SMTC
Semtech Corporation · Technology · Semiconductors
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +30.0% ·
Aktienfluss +30.0% ·
neue Nettopositionen +20.0%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2024
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 140 | +16 | 67.05M | $10.71B | +22 | −5 |
| 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 | — | −1 |
| Q1 2025 | 15 | -1 | 11.91M | $409.73M | +1 | −2 |
| Q4 2024 | 16 | +4 | 13.28M | $821.16M | +4 | — |
| Q3 2024 | 11 | +1 | 5.92M | $270.38M | +2 | −1 |
| Q2 2024 | 10 | — | 8.64M | $258.27M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passiv) | 3.81M | — | $235.71M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 2.14M | +827.0% | $132.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wellington Management ✦ | 2.14M | +827.0% | $132.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 2.14M | +827.0% | $132.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Wellington Management ✦ | 2.14M | +827.0% | $132.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 2.14M | +827.0% | $132.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passiv) | 1.82M | +12.2% | $112.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Geode Capital Management ✦ (passiv) | 1.82M | +12.2% | $112.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 1.22M | -15.0% | $75.64M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Fisher Asset Management ✦ | 939.49K | -10.1% | $58.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 610.04K | +2.2% | $37.73M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 610.04K | +2.2% | $37.73M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Capital World Investors ✦ | 600.00K | Neu | $37.11M | 0.0% | New | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 555.58K | +48.8% | $34.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 555.58K | +48.8% | $34.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 478.14K | +405.4% | $29.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 478.14K | +405.4% | $29.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Point72 Asset Management ✦ | 445.02K | Neu | $27.52M | 0.1% | New | 1 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 405.52K | -11.0% | $25.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Soros Fund Management ✦ | 100.00K | Neu | $6.18M | 0.2% | New | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 66.20K | +269.5% | $4.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 55.53K | +25.2% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 55.53K | +25.2% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 55.53K | +25.2% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 55.53K | +25.2% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 19.01K | Neu | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 27 | Marshall Wace ✦ | 9.28K | +73.1% | $573,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Marshall Wace ✦ | 9.28K | +73.1% | $573,782 | 0.0% | ▲ Add | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Capital World Investors | $37.11M | 0.0% |
| Point72 Asset Management | $27.52M | 0.1% |
| Soros Fund Management | $6.18M | 0.2% |
| D. E. Shaw & Co. | $1.18M | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 4 Inhaber, 10.39M Anteile, $22.16M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Käufe auf dem offenen Markt (P)
Keine Insider-Käufe auf dem offenen Markt in unserem Erfassungszeitraum.
Verkäufe auf dem offenen Markt (S)
Director · 500 Ant. · $67,740
Officer, Director · 2.00K Ant. · $280,000
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik