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 |
|---|---|---|---|---|---|
| Ardsley Advisory Partners LP | 45,000 | $728.3 萬 | 0.79% | −213,750−82.6% | 減碼 |
| Atika Capital Management LLC | 46,000 | $744.5 萬 | 0.74% | +46,000 | 新進 |
| Oak Ridge Investments LLC | 46,095 | $746.0 萬 | 0.42% | +2,720+6.3% | 加碼 |
| EFG International AG | 46,451 | $752.3 萬 | 0.14% | −18,837−28.9% | 減碼 |
| Convergence Investment Partners, LLC | 47,461 | $768.2 萬 | 0.73% | +47,461 | 新進 |
| Trexquant Investment LP | 48,190 | $780.0 萬 | 0.05% | −151,755−75.9% | 減碼 |
| Prudential Financial Inc | 48,457 | $784.3 萬 | 0.01% | −46,366−48.9% | 減碼 |
| Heartland Advisors Inc | 48,572 | $786.1 萬 | 0.35% | −7,681−13.7% | 減碼 |
| Envestnet Asset Management Inc | 48,604 | $786.7 萬 | 0.00% | −6,503−11.8% | 減碼 |
| MetLife Investment Management | 49,325 | $798.3 萬 | 0.04% | −2,523−4.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 49,936 | $808.2 萬 | 0.03% | +49,936 | 新進 |
| Credit Agricole S A | 50,000 | $809.3 萬 | 0.02% | +30,127+151.6% | 加碼 |
| SIH Partners, LLLP | 50,000 | $809.3 萬 | 0.34% | +50,000 | 新進 |
| Swedbank AB | 52,200 | $844.9 萬 | 0.01% | +52,200 | 新進 |
| Creative Planning | 54,028 | $874.4 萬 | 0.01% | +3,941+7.9% | 加碼 |
| LPL Financial LLC | 55,679 | $901.2 萬 | 0.00% | +22,410+67.4% | 加碼 |
| Mackenzie Financial Corp | 57,964 | $938.1 萬 | 0.01% | +49,037+549.3% | 加碼 |
| Engineers Gate Manager LP | 58,129 | $940.8 萬 | 0.12% | +47,569+450.5% | 加碼 |
| Hodges Capital Management Inc. | 59,193 | $958.0 萬 | 0.63% | −30,332−33.9% | 減碼 |
| Wells Fargo & Company | 59,396 | $961.3 萬 | 0.00% | −106,391−64.2% | 減碼 |
| Deutsche Bank AG | 59,478 | $962.7 萬 | 0.00% | −88,415−59.8% | 減碼 |
| Osterweis Capital Management Inc | 60,445 | $978.3 萬 | 0.46% | +60,445 | 新進 |
| JB Capital LLC | 60,460 | $978.5 萬 | 0.34% | +1,837+3.1% | 加碼 |
| Van Eck Associates Corp | 61,199 | $990.5 萬 | 0.01% | +18,648+43.8% | 加碼 |
| Talos Asset Management LP | 61,300 | $992.1 萬 | 1.46% | +61,300 | 新進 |
| Voloridge Investment Management, LLC | 61,708 | $998.7 萬 | 0.04% | −168,373−73.2% | 減碼 |
| AQR Capital Management LLC | 62,156 | $1,006 萬 | 0.00% | −176−0.3% | 減碼 |
| Armistice Capital, LLC | 62,380 | $1,010 萬 | 0.28% | +489+0.8% | 加碼 |
| Algert Global LLC | 62,873 | $1,018 萬 | 0.12% | −49,256−43.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 62,973 | $1,019 萬 | 0.20% | +62,973 | 新進 |
| EAM Investors, LLC | 63,295 | $1,024 萬 | 0.91% | +63,295 | 新進 |
| WCM Investment Management, LLC | 66,122 | $1,032 萬 | 0.02% | −120,722−64.6% | 減碼 |
| FORA Capital, LLC | 64,439 | $1,044 萬 | 0.72% | +64,439 | 新進 |
| Peregrine Capital Management LLC | 68,462 | $1,108 萬 | 0.36% | +68,462 | 新進 |
