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 |
|---|---|---|---|---|---|
| Citigroup Inc | 510,409 | $3,925 萬 | 0.02% | +483,880+1,824.0% | 加碼 |
| Capital International Investors | 537,298 | $4,131 萬 | 0.01% | 00.0% | 不變 |
| Atreides Management, LP | 541,812 | $4,166 萬 | 1.01% | −149,779−21.7% | 減碼 |
| Colony Capital, Inc. | 561,111 | $4,314 萬 | 2.74% | +561,111 | 新進 |
| Driehaus Capital Management LLC | 628,456 | $4,832 萬 | 0.36% | −302,849−32.5% | 減碼 |
| Vanguard Fiduciary Trust Co | 644,764 | $4,958 萬 | 0.01% | +644,764 | 新進 |
| Schroder Investment Management Group | 731,179 | $5,163 萬 | 0.04% | −99,749−12.0% | 減碼 |
| Jennison Associates LLC | 744,380 | $5,724 萬 | 0.04% | +100,552+15.6% | 加碼 |
| JPMorgan Chase & Co | 816,875 | $5,768 萬 | 0.00% | +433,194+112.9% | 加碼 |
| Nuveen, LLC | 771,120 | $5,929 萬 | 0.02% | −267,110−25.7% | 減碼 |
| Invesco Ltd. | 771,499 | $5,932 萬 | 0.01% | −479,605−38.3% | 減碼 |
| Jane Street Group, LLC | 772,812 | $5,942 萬 | 0.06% | +590,488+323.9% | 加碼 |
| Assenagon Asset Management S.A. | 781,003 | $6,005 萬 | 0.10% | +596,373+323.0% | 加碼 |
| Dorsal Capital Management, LLC | 800,000 | $6,151 萬 | 2.45% | +800,000 | 新進 |
| Marshall Wace, LLP | 869,066 | $6,682 萬 | 0.07% | +852,300+5,083.5% | 加碼 |
| UBS Group AG | 891,661 | $6,856 萬 | 0.01% | +290,537+48.3% | 加碼 |
| Goldman Sachs Group Inc | 900,914 | $6,927 萬 | 0.01% | +123,233+15.8% | 加碼 |
| Northern Trust Corp | 993,350 | $7,638 萬 | 0.01% | +71,581+7.8% | 加碼 |
| Charles Schwab Investment Management Inc | 996,680 | $7,663 萬 | 0.01% | +12,489+1.3% | 加碼 |
| Citadel Advisors LLC | 1,105,555 | $8,501 萬 | 0.06% | −564,663−33.8% | 減碼 |
| Neuberger Berman Group LLC | 1,124,022 | $8,618 萬 | 0.07% | +192,075+20.6% | 加碼 |
| Bank of America Corp | 1,143,314 | $8,791 萬 | 0.01% | +135,287+13.4% | 加碼 |
| Westfield Capital Management Co LP | 1,280,594 | $9,846 萬 | 0.41% | −1,168,018−47.7% | 減碼 |
| Morgan Stanley | 1,416,028 | $1.09 億 | 0.01% | +26,771+1.9% | 加碼 |
| Artisan Partners Limited Partnership | 1,558,034 | $1.20 億 | 0.20% | +1,064,429+215.6% | 加碼 |
| Millennium Management LLC | 1,965,682 | $1.51 億 | 0.11% | +923,952+88.7% | 加碼 |
| Disciplined Growth Investors Inc | 2,206,748 | $1.70 億 | 3.47% | −594,543−21.2% | 減碼 |
| Nomura Asset Management International Inc. | 2,223,154 | $1.71 億 | 0.29% | −230,140−9.4% | 減碼 |
| Alliancebernstein L.P. | 2,366,311 | $1.74 億 | 0.06% | −598,878−20.2% | 減碼 |
| Hood River Capital Management LLC | 2,287,529 | $1.76 億 | 1.76% | +51,305+2.3% | 加碼 |
| Wellington Management Group LLP | 2,384,473 | $1.83 億 | 0.03% | +44,130+1.9% | 加碼 |
| Geode Capital Management, LLC | 2,526,461 | $1.94 億 | 0.01% | +427,428+20.4% | 加碼 |
| State Street Corp | 4,059,266 | $3.12 億 | 0.01% | +211,021+5.5% | 加碼 |
| Vanguard Capital Management LLC | 4,145,176 | $3.19 億 | 0.01% | +4,145,176 | 新進 |
| Capital Research Global Investors | 4,152,082 | $3.19 億 | 0.05% | −350,638−7.8% | 減碼 |
| Vanguard Portfolio Management LLC | 6,922,634 | $5.32 億 | 0.03% | +6,922,634 | 新進 |
| Ameriprise Financial Inc | 7,450,380 | $5.73 億 | 0.13% | −101,872−1.3% | 減碼 |
| BlackRock, Inc. | 14,222,219 | $10.9 億 | 0.02% | +1,033,164+7.8% | 加碼 |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −3,901,469−100.0% | 清倉 |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,987,888−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,208,272−100.0% | 清倉 |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −283,726−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −94,424−100.0% | 清倉 |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −82,221−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −47,883−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −47,654−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −41,300−100.0% | 清倉 |
| CSS LLC | 0 | $0 | 0.00% | −38,535−100.0% | 清倉 |
| Optimize Financial Inc | 0 | $0 | 0.00% | −23,112−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −17,605−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −14,200−100.0% | 清倉 |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −13,796−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −11,504−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,263−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −10,900−100.0% | 清倉 |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −10,071−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,936−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −8,100−100.0% | 清倉 |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −6,724−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,437−100.0% | 清倉 |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −4,691−100.0% | 清倉 |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −4,226−100.0% | 清倉 |
| Mangrove Partners | 0 | $0 | 0.00% | −3,724−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,064−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −3,036−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −3,001−100.0% | 清倉 |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −2,948−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,754−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,729−100.0% | 清倉 |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,833−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,521−100.0% | 清倉 |
| Quest Partners LLC | 0 | $0 | 0.00% | −437−100.0% | 清倉 |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −321−100.0% | 清倉 |
| Financially Speaking Inc | 0 | $0 | 0.00% | −250−100.0% | 清倉 |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −153−100.0% | 清倉 |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −85−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −45−100.0% | 清倉 |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Optima Capital LLC | 0 | $0 | 0.00% | −7−100.0% | 清倉 |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −6−100.0% | 清倉 |
| DV Trading LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Vanguard Group Inc | – | – | – | – | 本季未申報 |
| Norges Bank | – | – | – | – | 本季未申報 |
| Comerica Bank | – | – | – | – | 本季未申報 |
| CIBC World Markets Corp | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |
| CIBC Private Wealth Group, LLC | – | – | – | – | 本季未申報 |
| Motiv8 Investments LLC | – | – | – | – | 本季未申報 |