Semtech Corp

SMTC

交易所: Nasdaq
產業: Semiconductors & Related Devices
SEC CIK: 0000088941

SEC 申報列表（在新分頁開啟）

近 90 天，Semtech Corp 內部人申報 0 筆公開市場買進、13 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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Semtech Corp 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人 2025 年第 4 季全部持有人

SMTC 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目	2025 年第 4 季	其中尚未申報 2026 年第 1 季	2026 年第 1 季	變化
持有家數	402	7	438	+43
股數	1.02 億	1,201 萬	9,986 萬	+961.5 萬 (+10.7%)
市值	$75.4 億	$8.85 億	$76.6 億	+$10.1 億 (+15.1%)

7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（91 家）

2026 年第 1 季季末持有 Semtech Corp、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 SMTC 的機構
機構	股數	市值	佔組合 %
Vanguard Portfolio Management LLC	6,922,634	$5.32 億	0.03%
Vanguard Capital Management LLC	4,145,176	$3.19 億	0.01%
Dorsal Capital Management, LLC	800,000	$6,151 萬	2.45%
Vanguard Fiduciary Trust Co	644,764	$4,958 萬	0.01%
Colony Capital, Inc.	561,111	$4,314 萬	2.74%
Cramer Rosenthal McGlynn LLC	414,535	$3,187 萬	2.34%
Park West Asset Management LLC	385,000	$2,960 萬	2.61%
Broad Bay Capital Management, LP	316,000	$2,430 萬	2.50%
E20 Capital Ltd	283,643	$2,181 萬	2.05%
Voloridge Investment Management, LLC	230,081	$1,769 萬	0.07%
Trexquant Investment LP	199,945	$1,537 萬	0.11%
Boothbay Fund Management, LLC	159,802	$1,229 萬	0.29%
California Public Employees Retirement System	141,886	$1,091 萬	0.01%
Candriam Luxembourg S.C.A.	97,140	$746.9 萬	0.04%
Vanguard Asset Management, Ltd	82,220	$632.2 萬	0.01%
Bridgewater Associates, LP	76,935	$591.6 萬	0.03%
AYAL Capital Advisors Ltd	72,400	$556.7 萬	2.85%
Armistice Capital, LLC	61,891	$475.9 萬	0.16%
Tudor Investment Corp Et Al	60,153	$462.5 萬	0.02%
Kornitzer Capital Management Inc	54,115	$416.1 萬	0.09%
Susquehanna International Group, LLP	49,956	$384.1 萬	0.00%
G2 Investment Partners Management LLC	44,898	$345.2 萬	0.85%
Vanguard Global Advisers, LLC	41,828	$321.6 萬	0.00%
Jefferies Financial Group Inc.	41,317	$317.7 萬	0.04%
Scalar Gauge Management, LLC	40,000	$307.6 萬	2.97%
Congress Asset Management Co	36,978	$284.3 萬	0.02%
Twinbeech Capital LP	36,808	$283.0 萬	0.29%
Paloma Partners Management Co	31,500	$242.2 萬	1.37%
Persistent Asset Partners Ltd	31,355	$241.1 萬	0.94%
Militia Capital Management LLC	30,000	$230.7 萬	0.52%
Maxi Investments CY Ltd	29,000	$223.0 萬	0.49%
PEAK6 LLC	27,528	$211.7 萬	0.06%
Blue Jean Financial LLC	24,092	$185.2 萬	1.53%
Vanguard Investments Australia, Ltd.	23,692	$182.2 萬	0.01%
Shay Capital LLC	22,210	$170.8 萬	0.24%
Campbell Newman Asset Management Inc	20,957	$161.1 萬	0.13%
Icon Advisers Inc	20,000	$153.8 萬	0.36%
Havemeyer Place LP	19,886	$152.9 萬	0.18%
Boussard & Gavaudan Investment Management LLP	20,620	$151.4 萬	0.15%
KR Capital LP	18,850	$144.9 萬	0.29%
Dynamic Technology Lab Private Ltd	15,854	$121.9 萬	0.20%
Sphera Management Technology Funds Ltd	14,500	$111.5 萬	0.63%
Cookson Peirce & Co Inc	12,358	$95.0 萬	0.04%
Allstate Corp	11,193	$86.1 萬	0.01%
Connor, Clark & Lunn Investment Management Ltd.	10,971	$84.4 萬	0.00%
Brevan Howard Capital Management LP	10,846	$83.4 萬	0.01%
Engineers Gate Manager LP	10,560	$81.2 萬	0.01%
NorthRock Partners, LLC	10,531	$81.0 萬	0.01%
Caitong International Asset Management Co., Ltd	9,622	$74.0 萬	0.14%
Picton Mahoney Asset Management	7,645	$58.8 萬	0.01%
Empowered Funds, LLC	7,103	$54.6 萬	0.00%
Polen Capital Management LLC	6,553	$50.4 萬	0.00%
Sierra Summit Advisors LLC	5,968	$45.9 萬	0.07%
Numerai GP LLC	5,678	$43.7 萬	0.04%
Quantbot Technologies LP	5,401	$41.5 萬	0.02%
Gsa Capital Partners LLP	5,397	$41.5 萬	0.03%
Alight Capital Management LP	5,000	$38.4 萬	0.11%
CenterBook Partners LP	4,835	$37.2 萬	0.02%
CIBC Bancorp USA Inc.	4,758	$36.6 萬	0.00%
Mirabella Financial Services LLP	4,373	$33.6 萬	0.03%
Natixis	4,350	$33.4 萬	0.00%
DnB Asset Management AS	4,346	$33.4 萬	0.00%
VARCOV Co.	4,109	$31.6 萬	0.12%
Anther Capital Ltd	4,050	$31.1 萬	0.01%
Marex Group plc	3,886	$29.9 萬	0.00%
GTS Securities LLC	3,712	$28.5 萬	0.01%
SEB Asset Management AB	3,036	$23.3 萬	0.00%
Sage Rhino Capital LLC	2,877	$22.1 萬	0.04%
Abacus Wealth Partners, LLC	2,673	$20.6 萬	0.02%
Concentric Capital Strategies, LP	2,632	$20.2 萬	0.02%
Coldstream Capital Management Inc	2,602	$20.0 萬	0.00%
Twin Tree Management, LP	2,306	$17.7 萬	0.04%
ABS Direct Equity Fund LLC	1,100	$11.8 萬	0.09%
Advisory Services Network, LLC	870	$6.69 萬	0.00%
Forum Finance Group S.A.	550	$3.60 萬	0.02%
Banque Cantonale Vaudoise	431	$3.30 萬	0.00%
Ares Financial Consulting, LLC	313	$2.51 萬	0.02%
Advisors Asset Management, Inc.	298	$2.29 萬	0.00%
Twin Peaks Wealth Advisors, LLC	264	$2.03 萬	0.01%
Walleye Trading LLC	254	$1.95 萬	0.00%
Owl Creek Wealth Partners LLC	175	$1.35 萬	0.00%
Sapience Investments, LLC	91	$6,997	0.91%
Scarborough Advisors, LLC	45	$3,460	0.00%
Golden State Equity Partners	18	$1,384	0.00%
GWM Advisors LLC	15	$1,153	0.00%
Prestige Wealth Management Group LLC	11	$846	0.00%
Silicon Valley Capital Partners	10	$769	0.00%
Marquette Asset Management, LLC	6	$462	0.00%
SJS Investment Consulting Inc.	5	$385	0.00%
Rachor Investment Advisory Services, LLC	5	$385	0.00%
United Financial Planning Group LLC	1	$77	0.00%

清倉機構（48 家）

2025 年第 4 季季末持有 Semtech Corp、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 SMTC 的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Whale Rock Capital Management LLC	3,901,469	$2.87 億
T. Rowe Price Investment Management, Inc.	1,987,888	$1.46 億
Point72 Asset Management, L.P.	1,208,272	$8,904 萬
Alta Park Capital, LP	283,726	$2,091 萬
Cinctive Capital Management LP	94,424	$695.8 萬
Moore Capital Management, LP	82,221	$605.9 萬
Y-Intercept (Hong Kong) Ltd	47,883	$352.8 萬
TD Asset Management Inc	47,654	$351.2 萬
Verition Fund Management LLC	41,300	$304.3 萬
CSS LLC	38,535	$284.0 萬
Optimize Financial Inc	23,112	$170.3 萬
D. E. Shaw & Co., Inc.	17,605	$129.7 萬
Two Sigma Advisers, LP	14,200	$104.6 萬
Headlands Technologies LLC	13,796	$101.7 萬
Group One Trading, L.P.	11,504	$84.8 萬
Two Sigma Securities, LLC	11,263	$83.0 萬
Canada Pension Plan Investment Board	10,900	$80.3 萬
Archford Capital Strategies, LLC	10,071	$74.2 萬
Simplex Trading, LLC	9,936	$73.2 萬
Tairen Capital Ltd	8,100	$59.7 萬
Fuller & Thaler Asset Management, Inc.	6,724	$49.5 萬
Nomura Holdings Inc	6,437	$47.4 萬
Alpine Global Management, LLC	5,000	$36.8 萬
Versor Investments LP	4,691	$34.6 萬
J. Goldman & Co LP	4,226	$31.1 萬
Mangrove Partners	3,724	$27.4 萬
Bridgefront Capital, LLC	3,064	$22.6 萬
Skandinaviska Enskilda Banken AB (publ)	3,036	$22.4 萬
Hollencrest Capital Management	3,001	$22.1 萬
TRUE Private Wealth Advisors	3,000	$22.1 萬
MML Investors Services, LLC	2,948	$21.7 萬
Sequoia Financial Advisors, LLC	2,754	$20.3 萬
Valeo Financial Advisors, LLC	2,729	$20.1 萬
Clearstead Advisors, LLC	1,833	$13.5 萬
Kestra Advisory Services, LLC	1,521	$11.2 萬
Quest Partners LLC	437	$3.22 萬
Public Employees Retirement System of Ohio	321	$2.37 萬
Financially Speaking Inc	250	$1.84 萬
Chesapeake Asset Management LLC	153	$1.13 萬
SageView Advisory Group, LLC	85	$6,264
International Assets Investment Management, LLC	45	$3,316
Cape Investment Advisory, Inc.	18	$1,326
Wealth Watch Advisors, INC	15	$1,105
Flagship Harbor Advisors, LLC	8	$590
Optima Capital LLC	7	$516
UMA Financial Services, Inc.	6	$443
DV Trading LLC	2	$147
Turning Point Benefit Group, Inc.	2	$147

尚未申報 2026 年第 1 季的機構（7 家）

2025 年第 4 季季末持有 Semtech Corp、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 SMTC、尚未申報 2026 年第 1 季的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Vanguard Group Inc	11,858,352	$8.74 億
Norges Bank	119,216	$878.5 萬
Comerica Bank	21,659	$159.6 萬
CIBC World Markets Corp	5,771	$42.5 萬
Global Retirement Partners, LLC	3,792	$27.9 萬
CIBC Private Wealth Group, LLC	172	$1.27 萬
Motiv8 Investments LLC	20	$1,000