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 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 | 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 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 |
|---|---|---|---|---|---|
| Moore Capital Management, LP | 82,221 | $605.9 萬 | 0.12% | +82,221 | 新進 |
| Prudential Financial Inc | 81,223 | $598.5 萬 | 0.01% | −5,786−6.6% | 減碼 |
| Federated Hermes, Inc. | 75,451 | $556.0 萬 | 0.01% | +49,322+188.8% | 加碼 |
| Great West Life Assurance Co | 74,361 | $548.0 萬 | 0.01% | −13,715−15.6% | 減碼 |
| JB Capital LLC | 67,084 | $494.3 萬 | 0.20% | +3,701+5.8% | 加碼 |
| Nicholas Investment Partners, LP | 64,399 | $474.6 萬 | 0.35% | +64,399 | 新進 |
| Heartland Advisors Inc | 64,332 | $474.1 萬 | 0.26% | −37,386−36.8% | 減碼 |
| Bessemer Group Inc | 63,339 | $466.8 萬 | 0.01% | +60,377+2,038.4% | 加碼 |
| AQR Capital Management LLC | 62,380 | $459.7 萬 | 0.00% | +10,774+20.9% | 加碼 |
| Connors Investor Services Inc | 60,654 | $447.0 萬 | 0.38% | −1,801−2.9% | 減碼 |
| Thrivent Financial for Lutherans | 59,624 | $439.4 萬 | 0.01% | −2,878−4.6% | 減碼 |
| Moody Aldrich Partners LLC | 58,986 | $434.7 萬 | 0.81% | −21,963−27.1% | 減碼 |
| Van Eck Associates Corp | 58,301 | $429.6 萬 | 0.00% | +1,590+2.8% | 加碼 |
| Envestnet Asset Management Inc | 57,920 | $426.8 萬 | 0.00% | +12,209+26.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 57,503 | $423.7 萬 | 0.01% | −470−0.8% | 減碼 |
| Janus Henderson Group PLC | 55,744 | $410.8 萬 | 0.00% | +17,459+45.6% | 加碼 |
| Lisanti Capital Growth, LLC | 54,040 | $398.2 萬 | 0.94% | −6,400−10.6% | 減碼 |
| Essex Investment Management Co LLC | 49,707 | $366.3 萬 | 0.56% | −1,239−2.4% | 減碼 |
| Pier Capital, LLC | 49,209 | $362.6 萬 | 0.58% | +49,209 | 新進 |
| MetLife Investment Management | 48,919 | $360.5 萬 | 0.02% | −4,325−8.1% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 48,839 | $359.9 萬 | 0.80% | +18,639+61.7% | 加碼 |
| State of Alaska, Department of Revenue | 48,326 | $356.0 萬 | 0.04% | +590+1.2% | 加碼 |
| STRS Ohio | 48,100 | $354.4 萬 | 0.01% | +40,800+558.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 47,883 | $352.8 萬 | 0.08% | +16,278+51.5% | 加碼 |
| TD Asset Management Inc | 47,654 | $351.2 萬 | 0.00% | +14,612+44.2% | 加碼 |
| Sterling Capital Management LLC | 47,341 | $348.9 萬 | 0.06% | −5,469−10.4% | 減碼 |
| Royal Bank of Canada | 46,209 | $340.5 萬 | 0.00% | −60,533−56.7% | 減碼 |
| Los Angeles Capital Management LLC | 49,315 | $334.4 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 43,869 | $323.3 萬 | 0.00% | +8,626+24.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 43,838 | $323.3 萬 | 0.00% | −1,559−3.4% | 減碼 |
| Illinois Municipal Retirement Fund | 43,806 | $322.8 萬 | 0.04% | +1,202+2.8% | 加碼 |
