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SMTC
Semtech Corporation · Technology · Semiconductors
20Détenteurs suivis
+1Δ détenteurs
41.94MActions détenues
$3.00BValeur déclarée
+2Nouvelles positions
−2Sorties
Données momentum (gérants comparables) :
étendue des détenteurs +5.3% ·
flux d'actions -1.6% ·
nouvelles positions nettes 0.0%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
Qui le détient · Q3 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 12.82M | -0.8% | $915.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 11.56M | -3.1% | $825.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 11.56M | -3.1% | $825.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 11.56M | -3.1% | $825.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 11.56M | -3.1% | $825.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 11.56M | -3.1% | $825.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (passif) | 3.91M | -3.2% | $279.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 3.13M | — | $223.92M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wellington Management ✦ | 2.33M | -2.3% | $166.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Wellington Management ✦ | 2.33M | -2.3% | $166.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | Wellington Management ✦ | 2.33M | -2.3% | $166.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | Wellington Management ✦ | 2.33M | -2.3% | $166.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Wellington Management ✦ | 2.33M | -2.3% | $166.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Wellington Management ✦ | 2.33M | -2.3% | $166.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Wellington Management ✦ | 2.33M | -2.3% | $166.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Wellington Management ✦ | 2.33M | -2.3% | $166.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Wellington Management ✦ | 2.33M | -2.3% | $166.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Geode Capital Management ✦ (passif) | 2.09M | -1.5% | $149.52M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 44 | Geode Capital Management ✦ (passif) | 2.09M | -1.5% | $149.52M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 1.70M | — | $121.43M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 1.70M | — | $121.43M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 1.70M | — | $121.43M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 1.70M | — | $121.43M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 1.70M | — | $121.43M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 1.70M | — | $121.43M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 1.70M | — | $121.43M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 1.70M | — | $121.43M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 1.70M | — | $121.43M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 1.70M | — | $121.43M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Millennium Management ✦ | 1.05M | +203.8% | $74.86M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 970.29K | — | $69.33M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 970.29K | — | $69.33M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 970.29K | — | $69.33M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 970.29K | — | $69.33M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Citadel Advisors ✦ | 707.83K | +33.5% | $50.57M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 707.83K | +33.5% | $50.57M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | Point72 Asset Management ✦ | 417.75K | -73.2% | $29.85M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 63 | Two Sigma Investments ✦ | 380.60K | -45.8% | $27.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 64 | Two Sigma Investments ✦ | 380.60K | -45.8% | $27.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 65 | Duquesne Family Office ✦ | 301.51K | Nouveau | $21.54M | 0.5% | New | 1 | SEC ↗ |
| 66 | Marshall Wace ✦ | 232.01K | Nouveau | $16.58M | 0.0% | New | 1 | SEC ↗ |
| 67 | Marshall Wace ✦ | 232.01K | Nouveau | $16.58M | 0.0% | New | 1 | SEC ↗ |
| 68 | T. Rowe Price ✦ | 178.20K | +143.4% | $12.73M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 69 | T. Rowe Price ✦ | 178.20K | +143.4% | $12.73M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 70 | Gotham Asset Management ✦ | 66.95K | +13.6% | $4.78M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 51.61K | +110.6% | $3.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 51.61K | +110.6% | $3.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 51.61K | +110.6% | $3.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 51.61K | +110.6% | $3.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 75 | Fisher Asset Management ✦ | 24.07K | -6.6% | $1.72M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 76 | Fidelity (FMR) ✦ | 12.20K | -79.6% | $871,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 12.20K | -79.6% | $871,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Fidelity (FMR) ✦ | 12.20K | -79.6% | $871,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Fidelity (FMR) ✦ | 12.20K | -79.6% | $871,572 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | D. E. Shaw & Co. ✦ | 4.50K | -26.2% | $321,525 | 0.0% | ▼ Trim | 4 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Duquesne Family Office | $21.54M | 0.5% |
| Marshall Wace | $16.58M | 0.0% |
| Marshall Wace | $16.58M | 0.0% |
Sorti(e)
| Norges Bank | $14.27M | était 0.0% |
| Renaissance Technologies | $1.95M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 4 détenteurs, 10.39M actions, $22.16M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Aug 19
Walsh Paul V Jr
Director · 500 act. · $67,740
Aug 07
HOU HONG Q
Officer, Director · 2.00K act. · $280,000
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie
Aug 14
SC 13G/A — AMERIPRISE FINANCIAL INC
Jul 31
SC 13G/A — VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 30
SC 13G/A — BlackRock, Inc.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q3 2025 ·
Méthodologie ·
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