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 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 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 | 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 |
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 |
|---|---|---|---|---|---|
| US Bancorp | 11,455 | $88.1 萬 | 0.00% | −821−6.7% | 減碼 |
| Pacer Advisors, Inc. | 11,527 | $88.6 萬 | 0.00% | −4,602−28.5% | 減碼 |
| Cetera Investment Advisers | 11,569 | $89.0 萬 | 0.00% | −168−1.4% | 減碼 |
| Acadian Asset Management LLC | 11,656 | $89.5 萬 | 0.00% | −1,579−11.9% | 減碼 |
| Teacher Retirement System of Texas | 12,057 | $92.7 萬 | 0.00% | +9,193+321.0% | 加碼 |
| Diametric Capital, LP | 12,212 | $93.9 萬 | 0.25% | +3,182+35.2% | 加碼 |
| Cookson Peirce & Co Inc | 12,358 | $95.0 萬 | 0.04% | +12,358 | 新進 |
| Landscape Capital Management, L.L.C. | 12,486 | $96.0 萬 | 0.06% | −22,382−64.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 12,706 | $97.7 萬 | 0.00% | −974−7.1% | 減碼 |
| CWM Advisors, LLC | 12,927 | $99.4 萬 | 0.06% | +5,065+64.4% | 加碼 |
| American Century Companies Inc | 13,171 | $101.3 萬 | 0.00% | +247+1.9% | 加碼 |
| Caxton Associates LLP | 13,233 | $101.7 萬 | 0.02% | +6,315+91.3% | 加碼 |
| Maryland State Retirement & Pension System | 13,498 | $103.8 萬 | 0.02% | +789+6.2% | 加碼 |
| Virginia Retirement Systems Et Al | 13,550 | $104.2 萬 | 0.01% | −1,500−10.0% | 減碼 |
| Quantinno Capital Management LP | 14,342 | $110.3 萬 | 0.00% | +4,973+53.1% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 14,494 | $111.4 萬 | 0.00% | +3,428+31.0% | 加碼 |
| Sphera Management Technology Funds Ltd | 14,500 | $111.5 萬 | 0.63% | +14,500 | 新進 |
| Sterling Capital Management LLC | 14,716 | $113.2 萬 | 0.02% | −32,625−68.9% | 減碼 |
| ProShare Advisors LLC | 14,721 | $113.2 萬 | 0.00% | −2,417−14.1% | 減碼 |
| Pictet Asset Management Holding SA | 15,177 | $116.7 萬 | 0.00% | +1,619+11.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 15,827 | $121.6 萬 | 0.01% | +349+2.3% | 加碼 |
| Dynamic Technology Lab Private Ltd | 15,854 | $121.9 萬 | 0.20% | +15,854 | 新進 |
| Stifel Financial Corp | 16,156 | $124.2 萬 | 0.00% | +5,813+56.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 16,566 | $127.4 萬 | 0.10% | −2,836−14.6% | 減碼 |
| Baird Financial Group, Inc. | 16,605 | $127.7 萬 | 0.00% | +1,539+10.2% | 加碼 |
| Captrust Financial Advisors | 16,626 | $127.8 萬 | 0.00% | −2,676−13.9% | 減碼 |
| Guggenheim Capital LLC | 16,895 | $129.9 萬 | 0.01% | −1,215−6.7% | 減碼 |
| Jones Financial Companies LLLP | 18,140 | $130.9 萬 | 0.00% | +16,062+773.0% | 加碼 |
| Balyasny Asset Management LLC | 17,199 | $132.2 萬 | 0.00% | −450,141−96.3% | 減碼 |
| NorthCrest Asset Manangement, LLC | 16,807 | $138.9 萬 | 0.04% | −9−0.1% | 減碼 |
