证券记录 · 已归档季度
SMTC
Semtech Corporation · Technology · Semiconductors
126被追踪持有人
-1Δ持有人
75.53M持有股份
$5.43B报告持仓市值
+7新建仓位
−9清仓
动量输入（同类管理人）：
持有人广度 -0.8% ·
股份流向 +5.6% ·
净新建仓位 -1.6%
— 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 Q1 2026
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 | 138 | +16 | 67.03M | $10.70B | +22 | −7 |
| 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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 14.22M | +7.8% | $1.09B | 0.0% | ▲ Add | 4 | SEC ↗ ×17 |
| 2 | Ameriprise Financial Inc | 7.45M | -1.4% | $572.65M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 3 | Capital Research Global Investors | 4.15M | -7.8% | $319.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 4.15M | — | $318.72M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (被动) | 4.06M | +5.5% | $312.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Geode Capital Management ✦ (被动) | 2.53M | +20.4% | $194.29M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Wellington Management ✦ | 2.38M | +1.9% | $183.34M | 0.0% | ▲ Add | 7 | SEC ↗ ×10 |
| 8 | Alliancebernstein L.P. | 2.37M | -20.2% | $174.37M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Nomura Asset Management… | 2.22M | -9.4% | $170.94M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Millennium Management ✦ | 1.97M | +88.7% | $151.14M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 11 | Artisan Partners Limited Partnership | 1.56M | +215.6% | $119.80M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.42M | +1.9% | $108.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 13 | Bank Of America Corp /De/ | 1.14M | +13.4% | $87.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Neuberger Berman Group LLC | 1.12M | +20.6% | $86.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 1.11M | -33.8% | $85.01M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 16 | Charles Schwab Investment… | 996.68K | +1.3% | $76.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Northern Trust Corp | 993.35K | +7.8% | $76.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 18 | Goldman Sachs Group ✦ | 900.91K | +15.8% | $69.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | UBS Group AG | 891.66K | +48.3% | $68.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | Marshall Wace ✦ | 869.07K | +5083.5% | $66.82M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Assenagon Asset Management S.A. | 781.00K | +323.0% | $60.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Jane Street Group, Llc | 772.81K | +323.9% | $59.42M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Invesco Ltd. | 771.50K | -38.3% | $59.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 24 | Nuveen, LLC | 771.12K | -25.7% | $59.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | JPMorgan Chase ✦ | 816.88K | +112.9% | $57.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 26 | Jennison Associates Llc | 744.38K | +15.6% | $57.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Schroder Investment Management Group | 731.18K | — | $51.63M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Capital International Investors | 537.30K | 0.0% | $41.31M | 0.0% | Held | 2 | SEC ↗ |
| 29 | Citigroup Inc | 510.41K | +1824.0% | $39.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Bank of New York Mellon Corp | 505.50K | +2.0% | $38.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 31 | Squarepoint Ops LLC | 478.59K | +318.2% | $36.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Principal Financial Group Inc | 452.55K | +9.1% | $34.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Dimensional Fund Advisors Lp | 370.15K | +0.1% | $28.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 34 | Sei Investments Co | 357.88K | +65.9% | $27.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Franklin Resources Inc | 352.89K | +1902.7% | $27.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 36 | LMR Partners LLP | 329.12K | -14.9% | $25.31M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | New York State Common Retirement… | 326.16K | -24.2% | $25.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Rhumbline Advisers | 247.26K | +8.2% | $19.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Legal & General Group Plc | 209.03K | -3.4% | $16.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | T. Rowe Price ✦ | 202.87K | +11.6% | $15.60M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 41 | Victory Capital Management Inc | 195.50K | +1.5% | $15.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Universal- Beteiligungs- und… | 184.42K | -8.7% | $14.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Swiss National Bank | 183.00K | +6.9% | $14.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Wcm Investment Management, Llc | 186.84K | -34.3% | $13.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 169.68K | -19.4% | $13.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 46 | Wells Fargo & Company/Mn | 165.79K | -30.2% | $12.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 47 | Allspring Global Investments… | 157.46K | +1.2% | $12.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Deutsche Bank Ag\ | 147.89K | +7.5% | $11.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 49 | California Public Employees… | 141.89K | 新增 | $10.91M | 0.0% | New | 1 | SEC ↗ |
