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。
2026 年第 1 季 13F 持有人
Semtech Corp 在 2026/3/31 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
- 438
- 較 2025 年第 4 季 +43 家
- 持有股數
- 9,986 萬
- 較 2025 年第 4 季 +961.5 萬 (+10.7%)
- 總市值
- $76.6 億
- 較 2025 年第 4 季 +$10.1 億 (+15.1%)
- 新進機構
- 91
- 另有 178 家加碼
- 清倉機構
- 48
- 另有 121 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,222,219 | $10.9 億 | 0.02% | +1,033,164+7.8% | 加碼 |
| Ameriprise Financial Inc | 7,450,380 | $5.73 億 | 0.13% | −101,872−1.3% | 減碼 |
| Vanguard Portfolio Management LLC | 6,922,634 | $5.32 億 | 0.03% | +6,922,634 | 新進 |
| Capital Research Global Investors | 4,152,082 | $3.19 億 | 0.05% | −350,638−7.8% | 減碼 |
| Vanguard Capital Management LLC | 4,145,176 | $3.19 億 | 0.01% | +4,145,176 | 新進 |
| State Street Corp | 4,059,266 | $3.12 億 | 0.01% | +211,021+5.5% | 加碼 |
| Geode Capital Management, LLC | 2,526,461 | $1.94 億 | 0.01% | +427,428+20.4% | 加碼 |
| Wellington Management Group LLP | 2,384,473 | $1.83 億 | 0.03% | +44,130+1.9% | 加碼 |
| Hood River Capital Management LLC | 2,287,529 | $1.76 億 | 1.76% | +51,305+2.3% | 加碼 |
| Alliancebernstein L.P. | 2,366,311 | $1.74 億 | 0.06% | −598,878−20.2% | 減碼 |
| Nomura Asset Management International Inc. | 2,223,154 | $1.71 億 | 0.29% | −230,140−9.4% | 減碼 |
| Disciplined Growth Investors Inc | 2,206,748 | $1.70 億 | 3.47% | −594,543−21.2% | 減碼 |
| Millennium Management LLC | 1,965,682 | $1.51 億 | 0.11% | +923,952+88.7% | 加碼 |
| Artisan Partners Limited Partnership | 1,558,034 | $1.20 億 | 0.20% | +1,064,429+215.6% | 加碼 |
| Morgan Stanley | 1,416,028 | $1.09 億 | 0.01% | +26,771+1.9% | 加碼 |
| Westfield Capital Management Co LP | 1,280,594 | $9,846 萬 | 0.41% | −1,168,018−47.7% | 減碼 |
| Bank of America Corp | 1,143,314 | $8,791 萬 | 0.01% | +135,287+13.4% | 加碼 |
| Neuberger Berman Group LLC | 1,124,022 | $8,618 萬 | 0.07% | +192,075+20.6% | 加碼 |
| Citadel Advisors LLC | 1,105,555 | $8,501 萬 | 0.06% | −564,663−33.8% | 減碼 |
| Charles Schwab Investment Management Inc | 996,680 | $7,663 萬 | 0.01% | +12,489+1.3% | 加碼 |
| Northern Trust Corp | 993,350 | $7,638 萬 | 0.01% | +71,581+7.8% | 加碼 |
| Goldman Sachs Group Inc | 900,914 | $6,927 萬 | 0.01% | +123,233+15.8% | 加碼 |
| UBS Group AG | 891,661 | $6,856 萬 | 0.01% | +290,537+48.3% | 加碼 |
| Marshall Wace, LLP | 869,066 | $6,682 萬 | 0.07% | +852,300+5,083.5% | 加碼 |
| Dorsal Capital Management, LLC | 800,000 | $6,151 萬 | 2.45% | +800,000 | 新進 |
| Assenagon Asset Management S.A. | 781,003 | $6,005 萬 | 0.10% | +596,373+323.0% | 加碼 |
| Jane Street Group, LLC | 772,812 | $5,942 萬 | 0.06% | +590,488+323.9% | 加碼 |
| Invesco Ltd. | 771,499 | $5,932 萬 | 0.01% | −479,605−38.3% | 減碼 |
| Nuveen, LLC | 771,120 | $5,929 萬 | 0.02% | −267,110−25.7% | 減碼 |
| JPMorgan Chase & Co | 816,875 | $5,768 萬 | 0.00% | +433,194+112.9% | 加碼 |
