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、14 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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 99,624 | $727.3 萬 | 0.01% | −4,797−4.6% | 減碼 |
| Hodges Capital Management Inc. | 89,525 | $688.4 萬 | 0.57% | +7,202+8.7% | 加碼 |
| Bessemer Group Inc | 89,286 | $686.5 萬 | 0.01% | +25,947+41.0% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 82,569 | $634.9 萬 | 0.09% | 00.0% | 不變 |
| Vanguard Asset Management, Ltd | 82,220 | $632.2 萬 | 0.01% | +82,220 | 新進 |
| Mizuho Markets Americas LLC | 81,145 | $623.9 萬 | 0.17% | −3,530−4.2% | 減碼 |
| Great West Life Assurance Co | 77,422 | $595.3 萬 | 0.01% | +3,061+4.1% | 加碼 |
| Bridgewater Associates, LP | 76,935 | $591.6 萬 | 0.03% | +76,935 | 新進 |
| New York State Teachers Retirement System | 76,582 | $588.8 萬 | 0.01% | −5,720−7.0% | 減碼 |
| Polar Asset Management Partners Inc. | 74,107 | $569.8 萬 | 0.14% | −204,576−73.4% | 減碼 |
| AYAL Capital Advisors Ltd | 72,400 | $556.7 萬 | 2.85% | +72,400 | 新進 |
| Nicholas Investment Partners, LP | 72,321 | $556.1 萬 | 0.40% | +7,922+12.3% | 加碼 |
| Jain Global LLC | 67,336 | $517.7 萬 | 0.07% | −31,063−31.6% | 減碼 |
| EFG International AG | 65,288 | $501.8 萬 | 0.11% | −23,413−26.4% | 減碼 |
| Moody Aldrich Partners LLC | 64,326 | $494.6 萬 | 0.89% | +5,340+9.1% | 加碼 |
| AQR Capital Management LLC | 62,332 | $479.3 萬 | 0.00% | −48−0.1% | 減碼 |
| Armistice Capital, LLC | 61,891 | $475.9 萬 | 0.16% | +61,891 | 新進 |
| Thrivent Financial for Lutherans | 61,768 | $474.9 萬 | 0.01% | +2,144+3.6% | 加碼 |
| Janus Henderson Group PLC | 61,443 | $472.3 萬 | 0.00% | +5,699+10.2% | 加碼 |
| Tudor Investment Corp Et Al | 60,153 | $462.5 萬 | 0.02% | +60,153 | 新進 |
| BNP Paribas Arbitrage, SA | 59,377 | $456.5 萬 | 0.00% | −195,893−76.7% | 減碼 |
| Freestone Grove Partners LP | 58,824 | $452.3 萬 | 0.03% | −218,810−78.8% | 減碼 |
| JB Capital LLC | 58,623 | $450.8 萬 | 0.18% | −8,461−12.6% | 減碼 |
| Heartland Advisors Inc | 56,253 | $432.5 萬 | 0.22% | −8,079−12.6% | 減碼 |
| Envestnet Asset Management Inc | 55,107 | $423.7 萬 | 0.00% | −2,813−4.9% | 減碼 |
| Kornitzer Capital Management Inc | 54,115 | $416.1 萬 | 0.09% | +54,115 | 新進 |
| MetLife Investment Management | 51,848 | $398.7 萬 | 0.02% | +2,929+6.0% | 加碼 |
| Essex Investment Management Co LLC | 50,644 | $389.4 萬 | 0.62% | +937+1.9% | 加碼 |
| STRS Ohio | 50,500 | $388.3 萬 | 0.02% | +2,400+5.0% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 50,466 | $388.0 萬 | 0.01% | −7,037−12.2% | 減碼 |
| Creative Planning | 50,087 | $385.1 萬 | 0.00% | +6,218+14.2% | 加碼 |
| Susquehanna International Group, LLP | 49,956 | $384.1 萬 | 0.00% | +49,956 | 新進 |
