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SEMTECH · 13F 机构持仓分析
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SEMTECH

SEMTECH CORPSMTC
持有机构数
581
机构合计市值 (Q2 2026)
$162.08亿
机构合计股数 (Q2 2026)
1.00亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,570.2万股
357 · 198 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,964.7万股
240 · 57 清仓 · ≈
⚖️ 净额
-394.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$162.08亿
持有机构数
581
新买入
198
加仓
159
减仓
183
清仓
57
持股不变
41
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
贝莱德BlackRock, Inc.
0.02%0.02%#250$15.78亿974.9万股$10.94亿1,422.2万股-447.3万股-31.45%减仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
0.04%0.03%#211$8.62亿532.9万股$5.32亿692.3万股-159.4万股-23.03%减仓
简街集团JANE STREET GROUP, LLC
0.07%0.01%#162$8.37亿516.9万股$7,904.4万102.8万股+414.1万股+402.83%加仓
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#308$6.80亿419.9万股$3.19亿414.5万股+5.4万股+1.31%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.11%0.13%#137$5.59亿345.1万股$5.73亿745.0万股-399.9万股-53.68%减仓
道富集团STATE STREET CORP
0.02%0.01%#296$5.48亿338.9万股$3.12亿405.9万股-67.0万股-16.51%减仓
资本研究全球投资者Capital Research Global Investors
0.07%0.05%#166$4.78亿295.4万股$3.19亿415.2万股-119.8万股-28.84%减仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
0.02%0.01%#268$3.67亿225.4万股$1.94亿252.6万股-27.3万股-10.79%减仓
Hood River资本管理Hood River Capital Management LLC
2.64%1.77%#9$3.64亿225.0万股$1.76亿228.8万股-3.7万股-1.62%减仓
城堡顾问CITADEL ADVISORS LLC
0.04%0.02%#216$3.23亿199.4万股$1.26亿163.5万股+35.9万股+21.95%加仓
摩根士丹利MORGAN STANLEY
0.02%0.01%#290$3.19亿197.0万股$2.24亿313.4万股-116.4万股-37.13%减仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
0.05%0.03%#181$3.10亿191.6万股$1.83亿238.4万股-46.9万股-19.66%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
0.02%<0.01%#249$3.04亿187.7万股$3,246.7万42.2万股+145.5万股+344.48%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.01%#272$3.01亿186.0万股$8,790.9万114.3万股+71.6万股+62.67%加仓
联博ALLIANCEBERNSTEIN L.P.
0.09%0.06%#148$2.54亿156.7万股$1.74亿236.6万股-79.9万股-33.78%减仓
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.02%<0.01%#258$2.18亿134.8万股$1,560.0万20.3万股+114.5万股+564.45%加仓
挪威央行投资管理NORGES BANK
0.02%<0.01%#265$2.02亿124.8万股$2,326.8万67.6万股+57.1万股+84.48%加仓
瑞银集团UBS Group AG
0.02%0.01%#246$1.87亿115.4万股$6,856.0万89.2万股+26.2万股+29.43%加仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.06%0.06%#174$1.86亿114.9万股$1.52亿197.1万股-82.2万股-41.70%减仓
Westfield资本管理WESTFIELD CAPITAL MANAGEMENT CO LP
0.6%0.41%#49$1.83亿113.3万股$9,846.5万128.1万股-14.7万股-11.50%减仓
纪律成长投资DISCIPLINED GROWTH INVESTORS INC /MN
2.62%3.47%#10$1.55亿95.5万股$1.70亿220.7万股-125.2万股-56.72%减仓
TREMBLANT CAPITAL 集团TREMBLANT CAPITAL GROUP
4.12%#2$1.44亿88.7万股$00股+88.7万股新买入
北方信托NORTHERN TRUST CORP
0.02%0.01%#298$1.38亿85.2万股$7,637.9万99.3万股-14.1万股-14.21%减仓
安大略医疗养老基金(HOOPP)HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
0.19%#100$1.38亿85.2万股$00股+85.2万股新买入
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.02%<0.01%#240$1.36亿84.2万股$1,304.7万17.0万股+67.2万股+396.31%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.1%<0.01%#145$1.36亿83.8万股$376.1万4.9万股+78.9万股+1,613.79%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%<0.01%#260$1.31亿80.9万股$1,274.7万16.6万股+64.4万股+388.21%加仓
摩根大通JPMORGAN CHASE & CO
0.01%<0.01%#384$1.31亿83.4万股$5,768.0万81.7万股+1.7万股+2.06%加仓
SG Americas Securities, LLC
0.06%0.01%#172$1.27亿78.8万股$965.6万12.6万股+66.2万股+527.23%加仓
工匠合伙人Artisan Partners Limited Partnership
0.2%0.19%#98$1.24亿76.4万股$1.20亿155.8万股-79.4万股-50.97%减仓
景顺Invesco Ltd.
