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 |
|---|---|---|---|---|---|
| G2 Investment Partners Management LLC | 44,898 | $345.2 萬 | 0.85% | +44,898 | 新進 |
| Manufacturers Life Insurance Company, The | 45,616 | $350.7 萬 | 0.00% | +1,778+4.1% | 加碼 |
| Walleye Capital LLC | 45,730 | $351.6 萬 | 0.02% | +10,630+30.3% | 加碼 |
| Illinois Municipal Retirement Fund | 46,556 | $358.0 萬 | 0.05% | +2,750+6.3% | 加碼 |
| Two Sigma Investments, LP | 48,909 | $376.1 萬 | 0.00% | −166,445−77.3% | 減碼 |
| State of Alaska, Department of Revenue | 49,897 | $383.6 萬 | 0.04% | +1,571+3.3% | 加碼 |
| Susquehanna International Group, LLP | 49,956 | $384.1 萬 | 0.00% | +49,956 | 新進 |
| Creative Planning | 50,087 | $385.1 萬 | 0.00% | +6,218+14.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 50,466 | $388.0 萬 | 0.01% | −7,037−12.2% | 減碼 |
| STRS Ohio | 50,500 | $388.3 萬 | 0.02% | +2,400+5.0% | 加碼 |
| Essex Investment Management Co LLC | 50,644 | $389.4 萬 | 0.62% | +937+1.9% | 加碼 |
| MetLife Investment Management | 51,848 | $398.7 萬 | 0.02% | +2,929+6.0% | 加碼 |
| Kornitzer Capital Management Inc | 54,115 | $416.1 萬 | 0.09% | +54,115 | 新進 |
| Envestnet Asset Management Inc | 55,107 | $423.7 萬 | 0.00% | −2,813−4.9% | 減碼 |
| Heartland Advisors Inc | 56,253 | $432.5 萬 | 0.22% | −8,079−12.6% | 減碼 |
| JB Capital LLC | 58,623 | $450.8 萬 | 0.18% | −8,461−12.6% | 減碼 |
| Freestone Grove Partners LP | 58,824 | $452.3 萬 | 0.03% | −218,810−78.8% | 減碼 |
| BNP Paribas Arbitrage, SA | 59,377 | $456.5 萬 | 0.00% | −195,893−76.7% | 減碼 |
| Tudor Investment Corp Et Al | 60,153 | $462.5 萬 | 0.02% | +60,153 | 新進 |
| Janus Henderson Group PLC | 61,443 | $472.3 萬 | 0.00% | +5,699+10.2% | 加碼 |
| Thrivent Financial for Lutherans | 61,768 | $474.9 萬 | 0.01% | +2,144+3.6% | 加碼 |
| Armistice Capital, LLC | 61,891 | $475.9 萬 | 0.16% | +61,891 | 新進 |
| AQR Capital Management LLC | 62,332 | $479.3 萬 | 0.00% | −48−0.1% | 減碼 |
| Moody Aldrich Partners LLC | 64,326 | $494.6 萬 | 0.89% | +5,340+9.1% | 加碼 |
| EFG International AG | 65,288 | $501.8 萬 | 0.11% | −23,413−26.4% | 減碼 |
| Jain Global LLC | 67,336 | $517.7 萬 | 0.07% | −31,063−31.6% | 減碼 |
| Nicholas Investment Partners, LP | 72,321 | $556.1 萬 | 0.40% | +7,922+12.3% | 加碼 |
| AYAL Capital Advisors Ltd | 72,400 | $556.7 萬 | 2.85% | +72,400 | 新進 |
| Polar Asset Management Partners Inc. | 74,107 | $569.8 萬 | 0.14% | −204,576−73.4% | 減碼 |
| New York State Teachers Retirement System | 76,582 | $588.8 萬 | 0.01% | −5,720−7.0% | 減碼 |
| Bridgewater Associates, LP | 76,935 | $591.6 萬 | 0.03% | +76,935 | 新進 |
| Great West Life Assurance Co | 77,422 | $595.3 萬 | 0.01% | +3,061+4.1% | 加碼 |
| Mizuho Markets Americas LLC | 81,145 | $623.9 萬 | 0.17% | −3,530−4.2% | 減碼 |
