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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 3,900 | $63.2 萬 | 0.00% | +3,900 | 新進 |
| Infrastructure Capital Advisors, LLC | 3,950 | $63.9 萬 | 0.05% | +3,950 | 新進 |
| Asset Management One Co.,Ltd. | 4,114 | $66.6 萬 | 0.00% | +1,620+65.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 4,156 | $67.3 萬 | 0.02% | +4,156 | 新進 |
| Mercer Global Advisors Inc | 4,295 | $69.5 萬 | 0.00% | −2,953−40.7% | 減碼 |
| Abel Hall, LLC | 4,340 | $70.2 萬 | 0.12% | +49+1.1% | 加碼 |
| DnB Asset Management AS | 4,346 | $70.3 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 4,376 | $70.8 萬 | 0.01% | −806−15.6% | 減碼 |
| Chicago Trust Co NA | 4,405 | $71.3 萬 | 0.10% | +537+13.9% | 加碼 |
| Virtus ETF Advisers LLC | 4,413 | $71.4 萬 | 0.27% | +4,413 | 新進 |
| Prelude Capital Management, LLC | 4,442 | $71.9 萬 | 0.05% | +4,442 | 新進 |
| M&T Bank Corp | 4,484 | $72.6 萬 | 0.00% | +1,319+41.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,502 | $72.9 萬 | 0.01% | +89+2.0% | 加碼 |
| Goldstream Capital Management Ltd | 4,716 | $76.3 萬 | 0.91% | +4,716 | 新進 |
| Magnetar Financial LLC | 4,739 | $76.7 萬 | 0.01% | +4,739 | 新進 |
| Caxton Associates LLP | 4,748 | $76.8 萬 | 0.01% | −8,485−64.1% | 減碼 |
| NBC Securities, Inc. | 4,774 | $77.3 萬 | 0.05% | +406+9.3% | 加碼 |
| Truist Financial Corp | 4,775 | $77.3 萬 | 0.00% | −35,962−88.3% | 減碼 |
| Archer Investment Corp | 4,786 | $77.5 萬 | 0.15% | +2,103+78.4% | 加碼 |
| Utah Retirement Systems | 4,835 | $78.3 萬 | 0.01% | +4,835 | 新進 |
| Fieldview Capital Management, LLC | 4,863 | $78.7 萬 | 0.22% | +4,863 | 新進 |
| ProShare Advisors LLC | 4,866 | $78.8 萬 | 0.00% | −9,855−66.9% | 減碼 |
| GAMMA Investing LLC | 4,903 | $79.4 萬 | 0.03% | −175−3.4% | 減碼 |
| Stephens Inc | 4,983 | $80.6 萬 | 0.01% | −233−4.5% | 減碼 |
| Vise Technologies, Inc. | 5,021 | $81.3 萬 | 0.01% | +5,021 | 新進 |
| Advisory Services Network, LLC | 5,029 | $81.4 萬 | 0.01% | +4,159+478.0% | 加碼 |
| Maryland State Retirement & Pension System | 5,106 | $82.6 萬 | 0.01% | −8,392−62.2% | 減碼 |
| Ares Systematic Credit Ltd | 5,168 | $83.6 萬 | 0.51% | −4,004−43.7% | 減碼 |
| Blackstone Group Inc. | 5,224 | $84.6 萬 | 0.00% | +5,224 | 新進 |
| Commerce Bank | 5,288 | $85.6 萬 | 0.00% | −857−13.9% | 減碼 |
| Securian Asset Management, Inc | 6,867 | $85.8 萬 | 0.03% | +6,867 | 新進 |
| Advisor Resource Council | 6,434 | $89.4 萬 | 0.30% | +964+17.6% | 加碼 |
| New Age Alpha Advisors, LLC | 5,605 | $90.7 萬 | 0.04% | +1,500+36.5% | 加碼 |
| Fiduciary Trust Co | 5,620 | $91.0 萬 | 0.01% | −290−4.9% | 減碼 |
| Numerai GP LLC | 5,708 | $92.4 萬 | 0.08% | +30+0.5% | 加碼 |
| Global Retirement Partners, LLC | 5,836 | $94.5 萬 | 0.01% | +5,836 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,845 | $94.6 萬 | 0.05% | +5,845 | 新進 |
| Caitong International Asset Management Co., Ltd | 5,946 | $96.2 萬 | 0.13% | −3,676−38.2% | 減碼 |
| Marex Group plc | 5,967 | $96.6 萬 | 0.01% | +2,081+53.6% | 加碼 |
| AE Wealth Management LLC | 5,978 | $96.8 萬 | 0.00% | −939−13.6% | 減碼 |
| Fisher Asset Management, LLC | 6,021 | $97.4 萬 | 0.00% | −1,079−15.2% | 減碼 |
| Jackson Creek Investment Advisors LLC | 8,490 | $100.0 萬 | 0.33% | +8,490 | 新進 |
| Aigen Investment Management, LP | 6,286 | $101.7 萬 | 0.28% | +6,286 | 新進 |
| Evergreen Capital Management LLC | 6,311 | $102.1 萬 | 0.02% | +336+5.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 6,475 | $104.8 萬 | 0.00% | +6,475 | 新進 |
| Atria Investments LLC | 6,497 | $105.2 萬 | 0.01% | −1,134−14.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 6,522 | $105.6 萬 | 0.00% | −43,944−87.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 6,530 | $105.7 萬 | 0.00% | +2,638+67.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 6,531 | $105.7 萬 | 0.00% | +6,531 | 新進 |
| Simplex Trading, LLC | 6,560 | $106.2 萬 | 0.03% | +6,560 | 新進 |
| J. Goldman & Co LP | 6,588 | $106.6 萬 | 0.04% | +6,588 | 新進 |
