SMTC
Semtech Corporation · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares -0.8% ·
flujo de acciones -2.0% ·
nuevas posiciones netas 0.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Amundi | 4.82M | — | $977.62M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Amundi | 4.82M | — | $977.62M | 0.3% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 13.19M | +2.9% | $971.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 11.86M | +2.6% | $873.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 11.86M | +2.6% | $873.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | The Vanguard Group ✦ (pasivo) | 11.86M | +2.6% | $873.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | The Vanguard Group ✦ (pasivo) | 11.86M | +2.6% | $873.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | The Vanguard Group ✦ (pasivo) | 11.86M | +2.6% | $873.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 7.55M | — | $556.52M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 7.55M | — | $556.52M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 7.55M | — | $556.52M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 7.55M | — | $556.52M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 7.55M | — | $556.52M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 7.55M | — | $556.52M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Capital Research Global Investors | 4.50M | — | $331.81M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (pasivo) | 3.85M | -1.6% | $283.58M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Alliancebernstein L.P. | 2.97M | — | $218.50M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Nomura Asset Management… | 2.45M | — | $180.78M | 0.3% | n/c | 1 | SEC ↗ |
| 34 | Nomura Asset Management… | 2.45M | — | $180.78M | 0.3% | n/c | 1 | SEC ↗ |
| 35 | Wellington Management ✦ | 2.34M | +0.3% | $172.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | Wellington Management ✦ | 2.34M | +0.3% | $172.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | Wellington Management ✦ | 2.34M | +0.3% | $172.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | Wellington Management ✦ | 2.34M | +0.3% | $172.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 39 | Wellington Management ✦ | 2.34M | +0.3% | $172.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 40 | Wellington Management ✦ | 2.34M | +0.3% | $172.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 41 | Wellington Management ✦ | 2.34M | +0.3% | $172.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 42 | Wellington Management ✦ | 2.34M | +0.3% | $172.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 43 | Wellington Management ✦ | 2.34M | +0.3% | $172.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 44 | Wellington Management ✦ | 2.34M | +0.3% | $172.46M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 45 | Geode Capital Management ✦ (pasivo) | 2.10M | +0.3% | $154.70M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 46 | Geode Capital Management ✦ (pasivo) | 2.10M | +0.3% | $154.70M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 1.67M | +136.0% | $123.08M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.39M | -55.7% | $102.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.39M | -55.7% | $102.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 1.39M | -55.7% | $102.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 1.39M | -55.7% | $102.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 1.39M | -55.7% | $102.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 1.39M | -55.7% | $102.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 1.39M | -55.7% | $102.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 1.39M | -55.7% | $102.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 1.39M | -55.7% | $102.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 1.39M | -55.7% | $102.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Invesco Ltd. | 1.25M | — | $92.19M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Invesco Ltd. | 1.25M | — | $92.19M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Invesco Ltd. | 1.25M | — | $92.19M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Invesco Ltd. | 1.25M | — | $92.19M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Invesco Ltd. | 1.25M | — | $92.19M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Point72 Asset Management ✦ | 1.21M | +189.2% | $89.04M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 64 | Millennium Management ✦ | 1.04M | -0.6% | $76.77M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 65 | Nuveen, LLC | 1.04M | — | $76.51M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Nuveen, LLC | 1.04M | — | $76.51M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Nuveen, LLC | 1.04M | — | $76.51M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bank Of America Corp /De/ | 1.01M | — | $74.28M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bank Of America Corp /De/ | 1.01M | — | $74.28M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Bank Of America Corp /De/ | 1.01M | — | $74.28M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Bank Of America Corp /De/ | 1.01M | — | $74.28M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 1.01M | — | $74.28M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bank Of America Corp /De/ | 1.01M | — | $74.28M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bank Of America Corp /De/ | 1.01M | — | $74.28M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bank Of America Corp /De/ | 1.01M | — | $74.28M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Charles Schwab Investment… | 984.19K | — | $72.53M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Neuberger Berman Group LLC | 931.95K | — | $68.73M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Neuberger Berman Group LLC | 931.95K | — | $68.73M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Northern Trust Corp | 921.77K | — | $67.93M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Northern Trust Corp | 921.77K | — | $67.93M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Northern Trust Corp | 921.77K | — | $67.93M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Northern Trust Corp | 921.77K | — | $67.93M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Northern Trust Corp | 921.77K | — | $67.93M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Northern Trust Corp | 921.77K | — | $67.93M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Northern Trust Corp | 921.77K | — | $67.93M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Goldman Sachs Group ✦ | 777.68K | -19.9% | $57.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Goldman Sachs Group ✦ | 777.68K | -19.9% | $57.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Goldman Sachs Group ✦ | 777.68K | -19.9% | $57.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Goldman Sachs Group ✦ | 777.68K | -19.9% | $57.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Jennison Associates Llc | 643.83K | — | $47.44M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Jennison Associates Llc | 643.83K | — | $47.44M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | UBS Group AG | 601.12K | — | $44.30M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | UBS Group AG | 601.12K | — | $44.30M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | UBS Group AG | 601.12K | — | $44.30M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | UBS Group AG | 601.12K | — | $44.30M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | UBS Group AG | 601.12K | — | $44.30M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Capital International Investors | 537.30K | — | $39.59M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 495.51K | — | $36.51M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Bank of New York Mellon Corp | 495.51K | — | $36.51M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 495.51K | — | $36.51M | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Duquesne Family Office | $21.54M | era 0.5% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 4 tenedores, 10.39M acciones, $22.16M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 500 acc. · $67,740
Officer, Director · 2.00K acc. · $280,000
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología