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 4 季 13F 持有人
Semtech Corp 在 2025/12/31 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
- 402
- 較 2025 年第 3 季 +57 家
- 持有股數
- 1.02 億
- 較 2025 年第 3 季 −194.6 萬 (−1.9%)
- 總市值
- $75.4 億
- 較 2025 年第 3 季 +$1.07 億 (+1.4%)
- 新進機構
- 94
- 另有 151 家加碼
- 清倉機構
- 37
- 另有 121 家減碼
另有 5 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,189,055 | $9.72 億 | 0.02% | +373,568+2.9% | 加碼 |
| Vanguard Group Inc | 11,858,352 | $8.74 億 | 0.01% | +298,987+2.6% | 加碼 |
| Ameriprise Financial Inc | 7,552,252 | $5.57 億 | 0.13% | +178,508+2.4% | 加碼 |
| Capital Research Global Investors | 4,502,720 | $3.32 億 | 0.06% | −188,956−4.0% | 減碼 |
| Whale Rock Capital Management LLC | 3,901,469 | $2.87 億 | 3.68% | +396,504+11.3% | 加碼 |
| State Street Corp | 3,848,245 | $2.84 億 | 0.01% | −60,991−1.6% | 減碼 |
| Alliancebernstein L.P. | 2,965,189 | $2.19 億 | 0.07% | −642,508−17.8% | 減碼 |
| Disciplined Growth Investors Inc | 2,801,291 | $2.06 億 | 3.95% | +71,909+2.6% | 加碼 |
| Nomura Asset Management International Inc. | 2,453,294 | $1.81 億 | 0.27% | +2,453,294 | 新進 |
| Westfield Capital Management Co LP | 2,448,612 | $1.80 億 | 0.75% | −931,761−27.6% | 減碼 |
| Wellington Management Group LLP | 2,340,343 | $1.72 億 | 0.03% | +7,607+0.3% | 加碼 |
| Hood River Capital Management LLC | 2,236,224 | $1.65 億 | 1.81% | +39,561+1.8% | 加碼 |
| Geode Capital Management, LLC | 2,099,033 | $1.55 億 | 0.01% | +6,715+0.3% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,987,888 | $1.46 億 | 0.09% | +374,548+23.2% | 加碼 |
| Citadel Advisors LLC | 1,670,218 | $1.23 億 | 0.08% | +962,384+136.0% | 加碼 |
| Morgan Stanley | 1,389,257 | $1.02 億 | 0.01% | −1,744,747−55.7% | 減碼 |
| Invesco Ltd. | 1,251,104 | $9,219 萬 | 0.01% | +211,149+20.3% | 加碼 |
| Point72 Asset Management, L.P. | 1,208,272 | $8,904 萬 | 0.14% | +790,521+189.2% | 加碼 |
| Millennium Management LLC | 1,041,730 | $7,677 萬 | 0.06% | −6,044−0.6% | 減碼 |
| Nuveen, LLC | 1,038,230 | $7,651 萬 | 0.02% | −233,269−18.3% | 減碼 |
| Bank of America Corp | 1,008,027 | $7,428 萬 | 0.01% | +151,184+17.6% | 加碼 |
| Charles Schwab Investment Management Inc | 984,191 | $7,253 萬 | 0.01% | −29,503−2.9% | 減碼 |
| Neuberger Berman Group LLC | 931,947 | $6,873 萬 | 0.05% | −24,994−2.6% | 減碼 |
| Driehaus Capital Management LLC | 931,305 | $6,863 萬 | 0.47% | +484,269+108.3% | 加碼 |
| Northern Trust Corp | 921,769 | $6,793 萬 | 0.01% | −26,958−2.8% | 減碼 |
| Fred Alger Management, LLC | 859,855 | $6,336 萬 | 0.25% | +92,396+12.0% | 加碼 |
| Schroder Investment Management Group | 830,928 | $6,245 萬 | 0.05% | −48,952−5.6% | 減碼 |
| Goldman Sachs Group Inc | 777,681 | $5,731 萬 | 0.01% | −192,609−19.9% | 減碼 |
| Atreides Management, LP | 691,591 | $5,096 萬 | 1.08% | +13,458+2.0% | 加碼 |
| Think Investments LP | 666,400 | $4,911 萬 | 6.28% | −154,000−18.8% | 減碼 |
| Jennison Associates LLC | 643,828 | $4,744 萬 | 0.03% | +242,649+60.5% | 加碼 |
| Cooper Creek Partners Management LLC | 614,233 | $4,526 萬 | 2.14% | +315,576+105.7% | 加碼 |
| UBS Group AG | 601,124 | $4,430 萬 | 0.01% | +205,214+51.8% | 加碼 |
| Palisade Capital Management LLC | 587,696 | $4,331 萬 | 1.28% | +21,403+3.8% | 加碼 |
| Capital International Investors | 537,298 | $3,959 萬 | 0.01% | +537,298 | 新進 |
| Portolan Capital Management, LLC | 508,655 | $3,748 萬 | 2.01% | −160,207−24.0% | 減碼 |
| Bank of New York Mellon Corp | 495,513 | $3,651 萬 | 0.01% | −8,491−1.7% | 減碼 |
| Artisan Partners Limited Partnership | 493,605 | $3,637 萬 | 0.06% | +175,947+55.4% | 加碼 |
| Emerald Advisers, LLC | 470,751 | $3,469 萬 | 1.07% | +51,657+12.3% | 加碼 |
| Balyasny Asset Management LLC | 467,340 | $3,444 萬 | 0.06% | −6,673−1.4% | 減碼 |
| New York State Common Retirement Fund | 430,443 | $3,172 萬 | 0.04% | +152,782+55.0% | 加碼 |
| Granahan Investment Management Inc | 418,227 | $3,082 萬 | 1.32% | −223,265−34.8% | 減碼 |
| Principal Financial Group Inc | 414,981 | $3,058 萬 | 0.02% | −3,983−1.0% | 減碼 |
| GW&K Investment Management, LLC | 412,569 | $3,040 萬 | 0.26% | +32,939+8.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 387,610 | $2,856 萬 | 0.14% | +280,413+261.6% | 加碼 |
| LMR Partners LLP | 386,810 | $2,850 萬 | 0.27% | +376,810+3,768.1% | 加碼 |
| JPMorgan Chase & Co | 383,681 | $2,827 萬 | 0.00% | −466,088−54.8% | 減碼 |
| Dimensional Fund Advisors LP | 369,725 | $2,725 萬 | 0.01% | −64,301−14.8% | 減碼 |
| Sora Investors LLC | 337,491 | $2,487 萬 | 2.14% | +152,246+82.2% | 加碼 |
| Fiera Capital Corp | 329,991 | $2,432 萬 | 0.08% | +329,991 | 新進 |
| Public Sector Pension Investment Board | 300,279 | $2,213 萬 | 0.07% | −37,627−11.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 290,192 | $2,138 萬 | 0.15% | −22,901−7.3% | 減碼 |
| WCM Investment Management, LLC | 284,347 | $2,137 萬 | 0.04% | −227,745−44.5% | 減碼 |
| Clearline Capital LP | 285,967 | $2,107 萬 | 1.59% | −412,968−59.1% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 285,037 | $2,100 萬 | 1.02% | +36,601+14.7% | 加碼 |
| Alta Park Capital, LP | 283,726 | $2,091 萬 | 2.52% | +80,108+39.3% | 加碼 |
| Lord, Abbett & Co. LLC | 282,893 | $2,085 萬 | 0.06% | +282,893 | 新進 |
| Polar Asset Management Partners Inc. | 278,683 | $2,054 萬 | 0.41% | −41,776−13.0% | 減碼 |
| Freestone Grove Partners LP | 277,634 | $2,046 萬 | 0.15% | +117,294+73.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 255,270 | $1,881 萬 | 0.01% | +233,021+1,047.3% | 加碼 |
| Wells Fargo & Company | 237,624 | $1,751 萬 | 0.00% | +154,678+186.5% | 加碼 |
| Ardsley Advisory Partners LP | 237,000 | $1,746 萬 | 2.22% | +157,000+196.3% | 加碼 |
| Rhumbline Advisers | 228,460 | $1,684 萬 | 0.01% | −10,723−4.5% | 減碼 |
| Legal & General Group Plc | 216,333 | $1,594 萬 | 0.00% | −11,118−4.9% | 減碼 |
| SEI Investments Co | 215,678 | $1,589 萬 | 0.02% | +30,586+16.5% | 加碼 |
| Two Sigma Investments, LP | 215,354 | $1,587 萬 | 0.02% | −165,250−43.4% | 減碼 |
| UBS Asset Management Americas Inc | 210,378 | $1,550 萬 | 0.00% | +47,095+28.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 201,884 | $1,488 萬 | 0.02% | +40,334+25.0% | 加碼 |
| Victory Capital Management Inc | 192,624 | $1,419 萬 | 0.01% | −220,567−53.4% | 減碼 |
| Andar Capital Management HK Ltd | 189,525 | $1,397 萬 | 15.05% | +89,525+89.5% | 加碼 |
| Assenagon Asset Management S.A. | 184,630 | $1,361 萬 | 0.02% | +165,244+852.4% | 加碼 |
| Jane Street Group, LLC | 182,324 | $1,344 萬 | 0.02% | +182,324 | 新進 |
| Price T Rowe Associates Inc | 181,864 | $1,340 萬 | 0.00% | +3,661+2.1% | 加碼 |
| Swiss National Bank | 171,200 | $1,262 萬 | 0.01% | +3,300+2.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 155,576 | $1,171 萬 | 0.02% | +27,781+21.7% | 加碼 |
| State of Wisconsin Investment Board | 154,662 | $1,140 萬 | 0.03% | −14,429−8.5% | 減碼 |
| Great Lakes Advisors, LLC | 144,281 | $1,063 萬 | 0.09% | −66,570−31.6% | 減碼 |
| Barclays PLC | 140,093 | $1,032 萬 | 0.00% | −362,069−72.1% | 減碼 |
| Deutsche Bank AG | 137,582 | $1,014 萬 | 0.00% | −1,507,218−91.6% | 減碼 |
| SummitTX Capital, L.P. | 124,724 | $919.1 萬 | 0.28% | −71,426−36.4% | 減碼 |
| Russell Investments Group, Ltd. | 122,070 | $899.5 萬 | 0.01% | +9,941+8.9% | 加碼 |
| Norges Bank | 119,216 | $878.5 萬 | 0.00% | +119,216 | 新進 |
| Squarepoint Ops LLC | 114,448 | $843.4 萬 | 0.02% | +114,448 | 新進 |
| SG Americas Securities, LLC | 107,825 | $794.6 萬 | 0.01% | +43,834+68.5% | 加碼 |
| Royce & Associates LP | 107,617 | $793.0 萬 | 0.08% | +63,603+144.5% | 加碼 |
| First Trust Advisors LP | 107,075 | $789.0 萬 | 0.01% | +29,474+38.0% | 加碼 |
| Nordea Investment Management AB | 104,421 | $777.6 萬 | 0.01% | −13,248−11.3% | 減碼 |
| Castleark Management LLC | 102,958 | $758.7 萬 | 0.22% | +47,318+85.0% | 加碼 |
| Man Group plc | 99,621 | $734.1 萬 | 0.01% | −72,942−42.3% | 減碼 |
| Jain Global LLC | 98,399 | $725.1 萬 | 0.07% | −68,102−40.9% | 減碼 |
| Algert Global LLC | 95,964 | $707.2 萬 | 0.11% | +51,761+117.1% | 加碼 |
| Cinctive Capital Management LP | 94,424 | $695.8 萬 | 0.40% | +94,424 | 新進 |
| ExodusPoint Capital Management, LP | 89,784 | $661.6 萬 | 0.07% | −59,134−39.7% | 減碼 |
| EFG International AG | 88,701 | $653.8 萬 | 0.13% | +88,701 | 新進 |
| Banco Santander, S.A. | 85,000 | $626.4 萬 | 0.05% | +85,000 | 新進 |
| Mizuho Markets Americas LLC | 84,675 | $624.0 萬 | 0.13% | +84,675 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 82,569 | $608.5 萬 | 0.09% | 00.0% | 不變 |
| California State Teachers Retirement System | 82,410 | $607.3 萬 | 0.01% | −2,253−2.7% | 減碼 |
| Hodges Capital Management Inc. | 82,323 | $606.6 萬 | 0.52% | +17,602+27.2% | 加碼 |
| New York State Teachers Retirement System | 82,302 | $606.5 萬 | 0.01% | 00.0% | 不變 |