| Commonwealth Equity Services, LLC | 6,717 | $108.7 萬 | 0.00% | +2,031+43.3% | 加碼 |
| Yorktown Management & Research Co Inc | 6,850 | $110.9 萬 | 0.68% | +6,850 | 新進 |
| Hancock Whitney Corp | 6,882 | $111.4 萬 | 0.02% | −4−0.1% | 減碼 |
| Himension Fund | 6,886 | $111.4 萬 | 0.07% | +6,886 | 新進 |
| Ensign Peak Advisors, Inc | 6,906 | $111.8 萬 | 0.00% | +2,200+46.7% | 加碼 |
| HighTower Advisors, LLC | 7,269 | $117.6 萬 | 0.00% | −2,903−28.5% | 減碼 |
| Brinker Capital Investments, LLC | 7,381 | $119.5 萬 | 0.01% | −2,586−25.9% | 減碼 |
| Williamson Legacy Group, LLC | 7,424 | $120.2 萬 | 0.60% | +7,424 | 新進 |
| Quantbot Technologies LP | 7,501 | $121.4 萬 | 0.05% | +2,100+38.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 7,670 | $124.1 萬 | 0.00% | 00.0% | 不變 |
| Dakota Wealth Management | 7,668 | $124.1 萬 | 0.02% | +7,668 | 新進 |
| Dark Forest Capital Management LP | 7,734 | $125.2 萬 | 0.08% | +7,734 | 新進 |
| Cerity Partners LLC | 7,902 | $127.9 萬 | 0.00% | −2,259−22.2% | 減碼 |
| Assetmark, Inc | 7,927 | $128.3 萬 | 0.00% | −619−7.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 8,122 | $131.5 萬 | 0.01% | −2,185−21.2% | 減碼 |
| Resources Investment Advisors, LLC. | 8,122 | $131.5 萬 | 0.01% | +8,122 | 新進 |
| Swiss Life Asset Management Ltd | 8,135 | $131.7 萬 | 0.01% | +2,753+51.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,190 | $132.6 萬 | 0.00% | −4,516−35.5% | 減碼 |
| Keybank National Association | 8,328 | $134.8 萬 | 0.00% | −450−5.1% | 減碼 |
| NorthRock Partners, LLC | 8,403 | $136.0 萬 | 0.02% | −2,128−20.2% | 減碼 |
| Jefferies Financial Group Inc. | 8,601 | $139.2 萬 | 0.01% | −32,716−79.2% | 減碼 |
| JustInvest LLC | 8,764 | $141.8 萬 | 0.01% | +633+7.8% | 加碼 |
| Maxi Investments CY Ltd | 9,100 | $147.3 萬 | 0.30% | −19,900−68.6% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 9,600 | $155.4 萬 | 0.25% | −29,339−75.3% | 減碼 |
| Captrust Financial Advisors | 9,703 | $157.0 萬 | 0.00% | −6,923−41.6% | 減碼 |
| Zacks Investment Management | 9,762 | $158.0 萬 | 0.01% | +9,762 | 新進 |
| Cetera Investment Advisers | 10,004 | $161.9 萬 | 0.00% | −1,565−13.5% | 減碼 |
| GatePass Capital, LLC | 10,006 | $161.9 萬 | 0.62% | +10,006 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 10,147 | $164.2 萬 | 0.01% | −4,347−30.0% | 減碼 |
| Bank of Montreal | 10,351 | $167.5 萬 | 0.00% | +945+10.0% | 加碼 |
| Group One Trading, L.P. | 10,366 | $167.8 萬 | 0.05% | +10,366 | 新進 |
| Fox Run Management, L.L.C. | 10,415 | $168.6 萬 | 0.28% | +10,415 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 10,417 | $168.6 萬 | 0.00% | +2,023+24.1% | 加碼 |
| Artemis Wealth Advisors, LLC | 11,000 | $178.0 萬 | 0.21% | +11,000 | 新進 |
| Advisor Group Holdings, Inc. | 11,469 | $185.6 萬 | 0.00% | +3,107+37.2% | 加碼 |
| Katamaran Capital LLP | 11,556 | $187.0 萬 | 1.60% | −29,526−71.9% | 減碼 |
| Brevan Howard Capital Management LP | 11,926 | $193.0 萬 | 0.03% | +1,080+10.0% | 加碼 |
| New York Life Investment Management LLC | 12,128 | $196.3 萬 | 0.01% | +12,128 | 新進 |
| Diametric Capital, LP | 12,279 | $198.7 萬 | 0.21% | +67+0.5% | 加碼 |
| Marshall Financial Group LLC | 12,320 | $199.4 萬 | 0.29% | +12,320 | 新進 |
| Teacher Retirement System of Texas | 12,369 | $200.2 萬 | 0.01% | +312+2.6% | 加碼 |
| HSBC Holdings PLC | 12,665 | $201.8 萬 | 0.00% | +12,665 | 新進 |
| Gsa Capital Partners LLP | 12,560 | $203.3 萬 | 0.13% | +7,163+132.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 14,921 | $205.2 萬 | 0.05% | −1,886−11.2% | 減碼 |
| Baird Financial Group, Inc. | 12,718 | $205.8 萬 | 0.00% | −3,887−23.4% | 減碼 |
| American Century Companies Inc | 12,919 | $209.1 萬 | 0.00% | −252−1.9% | 減碼 |
| State of Alaska, Department of Revenue | 13,266 | $214.6 萬 | 0.02% | −36,631−73.4% | 減碼 |
| Polen Capital Management LLC | 13,353 | $216.1 萬 | 0.02% | +6,800+103.8% | 加碼 |
| Pathstone Holdings, LLC | 13,378 | $216.5 萬 | 0.01% | +2,699+25.3% | 加碼 |