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 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 |
|---|---|---|---|---|---|
| Twin Tree Management, LP | 2,306 | $17.7 萬 | 0.04% | +2,306 | 新進 |
| Quadrant Capital Group LLC | 2,386 | $18.3 萬 | 0.01% | +52+2.2% | 加碼 |
| Asset Management One Co.,Ltd. | 2,494 | $19.2 萬 | 0.00% | +12+0.5% | 加碼 |
| TD Waterhouse Canada Inc. | 2,416 | $19.3 萬 | 0.00% | +953+65.1% | 加碼 |
| Coldstream Capital Management Inc | 2,602 | $20.0 萬 | 0.00% | +2,602 | 新進 |
| Concentric Capital Strategies, LP | 2,632 | $20.2 萬 | 0.02% | +2,632 | 新進 |
| Abacus Wealth Partners, LLC | 2,673 | $20.6 萬 | 0.02% | +2,673 | 新進 |
| Archer Investment Corp | 2,683 | $20.6 萬 | 0.04% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 2,779 | $21.4 萬 | 0.00% | +791+39.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,838 | $21.8 萬 | 0.01% | −1,974−41.0% | 減碼 |
| Sage Rhino Capital LLC | 2,877 | $22.1 萬 | 0.04% | +2,877 | 新進 |
| Private Advisor Group, LLC | 2,895 | $22.3 萬 | 0.00% | −197−6.4% | 減碼 |
| KBC Group NV | 2,902 | $22.3 萬 | 0.00% | +469+19.3% | 加碼 |
| Shelton Capital Management | 2,965 | $22.8 萬 | 0.00% | +138+4.9% | 加碼 |
| CWM, LLC | 2,973 | $22.9 萬 | 0.00% | +94+3.3% | 加碼 |
| Hillsdale Investment Management Inc. | 2,980 | $22.9 萬 | 0.01% | +2,870+2,609.1% | 加碼 |
| CI Private Wealth, LLC | 3,025 | $23.3 萬 | 0.00% | +32+1.1% | 加碼 |
| SEB Asset Management AB | 3,036 | $23.3 萬 | 0.00% | +3,036 | 新進 |
| Lazard Asset Management LLC | 3,036 | $23.3 萬 | 0.00% | +2,508+475.0% | 加碼 |
| Quantum Private Wealth, LLC | 3,050 | $23.5 萬 | 0.07% | 00.0% | 不變 |
| Round Rock Advisors, LLC | 3,058 | $23.5 萬 | 0.04% | +22+0.7% | 加碼 |
| Skopos Labs, Inc. | 3,090 | $23.8 萬 | 0.01% | −655−17.5% | 減碼 |
| Sax Wealth Advisors, LLC | 3,293 | $24.3 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 3,165 | $24.4 萬 | 0.00% | −167−5.0% | 減碼 |
| Inspire Advisors, LLC | 3,677 | $28.3 萬 | 0.02% | −396−9.7% | 減碼 |
| GTS Securities LLC | 3,712 | $28.5 萬 | 0.01% | +3,712 | 新進 |
| Everence Capital Management Inc | 3,740 | $28.8 萬 | 0.02% | −230−5.8% | 減碼 |
| Chicago Trust Co NA | 3,868 | $29.7 萬 | 0.05% | +641+19.9% | 加碼 |
| Marex Group plc | 3,886 | $29.9 萬 | 0.00% | +3,886 | 新進 |
| O'Shaughnessy Asset Management, LLC | 3,892 | $29.9 萬 | 0.00% | −2,967−43.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 20,475 | $30.3 萬 | 0.00% | +15,619+321.6% | 加碼 |
| Anther Capital Ltd | 4,050 | $31.1 萬 | 0.01% | +4,050 | 新進 |
