跳到主要內容

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 2 季與 2026 年第 1 季比較

持有 Semtech Corp 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

SMTC 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數4387578+147
股數9,986 萬9.40 萬9,329 萬−647.0 萬 (−6.5%)
市值$76.6 億$715.2 萬$149.5 億+$73.0 億 (+95.4%)

7 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(199 家)

2026 年第 2 季季末持有 Semtech Corp、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 199 家。

2026 年第 2 季新進 SMTC 的機構
機構股數市值佔組合 %
Norges Bank1,247,833$2.02 億0.02%
Tremblant Capital Group887,268$1.44 億4.12%
Healthcare of Ontario Pension Plan Trust Fund851,858$1.38 億0.20%
Point72 Asset Management, L.P.681,875$1.10 億0.17%
HRT Financial LP668,778$1.08 億0.20%
Massachusetts Financial Services Co596,020$9,646 萬0.03%
Loomis Sayles & Co L P312,528$5,058 萬0.06%
D. E. Shaw & Co., Inc.272,363$4,408 萬0.03%
Alta Park Capital, LP257,938$4,175 萬3.87%
Canada Pension Plan Investment Board242,900$3,931 萬0.02%
Renaissance Technologies LLC207,116$3,352 萬0.05%
Quadrature Capital Ltd204,514$3,310 萬0.28%
Westwood Holdings Group Inc.187,778$3,039 萬0.23%
SG Capital Management LLC176,004$2,849 萬2.58%
ING Groep NV161,400$2,612 萬0.13%
Capital World Investors158,165$2,560 萬0.00%
Toroso Investments, LLC140,429$2,273 萬0.06%
GF Fund Management Co. Ltd.127,000$2,055 萬0.25%
Weiss Asset Management LP125,430$2,030 萬0.23%
Arrowstreet Capital, Limited Partnership120,327$1,947 萬0.01%
Ardmore Road Asset Management LP110,000$1,780 萬1.05%
Retirement Systems of Alabama101,456$1,642 萬0.05%
Bank of Nova Scotia101,406$1,641 萬0.02%
Ossiam83,499$1,351 萬0.18%
BIT Capital GmbH75,000$1,214 萬0.42%
Catalyst Funds Management Pty Ltd74,550$1,207 萬0.68%
Nomura Holdings Inc71,807$1,162 萬0.05%
KP Management LLC70,000$1,133 萬2.37%
iA Global Asset Management Inc.69,860$1,131 萬0.13%
Polymer Capital Management (US) LLC69,200$1,120 萬1.66%
Peregrine Capital Management LLC68,462$1,108 萬0.36%
FORA Capital, LLC64,439$1,044 萬0.72%
EAM Investors, LLC63,295$1,024 萬0.91%
Y-Intercept (Hong Kong) Ltd62,973$1,019 萬0.20%
Talos Asset Management LP61,300$992.1 萬1.46%
Osterweis Capital Management Inc60,445$978.3 萬0.46%
Swedbank AB52,200$844.9 萬0.01%
SIH Partners, LLLP50,000$809.3 萬0.34%
Jacobs Levy Equity Management, Inc49,936$808.2 萬0.03%
Convergence Investment Partners, LLC47,461$768.2 萬0.73%
Atika Capital Management LLC46,000$744.5 萬0.74%
Jupiter Topco LLC42,185$683.2 萬0.00%
Divisadero Street Capital Management, LP40,000$647.4 萬0.15%
Treasurer of the State of North Carolina39,470$638.8 萬0.02%
Headlands Technologies LLC39,234$635.0 萬0.67%
Tairen Capital Ltd37,100$600.5 萬0.53%
Prescott Group Capital Management, L.L.C.37,000$598.8 萬0.52%
Aquatic Capital Management LLC34,544$559.1 萬0.19%
TimesSquare Capital Management, LLC33,693$545.3 萬0.08%
Globeflex Capital L P30,550$494.5 萬0.63%
Apis Capital Advisors, LLC30,000$485.6 萬0.47%
Albar Capital Partners LLP29,224$473.0 萬0.62%
Ariose Capital Management Ltd28,991$469.2 萬2.00%
Public Employees Retirement System of Ohio26,420$427.6 萬0.01%
1832 Asset Management L.P.25,500$412.7 萬0.01%
Alyeska Investment Group, L.P.25,427$411.5 萬0.01%
Jump Financial, LLC24,768$400.9 萬0.04%
Intrinsic Edge Capital Management LLC23,000$372.3 萬0.46%
Navellier & Associates Inc22,729$367.9 萬0.29%
Elo Mutual Pension Insurance Co22,689$367.2 萬0.05%
Summit Creek Advisors LLC21,844$353.5 萬1.20%
State of Michigan Retirement System21,800$352.8 萬0.02%
Northwestern Mutual Investment Management Company, LLC20,946$339.0 萬0.04%
Ameritas Advisory Services, LLC20,657$334.3 萬0.07%
New Mexico Educational Retirement Board19,300$312.4 萬0.08%
Hudson Bay Capital Management LP18,260$295.5 萬0.01%
Voleon Capital Management LP17,997$291.3 萬0.05%
Verition Fund Management LLC15,328$248.1 萬0.02%
Two Sigma Securities, LLC13,894$224.9 萬0.19%
Lighthouse Investment Partners, LLC13,875$224.6 萬0.07%
Centiva Capital, LP13,643$220.8 萬0.07%
HSBC Holdings PLC12,665$201.8 萬0.00%
Marshall Financial Group LLC12,320$199.4 萬0.29%
New York Life Investment Management LLC12,128$196.3 萬0.01%
Artemis Wealth Advisors, LLC11,000$178.0 萬0.21%
Fox Run Management, L.L.C.10,415$168.6 萬0.28%
Group One Trading, L.P.10,366$167.8 萬0.05%
GatePass Capital, LLC10,006$161.9 萬0.62%
Zacks Investment Management9,762$158.0 萬0.01%
Resources Investment Advisors, LLC.8,122$131.5 萬0.01%
Dark Forest Capital Management LP7,734$125.2 萬0.08%
Dakota Wealth Management7,668$124.1 萬0.02%
Williamson Legacy Group, LLC7,424$120.2 萬0.60%
Himension Fund6,886$111.4 萬0.07%
Yorktown Management & Research Co Inc6,850$110.9 萬0.68%
J. Goldman & Co LP6,588$106.6 萬0.04%
Simplex Trading, LLC6,560$106.2 萬0.03%
Federation des caisses Desjardins du Quebec6,531$105.7 萬0.00%
Mitsubishi UFJ Trust & Banking Corp6,475$104.8 萬0.00%
Aigen Investment Management, LP6,286$101.7 萬0.28%
Jackson Creek Investment Advisors LLC8,490$100.0 萬0.33%
Financiere des Professionnels - Fonds d,investissement inc.5,845$94.6 萬0.05%
Global Retirement Partners, LLC5,836$94.5 萬0.01%
Securian Asset Management, Inc6,867$85.8 萬0.03%
Blackstone Group Inc.5,224$84.6 萬0.00%
Vise Technologies, Inc.5,021$81.3 萬0.01%
Fieldview Capital Management, LLC4,863$78.7 萬0.22%
Utah Retirement Systems4,835$78.3 萬0.01%
Magnetar Financial LLC4,739$76.7 萬0.01%
Goldstream Capital Management Ltd4,716$76.3 萬0.91%

