证券记录 · 已归档季度
SMTC
Semtech Corporation · Technology · Semiconductors
17被追踪持有人
-1Δ持有人
37.14M持有股份
$1.68B报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -5.6% ·
股份流向 +0.9% ·
净新建仓位 -5.9%
— 公式
集中积累 — 持股数量上升但持有人减少
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 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 12.92M | — | $583.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (被动) | 11.93M | — | $538.58M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (被动) | 11.93M | — | $538.58M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (被动) | 11.93M | — | $538.58M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (被动) | 11.93M | — | $538.58M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | The Vanguard Group ✦ (被动) | 11.93M | — | $538.58M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (被动) | 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 ✦ (被动) | 2.12M | +9.2% | $95.88M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Geode Capital Management ✦ (被动) | 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 ✦ (被动) | 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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 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
| Marshall Wace | $360,238 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 4 持有人, 10.39M 股份, $22.16M 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。
常见共同持仓
该证券的被追踪持有人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)
Aug 19
Walsh Paul V Jr
Director · 500 股 · $67,740
Aug 07
HOU HONG Q
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
Aug 14
SC 13G/A — AMERIPRISE FINANCIAL INC
Jul 31
SC 13G/A — VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 30
SC 13G/A — BlackRock, Inc.
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据