SMTC
Semtech Corporation · Technology · Semiconductors
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -5.6% ·
Aktienfluss +0.9% ·
neue Nettopositionen -5.9%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| 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 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passiv) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passiv) | 11.93M | — | $538.58M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passiv) | 11.93M | — | $538.58M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passiv) | 11.93M | — | $538.58M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passiv) | 11.93M | — | $538.58M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passiv) | 11.93M | — | $538.58M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passiv) | 4.04M | +1.5% | $182.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wellington Management ✦ | 2.39M | +3.2% | $107.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Wellington Management ✦ | 2.39M | +3.2% | $107.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Wellington Management ✦ | 2.39M | +3.2% | $107.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Wellington Management ✦ | 2.39M | +3.2% | $107.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Wellington Management ✦ | 2.39M | +3.2% | $107.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Wellington Management ✦ | 2.39M | +3.2% | $107.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Wellington Management ✦ | 2.39M | +3.2% | $107.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | Wellington Management ✦ | 2.39M | +3.2% | $107.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Wellington Management ✦ | 2.39M | +3.2% | $107.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Wellington Management ✦ | 2.39M | +3.2% | $107.81M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Geode Capital Management ✦ (passiv) | 2.12M | +9.2% | $95.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passiv) | 2.12M | +9.2% | $95.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Point72 Asset Management ✦ | 1.56M | +243.5% | $70.32M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 37 | Two Sigma Investments ✦ | 702.35K | -52.3% | $31.70M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 702.35K | -52.3% | $31.70M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 530.32K | +32.8% | $23.94M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 530.32K | +32.8% | $23.94M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Millennium Management ✦ | 344.93K | +0.7% | $15.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Norges Bank ✦ (passiv) | 316.11K | -53.3% | $14.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 73.21K | +17.9% | $3.31M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 59.91K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 59.91K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 59.91K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 59.91K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Gotham Asset Management ✦ | 58.94K | -39.1% | $2.66M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Renaissance Technologies ✦ | 43.22K | +232.0% | $1.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | Fisher Asset Management ✦ | 25.78K | -8.3% | $1.16M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 24.51K | -52.7% | $1.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 24.51K | -52.7% | $1.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 24.51K | -52.7% | $1.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 24.51K | -52.7% | $1.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | D. E. Shaw & Co. ✦ | 6.10K | -90.6% | $275,444 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Marshall Wace | $360,238 | war 0.0% |
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