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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 13,453 | $218.0 萬 | 0.01% | −2,374−15.0% | 減碼 |
| Centiva Capital, LP | 13,643 | $220.8 萬 | 0.07% | +13,643 | 新進 |
| Aster Capital Management (DIFC) Ltd | 13,831 | $223.9 萬 | 0.48% | +13,281+2,414.7% | 加碼 |
| Lighthouse Investment Partners, LLC | 13,875 | $224.6 萬 | 0.07% | +13,875 | 新進 |
| Two Sigma Securities, LLC | 13,894 | $224.9 萬 | 0.19% | +13,894 | 新進 |
| Cookson Peirce & Co Inc | 14,058 | $227.5 萬 | 0.07% | +1,700+13.8% | 加碼 |
| Pictet Asset Management Holding SA | 14,515 | $234.9 萬 | 0.00% | −662−4.4% | 減碼 |
| US Bancorp | 14,563 | $235.7 萬 | 0.00% | +3,108+27.1% | 加碼 |
| Sterling Capital Management LLC | 14,835 | $240.1 萬 | 0.04% | +119+0.8% | 加碼 |
| Bridgewater Associates, LP | 15,294 | $247.5 萬 | 0.01% | −61,641−80.1% | 減碼 |
| Verition Fund Management LLC | 15,328 | $248.1 萬 | 0.02% | +15,328 | 新進 |
| Integrated Quantitative Investments LLC | 15,549 | $251.7 萬 | 0.41% | −7,096−31.3% | 減碼 |
| Amundi | 16,530 | $267.5 萬 | 0.00% | −4,675−22.0% | 減碼 |
| Guggenheim Capital LLC | 16,629 | $269.1 萬 | 0.02% | −266−1.6% | 減碼 |
| Illinois Municipal Retirement Fund | 16,835 | $272.5 萬 | 0.03% | −29,721−63.8% | 減碼 |
| Quantinno Capital Management LP | 17,123 | $277.1 萬 | 0.00% | +2,781+19.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 17,137 | $277.4 萬 | 0.07% | +9,511+124.7% | 加碼 |
| Nisa Investment Advisors, LLC | 17,657 | $285.8 萬 | 0.01% | −1,195−6.3% | 減碼 |
| Voleon Capital Management LP | 17,997 | $291.3 萬 | 0.05% | +17,997 | 新進 |
| Twin Tree Management, LP | 18,176 | $294.2 萬 | 0.46% | +15,870+688.2% | 加碼 |
| Hudson Bay Capital Management LP | 18,260 | $295.5 萬 | 0.01% | +18,260 | 新進 |
| Lazard Asset Management LLC | 18,603 | $301.1 萬 | 0.00% | +15,567+512.7% | 加碼 |
| Sphera Management Technology Funds Ltd | 19,140 | $309.8 萬 | 1.09% | +4,640+32.0% | 加碼 |
| CWM Advisors, LLC | 19,286 | $312.1 萬 | 0.13% | +6,359+49.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 19,300 | $312.4 萬 | 0.03% | −1,834−8.7% | 減碼 |
| New Mexico Educational Retirement Board | 19,300 | $312.4 萬 | 0.08% | +19,300 | 新進 |
| Xponance, Inc. | 19,725 | $319.2 萬 | 0.02% | +11,125+129.4% | 加碼 |
| Acadian Asset Management LLC | 19,932 | $322.0 萬 | 0.00% | +8,276+71.0% | 加碼 |
| Jones Financial Companies LLLP | 21,553 | $322.8 萬 | 0.00% | +3,413+18.8% | 加碼 |
| Connors Investor Services Inc | 20,270 | $328.1 萬 | 0.28% | −9,299−31.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 20,535 | $332.4 萬 | 0.03% | −9,748−32.2% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 20,621 | $333.8 萬 | 0.17% | −16,773−44.9% | 減碼 |