| Vanguard Asset Management, Ltd | 82,220 | $632.2 萬 | 0.01% | +82,220 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 82,569 | $634.9 萬 | 0.09% | 00.0% | 不變 |
| Bessemer Group Inc | 89,286 | $686.5 萬 | 0.01% | +25,947+41.0% | 加碼 |
| Hodges Capital Management Inc. | 89,525 | $688.4 萬 | 0.57% | +7,202+8.7% | 加碼 |
| Nordea Investment Management AB | 99,624 | $727.3 萬 | 0.01% | −4,797−4.6% | 減碼 |
| Prudential Financial Inc | 94,823 | $729.1 萬 | 0.01% | +13,600+16.7% | 加碼 |
| Banco Santander, S.A. | 95,000 | $730.5 萬 | 0.06% | +10,000+11.8% | 加碼 |
| FMR LLC | 96,673 | $743.3 萬 | 0.00% | +81,176+523.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 97,140 | $746.9 萬 | 0.04% | +97,140 | 新進 |
| California State Teachers Retirement System | 102,818 | $790.6 萬 | 0.01% | +20,408+24.8% | 加碼 |
| Castleark Management LLC | 107,758 | $828.6 萬 | 0.27% | +4,800+4.7% | 加碼 |
| Algert Global LLC | 112,129 | $862.2 萬 | 0.13% | +16,165+16.8% | 加碼 |
| Russell Investments Group, Ltd. | 113,457 | $872.4 萬 | 0.01% | −8,613−7.1% | 減碼 |
| First Trust Advisors LP | 116,061 | $892.4 萬 | 0.01% | +8,986+8.4% | 加碼 |
| Pier Capital, LLC | 122,962 | $945.5 萬 | 1.56% | +73,753+149.9% | 加碼 |
| SG Americas Securities, LLC | 125,582 | $965.6 萬 | 0.01% | +17,757+16.5% | 加碼 |
| State of Wisconsin Investment Board | 132,249 | $1,017 萬 | 0.02% | −22,413−14.5% | 減碼 |
| Federated Hermes, Inc. | 134,070 | $1,031 萬 | 0.02% | +58,619+77.7% | 加碼 |
| Man Group plc | 135,283 | $1,040 萬 | 0.02% | +35,662+35.8% | 加碼 |
| California Public Employees Retirement System | 141,886 | $1,091 萬 | 0.01% | +141,886 | 新進 |
| Great Lakes Advisors, LLC | 145,150 | $1,116 萬 | 0.09% | +869+0.6% | 加碼 |
| Deutsche Bank AG | 147,893 | $1,137 萬 | 0.00% | +10,311+7.5% | 加碼 |
| Boothbay Fund Management, LLC | 159,802 | $1,229 萬 | 0.29% | +159,802 | 新進 |
| Allspring Global Investments Holdings, LLC | 157,462 | $1,260 萬 | 0.02% | +1,886+1.2% | 加碼 |
| Wells Fargo & Company | 165,787 | $1,275 萬 | 0.00% | −71,837−30.2% | 減碼 |
| Royce & Associates LP | 166,639 | $1,281 萬 | 0.13% | +59,022+54.8% | 加碼 |
| Cooper Creek Partners Management LLC | 167,452 | $1,288 萬 | 0.62% | −446,781−72.7% | 減碼 |
| UBS Asset Management Americas Inc | 169,678 | $1,305 萬 | 0.00% | −40,700−19.3% | 減碼 |
| WCM Investment Management, LLC | 186,844 | $1,319 萬 | 0.03% | −97,503−34.3% | 減碼 |
| ExodusPoint Capital Management, LP | 173,030 | $1,330 萬 | 0.13% | +83,246+92.7% | 加碼 |
| Swiss National Bank | 183,000 | $1,407 萬 | 0.01% | +11,800+6.9% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 184,421 | $1,418 萬 | 0.02% | −17,463−8.7% | 減碼 |
| Victory Capital Management Inc | 195,504 | $1,503 萬 | 0.01% | +2,880+1.5% | 加碼 |