| Polymer Capital Management (US) LLC | 69,200 | $1,120 萬 | 1.66% | +69,200 | 新進 |
| Great West Life Assurance Co | 69,818 | $1,129 萬 | 0.02% | −7,604−9.8% | 減碼 |
| iA Global Asset Management Inc. | 69,860 | $1,131 萬 | 0.13% | +69,860 | 新進 |
| KP Management LLC | 70,000 | $1,133 萬 | 2.37% | +70,000 | 新進 |
| Manufacturers Life Insurance Company, The | 70,579 | $1,142 萬 | 0.01% | +24,963+54.7% | 加碼 |
| Nomura Holdings Inc | 71,807 | $1,162 萬 | 0.05% | +71,807 | 新進 |
| New York State Teachers Retirement System | 74,262 | $1,202 萬 | 0.02% | −2,320−3.0% | 減碼 |
| Catalyst Funds Management Pty Ltd | 74,550 | $1,207 萬 | 0.68% | +74,550 | 新進 |
| BIT Capital GmbH | 75,000 | $1,214 萬 | 0.42% | +75,000 | 新進 |
| State Board of Administration of Florida Retirement System | 78,253 | $1,267 萬 | 0.02% | +58,592+298.0% | 加碼 |
| Mizuho Markets Americas LLC | 80,000 | $1,295 萬 | 0.23% | −1,145−1.4% | 減碼 |
| Mutual of America Capital Management LLC | 81,980 | $1,327 萬 | 0.13% | +71,390+674.1% | 加碼 |
| Ossiam | 83,499 | $1,351 萬 | 0.18% | +83,499 | 新進 |
| Nicholas Investment Partners, LP | 84,478 | $1,367 萬 | 0.77% | +12,157+16.8% | 加碼 |
| Freestone Grove Partners LP | 86,512 | $1,400 萬 | 0.09% | +27,688+47.1% | 加碼 |
| Bessemer Group Inc | 87,448 | $1,415 萬 | 0.02% | −1,838−2.1% | 減碼 |
| Vanguard Asset Management, Ltd | 88,010 | $1,424 萬 | 0.01% | +5,790+7.0% | 加碼 |
| Pier Capital, LLC | 88,041 | $1,425 萬 | 1.89% | −34,921−28.4% | 減碼 |
| G2 Investment Partners Management LLC | 88,083 | $1,426 萬 | 2.60% | +43,185+96.2% | 加碼 |
| Castleark Management LLC | 91,218 | $1,476 萬 | 0.40% | −16,540−15.3% | 減碼 |
| Clearline Capital LP | 93,274 | $1,510 萬 | 0.97% | −289,915−75.7% | 減碼 |
| Nordea Investment Management AB | 97,542 | $1,533 萬 | 0.01% | −2,082−2.1% | 減碼 |
| Man Group plc | 95,639 | $1,548 萬 | 0.03% | −39,644−29.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 97,140 | $1,571 萬 | 0.07% | 00.0% | 不變 |
| Jain Global LLC | 100,396 | $1,625 萬 | 0.19% | +33,060+49.1% | 加碼 |
| Bank of Nova Scotia | 101,406 | $1,641 萬 | 0.02% | +101,406 | 新進 |
| Retirement Systems of Alabama | 101,456 | $1,642 萬 | 0.05% | +101,456 | 新進 |
| Great Lakes Advisors, LLC | 102,682 | $1,662 萬 | 0.13% | −42,468−29.3% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 103,278 | $1,672 萬 | 0.03% | −81,143−44.0% | 減碼 |
| California State Teachers Retirement System | 107,797 | $1,745 萬 | 0.02% | +4,979+4.8% | 加碼 |
| Ardmore Road Asset Management LP | 110,000 | $1,780 萬 | 1.05% | +110,000 | 新進 |
| Kornitzer Capital Management Inc | 111,423 | $1,803 萬 | 0.38% | +57,308+105.9% | 加碼 |
| State of Wisconsin Investment Board | 116,571 | $1,887 萬 | 0.04% | −15,678−11.9% | 減碼 |