| Ameritas Advisory Services, LLC | 20,657 | $334.3 萬 | 0.07% | +20,657 | 新進 |
| Thrivent Financial for Lutherans | 20,677 | $334.7 萬 | 0.01% | −41,091−66.5% | 減碼 |
| Edgestream Partners, L.P. | 20,834 | $337.2 萬 | 0.10% | −181−0.9% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 20,946 | $339.0 萬 | 0.04% | +20,946 | 新進 |
| KLP Kapitalforvaltning AS | 21,100 | $341.5 萬 | 0.01% | +700+3.4% | 加碼 |
| Pacer Advisors, Inc. | 21,108 | $341.6 萬 | 0.01% | +9,581+83.1% | 加碼 |
| Virginia Retirement Systems Et Al | 21,239 | $343.8 萬 | 0.02% | +7,689+56.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 21,284 | $344.5 萬 | 0.08% | +14,535+215.4% | 加碼 |
| XTX Topco Ltd | 21,377 | $346.0 萬 | 0.04% | −14,256−40.0% | 減碼 |
| State of Michigan Retirement System | 21,800 | $352.8 萬 | 0.02% | +21,800 | 新進 |
| Summit Creek Advisors LLC | 21,844 | $353.5 萬 | 1.20% | +21,844 | 新進 |
| Persistent Asset Partners Ltd | 21,849 | $353.6 萬 | 1.12% | −9,506−30.3% | 減碼 |
| Campbell Newman Asset Management Inc | 22,031 | $356.6 萬 | 0.26% | +1,074+5.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,292 | $360.8 萬 | 0.02% | −593−2.6% | 減碼 |
| Fifth Third Bancorp | 22,542 | $364.9 萬 | 0.01% | −428−1.9% | 減碼 |
| Elo Mutual Pension Insurance Co | 22,689 | $367.2 萬 | 0.05% | +22,689 | 新進 |
| Navellier & Associates Inc | 22,729 | $367.9 萬 | 0.29% | +22,729 | 新進 |
| Intrinsic Edge Capital Management LLC | 23,000 | $372.3 萬 | 0.46% | +23,000 | 新進 |
| Vanguard Investments Australia, Ltd. | 23,692 | $383.5 萬 | 0.01% | 00.0% | 不變 |
| Jump Financial, LLC | 24,768 | $400.9 萬 | 0.04% | +24,768 | 新進 |
| Parallax Volatility Advisers, L.P. | 24,894 | $402.9 萬 | 0.15% | +4,843+24.2% | 加碼 |
| Alyeska Investment Group, L.P. | 25,427 | $411.5 萬 | 0.01% | +25,427 | 新進 |
| 1832 Asset Management L.P. | 25,500 | $412.7 萬 | 0.01% | +25,500 | 新進 |
| Yousif Capital Management, LLC | 25,596 | $414.3 萬 | 0.05% | +537+2.1% | 加碼 |
| Arizona State Retirement System | 25,648 | $415.1 萬 | 0.02% | +230+0.9% | 加碼 |
| Public Employees Retirement System of Ohio | 26,420 | $427.6 萬 | 0.01% | +26,420 | 新進 |
| Louisiana State Employees Retirement System | 27,200 | $440.2 萬 | 0.07% | −13,800−33.7% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 28,442 | $460.3 萬 | 0.05% | +811+2.9% | 加碼 |
| Natixis Advisors, L.P. | 28,590 | $462.7 萬 | 0.01% | −6,294−18.0% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 28,737 | $465.1 萬 | 0.07% | −53,832−65.2% | 減碼 |
| Diker Management LLC | 28,875 | $467.3 萬 | 3.60% | +7,200+33.2% | 加碼 |
| Ariose Capital Management Ltd | 28,991 | $469.2 萬 | 2.00% | +28,991 | 新進 |
| Albar Capital Partners LLP | 29,224 | $473.0 萬 | 0.62% | +29,224 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 29,288 | $474.0 萬 | 0.01% | +18,317+167.0% | 加碼 |