| Intech Investment Management LLC | 43,051 | $317.2 萬 | 0.03% | −1,265−2.9% | 減碼 |
| Oak Ridge Investments LLC | 42,899 | $316.1 萬 | 0.19% | +10,351+31.8% | 加碼 |
| Scotia Capital Inc. | 42,603 | $313.9 萬 | 0.01% | +238+0.6% | 加碼 |
| Verition Fund Management LLC | 41,300 | $304.3 萬 | 0.02% | +269+0.7% | 加碼 |
| Louisiana State Employees Retirement System | 39,700 | $292.5 萬 | 0.05% | −100−0.3% | 減碼 |
| Edgestream Partners, L.P. | 39,150 | $288.5 萬 | 0.08% | +31,298+398.6% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 38,980 | $287.2 萬 | 0.03% | −34,760−47.1% | 減碼 |
| Legato Capital Management LLC | 38,835 | $286.2 萬 | 0.25% | +12,759+48.9% | 加碼 |
| Janney Montgomery Scott LLC | 38,683 | $285.1 萬 | 0.01% | −2,314−5.6% | 減碼 |
| CSS LLC | 38,535 | $284.0 萬 | 0.16% | +2,700+7.5% | 加碼 |
| Natixis Advisors, L.P. | 37,818 | $278.7 萬 | 0.00% | −1,134−2.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 37,633 | $277.3 萬 | 0.16% | +37,633 | 新進 |
| State of Tennessee, Treasury Department | 34,222 | $272.9 萬 | 0.01% | −2,472−6.7% | 減碼 |
| Walleye Capital LLC | 35,100 | $258.7 萬 | 0.01% | +35,100 | 新進 |
| Landscape Capital Management, L.L.C. | 34,868 | $256.9 萬 | 0.17% | +7,247+26.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 34,394 | $253.4 萬 | 0.01% | −8,673−20.1% | 減碼 |
| Qube Research & Technologies Ltd | 33,763 | $248.8 萬 | 0.00% | +33,763 | 新進 |
| Gilder Gagnon Howe & Co LLC | 33,471 | $246.6 萬 | 0.03% | +33,471 | 新進 |
| Boston Partners | 32,337 | $238.3 萬 | 0.00% | +2,674+9.0% | 加碼 |
| Miracle Mile Advisors, LLC | 30,888 | $227.6 萬 | 0.03% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,299 | $215.9 萬 | 0.00% | +2,063+7.6% | 加碼 |
| Gotham Asset Management, LLC | 28,760 | $211.9 萬 | 0.01% | −38,192−57.0% | 減碼 |
| Voya Investment Management LLC | 28,321 | $208.7 萬 | 0.00% | +1,871+7.1% | 加碼 |
| Moody National Bank Trust Division | 28,168 | $207.6 萬 | 0.20% | −14,675−34.3% | 減碼 |
| LPL Financial LLC | 26,591 | $195.9 萬 | 0.00% | +3,781+16.6% | 加碼 |
| Handelsbanken Fonder AB | 26,588 | $195.9 萬 | 0.01% | −3,000−10.1% | 減碼 |
| Citigroup Inc | 26,529 | $195.5 萬 | 0.00% | −179,977−87.2% | 減碼 |
| Amalgamated Bank | 25,284 | $186.3 萬 | 0.01% | +777+3.2% | 加碼 |
| Raymond James Financial Inc | 24,835 | $183.0 萬 | 0.00% | +18,826+313.3% | 加碼 |
| Yousif Capital Management, LLC | 23,572 | $181.5 萬 | 0.02% | −3,479−12.9% | 減碼 |
| Arizona State Retirement System | 24,270 | $178.8 萬 | 0.01% | −1,340−5.2% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 23,648 | $174.3 萬 | 0.01% | −483−2.0% | 減碼 |
| Optimize Financial Inc | 23,112 | $170.3 萬 | 0.86% | +332+1.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 21,711 | $160.0 萬 | 0.01% | +503+2.4% | 加碼 |
