SMTC
Semtech Corporation · Technology · Semiconductors
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 568.98K | $99.11M | n/a | n/a |
| Q2 2026 | 138 | +16 | 67.03M | $10.70B | +22 | −7 |
| Q1 2026 | 126 | -1 | 75.53M | $5.43B | +7 | −9 |
| Q4 2025 | 126 | -1 | 78.63M | $6.42B | +1 | −1 |
| Q3 2025 | 20 | +1 | 41.94M | $3.00B | +2 | −2 |
| Q2 2025 | 17 | -1 | 37.14M | $1.68B | n/a | −1 |
| Q1 2025 | 15 | -1 | 11.91M | $409.73M | +1 | −2 |
| Q4 2024 | 16 | +4 | 13.28M | $821.16M | +4 | n/a |
| Q3 2024 | 11 | +1 | 5.92M | $270.38M | +2 | −1 |
| Q2 2024 | 10 | n/a | 8.64M | $258.27M | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 3.65M | n/a | $108.96M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (被动) | 1.50M | n/a | $44.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Two Sigma Investments ✦ | 1.27M | n/a | $37.91M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | Fisher Asset Management ✦ | 1.05M | n/a | $31.35M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 750.07K | n/a | $22.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | AQR Capital Management ✦ | 167.15K | n/a | $4.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Marshall Wace ✦ | 97.67K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 95.40K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Gotham Asset Management ✦ | 62.12K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 10.01K | n/a | $299,159 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 434 持有人, 99.02M 股份, $7.43B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer · 2.77K 股 · $526,508
Officer, Director · 2.00K 股 · $382,420
Director · 500 股 · $86,305
Director · 5.32K 股 · $877,978
Officer · 683 股 · $109,212
Director · 1.50K 股 · $217,500
Officer, Director · 2.00K 股 · $277,420
Director · 500 股 · $67,740
Officer, Director · 2.00K 股 · $280,000
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论