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 |
|---|---|---|---|---|---|
| Icon Advisers Inc | 20,000 | $153.8 萬 | 0.36% | +20,000 | 新進 |
| Havemeyer Place LP | 19,886 | $152.9 萬 | 0.18% | +19,886 | 新進 |
| Credit Agricole S A | 19,873 | $152.8 萬 | 0.00% | 00.0% | 不變 |
| Boussard & Gavaudan Investment Management LLP | 20,620 | $151.4 萬 | 0.15% | +20,620 | 新進 |
| State Board of Administration of Florida Retirement System | 19,661 | $151.2 萬 | 0.00% | +1,403+7.7% | 加碼 |
| Nisa Investment Advisors, LLC | 18,852 | $145.0 萬 | 0.01% | +4,069+27.5% | 加碼 |
| KR Capital LP | 18,850 | $144.9 萬 | 0.29% | +18,850 | 新進 |
| Glenmede Trust Co NA | 18,432 | $141.7 萬 | 0.01% | +589+3.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 16,807 | $138.9 萬 | 0.04% | −9−0.1% | 減碼 |
| Balyasny Asset Management LLC | 17,199 | $132.2 萬 | 0.00% | −450,141−96.3% | 減碼 |
| Jones Financial Companies LLLP | 18,140 | $130.9 萬 | 0.00% | +16,062+773.0% | 加碼 |
| Guggenheim Capital LLC | 16,895 | $129.9 萬 | 0.01% | −1,215−6.7% | 減碼 |
| Captrust Financial Advisors | 16,626 | $127.8 萬 | 0.00% | −2,676−13.9% | 減碼 |
| Baird Financial Group, Inc. | 16,605 | $127.7 萬 | 0.00% | +1,539+10.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 16,566 | $127.4 萬 | 0.10% | −2,836−14.6% | 減碼 |
| Stifel Financial Corp | 16,156 | $124.2 萬 | 0.00% | +5,813+56.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 15,854 | $121.9 萬 | 0.20% | +15,854 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 15,827 | $121.6 萬 | 0.01% | +349+2.3% | 加碼 |
| Pictet Asset Management Holding SA | 15,177 | $116.7 萬 | 0.00% | +1,619+11.9% | 加碼 |
| ProShare Advisors LLC | 14,721 | $113.2 萬 | 0.00% | −2,417−14.1% | 減碼 |
| Sterling Capital Management LLC | 14,716 | $113.2 萬 | 0.02% | −32,625−68.9% | 減碼 |
| Sphera Management Technology Funds Ltd | 14,500 | $111.5 萬 | 0.63% | +14,500 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 14,494 | $111.4 萬 | 0.00% | +3,428+31.0% | 加碼 |
| Quantinno Capital Management LP | 14,342 | $110.3 萬 | 0.00% | +4,973+53.1% | 加碼 |
| Virginia Retirement Systems Et Al | 13,550 | $104.2 萬 | 0.01% | −1,500−10.0% | 減碼 |
| Maryland State Retirement & Pension System | 13,498 | $103.8 萬 | 0.02% | +789+6.2% | 加碼 |
| Caxton Associates LLP | 13,233 | $101.7 萬 | 0.02% | +6,315+91.3% | 加碼 |
| American Century Companies Inc | 13,171 | $101.3 萬 | 0.00% | +247+1.9% | 加碼 |
| CWM Advisors, LLC | 12,927 | $99.4 萬 | 0.06% | +5,065+64.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 12,706 | $97.7 萬 | 0.00% | −974−7.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 12,486 | $96.0 萬 | 0.06% | −22,382−64.2% | 減碼 |