| Comerica Bank | 21,659 | $159.6 萬 | 0.01% | −513,953−96.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,482 | $158.3 萬 | 0.01% | −582−2.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 20,000 | $147.4 萬 | 0.05% | −3,720−15.7% | 減碼 |
| Credit Agricole S A | 19,873 | $146.4 萬 | 0.00% | +19,873 | 新進 |
| Oregon Public Employees Retirement Fund | 19,836 | $146.2 萬 | 0.02% | +330+1.7% | 加碼 |
| Integrated Quantitative Investments LLC | 19,709 | $145.2 萬 | 0.31% | +19,709 | 新進 |
| KLP Kapitalforvaltning AS | 19,600 | $144.4 萬 | 0.01% | +1,300+7.1% | 加碼 |
| Harbor Capital Advisors, Inc. | 19,402 | $143.0 萬 | 0.11% | −22,783−54.0% | 減碼 |
| Captrust Financial Advisors | 19,302 | $142.2 萬 | 0.00% | +162+0.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 18,258 | $134.5 萬 | 0.00% | 00.0% | 不變 |
| Guggenheim Capital LLC | 18,110 | $133.5 萬 | 0.01% | +4,296+31.1% | 加碼 |
| Glenmede Trust Co NA | 17,843 | $131.5 萬 | 0.01% | +17,843 | 新進 |
| Amundi | 17,638 | $130.0 萬 | 0.00% | +2,174+14.1% | 加碼 |
| Franklin Resources Inc | 17,621 | $129.8 萬 | 0.00% | −129−0.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 17,605 | $129.7 萬 | 0.00% | +13,105+291.2% | 加碼 |
| ProShare Advisors LLC | 17,138 | $126.3 萬 | 0.00% | +356+2.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 16,816 | $125.0 萬 | 0.03% | +26+0.2% | 加碼 |
| Marshall Wace, LLP | 16,766 | $123.5 萬 | 0.00% | −215,240−92.8% | 減碼 |
| Katamaran Capital LLP | 16,515 | $121.7 萬 | 0.92% | −26,830−61.9% | 減碼 |
| Pacer Advisors, Inc. | 16,129 | $118.9 萬 | 0.00% | +4,509+38.8% | 加碼 |
| FMR LLC | 15,497 | $114.2 萬 | 0.00% | +3,299+27.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 15,478 | $114.1 萬 | 0.01% | +1,126+7.8% | 加碼 |
| Baird Financial Group, Inc. | 15,066 | $111.0 萬 | 0.00% | −1,252−7.7% | 減碼 |
| Virginia Retirement Systems Et Al | 15,050 | $110.9 萬 | 0.01% | +5,050+50.5% | 加碼 |
| Nisa Investment Advisors, LLC | 14,783 | $108.9 萬 | 0.00% | +2,762+23.0% | 加碼 |
| Two Sigma Advisers, LP | 14,200 | $104.6 萬 | 0.00% | −74,600−84.0% | 減碼 |
| Headlands Technologies LLC | 13,796 | $101.7 萬 | 0.08% | +13,796 | 新進 |
| The PNC Financial Services Group, Inc. | 13,680 | $100.8 萬 | 0.00% | −4,182−23.4% | 減碼 |
| Pictet Asset Management Holding SA | 13,558 | $99.9 萬 | 0.00% | +1,271+10.3% | 加碼 |
| Horizon Investments, LLC | 13,477 | $99.3 萬 | 0.01% | +13,477 | 新進 |
| Acadian Asset Management LLC | 13,235 | $97.4 萬 | 0.00% | +13,235 | 新進 |
| American Century Companies Inc | 12,924 | $95.2 萬 | 0.00% | +2,745+27.0% | 加碼 |
| Maryland State Retirement & Pension System | 12,709 | $93.7 萬 | 0.02% | +254+2.0% | 加碼 |
| Atom Investors LP | 12,676 | $93.4 萬 | 0.07% | +12,676 | 新進 |
| US Bancorp | 12,276 | $90.5 萬 | 0.00% | +184+1.5% | 加碼 |