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 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 | 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 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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 379,630 | $2,713 萬 | 0.24% | +379,630 | 新進 |
| Two Sigma Investments, LP | 380,604 | $2,719 萬 | 0.04% | −321,743−45.8% | 減碼 |
| UBS Group AG | 395,910 | $2,829 萬 | 0.01% | −205,744−34.2% | 減碼 |
| Jennison Associates LLC | 401,179 | $2,866 萬 | 0.02% | +401,179 | 新進 |
| Victory Capital Management Inc | 413,191 | $2,952 萬 | 0.02% | −73,796−15.2% | 減碼 |
| Point72 Asset Management, L.P. | 417,751 | $2,985 萬 | 0.06% | −1,140,111−73.2% | 減碼 |
| Principal Financial Group Inc | 418,964 | $2,993 萬 | 0.02% | −10,815−2.5% | 減碼 |
| Emerald Advisers, LLC | 419,094 | $2,994 萬 | 0.96% | +419,094 | 新進 |
| Dimensional Fund Advisors LP | 434,026 | $3,098 萬 | 0.01% | +99,485+29.7% | 加碼 |
| WCM Investment Management, LLC | 512,092 | $3,174 萬 | 0.07% | −2,215−0.4% | 減碼 |
| Driehaus Capital Management LLC | 447,036 | $3,194 萬 | 0.23% | +447,036 | 新進 |
| Balyasny Asset Management LLC | 474,013 | $3,387 萬 | 0.07% | +118,588+33.4% | 加碼 |
| Barclays PLC | 502,162 | $3,588 萬 | 0.01% | +329,390+190.7% | 加碼 |
| Bank of New York Mellon Corp | 504,004 | $3,601 萬 | 0.01% | −15,087−2.9% | 減碼 |
| Comerica Bank | 535,612 | $3,827 萬 | 0.14% | +3,822+0.7% | 加碼 |
| Palisade Capital Management LLC | 566,293 | $4,046 萬 | 1.10% | +76,058+15.5% | 加碼 |
| Granahan Investment Management Inc | 641,492 | $4,583 萬 | 1.88% | −350,084−35.3% | 減碼 |
| Portolan Capital Management, LLC | 668,862 | $4,779 萬 | 2.59% | +289,844+76.5% | 加碼 |
| Atreides Management, LP | 678,133 | $4,845 萬 | 1.26% | +16,192+2.4% | 加碼 |
| Clearline Capital LP | 698,935 | $4,994 萬 | 4.31% | −85,597−10.9% | 減碼 |
| Citadel Advisors LLC | 707,834 | $5,057 萬 | 0.04% | +177,519+33.5% | 加碼 |
| Schroder Investment Management Group | 879,880 | $5,453 萬 | 0.04% | +585,852+199.3% | 加碼 |
| Fred Alger Management, LLC | 767,459 | $5,483 萬 | 0.21% | +241,768+46.0% | 加碼 |
| Think Investments LP | 820,400 | $5,862 萬 | 7.75% | +820,400 | 新進 |
| JPMorgan Chase & Co | 849,769 | $6,072 萬 | 0.00% | +88,114+11.6% | 加碼 |
| Bank of America Corp | 856,843 | $6,122 萬 | 0.00% | +152,234+21.6% | 加碼 |
| Northern Trust Corp | 948,727 | $6,779 萬 | 0.01% | −3,474−0.4% | 減碼 |
| Neuberger Berman Group LLC | 956,941 | $6,802 萬 | 0.05% | −281,006−22.7% | 減碼 |
| Goldman Sachs Group Inc | 970,290 | $6,933 萬 | 0.01% | −1,354−0.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,013,694 | $7,243 萬 | 0.01% | −7,440−0.7% | 減碼 |
| Invesco Ltd. | 1,039,955 | $7,430 萬 | 0.01% | −376,825−26.6% | 減碼 |
| Millennium Management LLC | 1,047,774 | $7,486 萬 | 0.06% | +702,846+203.8% | 加碼 |
| Nuveen, LLC | 1,271,499 | $9,085 萬 | 0.02% | −206,147−14.0% | 減碼 |
| Fuller & Thaler Asset Management, Inc. | 1,466,394 | $1.05 億 | 0.36% | +46,686+3.3% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,613,340 | $1.15 億 | 0.07% | +1,613,340 | 新進 |
| Deutsche Bank AG | 1,644,800 | $1.18 億 | 0.04% | +439,444+36.5% | 加碼 |
| Geode Capital Management, LLC | 2,092,318 | $1.50 億 | 0.01% | −31,585−1.5% | 減碼 |
| Hood River Capital Management LLC | 2,196,663 | $1.57 億 | 1.85% | −47,968−2.1% | 減碼 |
| Wellington Management Group LLP | 2,332,736 | $1.67 億 | 0.03% | −55,713−2.3% | 減碼 |
| Disciplined Growth Investors Inc | 2,729,382 | $1.95 億 | 3.53% | −165,154−5.7% | 減碼 |
| Macquarie Group Ltd | 2,890,543 | $2.07 億 | 0.24% | −155,674−5.1% | 減碼 |