| Cookson Peirce & Co Inc | 12,358 | $95.0 萬 | 0.04% | +12,358 | 新進 |
| Diametric Capital, LP | 12,212 | $93.9 萬 | 0.25% | +3,182+35.2% | 加碼 |
| Teacher Retirement System of Texas | 12,057 | $92.7 萬 | 0.00% | +9,193+321.0% | 加碼 |
| Acadian Asset Management LLC | 11,656 | $89.5 萬 | 0.00% | −1,579−11.9% | 減碼 |
| Cetera Investment Advisers | 11,569 | $89.0 萬 | 0.00% | −168−1.4% | 減碼 |
| Pacer Advisors, Inc. | 11,527 | $88.6 萬 | 0.00% | −4,602−28.5% | 減碼 |
| US Bancorp | 11,455 | $88.1 萬 | 0.00% | −821−6.7% | 減碼 |
| Allstate Corp | 11,193 | $86.1 萬 | 0.01% | +11,193 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 10,971 | $84.4 萬 | 0.00% | +10,971 | 新進 |
| Brevan Howard Capital Management LP | 10,846 | $83.4 萬 | 0.01% | +10,846 | 新進 |
| Pathstone Holdings, LLC | 10,679 | $82.1 萬 | 0.00% | +122+1.2% | 加碼 |
| Mutual of America Capital Management LLC | 10,590 | $81.4 萬 | 0.01% | +672+6.8% | 加碼 |
| Engineers Gate Manager LP | 10,560 | $81.2 萬 | 0.01% | +10,560 | 新進 |
| NorthRock Partners, LLC | 10,531 | $81.0 萬 | 0.01% | +10,531 | 新進 |
| Oppenheimer Asset Management Inc. | 10,307 | $79.3 萬 | 0.01% | −346−3.2% | 減碼 |
| HighTower Advisors, LLC | 10,172 | $78.2 萬 | 0.00% | +5,052+98.7% | 加碼 |
| Cerity Partners LLC | 10,161 | $78.1 萬 | 0.00% | +2,241+28.3% | 加碼 |
| Horizon Investments, LLC | 10,119 | $77.8 萬 | 0.01% | −3,358−24.9% | 減碼 |
| Brinker Capital Investments, LLC | 9,967 | $76.6 萬 | 0.01% | −107−1.1% | 減碼 |
| Caitong International Asset Management Co., Ltd | 9,622 | $74.0 萬 | 0.14% | +9,622 | 新進 |
| Hancock Whitney Corp | 6,886 | $72.3 萬 | 0.01% | −384−5.3% | 減碼 |
| Bank of Montreal | 9,406 | $72.3 萬 | 0.00% | +3,749+66.3% | 加碼 |
| Mackenzie Financial Corp | 8,927 | $68.6 萬 | 0.00% | +3,399+61.5% | 加碼 |
| Keybank National Association | 8,778 | $67.5 萬 | 0.00% | +1,082+14.1% | 加碼 |
| Xponance, Inc. | 8,600 | $66.1 萬 | 0.00% | +1,712+24.9% | 加碼 |
| Assetmark, Inc | 8,546 | $65.7 萬 | 0.00% | −482−5.3% | 減碼 |
| Ares Systematic Credit Ltd | 9,172 | $64.8 萬 | 0.51% | −1,669−15.4% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 8,394 | $64.5 萬 | 0.00% | +2,047+32.3% | 加碼 |
| Advisor Group Holdings, Inc. | 8,362 | $64.3 萬 | 0.00% | −261−3.0% | 減碼 |
| JustInvest LLC | 8,131 | $62.5 萬 | 0.01% | +2,616+47.4% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,670 | $59.0 萬 | 0.00% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 7,645 | $58.8 萬 | 0.01% | +7,645 | 新進 |
| Atria Investments LLC | 7,631 | $58.7 萬 | 0.01% | −791−9.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,626 | $58.6 萬 | 0.02% | +545+7.7% | 加碼 |
