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、16 筆賣出；2026 年第 2 季末有 577 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 13F 持有人
Semtech Corp 在 2026/6/30 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
- 577
- 較 2026 年第 1 季 +146 家
- 持有股數
- 9,329 萬
- 較 2026 年第 1 季 −647.2 萬 (−6.5%)
- 總市值
- $149.5 億
- 較 2026 年第 1 季 +$73.0 億 (+95.4%)
- 新進機構
- 198
- 另有 157 家加碼
- 清倉機構
- 52
- 另有 185 家減碼
另有 7 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 | 577 | $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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 850 | $13.8 萬 | 0.01% | +850 | 新進 |
| Advisors Asset Management, Inc. | 857 | $13.9 萬 | 0.00% | +559+187.6% | 加碼 |
| Harbour Investments, Inc. | 859 | $13.9 萬 | 0.00% | −39−4.3% | 減碼 |
| State of Wyoming | 1,053 | $17.0 萬 | 0.02% | +615+140.4% | 加碼 |
| Umb Bank N A | 1,172 | $19.0 萬 | 0.00% | +695+145.7% | 加碼 |
| Everhart Financial Group, Inc. | 1,247 | $20.2 萬 | 0.01% | +1,247 | 新進 |
| Oppenheimer & Co Inc | 1,290 | $20.9 萬 | 0.00% | −4,503−77.7% | 減碼 |
| Oarsman Capital, Inc. | 1,324 | $21.4 萬 | 0.02% | +1,324 | 新進 |
| Sage Rhino Capital LLC | 1,330 | $21.5 萬 | 0.04% | −1,547−53.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 1,350 | $21.8 萬 | 0.02% | +1,350 | 新進 |
| Callan Family Office, LLC | 1,373 | $22.2 萬 | 0.00% | +1,373 | 新進 |
| Hantz Financial Services, Inc. | 1,380 | $22.3 萬 | 0.00% | +369+36.5% | 加碼 |
| Daiwa Securities Group Inc. | 1,395 | $22.6 萬 | 0.00% | +200+16.7% | 加碼 |
| TCG Advisory Services, LLC | 1,406 | $22.8 萬 | 0.00% | +1,406 | 新進 |
| Fuller & Thaler Asset Management, Inc. | 1,437 | $23.3 萬 | 0.00% | +1,437 | 新進 |
| Dorsey & Whitney Trust CO LLC | 1,440 | $23.3 萬 | 0.01% | +1,440 | 新進 |
| Abundance Wealth Counselors | 1,454 | $23.5 萬 | 0.02% | +1,454 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,464 | $23.7 萬 | 0.00% | −199−12.0% | 減碼 |
| Rafferty Asset Management, LLC | 1,467 | $23.7 萬 | 0.00% | +1,467 | 新進 |
| United Capital Financial Advisers, LLC | 1,472 | $23.8 萬 | 0.00% | +1,472 | 新進 |
| West Tower Group, LLC | 1,500 | $24.3 萬 | 0.68% | +1,500 | 新進 |
| Summitry LLC | 1,528 | $24.7 萬 | 0.01% | +1,528 | 新進 |
| Quantessence Capital LLC | 1,528 | $24.7 萬 | 0.73% | +1,528 | 新進 |
| Ritholtz Wealth Management | 1,534 | $24.8 萬 | 0.00% | +1,534 | 新進 |
| nVerses Capital, LLC | 1,544 | $25.0 萬 | 0.38% | +1,544 | 新進 |
| Sowell Financial Services LLC | 1,554 | $25.2 萬 | 0.01% | +1,554 | 新進 |
| Sax Wealth Advisors, LLC | 3,295 | $25.3 萬 | 0.01% | +2+0.1% | 加碼 |
| Meeder Advisory Services, Inc. | 1,652 | $26.7 萬 | 0.01% | +1,652 | 新進 |
| Benjamin Edwards Inc | 1,699 | $27.5 萬 | 0.00% | +1,699 | 新進 |
| Venturi Wealth Management, LLC | 1,700 | $27.5 萬 | 0.01% | +1,700 | 新進 |
| SkyView Investment Advisors, LLC | 1,750 | $28.3 萬 | 0.22% | +1,750 | 新進 |
| First Horizon Corp | 1,808 | $29.3 萬 | 0.01% | −163−8.3% | 減碼 |
| Snowden Capital Advisors LLC | 1,828 | $29.6 萬 | 0.01% | +1,828 | 新進 |
| IPG Investment Advisors LLC | 1,831 | $29.6 萬 | 0.04% | +1,831 | 新進 |
| Farther Finance Advisors, LLC | 1,877 | $30.4 萬 | 0.00% | +1,520+425.8% | 加碼 |
| Thompson Davis & Co., Inc. | 1,950 | $31.6 萬 | 0.19% | +1,950 | 新進 |
| Net Worth Advisory Group | 1,981 | $32.1 萬 | 0.08% | +1,981 | 新進 |
| Corsair Capital Management, L.P. | 2,000 | $32.4 萬 | 0.04% | +2,000 | 新進 |
| TRUE Private Wealth Advisors | 2,000 | $32.4 萬 | 0.03% | +2,000 | 新進 |
| Profund Advisors LLC | 2,002 | $32.4 萬 | 0.01% | −2,290−53.4% | 減碼 |
| Mirabella Financial Services LLP | 2,013 | $32.6 萬 | 0.03% | −2,360−54.0% | 減碼 |
| Ballentine Partners, LLC | 2,041 | $33.0 萬 | 0.00% | +2,041 | 新進 |
| Anther Capital Ltd | 2,050 | $33.2 萬 | 0.01% | −2,000−49.4% | 減碼 |
| Aspen Investment Management Inc | 2,050 | $33.2 萬 | 0.09% | +2,050 | 新進 |
| Hillsdale Investment Management Inc. | 2,070 | $33.5 萬 | 0.01% | −910−30.5% | 減碼 |
| Summit Financial, LLC | 2,085 | $33.7 萬 | 0.00% | +2,085 | 新進 |
| Titan Global Capital Management USA LLC | 2,108 | $34.1 萬 | 0.04% | +2,108 | 新進 |
| Sanctuary Advisors, LLC | 2,121 | $34.3 萬 | 0.00% | +2,121 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 2,155 | $34.9 萬 | 0.02% | +2,155 | 新進 |
| Fifth Third Wealth Advisors LLC | 2,199 | $35.6 萬 | 0.01% | +2,199 | 新進 |
| CenterBook Partners LP | 2,222 | $36.0 萬 | 0.02% | −2,613−54.0% | 減碼 |
| Beck Capital Management, LLC | 2,235 | $36.2 萬 | 0.07% | +2,235 | 新進 |
| Sequoia Financial Advisors, LLC | 2,311 | $37.4 萬 | 0.00% | +2,311 | 新進 |
| Perigon Wealth Management, LLC | 2,372 | $38.4 萬 | 0.01% | +2,372 | 新進 |
| Horizon Investments, LLC | 2,455 | $39.7 萬 | 0.00% | −7,664−75.7% | 減碼 |
| Exchange Traded Concepts, LLC | 2,455 | $39.7 萬 | 0.00% | +380+18.3% | 加碼 |
| Greenleaf Trust | 2,465 | $39.9 萬 | 0.00% | +2,465 | 新進 |
| Vestcor Inc | 2,518 | $40.8 萬 | 0.01% | +2,518 | 新進 |
| RSM US Wealth Management LLC | 2,550 | $41.3 萬 | 0.00% | +2,550 | 新進 |
| Graham Capital Management, L.P. | 2,601 | $42.1 萬 | 0.01% | −1,814−41.1% | 減碼 |
| Private Advisor Group, LLC | 2,609 | $42.2 萬 | 0.00% | −286−9.9% | 減碼 |
| Laurion Capital Management LP | 2,616 | $42.3 萬 | 0.03% | +2,616 | 新進 |
| CAPROCK Group, Inc. | 2,631 | $42.6 萬 | 0.01% | +2,631 | 新進 |
| VARCOV Co. | 2,685 | $43.5 萬 | 0.16% | −1,424−34.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 2,693 | $43.6 萬 | 0.00% | +2,693 | 新進 |