| Morgan Stanley | 3,134,004 | $2.24 億 | 0.01% | −106,219−3.3% | 減碼 |
| Westfield Capital Management Co LP | 3,380,373 | $2.42 億 | 1.01% | +633,113+23.0% | 加碼 |
| Whale Rock Capital Management LLC | 3,504,965 | $2.50 億 | 2.95% | −486,883−12.2% | 減碼 |
| Alliancebernstein L.P. | 3,607,697 | $2.58 億 | 0.08% | +289,313+8.7% | 加碼 |
| State Street Corp | 3,909,236 | $2.79 億 | 0.01% | −127,871−3.2% | 減碼 |
| Capital Research Global Investors | 4,691,676 | $3.35 億 | 0.06% | +571,372+13.9% | 加碼 |
| Ameriprise Financial Inc | 7,373,744 | $5.27 億 | 0.12% | +261,647+3.7% | 加碼 |
| Vanguard Group Inc | 11,559,365 | $8.26 億 | 0.01% | −371,913−3.1% | 減碼 |
| BlackRock, Inc. | 12,815,487 | $9.16 億 | 0.02% | −105,426−0.8% | 減碼 |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,335,296−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −231,352−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −220,933−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −113,493−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −85,097−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −80,807−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −50,122−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −44,626−100.0% | 清倉 |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −43,216−100.0% | 清倉 |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −40,170−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −35,739−100.0% | 清倉 |
| Shellback Capital, LP | 0 | $0 | 0.00% | −34,509−100.0% | 清倉 |
| Ossiam | 0 | $0 | 0.00% | −27,807−100.0% | 清倉 |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −17,892−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −17,673−100.0% | 清倉 |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −17,202−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,710−100.0% | 清倉 |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −11,783−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,563−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −11,253−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,256−100.0% | 清倉 |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −8,729−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,554−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,425−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −7,164−100.0% | 清倉 |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −6,537−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −6,336−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,822−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,633−100.0% | 清倉 |
| Marex Group plc | 0 | $0 | 0.00% | −4,508−100.0% | 清倉 |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −2,815−100.0% | 清倉 |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,648−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,229−100.0% | 清倉 |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −887−100.0% | 清倉 |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −732−100.0% | 清倉 |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −592−100.0% | 清倉 |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −316−100.0% | 清倉 |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −128−100.0% | 清倉 |
| Accent Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | 清倉 |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −65−100.0% | 清倉 |
| Elequin Capital LP | 0 | $0 | 0.00% | −56−100.0% | 清倉 |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −46−100.0% | 清倉 |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| Norges Bank | – | – | – | – | 本季未申報 |