP | 77,601 | $554.5 萬 | 0.00% | +43,155+125.3% | 加碼 |
| Concentric Capital Strategies, LP | 79,516 | $568.1 萬 | 0.27% | +79,516 | 新進 |
| Ardsley Advisory Partners LP | 80,000 | $571.6 萬 | 0.88% | +80,000 | 新進 |
| Moody Aldrich Partners LLC | 80,949 | $578.4 萬 | 1.10% | −16,480−16.9% | 減碼 |
| New York State Teachers Retirement System | 82,302 | $588.0 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna Portfolio Strategies, LLC | 82,569 | $590.0 萬 | 0.09% | +25,712+45.2% | 加碼 |
| Wells Fargo & Company | 82,946 | $592.6 萬 | 0.00% | −14,818−15.2% | 減碼 |
| California State Teachers Retirement System | 84,663 | $604.9 萬 | 0.01% | +330.0% | 加碼 |
| Prudential Financial Inc | 87,009 | $621.7 萬 | 0.01% | −14,505−14.3% | 減碼 |
| Two Sigma Advisers, LP | 88,800 | $634.5 萬 | 0.01% | −456,790−83.7% | 減碼 |
| Andar Capital Management HK Ltd | 100,000 | $714.5 萬 | 7.23% | −60,000−37.5% | 減碼 |
| Heartland Advisors Inc | 101,718 | $726.8 萬 | 0.38% | −31,704−23.8% | 減碼 |
| Capital Fund Management S.A. | 105,472 | $753.6 萬 | 0.08% | −125,254−54.3% | 減碼 |
| Royal Bank of Canada | 106,742 | $762.7 萬 | 0.00% | −564,242−84.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 107,197 | $765.9 萬 | 0.05% | −314,617−74.6% | 減碼 |
| EFG Asset Management (North America) Corp. | 109,606 | $783.0 萬 | 1.01% | +14,734+15.5% | 加碼 |
| Nordea Investment Management AB | 117,669 | $799.2 萬 | 0.01% | +23,086+24.4% | 加碼 |
| Russell Investments Group, Ltd. | 112,129 | $801.2 萬 | 0.01% | +82,883+283.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 120,840 | $863.4 萬 | 0.03% | −61,698−33.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 127,795 | $916.0 萬 | 0.01% | +127,795 | 新進 |
| ExodusPoint Capital Management, LP | 148,918 | $1,064 萬 | 0.15% | +73,578+97.7% | 加碼 |
| Freestone Grove Partners LP | 160,340 | $1,146 萬 | 0.09% | −365,692−69.5% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 161,550 | $1,154 萬 | 0.02% | +32,625+25.3% | 加碼 |
| UBS Asset Management Americas Inc | 163,283 | $1,167 萬 | 0.00% | −106,364−39.4% | 減碼 |
| Jain Global LLC | 166,501 | $1,190 萬 | 0.15% | −44,491−21.1% | 減碼 |
| Swiss National Bank | 167,900 | $1,200 萬 | 0.01% | +2,700+1.6% | 加碼 |
| State of Wisconsin Investment Board | 169,091 | $1,208 萬 | 0.03% | +10,902+6.9% | 加碼 |
| Man Group plc | 172,563 | $1,233 萬 | 0.02% | −406,701−70.2% | 減碼 |
| Price T Rowe Associates Inc | 178,203 | $1,273 萬 | 0.00% | +104,989+143.4% | 加碼 |
| SEI Investments Co | 185,092 | $1,322 萬 | 0.01% | +26,795+16.9% | 加碼 |
| Sora Investors LLC | 185,245 | $1,324 萬 | 1.22% | +125,245+208.7% | 加碼 |
| SummitTX Capital, L.P. | 196,150 | $1,401 萬 | 0.58% | −77,416−28.3% | 減碼 |
| Alta Park Capital, LP | 203,618 | $1,455 萬 | 1.46% | +203,618 | 新進 |
| Citigroup Inc | 206,506 | $1,475 萬 | 0.01% | +113,386+121.8% | 加碼 |
| Great Lakes Advisors, LLC | 210,851 | $1,507 萬 | 0.13% | −211,962−50.1% | 減碼 |
| Legal & General Group Plc | 227,451 | $1,625 萬 | 0.00% | −8,686−3.7% | 減碼 |
| Marshall Wace, LLP | 232,006 | $1,658 萬 | 0.02% | +232,006 | 新進 |
| Rhumbline Advisers | 239,183 | $1,709 萬 | 0.01% | −1,235−0.5% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 248,436 | $1,775 萬 | 0.92% | +248,436 | 新進 |
| New York State Common Retirement Fund | 277,661 | $1,984 萬 | 0.03% | +99,335+55.7% | 加碼 |
| Cooper Creek Partners Management LLC | 298,657 | $2,134 萬 | 0.80% | −150,000−33.4% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 301,515 | $2,154 萬 | 0.55% | +301,515 | 新進 |
| Silvercrest Asset Management Group LLC | 313,093 | $2,237 萬 | 0.15% | +313,093 | 新進 |
| Artisan Partners Limited Partnership | 317,658 | $2,270 萬 | 0.03% | +317,658 | 新進 |
| Polar Asset Management Partners Inc. | 320,459 | $2,290 萬 | 0.46% | −75,766−19.1% | 減碼 |
| Public Sector Pension Investment Board | 337,906 | $2,414 萬 | 0.09% | +42,582+14.4% | 加碼 |