清倉機構(52 家)

2026 年第 1 季季末持有 Semtech Corp、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 SMTC 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Granahan Investment Management Inc370,642$2,850 萬
Sora Investors LLC344,047$2,645 萬
Think Investments LP217,200$1,670 萬
Polar Asset Management Partners Inc.74,107$569.8 萬
AYAL Capital Advisors Ltd72,400$556.7 萬
Moody Aldrich Partners LLC64,326$494.6 萬
SummitTX Capital, L.P.42,218$324.6 萬
Scalar Gauge Management, LLC40,000$307.6 萬
B. Metzler seel. Sohn & Co. AG38,980$299.7 萬
Gotham Asset Management, LLC37,852$291.0 萬
Congress Asset Management Co36,978$284.3 萬
Twinbeech Capital LP36,808$283.0 萬
Paloma Partners Management Co31,500$242.2 萬
Militia Capital Management LLC30,000$230.7 萬
PEAK6 LLC27,528$211.7 萬
Moody National Bank Trust Division26,915$206.9 萬
Blue Jean Financial LLC24,092$185.2 萬
Boston Partners22,868$175.8 萬
Shay Capital LLC22,210$170.8 萬
Icon Advisers Inc20,000$153.8 萬
Havemeyer Place LP19,886$152.9 萬
Harbor Capital Advisors, Inc.16,566$127.4 萬
Landscape Capital Management, L.L.C.12,486$96.0 萬
Allstate Corp11,193$86.1 萬
Empowered Funds, LLC7,103$54.6 萬
EP Wealth Advisors, LLC6,599$50.7 萬
Sierra Summit Advisors LLC5,968$45.9 萬
Alight Capital Management LP5,000$38.4 萬
CIBC Bancorp USA Inc.4,758$36.6 萬
Natixis4,350$33.4 萬
GTS Securities LLC3,712$28.5 萬
SEB Asset Management AB3,036$23.3 萬
Abacus Wealth Partners, LLC2,673$20.6 萬
Concentric Capital Strategies, LP2,632$20.2 萬
ABS Direct Equity Fund LLC1,100$11.8 萬
Salomon & Ludwin, LLC948$7.84 萬
Sound Income Strategies, LLC776$6.21 萬
MAI Capital Management480$3.69 萬
Twin Peaks Wealth Advisors, LLC264$2.03 萬
Eastern Bank217$1.67 萬
Ronald Blue Trust, Inc.200$1.54 萬
Optiver Holding B.V.107$8,227
Root Financial Partners, LLC70$5,382
Annis Gardner Whiting Capital Advisors, LLC47$3,614
Scarborough Advisors, LLC45$3,460
Golden State Equity Partners18$1,384
GWM Advisors LLC15$1,153
Gilpin Wealth Management, LLC14$1,077
Ankerstar Wealth, LLC14$1,076
Rachor Investment Advisory Services, LLC5$385
Abound Wealth Management4$308
Wolverine Asset Management LLC2$154

尚未申報 2026 年第 2 季的機構(7 家)

2026 年第 1 季季末持有 Semtech Corp、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 SMTC、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC61,443$472.3 萬
Boussard & Gavaudan Investment Management LLP20,620$151.4 萬
Journey Strategic Wealth LLC5,748$44.2 萬
Skopos Labs, Inc.3,090$23.8 萬
CWM, LLC2,973$22.9 萬
Sapience Investments, LLC91$6,997
Sunbelt Securities, Inc.6$461