| Glenmede Trust Co NA | 18,432 | $141.7 萬 | 0.01% | +589+3.3% | 加碼 |
| KR Capital LP | 18,850 | $144.9 萬 | 0.29% | +18,850 | 新進 |
| Nisa Investment Advisors, LLC | 18,852 | $145.0 萬 | 0.01% | +4,069+27.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 19,661 | $151.2 萬 | 0.00% | +1,403+7.7% | 加碼 |
| Boussard & Gavaudan Investment Management LLP | 20,620 | $151.4 萬 | 0.15% | +20,620 | 新進 |
| Credit Agricole S A | 19,873 | $152.8 萬 | 0.00% | 00.0% | 不變 |
| Havemeyer Place LP | 19,886 | $152.9 萬 | 0.18% | +19,886 | 新進 |
| Icon Advisers Inc | 20,000 | $153.8 萬 | 0.36% | +20,000 | 新進 |
| Parallax Volatility Advisers, L.P. | 20,051 | $154.2 萬 | 0.07% | +51+0.3% | 加碼 |
| KLP Kapitalforvaltning AS | 20,400 | $156.9 萬 | 0.01% | +800+4.1% | 加碼 |
| Campbell Newman Asset Management Inc | 20,957 | $161.1 萬 | 0.13% | +20,957 | 新進 |
| Qube Research & Technologies Ltd | 20,977 | $161.3 萬 | 0.00% | −12,786−37.9% | 減碼 |
| Edgestream Partners, L.P. | 21,015 | $161.6 萬 | 0.05% | −18,135−46.3% | 減碼 |
| Oregon Public Employees Retirement Fund | 21,134 | $162.5 萬 | 0.02% | +1,298+6.5% | 加碼 |
| Amundi | 21,205 | $163.0 萬 | 0.00% | +3,567+20.2% | 加碼 |
| Diker Management LLC | 21,675 | $166.7 萬 | 1.49% | +11,675+116.8% | 加碼 |
| Shay Capital LLC | 22,210 | $170.8 萬 | 0.24% | +22,210 | 新進 |
| Integrated Quantitative Investments LLC | 22,645 | $174.1 萬 | 0.32% | +2,936+14.9% | 加碼 |
| Boston Partners | 22,868 | $175.8 萬 | 0.00% | −9,469−29.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,885 | $176.0 萬 | 0.01% | +1,403+6.5% | 加碼 |
| Fifth Third Bancorp | 22,970 | $176.6 萬 | 0.00% | +22,044+2,380.6% | 加碼 |
| Vanguard Investments Australia, Ltd. | 23,692 | $182.2 萬 | 0.01% | +23,692 | 新進 |
| Blue Jean Financial LLC | 24,092 | $185.2 萬 | 1.53% | +24,092 | 新進 |
| Yousif Capital Management, LLC | 25,059 | $192.7 萬 | 0.02% | +1,487+6.3% | 加碼 |
| Arizona State Retirement System | 25,418 | $195.4 萬 | 0.01% | +1,148+4.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 25,468 | $195.8 萬 | 0.02% | +1,820+7.7% | 加碼 |
| Raymond James Financial Inc | 26,379 | $202.8 萬 | 0.00% | +1,544+6.2% | 加碼 |
| Amalgamated Bank | 26,431 | $203.2 萬 | 0.02% | +1,147+4.5% | 加碼 |
| Handelsbanken Fonder AB | 26,588 | $204.4 萬 | 0.01% | 00.0% | 不變 |
| Moody National Bank Trust Division | 26,915 | $206.9 萬 | 0.20% | −1,253−4.4% | 減碼 |
| PEAK6 LLC | 27,528 | $211.7 萬 | 0.06% | +27,528 | 新進 |
| Gilder Gagnon Howe & Co LLC | 27,631 | $212.5 萬 | 0.03% | −5,840−17.4% | 減碼 |
| Voya Investment Management LLC | 28,427 | $218.6 萬 | 0.00% | +106+0.4% | 加碼 |
| Maxi Investments CY Ltd | 29,000 | $223.0 萬 | 0.49% | +29,000 | 新進 |
| Connors Investor Services Inc | 29,569 | $227.4 萬 | 0.21% | −31,085−51.2% | 減碼 |
| Militia Capital Management LLC | 30,000 | $230.7 萬 | 0.52% | +30,000 | 新進 |