| Jennison Associates LLC | 744,380 | $5,724 萬 | 0.04% | +100,552+15.6% | 加碼 |
| Schroder Investment Management Group | 731,179 | $5,163 萬 | 0.04% | −99,749−12.0% | 減碼 |
| Vanguard Fiduciary Trust Co | 644,764 | $4,958 萬 | 0.01% | +644,764 | 新進 |
| Driehaus Capital Management LLC | 628,456 | $4,832 萬 | 0.36% | −302,849−32.5% | 減碼 |
| Colony Capital, Inc. | 561,111 | $4,314 萬 | 2.74% | +561,111 | 新進 |
| Atreides Management, LP | 541,812 | $4,166 萬 | 1.01% | −149,779−21.7% | 減碼 |
| Capital International Investors | 537,298 | $4,131 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 510,409 | $3,925 萬 | 0.02% | +483,880+1,824.0% | 加碼 |
| Bank of New York Mellon Corp | 505,504 | $3,887 萬 | 0.01% | +9,991+2.0% | 加碼 |
| Palisade Capital Management LLC | 480,970 | $3,698 萬 | 1.23% | −106,726−18.2% | 減碼 |
| Squarepoint Ops LLC | 478,586 | $3,680 萬 | 0.08% | +364,138+318.2% | 加碼 |
| GW&K Investment Management, LLC | 477,525 | $3,672 萬 | 0.32% | +64,956+15.7% | 加碼 |
| Emerald Advisers, LLC | 457,018 | $3,514 萬 | 1.11% | −13,733−2.9% | 減碼 |
| Principal Financial Group Inc | 452,553 | $3,480 萬 | 0.02% | +37,572+9.1% | 加碼 |
| Lord, Abbett & Co. LLC | 438,924 | $3,375 萬 | 0.11% | +156,031+55.2% | 加碼 |
| Cramer Rosenthal McGlynn LLC | 414,535 | $3,187 萬 | 2.34% | +414,535 | 新進 |
| Schonfeld Strategic Advisors LLC | 387,335 | $2,978 萬 | 0.24% | −275−0.1% | 減碼 |
| Park West Asset Management LLC | 385,000 | $2,960 萬 | 2.61% | +385,000 | 新進 |
| Clearline Capital LP | 383,189 | $2,946 萬 | 2.29% | +97,222+34.0% | 加碼 |
| Granahan Investment Management Inc | 370,642 | $2,850 萬 | 1.38% | −47,585−11.4% | 減碼 |
| Dimensional Fund Advisors LP | 370,150 | $2,844 萬 | 0.01% | +425+0.1% | 加碼 |
| SEI Investments Co | 357,875 | $2,752 萬 | 0.03% | +142,197+65.9% | 加碼 |
| Franklin Resources Inc | 352,892 | $2,713 萬 | 0.01% | +335,271+1,902.7% | 加碼 |
| Sora Investors LLC | 344,047 | $2,645 萬 | 2.44% | +6,556+1.9% | 加碼 |
| Fiera Capital Corp | 340,536 | $2,618 萬 | 0.09% | +10,545+3.2% | 加碼 |
| Fred Alger Management, LLC | 335,608 | $2,580 萬 | 0.11% | −524,247−61.0% | 減碼 |
| Portolan Capital Management, LLC | 332,327 | $2,555 萬 | 1.36% | −176,328−34.7% | 減碼 |
| Public Sector Pension Investment Board | 331,067 | $2,546 萬 | 0.08% | +30,788+10.3% | 加碼 |
| LMR Partners LLP | 329,121 | $2,531 萬 | 0.23% | −57,689−14.9% | 減碼 |
| New York State Common Retirement Fund | 326,158 | $2,508 萬 | 0.04% | −104,285−24.2% | 減碼 |
| Broad Bay Capital Management, LP | 316,000 | $2,430 萬 | 2.50% | +316,000 | 新進 |
| Emerald Mutual Fund Advisers Trust | 285,037 | $2,192 萬 | 1.06% | 00.0% | 不變 |
| E20 Capital Ltd | 283,643 | $2,181 萬 | 2.05% | +283,643 | 新進 |
| Silvercrest Asset Management Group LLC | 261,111 | $2,008 萬 | 0.15% | −29,081−10.0% | 減碼 |
| Ardsley Advisory Partners LP | 258,750 | $1,990 萬 | 3.03% | +21,750+9.2% | 加碼 |
| Rhumbline Advisers | 247,262 | $1,901 萬 | 0.02% | +18,802+8.2% | 加碼 |
| Voloridge Investment Management, LLC | 230,081 | $1,769 萬 | 0.07% | +230,081 | 新進 |
| Think Investments LP | 217,200 | $1,670 萬 | 2.25% | −449,200−67.4% | 減碼 |
| Legal & General Group Plc | 209,025 | $1,607 萬 | 0.00% | −7,308−3.4% | 減碼 |
| Price T Rowe Associates Inc | 202,867 | $1,560 萬 | 0.00% | +21,003+11.5% | 加碼 |
| Trexquant Investment LP | 199,945 | $1,537 萬 | 0.11% | +199,945 | 新進 |
| Andar Capital Management HK Ltd | 196,000 | $1,507 萬 | 12.89% | +6,475+3.4% | 加碼 |
| Victory Capital Management Inc | 195,504 | $1,503 萬 | 0.01% | +2,880+1.5% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 184,421 | $1,418 萬 | 0.02% | −17,463−8.7% | 減碼 |
| Swiss National Bank | 183,000 | $1,407 萬 | 0.01% | +11,800+6.9% | 加碼 |
| ExodusPoint Capital Management, LP | 173,030 | $1,330 萬 | 0.13% | +83,246+92.7% | 加碼 |
| WCM Investment Management, LLC | 186,844 | $1,319 萬 | 0.03% | −97,503−34.3% | 減碼 |
| UBS Asset Management Americas Inc | 169,678 | $1,305 萬 | 0.00% | −40,700−19.3% | 減碼 |
| Cooper Creek Partners Management LLC | 167,452 | $1,288 萬 | 0.62% | −446,781−72.7% | 減碼 |
| Royce & Associates LP | 166,639 | $1,281 萬 | 0.13% | +59,022+54.8% | 加碼 |
| Wells Fargo & Company | 165,787 | $1,275 萬 | 0.00% | −71,837−30.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 157,462 | $1,260 萬 | 0.02% | +1,886+1.2% | 加碼 |
| Boothbay Fund Management, LLC | 159,802 | $1,229 萬 | 0.29% | +159,802 | 新進 |
| Deutsche Bank AG | 147,893 | $1,137 萬 | 0.00% | +10,311+7.5% | 加碼 |
| Great Lakes Advisors, LLC | 145,150 | $1,116 萬 | 0.09% | +869+0.6% | 加碼 |
| California Public Employees Retirement System | 141,886 | $1,091 萬 | 0.01% | +141,886 | 新進 |
| Man Group plc | 135,283 | $1,040 萬 | 0.02% | +35,662+35.8% | 加碼 |
| Federated Hermes, Inc. | 134,070 | $1,031 萬 | 0.02% | +58,619+77.7% | 加碼 |
| State of Wisconsin Investment Board | 132,249 | $1,017 萬 | 0.02% | −22,413−14.5% | 減碼 |
| SG Americas Securities, LLC | 125,582 | $965.6 萬 | 0.01% | +17,757+16.5% | 加碼 |
| Pier Capital, LLC | 122,962 | $945.5 萬 | 1.56% | +73,753+149.9% | 加碼 |
| First Trust Advisors LP | 116,061 | $892.4 萬 | 0.01% | +8,986+8.4% | 加碼 |
| Russell Investments Group, Ltd. | 113,457 | $872.4 萬 | 0.01% | −8,613−7.1% | 減碼 |
| Algert Global LLC | 112,129 | $862.2 萬 | 0.13% | +16,165+16.8% | 加碼 |
| Castleark Management LLC | 107,758 | $828.6 萬 | 0.27% | +4,800+4.7% | 加碼 |
| California State Teachers Retirement System | 102,818 | $790.6 萬 | 0.01% | +20,408+24.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 97,140 | $746.9 萬 | 0.04% | +97,140 | 新進 |
| FMR LLC | 96,673 | $743.3 萬 | 0.00% | +81,176+523.8% | 加碼 |
| Banco Santander, S.A. | 95,000 | $730.5 萬 | 0.06% | +10,000+11.8% | 加碼 |
| Prudential Financial Inc | 94,823 | $729.1 萬 | 0.01% | +13,600+16.7% | 加碼 |