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 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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 63,991 | $457.2 萬 | 0.02% | +48,175+304.6% | 加碼 |
| JB Capital LLC | 63,383 | $452.9 萬 | 0.20% | +63,383 | 新進 |
| Thrivent Financial for Lutherans | 62,502 | $446.6 萬 | 0.01% | −1,193−1.9% | 減碼 |
| Connors Investor Services Inc | 62,455 | $446.2 萬 | 0.38% | −2,074−3.2% | 減碼 |
| Lisanti Capital Growth, LLC | 60,440 | $431.8 萬 | 1.06% | +60,440 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 57,973 | $414.2 萬 | 0.01% | −9,401−14.0% | 減碼 |
| Van Eck Associates Corp | 56,711 | $405.2 萬 | 0.00% | +30,875+119.5% | 加碼 |
| Trexquant Investment LP | 55,920 | $399.5 萬 | 0.04% | +55,920 | 新進 |
| Castleark Management LLC | 55,640 | $397.5 萬 | 0.11% | +55,640 | 新進 |
| MetLife Investment Management | 53,244 | $380.4 萬 | 0.02% | −2,200−4.0% | 減碼 |
| Sterling Capital Management LLC | 52,810 | $377.3 萬 | 0.06% | +52,599+24,928.4% | 加碼 |
| AQR Capital Management LLC | 51,606 | $368.7 萬 | 0.00% | +27,097+110.6% | 加碼 |
| Essex Investment Management Co LLC | 50,946 | $364.0 萬 | 0.56% | +1,806+3.7% | 加碼 |
| Los Angeles Capital Management LLC | 49,315 | $352.4 萬 | 0.01% | +386+0.8% | 加碼 |
| State of Alaska, Department of Revenue | 47,736 | $340.9 萬 | 0.03% | −3,854−7.5% | 減碼 |
| Envestnet Asset Management Inc | 45,711 | $326.6 萬 | 0.00% | +9,506+26.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 45,397 | $324.4 萬 | 0.00% | −1,968−4.2% | 減碼 |
| Intech Investment Management LLC | 44,316 | $316.6 萬 | 0.03% | −82,699−65.1% | 減碼 |
| Algert Global LLC | 44,203 | $315.8 萬 | 0.05% | −680−1.5% | 減碼 |
| Royce & Associates LP | 44,014 | $314.5 萬 | 0.03% | +44,014 | 新進 |
| Katamaran Capital LLP | 43,345 | $309.7 萬 | 2.83% | +43,345 | 新進 |
| State of New Jersey Common Pension Fund D | 43,067 | $307.7 萬 | 0.01% | −6,773−13.6% | 減碼 |
| Moody National Bank Trust Division | 42,843 | $306.1 萬 | 0.26% | −7,989−15.7% | 減碼 |
| Illinois Municipal Retirement Fund | 42,604 | $304.4 萬 | 0.04% | +42,604 | 新進 |
| Scotia Capital Inc. | 42,365 | $302.7 萬 | 0.01% | +107+0.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 42,185 | $301.4 萬 | 0.23% | −259,274−86.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 41,296 | $295.1 萬 | 0.01% | +41,296 | 新進 |
| Verition Fund Management LLC | 41,031 | $293.2 萬 | 0.02% | +8,541+26.3% | 加碼 |
| Janney Montgomery Scott LLC | 40,997 | $292.9 萬 | 0.01% | +22,077+116.7% | 加碼 |
| Louisiana State Employees Retirement System | 39,800 | $284.4 萬 | 0.05% | −700−1.7% | 減碼 |
| Natixis Advisors, L.P. | 38,952 | $278.3 萬 | 0.00% | +8,328+27.2% | 加碼 |
| Janus Henderson Group PLC | 38,285 | $273.5 萬 | 0.00% | 00.0% | 不變 |
| State of Tennessee, Treasury Department | 36,694 | $262.2 萬 | 0.01% | +1,369+3.9% | 加碼 |
| Jefferies Financial Group Inc. | 36,569 | $261.3 萬 | 0.02% | +36,569 | 新進 |
| CSS LLC | 35,835 | $256.0 萬 | 0.15% | +8,410+30.7% | 加碼 |
| Creative Planning | 35,243 | $251.8 萬 | 0.00% | +8,145+30.1% | 加碼 |
| TD Asset Management Inc | 33,042 | $236.1 萬 | 0.00% | +33,042 | 新進 |
| Brevan Howard Capital Management LP | 32,798 | $234.3 萬 | 0.03% | +32,798 | 新進 |
| Oak Ridge Investments LLC | 32,548 | $232.6 萬 | 0.15% | −629−1.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 31,605 | $225.8 萬 | 0.05% | −23,466−42.6% | 減碼 |
| Miracle Mile Advisors, LLC | 30,888 | $220.7 萬 | 0.03% | 00.0% | 不變 |
| Archford Capital Strategies, LLC | 30,850 | $220.4 萬 | 0.26% | 00.0% | 不變 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 30,200 | $215.8 萬 | 0.87% | +30,200 | 新進 |
| Paloma Partners Management Co | 30,000 | $214.3 萬 | 0.43% | +30,000 | 新進 |
| Boston Partners | 29,663 | $211.9 萬 | 0.00% | +29,663 | 新進 |
| Handelsbanken Fonder AB | 29,588 | $211.4 萬 | 0.01% | +4,900+19.8% | 加碼 |
| Group One Trading, L.P. | 29,089 | $207.8 萬 | 0.06% | +29,089 | 新進 |
| Landscape Capital Management, L.L.C. | 27,621 | $197.4 萬 | 0.13% | −7,799−22.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 27,236 | $194.6 萬 | 0.00% | +4,264+18.6% | 加碼 |