| New Age Alpha Advisors, LLC | 4,105 | $31.6 萬 | 0.01% | −103−2.4% | 減碼 |
| VARCOV Co. | 4,109 | $31.6 萬 | 0.12% | +4,109 | 新進 |
| Vident Advisory, LLC | 4,286 | $33.0 萬 | 0.00% | −566−11.7% | 減碼 |
| Abel Hall, LLC | 4,291 | $33.0 萬 | 0.07% | +586+15.8% | 加碼 |
| Profund Advisors LLC | 4,292 | $33.0 萬 | 0.01% | −1,615−27.3% | 減碼 |
| DnB Asset Management AS | 4,346 | $33.4 萬 | 0.00% | +4,346 | 新進 |
| Natixis | 4,350 | $33.4 萬 | 0.00% | +4,350 | 新進 |
| NBC Securities, Inc. | 4,368 | $33.6 萬 | 0.03% | +1,427+48.5% | 加碼 |
| Mirabella Financial Services LLP | 4,373 | $33.6 萬 | 0.03% | +4,373 | 新進 |
| Crossmark Global Holdings, Inc. | 4,413 | $33.9 萬 | 0.01% | −33−0.7% | 減碼 |
| Graham Capital Management, L.P. | 4,415 | $33.9 萬 | 0.01% | −2,681−37.8% | 減碼 |
| CIBC Asset Management Inc | 4,430 | $34.1 萬 | 0.00% | +42+1.0% | 加碼 |
| Commonwealth Equity Services, LLC | 4,686 | $36.0 萬 | 0.00% | −695−12.9% | 減碼 |
| Ensign Peak Advisors, Inc | 4,706 | $36.2 萬 | 0.00% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 4,758 | $36.6 萬 | 0.00% | +4,758 | 新進 |
| CenterBook Partners LP | 4,835 | $37.2 萬 | 0.02% | +4,835 | 新進 |
| Alight Capital Management LP | 5,000 | $38.4 萬 | 0.11% | +5,000 | 新進 |
| GAMMA Investing LLC | 5,078 | $39.0 萬 | 0.02% | +434+9.3% | 加碼 |
| Principal Securities, Inc. | 5,182 | $39.8 萬 | 0.01% | −1,154−18.2% | 減碼 |
| Stephens Inc | 5,216 | $40.1 萬 | 0.01% | +806+18.3% | 加碼 |
| Swiss Life Asset Management Ltd | 5,382 | $41.4 萬 | 0.00% | +1,349+33.4% | 加碼 |
| Gsa Capital Partners LLP | 5,397 | $41.5 萬 | 0.03% | +5,397 | 新進 |
| Quantbot Technologies LP | 5,401 | $41.5 萬 | 0.02% | +5,401 | 新進 |
| Advisor Resource Council | 5,470 | $42.1 萬 | 0.17% | +148+2.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,541 | $42.6 萬 | 0.04% | −87−1.5% | 減碼 |
| Numerai GP LLC | 5,678 | $43.7 萬 | 0.04% | +5,678 | 新進 |
| Journey Strategic Wealth LLC | 5,748 | $44.2 萬 | 0.01% | +673+13.3% | 加碼 |
| Oppenheimer & Co Inc | 5,793 | $44.5 萬 | 0.01% | +1,691+41.2% | 加碼 |
| Fiduciary Trust Co | 5,910 | $45.4 萬 | 0.01% | −89−1.5% | 減碼 |
| Sierra Summit Advisors LLC | 5,968 | $45.9 萬 | 0.07% | +5,968 | 新進 |
| Evergreen Capital Management LLC | 5,975 | $45.9 萬 | 0.01% | +30+0.5% | 加碼 |
| Commerce Bank | 6,145 | $47.2 萬 | 0.00% | +1,198+24.2% | 加碼 |
| Polen Capital Management LLC | 6,553 | $50.4 萬 | 0.00% | +6,553 | 新進 |
| EP Wealth Advisors, LLC | 6,599 | $50.7 萬 | 0.00% | −375−5.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,749 | $51.9 萬 | 0.01% | +3,721+122.9% | 加碼 |