| Royal Bank of Canada | 117,717 | $1,905 萬 | 0.00% | +79,783+210.3% | 加碼 |
| Palisade Capital Management LLC | 117,972 | $1,909 萬 | 0.83% | −362,998−75.5% | 減碼 |
| Tudor Investment Corp Et Al | 118,649 | $1,920 萬 | 0.08% | +58,496+97.2% | 加碼 |
| Silvercrest Asset Management Group LLC | 118,890 | $1,924 萬 | 0.13% | −142,221−54.5% | 減碼 |
| Balyasny Asset Management LLC | 120,189 | $1,945 萬 | 0.04% | +102,990+598.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 120,327 | $1,947 萬 | 0.01% | +120,327 | 新進 |
| Weiss Asset Management LP | 125,430 | $2,030 萬 | 0.23% | +125,430 | 新進 |
| Cooper Creek Partners Management LLC | 125,796 | $2,036 萬 | 0.85% | −41,656−24.9% | 減碼 |
| GF Fund Management Co. Ltd. | 127,000 | $2,055 萬 | 0.25% | +127,000 | 新進 |
| Boothbay Fund Management, LLC | 127,494 | $2,063 萬 | 0.40% | −32,308−20.2% | 減碼 |
| Legal & General Group Plc | 127,837 | $2,069 萬 | 0.00% | −81,188−38.8% | 減碼 |
| Toroso Investments, LLC | 140,429 | $2,273 萬 | 0.06% | +140,429 | 新進 |
| Royce & Associates LP | 146,923 | $2,378 萬 | 0.19% | −19,716−11.8% | 減碼 |
| Victory Capital Management Inc | 153,125 | $2,478 萬 | 0.01% | −42,379−21.7% | 減碼 |
| California Public Employees Retirement System | 154,436 | $2,500 萬 | 0.01% | +12,550+8.8% | 加碼 |
| Capital World Investors | 158,165 | $2,560 萬 | 0.00% | +158,165 | 新進 |
| ExodusPoint Capital Management, LP | 160,691 | $2,601 萬 | 0.24% | −12,339−7.1% | 減碼 |
| ING Groep NV | 161,400 | $2,612 萬 | 0.13% | +161,400 | 新進 |
| Andar Capital Management HK Ltd | 162,000 | $2,622 萬 | 11.77% | −34,000−17.3% | 減碼 |
| Walleye Trading LLC | 165,173 | $2,673 萬 | 0.37% | +164,919+64,928.7% | 加碼 |
| SG Capital Management LLC | 176,004 | $2,849 萬 | 2.58% | +176,004 | 新進 |
| FMR LLC | 182,797 | $2,959 萬 | 0.00% | +86,124+89.1% | 加碼 |
| Swiss National Bank | 186,500 | $3,019 萬 | 0.02% | +3,500+1.9% | 加碼 |
| Westwood Holdings Group Inc. | 187,778 | $3,039 萬 | 0.23% | +187,778 | 新進 |
| Russell Investments Group, Ltd. | 191,186 | $3,094 萬 | 0.03% | +77,729+68.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 193,626 | $3,134 萬 | 0.02% | +191,743+10,182.8% | 加碼 |
| Fiera Capital Corp | 194,296 | $3,145 萬 | 0.11% | −146,240−42.9% | 減碼 |
| E20 Capital Ltd | 200,167 | $3,240 萬 | 2.61% | −83,476−29.4% | 減碼 |
| Quadrature Capital Ltd | 204,514 | $3,310 萬 | 0.28% | +204,514 | 新進 |
| Renaissance Technologies LLC | 207,116 | $3,352 萬 | 0.05% | +207,116 | 新進 |
| Principal Financial Group Inc | 210,405 | $3,405 萬 | 0.02% | −242,148−53.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 217,297 | $3,517 萬 | 0.19% | −170,038−43.9% | 減碼 |
| First Trust Advisors LP | 217,629 | $3,522 萬 | 0.02% | +101,568+87.5% | 加碼 |