| Argos Wealth Advisors, LLC | 7,584 | $58.3 萬 | 0.17% | −1,098−12.6% | 減碼 |
| Atom Investors LP | 7,456 | $57.3 萬 | 0.04% | −5,220−41.2% | 減碼 |
| Mercer Global Advisors Inc | 7,248 | $55.7 萬 | 0.00% | +1,420+24.4% | 加碼 |
| Empowered Funds, LLC | 7,103 | $54.6 萬 | 0.00% | +7,103 | 新進 |
| Fisher Asset Management, LLC | 7,100 | $54.6 萬 | 0.00% | +99+1.4% | 加碼 |
| AE Wealth Management LLC | 6,917 | $53.2 萬 | 0.00% | +989+16.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,749 | $51.9 萬 | 0.01% | +3,721+122.9% | 加碼 |
| EP Wealth Advisors, LLC | 6,599 | $50.7 萬 | 0.00% | −375−5.4% | 減碼 |
| Polen Capital Management LLC | 6,553 | $50.4 萬 | 0.00% | +6,553 | 新進 |
| Commerce Bank | 6,145 | $47.2 萬 | 0.00% | +1,198+24.2% | 加碼 |
| Evergreen Capital Management LLC | 5,975 | $45.9 萬 | 0.01% | +30+0.5% | 加碼 |
| Sierra Summit Advisors LLC | 5,968 | $45.9 萬 | 0.07% | +5,968 | 新進 |
| Fiduciary Trust Co | 5,910 | $45.4 萬 | 0.01% | −89−1.5% | 減碼 |
| Oppenheimer & Co Inc | 5,793 | $44.5 萬 | 0.01% | +1,691+41.2% | 加碼 |
| Journey Strategic Wealth LLC | 5,748 | $44.2 萬 | 0.01% | +673+13.3% | 加碼 |
| Numerai GP LLC | 5,678 | $43.7 萬 | 0.04% | +5,678 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 5,541 | $42.6 萬 | 0.04% | −87−1.5% | 減碼 |
| Advisor Resource Council | 5,470 | $42.1 萬 | 0.17% | +148+2.8% | 加碼 |
| Quantbot Technologies LP | 5,401 | $41.5 萬 | 0.02% | +5,401 | 新進 |
| Gsa Capital Partners LLP | 5,397 | $41.5 萬 | 0.03% | +5,397 | 新進 |
| Swiss Life Asset Management Ltd | 5,382 | $41.4 萬 | 0.00% | +1,349+33.4% | 加碼 |
| Stephens Inc | 5,216 | $40.1 萬 | 0.01% | +806+18.3% | 加碼 |
| Principal Securities, Inc. | 5,182 | $39.8 萬 | 0.01% | −1,154−18.2% | 減碼 |
| GAMMA Investing LLC | 5,078 | $39.0 萬 | 0.02% | +434+9.3% | 加碼 |
| Alight Capital Management LP | 5,000 | $38.4 萬 | 0.11% | +5,000 | 新進 |
| CenterBook Partners LP | 4,835 | $37.2 萬 | 0.02% | +4,835 | 新進 |
| CIBC Bancorp USA Inc. | 4,758 | $36.6 萬 | 0.00% | +4,758 | 新進 |
| Ensign Peak Advisors, Inc | 4,706 | $36.2 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 4,686 | $36.0 萬 | 0.00% | −695−12.9% | 減碼 |
| CIBC Asset Management Inc | 4,430 | $34.1 萬 | 0.00% | +42+1.0% | 加碼 |
| Graham Capital Management, L.P. | 4,415 | $33.9 萬 | 0.01% | −2,681−37.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 4,413 | $33.9 萬 | 0.01% | −33−0.7% | 減碼 |
| Mirabella Financial Services LLP | 4,373 | $33.6 萬 | 0.03% | +4,373 | 新進 |
| NBC Securities, Inc. | 4,368 | $33.6 萬 | 0.03% | +1,427+48.5% | 加碼 |
| Natixis | 4,350 | $33.4 萬 | 0.00% | +4,350 | 新進 |