| Independent Advisor Alliance | 2,719 | $44.0 萬 | 0.01% | +2,719 | 新進 |
| North Dakota State Investment Board | 2,733 | $44.2 萬 | 0.02% | +2,733 | 新進 |
| Ethic Inc. | 2,734 | $44.2 萬 | 0.01% | +2,734 | 新進 |
| Quadrant Capital Group LLC | 2,791 | $45.2 萬 | 0.01% | +405+17.0% | 加碼 |
| Monolith Management Ltd | 2,800 | $45.3 萬 | 0.27% | +2,800 | 新進 |
| Coldstream Capital Management Inc | 2,813 | $45.5 萬 | 0.01% | +211+8.1% | 加碼 |
| Kestra Advisory Services, LLC | 2,814 | $45.5 萬 | 0.00% | +2,814 | 新進 |
| MOR Wealth Management, LLC | 2,825 | $45.7 萬 | 0.18% | +2,825 | 新進 |
| CIBC Asset Management Inc | 2,874 | $46.5 萬 | 0.00% | −1,556−35.1% | 減碼 |
| KBC Group NV | 2,902 | $47.0 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 2,927 | $47.4 萬 | 0.00% | +2,927 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 18,597 | $48.0 萬 | 0.00% | −1,878−9.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 2,972 | $48.1 萬 | 0.11% | −12,882−81.3% | 減碼 |
| Argos Wealth Advisors, LLC | 3,022 | $48.9 萬 | 0.13% | −4,562−60.2% | 減碼 |
| Greenland Capital Management LP | 3,028 | $49.0 萬 | 0.09% | +3,028 | 新進 |
| Quantum Private Wealth, LLC | 3,050 | $49.4 萬 | 0.13% | 00.0% | 不變 |
| Inceptionr LLC | 3,051 | $49.4 萬 | 0.12% | +3,051 | 新進 |
| Intech Investment Management LLC | 3,055 | $49.4 萬 | 0.00% | −35,977−92.2% | 減碼 |
| Round Rock Advisors, LLC | 3,058 | $49.5 萬 | 0.06% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 3,082 | $49.9 萬 | 0.00% | +3,082 | 新進 |
| Shelton Capital Management | 3,127 | $50.6 萬 | 0.01% | +162+5.5% | 加碼 |
| CI Private Wealth, LLC | 3,147 | $51.5 萬 | 0.00% | +122+4.0% | 加碼 |
| Blueshift Asset Management, LLC | 3,200 | $51.8 萬 | 0.12% | +3,200 | 新進 |
| Capstone Capital Management Ltd | 3,213 | $52.0 萬 | 0.23% | +3,213 | 新進 |
| Rockefeller Capital Management L.P. | 3,254 | $52.7 萬 | 0.00% | +475+17.1% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,368 | $54.5 萬 | 0.01% | +530+18.7% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,405 | $55.1 萬 | 0.05% | −2,136−38.5% | 減碼 |
| Nykredit A/S | 3,441 | $55.7 萬 | 0.00% | +3,441 | 新進 |
| Picton Mahoney Asset Management | 3,595 | $58.2 萬 | 0.01% | −4,050−53.0% | 減碼 |
| TD Waterhouse Canada Inc. | 4,011 | $59.0 萬 | 0.00% | +1,595+66.0% | 加碼 |
| Glenmede Trust Co NA | 3,693 | $59.8 萬 | 0.00% | −14,739−80.0% | 減碼 |
| Winton Group Ltd | 3,700 | $59.9 萬 | 0.02% | +3,700 | 新進 |
| Everence Capital Management Inc | 3,740 | $60.5 萬 | 0.03% | 00.0% | 不變 |
| Vident Advisory, LLC | 3,810 | $61.7 萬 | 0.00% | −476−11.1% | 減碼 |
| Clear Street Group Inc. | 3,876 | $62.7 萬 | 0.00% | +3,876 | 新進 |