| State of Alaska, Department of Revenue | 49,897 | $383.6 萬 | 0.04% | +1,571+3.3% | 加碼 |
| Two Sigma Investments, LP | 48,909 | $376.1 萬 | 0.00% | −166,445−77.3% | 減碼 |
| Illinois Municipal Retirement Fund | 46,556 | $358.0 萬 | 0.05% | +2,750+6.3% | 加碼 |
| Walleye Capital LLC | 45,730 | $351.6 萬 | 0.02% | +10,630+30.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 45,616 | $350.7 萬 | 0.00% | +1,778+4.1% | 加碼 |
| G2 Investment Partners Management LLC | 44,898 | $345.2 萬 | 0.85% | +44,898 | 新進 |
| Los Angeles Capital Management LLC | 44,626 | $343.1 萬 | 0.01% | −4,689−9.5% | 減碼 |
| Oak Ridge Investments LLC | 43,375 | $333.5 萬 | 0.22% | +476+1.1% | 加碼 |
| Van Eck Associates Corp | 42,551 | $327.2 萬 | 0.00% | −15,750−27.0% | 減碼 |
| Scotia Capital Inc. | 42,498 | $326.8 萬 | 0.01% | −105−0.2% | 減碼 |
| SummitTX Capital, L.P. | 42,218 | $324.6 萬 | 0.10% | −82,506−66.2% | 減碼 |
| Vanguard Global Advisers, LLC | 41,828 | $321.6 萬 | 0.00% | +41,828 | 新進 |
| Jefferies Financial Group Inc. | 41,317 | $317.7 萬 | 0.04% | +41,317 | 新進 |
| Katamaran Capital LLP | 41,082 | $315.9 萬 | 2.81% | +24,567+148.8% | 加碼 |
| Louisiana State Employees Retirement System | 41,000 | $315.2 萬 | 0.06% | +1,300+3.3% | 加碼 |
| Truist Financial Corp | 40,737 | $313.2 萬 | 0.00% | +31,512+341.6% | 加碼 |
| Janney Montgomery Scott LLC | 40,582 | $312.0 萬 | 0.01% | +1,899+4.9% | 加碼 |
| Scalar Gauge Management, LLC | 40,000 | $307.6 萬 | 2.97% | +40,000 | 新進 |
| Intech Investment Management LLC | 39,032 | $300.1 萬 | 0.03% | −4,019−9.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 38,980 | $299.7 萬 | 0.03% | 00.0% | 不變 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 38,939 | $299.4 萬 | 0.66% | −9,900−20.3% | 減碼 |
| Royal Bank of Canada | 37,934 | $291.7 萬 | 0.00% | −8,275−17.9% | 減碼 |
| Gotham Asset Management, LLC | 37,852 | $291.0 萬 | 0.01% | +9,092+31.6% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 37,394 | $287.5 萬 | 0.16% | −239−0.6% | 減碼 |
| Congress Asset Management Co | 36,978 | $284.3 萬 | 0.02% | +36,978 | 新進 |
| Legato Capital Management LLC | 36,852 | $283.4 萬 | 0.26% | −1,983−5.1% | 減碼 |
| Twinbeech Capital LP | 36,808 | $283.0 萬 | 0.29% | +36,808 | 新進 |
| XTX Topco Ltd | 35,633 | $274.0 萬 | 0.05% | +27,960+364.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,166 | $270.4 萬 | 0.01% | +5,867+20.0% | 加碼 |
| Natixis Advisors, L.P. | 34,884 | $268.2 萬 | 0.00% | −2,934−7.8% | 減碼 |
| State of Tennessee, Treasury Department | 34,877 | $268.2 萬 | 0.01% | +655+1.9% | 加碼 |
| Barclays PLC | 33,338 | $256.3 萬 | 0.00% | −106,755−76.2% | 減碼 |
| LPL Financial LLC | 33,269 | $255.8 萬 | 0.00% | +6,678+25.1% | 加碼 |
| State of New Jersey Common Pension Fund D | 32,933 | $253.2 萬 | 0.01% | −1,461−4.2% | 減碼 |