0.01%0.01%#350$1.23亿76.0万股$5,932.1万77.1万股-1.2万股-1.52%减仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.01%#344$1.17亿72.1万股$6,927.1万90.1万股-18.0万股-20.02%减仓
野村资产管理国际NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.17%0.29%#106$1.13亿70.0万股$1.71亿222.3万股-152.3万股-68.51%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#307$1.11亿68.4万股$7,663.5万99.7万股-31.2万股-31.34%减仓
Point72资产管理Point72 Asset Management, L.P.
0.12%0.02%#130$1.10亿68.2万股$1,537.8万20.0万股+48.2万股+240.94%加仓
HRT金融HRT FINANCIAL LP
0.2%#97$1.08亿66.9万股$00股+66.9万股新买入
詹尼森联营JENNISON ASSOCIATES LLC
0.06%0.04%#170$1.08亿66.7万股$5,723.5万74.4万股-7.7万股-10.36%减仓
SquarepointSquarepoint Ops LLC
0.12%0.04%#135$1.07亿66.2万股$3,679.8万47.9万股+18.3万股+38.27%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
0.02%0.01%#259$9,745.6万60.2万股$4,957.6万64.5万股-4.3万股-6.61%减仓
MFS马萨诸塞金融服务MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.03%#229$9,645.9万59.6万股$00股+59.6万股新买入
纽文Nuveen, LLC
0.02%0.02%#255$9,233.5万57.0万股$5,929.1万77.1万股-20.1万股-26.02%减仓
资本国际投资者Capital International Investors
0.02%0.01%#280$8,940.0万55.2万股$4,131.3万53.7万股+1.5万股+2.80%加仓
阿崔迪斯管理Atreides Management, LP
0.62%0.83%#46$8,921.4万55.1万股$4,166.0万54.2万股+9,402股+1.74%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.04%<0.01%#202$8,919.1万54.9万股$456.5万5.9万股+48.9万股+824.25%加仓
Dorsal 资本管理Dorsal Capital Management, LP
3.15%2.39%#7$8,901.8万55.0万股$6,151.2万80.0万股-25.0万股-31.25%减仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#311$8,772.5万54.2万股$3,886.8万50.6万股+3.7万股+7.22%加仓
纽伯格伯曼集团Neuberger Berman Group LLC
0.06%0.07%#178$8,740.4万54.1万股$8,618.4万112.4万股-58.3万股-51.84%减仓
富兰克林资源FRANKLIN RESOURCES INC
0.02%0.01%#286$8,639.7万53.4万股$2,713.4万35.3万股+18.1万股+51.27%加仓
Walleye交易Walleye Trading LLC
0.1%0.01%#144$8,603.5万53.2万股$424.8万5.5万股+47.6万股+862.05%加仓
SEI投资SEI INVESTMENTS CO
0.07%0.03%#168$7,523.9万46.5万股$2,751.7万35.8万股+10.7万股+29.90%加仓

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