| Yousif Capital Management, LLC | 27,051 | $193.3 萬 | 0.02% | −5,424−16.7% | 減碼 |
| Voya Investment Management LLC | 26,450 | $189.0 萬 | 0.00% | +2,561+10.7% | 加碼 |
| Federated Hermes, Inc. | 26,129 | $186.7 萬 | 0.00% | +120.0% | 加碼 |
| Legato Capital Management LLC | 26,076 | $186.3 萬 | 0.20% | +11,390+77.6% | 加碼 |
| Arizona State Retirement System | 25,610 | $183.0 萬 | 0.01% | +378+1.5% | 加碼 |
| Amalgamated Bank | 24,507 | $175.1 萬 | 0.01% | +278+1.1% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 24,131 | $172.4 萬 | 0.01% | +4,449+22.6% | 加碼 |
| Fisher Asset Management, LLC | 24,069 | $172.0 萬 | 0.00% | −1,711−6.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 23,720 | $169.5 萬 | 0.05% | +16,358+222.2% | 加碼 |
| LPL Financial LLC | 22,810 | $163.0 萬 | 0.00% | +5,411+31.1% | 加碼 |
| Optimize Financial Inc | 22,780 | $162.8 萬 | 0.85% | −29,300−56.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 22,249 | $159.0 萬 | 0.00% | +8,802+65.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,064 | $157.6 萬 | 0.01% | −176−0.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 21,208 | $151.5 萬 | 0.01% | 00.0% | 不變 |
| Glenmede Investment Management, LP | 19,529 | $139.5 萬 | 0.01% | −940−4.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 19,506 | $139.4 萬 | 0.02% | −109−0.6% | 減碼 |
| Wolverine Trading, LLC | 22,410 | $138.9 萬 | 0.03% | −1,009−4.3% | 減碼 |
| Assenagon Asset Management S.A. | 19,386 | $138.5 萬 | 0.00% | −474,808−96.1% | 減碼 |
| Captrust Financial Advisors | 19,140 | $136.8 萬 | 0.00% | +1,253+7.0% | 加碼 |
| KLP Kapitalforvaltning AS | 18,300 | $130.8 萬 | 0.01% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 18,258 | $130.5 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 17,862 | $127.6 萬 | 0.00% | +4,387+32.6% | 加碼 |
| Franklin Resources Inc | 17,750 | $126.8 萬 | 0.00% | +2,106+13.5% | 加碼 |
| Susquehanna International Group, LLP | 17,514 | $125.1 萬 | 0.00% | −288,480−94.3% | 減碼 |
| ProShare Advisors LLC | 16,782 | $119.9 萬 | 0.00% | −3,097−15.6% | 減碼 |
| Henshaw Capital LLC | 16,763 | $119.8 萬 | 0.04% | −4,480−21.1% | 減碼 |
| NorthCrest Asset Manangement, LLC | 16,790 | $119.1 萬 | 0.03% | +6,906+69.9% | 加碼 |
| Baird Financial Group, Inc. | 16,318 | $116.6 萬 | 0.00% | −1,865−10.3% | 減碼 |
| Ensign Peak Advisors, Inc | 15,606 | $111.5 萬 | 0.00% | −9,900−38.8% | 減碼 |
| Amundi | 15,464 | $105.4 萬 | 0.00% | +1,276+9.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 14,352 | $102.5 萬 | 0.01% | +14,352 | 新進 |
| J. Goldman & Co LP | 14,100 | $100.7 萬 | 0.04% | +14,100 | 新進 |
| Guggenheim Capital LLC | 13,814 | $98.7 萬 | 0.01% | −1,466−9.6% | 減碼 |
| Danske Bank A/S | 13,323 | $95.2 萬 | 0.00% | −19,222−59.1% | 減碼 |
| Maryland State Retirement & Pension System | 12,455 | $89.0 萬 | 0.02% | −13,002−51.1% | 減碼 |
| Pictet Asset Management Holding SA | 12,287 | $87.8 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 12,273 | $87.6 萬 | 0.02% | −1,730−12.4% | 減碼 |
| FMR LLC | 12,198 | $87.2 萬 | 0.00% | −47,717−79.6% | 減碼 |
| US Bancorp | 12,092 | $86.4 萬 | 0.00% | −223−1.8% | 減碼 |
| Nisa Investment Advisors, LLC | 12,021 | $85.9 萬 | 0.00% | −128−1.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 11,679 | $83.4 萬 | 0.01% | +3,146+36.9% | 加碼 |
| Pacer Advisors, Inc. | 11,620 | $83.0 萬 | 0.00% | +10,044+637.3% | 加碼 |
| Cetera Investment Advisers | 11,560 | $82.6 萬 | 0.00% | +6,553+130.9% | 加碼 |
| Versor Investments LP | 11,448 | $81.8 萬 | 0.15% | +11,448 | 新進 |
| Teacher Retirement System of Texas | 11,260 | $80.5 萬 | 0.00% | −1,803−13.8% | 減碼 |
| Truist Financial Corp | 10,317 | $73.7 萬 | 0.00% | +2,237+27.7% | 加碼 |
| American Century Companies Inc | 10,179 | $72.7 萬 | 0.00% | −830−7.5% | 減碼 |
| 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 |
| Atria Investments LLC | 9,943 | $71.0 萬 | 0.01% | +286+3.0% | 加碼 |
| Pathstone Holdings, LLC | 9,846 | $70.3 萬 | 0.00% | +1,958+24.8% | 加碼 |