| Andar Capital Management HK Ltd | 196,000 | $1,507 萬 | 12.89% | +6,475+3.4% | 加碼 |
| Trexquant Investment LP | 199,945 | $1,537 萬 | 0.11% | +199,945 | 新進 |
| Price T Rowe Associates Inc | 202,867 | $1,560 萬 | 0.00% | +21,003+11.5% | 加碼 |
| Legal & General Group Plc | 209,025 | $1,607 萬 | 0.00% | −7,308−3.4% | 減碼 |
| Think Investments LP | 217,200 | $1,670 萬 | 2.25% | −449,200−67.4% | 減碼 |
| Voloridge Investment Management, LLC | 230,081 | $1,769 萬 | 0.07% | +230,081 | 新進 |
| Rhumbline Advisers | 247,262 | $1,901 萬 | 0.02% | +18,802+8.2% | 加碼 |
| Ardsley Advisory Partners LP | 258,750 | $1,990 萬 | 3.03% | +21,750+9.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 261,111 | $2,008 萬 | 0.15% | −29,081−10.0% | 減碼 |
| E20 Capital Ltd | 283,643 | $2,181 萬 | 2.05% | +283,643 | 新進 |
| Emerald Mutual Fund Advisers Trust | 285,037 | $2,192 萬 | 1.06% | 00.0% | 不變 |
| Broad Bay Capital Management, LP | 316,000 | $2,430 萬 | 2.50% | +316,000 | 新進 |
| New York State Common Retirement Fund | 326,158 | $2,508 萬 | 0.04% | −104,285−24.2% | 減碼 |
| LMR Partners LLP | 329,121 | $2,531 萬 | 0.23% | −57,689−14.9% | 減碼 |
| Public Sector Pension Investment Board | 331,067 | $2,546 萬 | 0.08% | +30,788+10.3% | 加碼 |
| Portolan Capital Management, LLC | 332,327 | $2,555 萬 | 1.36% | −176,328−34.7% | 減碼 |
| Fred Alger Management, LLC | 335,608 | $2,580 萬 | 0.11% | −524,247−61.0% | 減碼 |
| Fiera Capital Corp | 340,536 | $2,618 萬 | 0.09% | +10,545+3.2% | 加碼 |
| Sora Investors LLC | 344,047 | $2,645 萬 | 2.44% | +6,556+1.9% | 加碼 |
| Franklin Resources Inc | 352,892 | $2,713 萬 | 0.01% | +335,271+1,902.7% | 加碼 |
| SEI Investments Co | 357,875 | $2,752 萬 | 0.03% | +142,197+65.9% | 加碼 |
| Dimensional Fund Advisors LP | 370,150 | $2,844 萬 | 0.01% | +425+0.1% | 加碼 |
| Granahan Investment Management Inc | 370,642 | $2,850 萬 | 1.38% | −47,585−11.4% | 減碼 |
| Clearline Capital LP | 383,189 | $2,946 萬 | 2.29% | +97,222+34.0% | 加碼 |
| Park West Asset Management LLC | 385,000 | $2,960 萬 | 2.61% | +385,000 | 新進 |
| Schonfeld Strategic Advisors LLC | 387,335 | $2,978 萬 | 0.24% | −275−0.1% | 減碼 |
| Cramer Rosenthal McGlynn LLC | 414,535 | $3,187 萬 | 2.34% | +414,535 | 新進 |
| Lord, Abbett & Co. LLC | 438,924 | $3,375 萬 | 0.11% | +156,031+55.2% | 加碼 |
| Principal Financial Group Inc | 452,553 | $3,480 萬 | 0.02% | +37,572+9.1% | 加碼 |
| Emerald Advisers, LLC | 457,018 | $3,514 萬 | 1.11% | −13,733−2.9% | 減碼 |
| GW&K Investment Management, LLC | 477,525 | $3,672 萬 | 0.32% | +64,956+15.7% | 加碼 |
| Squarepoint Ops LLC | 478,586 | $3,680 萬 | 0.08% | +364,138+318.2% | 加碼 |
| Palisade Capital Management LLC | 480,970 | $3,698 萬 | 1.23% | −106,726−18.2% | 減碼 |
| Bank of New York Mellon Corp | 505,504 | $3,887 萬 | 0.01% | +9,991+2.0% | 加碼 |