| Apis Capital Advisors, LLC | 30,000 | $485.6 萬 | 0.47% | +30,000 | 新進 |
| State of New Jersey Common Pension Fund D | 30,055 | $486.4 萬 | 0.02% | −2,878−8.7% | 減碼 |
| Atom Investors LP | 30,064 | $486.6 萬 | 0.43% | +22,608+303.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 30,079 | $486.8 萬 | 0.03% | +130.0% | 加碼 |
| Stifel Financial Corp | 30,313 | $490.6 萬 | 0.00% | +14,157+87.6% | 加碼 |
| Globeflex Capital L P | 30,550 | $494.5 萬 | 0.63% | +30,550 | 新進 |
| Miracle Mile Advisors, LLC | 30,892 | $500.0 萬 | 0.06% | +40.0% | 加碼 |
| STRS Ohio | 31,174 | $504.6 萬 | 0.02% | −19,326−38.3% | 減碼 |
| LMR Partners LLP | 31,976 | $517.5 萬 | 0.04% | −297,145−90.3% | 減碼 |
| Handelsbanken Fonder AB | 31,988 | $517.7 萬 | 0.01% | +5,400+20.3% | 加碼 |
| KR Capital LP | 32,321 | $523.1 萬 | 0.52% | +13,471+71.5% | 加碼 |
| State of Tennessee, Treasury Department | 32,763 | $530.3 萬 | 0.02% | −2,114−6.1% | 減碼 |
| Raymond James Financial Inc | 33,104 | $535.8 萬 | 0.00% | +6,725+25.5% | 加碼 |
| Lisanti Capital Growth, LLC | 33,630 | $544.3 萬 | 1.20% | +2,845+9.2% | 加碼 |
| TimesSquare Capital Management, LLC | 33,693 | $545.3 萬 | 0.08% | +33,693 | 新進 |
| Aquatic Capital Management LLC | 34,544 | $559.1 萬 | 0.19% | +34,544 | 新進 |
| Banco Santander, S.A. | 35,000 | $566.5 萬 | 0.04% | −60,000−63.2% | 減碼 |
| Inspire Advisors, LLC | 35,533 | $575.0 萬 | 0.40% | +31,856+866.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,868 | $580.5 萬 | 0.01% | +702+2.0% | 加碼 |
| Janney Montgomery Scott LLC | 36,693 | $593.9 萬 | 0.01% | −3,889−9.6% | 減碼 |
| Barclays PLC | 36,730 | $594.5 萬 | 0.00% | +3,392+10.2% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 37,000 | $598.8 萬 | 0.52% | +37,000 | 新進 |
| Tairen Capital Ltd | 37,100 | $600.5 萬 | 0.53% | +37,100 | 新進 |
| Essex Investment Management Co LLC | 38,226 | $618.7 萬 | 0.81% | −12,418−24.5% | 減碼 |
| Legato Capital Management LLC | 38,796 | $627.9 萬 | 0.52% | +1,944+5.3% | 加碼 |
| Vanguard Global Advisers, LLC | 39,065 | $632.3 萬 | 0.00% | −2,763−6.6% | 減碼 |
| Headlands Technologies LLC | 39,234 | $635.0 萬 | 0.67% | +39,234 | 新進 |
| Treasurer of the State of North Carolina | 39,470 | $638.8 萬 | 0.02% | +39,470 | 新進 |
| Divisadero Street Capital Management, LP | 40,000 | $647.4 萬 | 0.15% | +40,000 | 新進 |
| Scotia Capital Inc. | 41,301 | $668.5 萬 | 0.02% | −1,197−2.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 41,895 | $678.1 萬 | 0.05% | +16,427+64.5% | 加碼 |
| Jupiter Topco LLC | 42,185 | $683.2 萬 | 0.00% | +42,185 | 新進 |
| Marshall Wace, LLP | 42,543 | $688.6 萬 | 0.01% | −826,523−95.1% | 減碼 |
| Amalgamated Bank | 43,750 | $708.1 萬 | 0.05% | +17,319+65.5% | 加碼 |