| Paloma Partners Management Co | 31,500 | $242.2 萬 | 1.37% | +31,500 | 新進 |
| Persistent Asset Partners Ltd | 31,355 | $241.1 萬 | 0.94% | +31,355 | 新進 |
| Miracle Mile Advisors, LLC | 30,888 | $237.5 萬 | 0.03% | 00.0% | 不變 |
| Lisanti Capital Growth, LLC | 30,785 | $236.7 萬 | 0.60% | −23,255−43.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 30,283 | $232.8 萬 | 0.03% | +18,266+152.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 30,066 | $231.1 萬 | 0.02% | +8,355+38.5% | 加碼 |
| Militia Capital Management LLC | 30,000 | $230.7 萬 | 0.52% | +30,000 | 新進 |
| Connors Investor Services Inc | 29,569 | $227.4 萬 | 0.21% | −31,085−51.2% | 減碼 |
| Maxi Investments CY Ltd | 29,000 | $223.0 萬 | 0.49% | +29,000 | 新進 |
| Voya Investment Management LLC | 28,427 | $218.6 萬 | 0.00% | +106+0.4% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 27,631 | $212.5 萬 | 0.03% | −5,840−17.4% | 減碼 |
| PEAK6 LLC | 27,528 | $211.7 萬 | 0.06% | +27,528 | 新進 |
| Moody National Bank Trust Division | 26,915 | $206.9 萬 | 0.20% | −1,253−4.4% | 減碼 |
| Handelsbanken Fonder AB | 26,588 | $204.4 萬 | 0.01% | 00.0% | 不變 |
| Amalgamated Bank | 26,431 | $203.2 萬 | 0.02% | +1,147+4.5% | 加碼 |
| Raymond James Financial Inc | 26,379 | $202.8 萬 | 0.00% | +1,544+6.2% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 25,468 | $195.8 萬 | 0.02% | +1,820+7.7% | 加碼 |
| Arizona State Retirement System | 25,418 | $195.4 萬 | 0.01% | +1,148+4.7% | 加碼 |
| Yousif Capital Management, LLC | 25,059 | $192.7 萬 | 0.02% | +1,487+6.3% | 加碼 |
| Blue Jean Financial LLC | 24,092 | $185.2 萬 | 1.53% | +24,092 | 新進 |
| Vanguard Investments Australia, Ltd. | 23,692 | $182.2 萬 | 0.01% | +23,692 | 新進 |
| Fifth Third Bancorp | 22,970 | $176.6 萬 | 0.00% | +22,044+2,380.6% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,885 | $176.0 萬 | 0.01% | +1,403+6.5% | 加碼 |
| Boston Partners | 22,868 | $175.8 萬 | 0.00% | −9,469−29.3% | 減碼 |
| Integrated Quantitative Investments LLC | 22,645 | $174.1 萬 | 0.32% | +2,936+14.9% | 加碼 |
| Shay Capital LLC | 22,210 | $170.8 萬 | 0.24% | +22,210 | 新進 |
| Diker Management LLC | 21,675 | $166.7 萬 | 1.49% | +11,675+116.8% | 加碼 |
| Amundi | 21,205 | $163.0 萬 | 0.00% | +3,567+20.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 21,134 | $162.5 萬 | 0.02% | +1,298+6.5% | 加碼 |
| Edgestream Partners, L.P. | 21,015 | $161.6 萬 | 0.05% | −18,135−46.3% | 減碼 |
| Qube Research & Technologies Ltd | 20,977 | $161.3 萬 | 0.00% | −12,786−37.9% | 減碼 |
| Campbell Newman Asset Management Inc | 20,957 | $161.1 萬 | 0.13% | +20,957 | 新進 |
| KLP Kapitalforvaltning AS | 20,400 | $156.9 萬 | 0.01% | +800+4.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 20,051 | $154.2 萬 | 0.07% | +51+0.3% | 加碼 |