| Teachers Retirement System of the State of Kentucky | 30,066 | $231.1 萬 | 0.02% | +8,355+38.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 30,283 | $232.8 萬 | 0.03% | +18,266+152.0% | 加碼 |
| Lisanti Capital Growth, LLC | 30,785 | $236.7 萬 | 0.60% | −23,255−43.0% | 減碼 |
| Miracle Mile Advisors, LLC | 30,888 | $237.5 萬 | 0.03% | 00.0% | 不變 |
| Persistent Asset Partners Ltd | 31,355 | $241.1 萬 | 0.94% | +31,355 | 新進 |
| Paloma Partners Management Co | 31,500 | $242.2 萬 | 1.37% | +31,500 | 新進 |
| State of New Jersey Common Pension Fund D | 32,933 | $253.2 萬 | 0.01% | −1,461−4.2% | 減碼 |
| LPL Financial LLC | 33,269 | $255.8 萬 | 0.00% | +6,678+25.1% | 加碼 |
| Barclays PLC | 33,338 | $256.3 萬 | 0.00% | −106,755−76.2% | 減碼 |
| State of Tennessee, Treasury Department | 34,877 | $268.2 萬 | 0.01% | +655+1.9% | 加碼 |
| Natixis Advisors, L.P. | 34,884 | $268.2 萬 | 0.00% | −2,934−7.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,166 | $270.4 萬 | 0.01% | +5,867+20.0% | 加碼 |
| XTX Topco Ltd | 35,633 | $274.0 萬 | 0.05% | +27,960+364.4% | 加碼 |
| Twinbeech Capital LP | 36,808 | $283.0 萬 | 0.29% | +36,808 | 新進 |
| Legato Capital Management LLC | 36,852 | $283.4 萬 | 0.26% | −1,983−5.1% | 減碼 |
| Congress Asset Management Co | 36,978 | $284.3 萬 | 0.02% | +36,978 | 新進 |
| Knights of Columbus Asset Advisors LLC | 37,394 | $287.5 萬 | 0.16% | −239−0.6% | 減碼 |
| Gotham Asset Management, LLC | 37,852 | $291.0 萬 | 0.01% | +9,092+31.6% | 加碼 |
| Royal Bank of Canada | 37,934 | $291.7 萬 | 0.00% | −8,275−17.9% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 38,939 | $299.4 萬 | 0.66% | −9,900−20.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 38,980 | $299.7 萬 | 0.03% | 00.0% | 不變 |
| Intech Investment Management LLC | 39,032 | $300.1 萬 | 0.03% | −4,019−9.3% | 減碼 |
| Scalar Gauge Management, LLC | 40,000 | $307.6 萬 | 2.97% | +40,000 | 新進 |
| Janney Montgomery Scott LLC | 40,582 | $312.0 萬 | 0.01% | +1,899+4.9% | 加碼 |
| Truist Financial Corp | 40,737 | $313.2 萬 | 0.00% | +31,512+341.6% | 加碼 |
| Louisiana State Employees Retirement System | 41,000 | $315.2 萬 | 0.06% | +1,300+3.3% | 加碼 |
| Katamaran Capital LLP | 41,082 | $315.9 萬 | 2.81% | +24,567+148.8% | 加碼 |
| Jefferies Financial Group Inc. | 41,317 | $317.7 萬 | 0.04% | +41,317 | 新進 |
| Vanguard Global Advisers, LLC | 41,828 | $321.6 萬 | 0.00% | +41,828 | 新進 |
| SummitTX Capital, L.P. | 42,218 | $324.6 萬 | 0.10% | −82,506−66.2% | 減碼 |
| Scotia Capital Inc. | 42,498 | $326.8 萬 | 0.01% | −105−0.2% | 減碼 |
| Van Eck Associates Corp | 42,551 | $327.2 萬 | 0.00% | −15,750−27.0% | 減碼 |
| Oak Ridge Investments LLC | 43,375 | $333.5 萬 | 0.22% | +476+1.1% | 加碼 |
| Los Angeles Capital Management LLC | 44,626 | $343.1 萬 | 0.01% | −4,689−9.5% | 減碼 |