| 50 | Man Group plc | 135.28K | +35.8% | $10.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Federated Hermes, Inc. | 134.07K | +77.7% | $10.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | BNP Paribas Asset Management… | 4.80M | +400038.6% | $10.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | State Of Wisconsin Investment Board | 132.25K | -14.5% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | First Trust Advisors Lp | 116.06K | +8.4% | $8.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Russell Investments Group, Ltd. | 113.46K | -7.1% | $8.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 56 | California State Teachers… | 102.82K | +24.8% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 96.67K | +523.8% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 58 | Prudential Financial Inc | 94.82K | +16.7% | $7.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Nordea Investment Management Ab | 99.62K | -4.6% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | Bridgewater Associates ✦ | 76.94K | 新增 | $5.92M | 0.0% | New | 1 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 62.33K | -0.1% | $4.79M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 62 | Janus Henderson Group Plc | 61.44K | +10.2% | $4.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Tudor Investment Corp Et Al | 60.15K | 新增 | $4.63M | 0.0% | New | 1 | SEC ↗ |
| 64 | Bnp Paribas Financial Markets | 59.38K | -76.7% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 65 | Envestnet Asset Management Inc | 55.11K | -4.9% | $4.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 50.47K | -12.2% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Creative Planning | 50.09K | +14.2% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 49.96K | 新增 | $3.84M | 0.0% | New | 1 | SEC ↗ |
| 69 | Two Sigma Investments ✦ | 48.91K | -77.3% | $3.76M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 70 | Manufacturers Life Insurance… | 45.62K | +4.1% | $3.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | Truist Financial Corp | 40.74K | +341.6% | $3.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 72 | Royal Bank Of Canada | 37.93K | -17.9% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 73 | Gotham Asset Management ✦ | 37.85K | +31.6% | $2.91M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 74 | Zurcher Kantonalbank (Zurich… | 35.17K | +20.0% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Barclays Plc | 33.34K | -76.2% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 76 | LPL Financial LLC | 33.27K | +25.1% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Voya Investment Management Llc | 28.43K | +0.4% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Peak6 Llc | 27.53K | 新增 | $2.12M | 0.1% | New | 1 | SEC ↗ |
| 79 | Raymond James Financial Inc | 26.38K | +6.2% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 80 | Fifth Third Bancorp | 22.97K | +2380.6% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Boston Partners | 22.87K | -29.3% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Amundi | 21.20K | -99.6% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 83 | Qube Research & Technologies Ltd | 20.98K | -37.9% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Parallax Volatility Advisers, L.P. | 20.05K | +0.3% | $1.54M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | Credit Agricole S A | 19.87K | 0.0% | $1.53M | 0.0% | Held | 2 | SEC ↗ |
| 86 | State Board Of Administration Of… | 19.66K | +7.7% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Balyasny Asset Management L.P. | 17.20K | -96.3% | $1.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Jones Financial Companies Lllp | 18.14K | +773.0% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Captrust Financial Advisors | 16.63K | -13.9% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Baird Financial Group, Inc. | 16.61K | +10.2% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 91 | Stifel Financial Corp | 16.16K | +56.2% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 92 | Pictet Asset Management Holding SA | 15.18K | +11.9% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | ProShare Advisors LLC | 14.72K | -14.1% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Kayne Anderson Rudnick Investment… | 14.49K | +31.0% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Quantinno Capital Management LP | 14.34K | +53.1% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | American Century Companies Inc | 13.17K | +1.9% | $1.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Pnc Financial Services Group, Inc. | 12.71K | -7.1% | $976,965 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 98 | Cetera Investment Advisers | 11.57K | -1.4% | $889,540 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Pacer Advisors, Inc. | 11.53K | -28.5% | $886,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Us Bancorp \De\ | 11.46K | -6.7% | $880,775 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"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
| California Public Employees… | $10.91M | 0.0% |
| Bridgewater Associates | $5.92M | 0.0% |
| Tudor Investment Corp Et Al | $4.63M | 0.0% |
| Susquehanna International… | $3.84M | 0.0% |
| Peak6 Llc | $2.12M | 0.1% |
已清仓
| Point72 Asset Management | $89.04M | 曾为 0.1% |
| Norges Bank | $8.79M | 曾为 0.0% |
| Td Asset Management Inc | $3.51M | 曾为 0.0% |
| D. E. Shaw & Co. | $1.30M | 曾为 0.0% |
| Group One Trading Llc | $847,730 | 曾为 0.0% |
| Canada Pension Plan… | $803,221 | 曾为 0.0% |
| Simplex Trading, Llc | $732,183 | 曾为 0.0% |
| Nomura Holdings Inc | $474,343 | 曾为 0.0% |
| Mml Investors Services, Llc | $217,238 | 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): 434 持有人, 99.02M 股份, $7.43B 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)
Oct 07
Green Jason Elliot
Officer · 2.77K 股 · $526,508
Oct 02
HOU HONG Q
Officer, Director · 2.00K 股 · $382,420
Sep 23
Walsh Paul V Jr
Director · 500 股 · $86,305
Sep 16
Cardenuto Rodolpho C
Director · 5.32K 股 · $877,978
Sep 10
Lin Mark
Officer · 683 股 · $109,212
Sep 04
Ruehl Julie Garcia
Director · 1.50K 股 · $217,500
Sep 04
HOU HONG Q
Officer, Director · 2.00K 股 · $277,420
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
Sep 04
SC 13G/A — BlackRock, Inc.
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: Q1 2026 ·
方法论 ·
通过API获取此数据