| AE Wealth Management LLC | 6,917 | $53.2 萬 | 0.00% | +989+16.7% | 加碼 |
| Fisher Asset Management, LLC | 7,100 | $54.6 萬 | 0.00% | +99+1.4% | 加碼 |
| Empowered Funds, LLC | 7,103 | $54.6 萬 | 0.00% | +7,103 | 新進 |
| Mercer Global Advisors Inc | 7,248 | $55.7 萬 | 0.00% | +1,420+24.4% | 加碼 |
| Atom Investors LP | 7,456 | $57.3 萬 | 0.04% | −5,220−41.2% | 減碼 |
| Argos Wealth Advisors, LLC | 7,584 | $58.3 萬 | 0.17% | −1,098−12.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,626 | $58.6 萬 | 0.02% | +545+7.7% | 加碼 |
| Atria Investments LLC | 7,631 | $58.7 萬 | 0.01% | −791−9.4% | 減碼 |
| Picton Mahoney Asset Management | 7,645 | $58.8 萬 | 0.01% | +7,645 | 新進 |
| Public Employees Retirement Association of Colorado | 7,670 | $59.0 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 8,131 | $62.5 萬 | 0.01% | +2,616+47.4% | 加碼 |
| Advisor Group Holdings, Inc. | 8,362 | $64.3 萬 | 0.00% | −261−3.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 8,394 | $64.5 萬 | 0.00% | +2,047+32.3% | 加碼 |
| Ares Systematic Credit Ltd | 9,172 | $64.8 萬 | 0.51% | −1,669−15.4% | 減碼 |
| Assetmark, Inc | 8,546 | $65.7 萬 | 0.00% | −482−5.3% | 減碼 |
| Xponance, Inc. | 8,600 | $66.1 萬 | 0.00% | +1,712+24.9% | 加碼 |
| Keybank National Association | 8,778 | $67.5 萬 | 0.00% | +1,082+14.1% | 加碼 |
| Mackenzie Financial Corp | 8,927 | $68.6 萬 | 0.00% | +3,399+61.5% | 加碼 |
| Bank of Montreal | 9,406 | $72.3 萬 | 0.00% | +3,749+66.3% | 加碼 |
| Hancock Whitney Corp | 6,886 | $72.3 萬 | 0.01% | −384−5.3% | 減碼 |
| Caitong International Asset Management Co., Ltd | 9,622 | $74.0 萬 | 0.14% | +9,622 | 新進 |
| Brinker Capital Investments, LLC | 9,967 | $76.6 萬 | 0.01% | −107−1.1% | 減碼 |
| Horizon Investments, LLC | 10,119 | $77.8 萬 | 0.01% | −3,358−24.9% | 減碼 |
| Cerity Partners LLC | 10,161 | $78.1 萬 | 0.00% | +2,241+28.3% | 加碼 |
| HighTower Advisors, LLC | 10,172 | $78.2 萬 | 0.00% | +5,052+98.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 10,307 | $79.3 萬 | 0.01% | −346−3.2% | 減碼 |
| NorthRock Partners, LLC | 10,531 | $81.0 萬 | 0.01% | +10,531 | 新進 |
| Engineers Gate Manager LP | 10,560 | $81.2 萬 | 0.01% | +10,560 | 新進 |
| Mutual of America Capital Management LLC | 10,590 | $81.4 萬 | 0.01% | +672+6.8% | 加碼 |
| Pathstone Holdings, LLC | 10,679 | $82.1 萬 | 0.00% | +122+1.2% | 加碼 |
| Brevan Howard Capital Management LP | 10,846 | $83.4 萬 | 0.01% | +10,846 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 10,971 | $84.4 萬 | 0.00% | +10,971 | 新進 |
| Allstate Corp | 11,193 | $86.1 萬 | 0.01% | +11,193 | 新進 |