Ficha del valor
SMTC
Semtech Corporation · Technology · Semiconductors
140Tenedores rastreados
+16Δ titulares
67.05MAcciones mantenidas
$10.71BValor declarado
+22Nuevas posiciones
−5Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +12.9% ·
flujo de acciones -12.5% ·
nuevas posiciones netas +12.1%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| 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 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Vanguard Capital Management Llc | 4.20M | +1.3% | $679.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 3.45M | -53.7% | $559.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 3.45M | -53.7% | $559.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 3.45M | -53.7% | $559.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 3.45M | -53.7% | $559.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 3.45M | -53.7% | $559.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 3.45M | -53.7% | $559.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | State Street Global Advisors ✦ (pasivo) | 3.39M | -16.5% | $548.39M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 28 | Jane Street Group, Llc | 3.35M | +333.6% | $542.37M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 29 | Jane Street Group, Llc | 3.35M | +333.6% | $542.37M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 30 | Capital Research Global Investors | 2.95M | -28.8% | $478.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | Geode Capital Management ✦ (pasivo) | 2.25M | -10.8% | $366.56M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 32 | Geode Capital Management ✦ (pasivo) | 2.25M | -10.8% | $366.56M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Wellington Management ✦ | 1.92M | -19.7% | $310.07M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 47 | Wellington Management ✦ | 1.92M | -19.7% | $310.07M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 48 | Wellington Management ✦ | 1.92M | -19.7% | $310.07M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 49 | Wellington Management ✦ | 1.92M | -19.7% | $310.07M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 50 | Wellington Management ✦ | 1.92M | -19.7% | $310.07M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 51 | Wellington Management ✦ | 1.92M | -19.7% | $310.07M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 52 | Bank Of America Corp /De/ | 1.86M | +62.7% | $301.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Bank Of America Corp /De/ | 1.86M | +62.7% | $301.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Bank Of America Corp /De/ | 1.86M | +62.7% | $301.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 1.86M | +62.7% | $301.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 1.86M | +62.7% | $301.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 1.86M | +62.7% | $301.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 1.86M | +62.7% | $301.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank Of America Corp /De/ | 1.86M | +62.7% | $301.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | T. Rowe Price ✦ | 1.35M | +564.5% | $218.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 61 | T. Rowe Price ✦ | 1.35M | +564.5% | $218.17M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 62 | Norges Bank ✦ (pasivo) | 1.25M | Nuevo | $201.96M | 0.0% | New | 1 | SEC ↗ |
| 63 | UBS Group AG | 1.15M | +29.4% | $186.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | UBS Group AG | 1.15M | +29.4% | $186.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | UBS Group AG | 1.15M | +29.4% | $186.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | UBS Group AG | 1.15M | +29.4% | $186.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | UBS Group AG | 1.15M | +29.4% | $186.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Millennium Management ✦ | 1.14M | -41.9% | $184.77M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 69 | Northern Trust Corp | 852.18K | -14.2% | $137.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Northern Trust Corp | 852.18K | -14.2% | $137.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Northern Trust Corp | 852.18K | -14.2% | $137.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Northern Trust Corp | 852.18K | -14.2% | $137.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Northern Trust Corp | 852.18K | -14.2% | $137.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Northern Trust Corp | 852.18K | -14.2% | $137.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Healthcare Of Ontario Pension Plan… | 851.86K | Nuevo | $137.87M | 0.2% | New | 1 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Two Sigma Investments ✦ | 820.90K | +1578.4% | $132.86M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 833.67K | +2.1% | $130.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 88 | JPMorgan Chase ✦ | 833.67K | +2.1% | $130.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 89 | JPMorgan Chase ✦ | 833.67K | +2.1% | $130.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 90 | JPMorgan Chase ✦ | 833.67K | +2.1% | $130.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 91 | JPMorgan Chase ✦ | 833.67K | +2.1% | $130.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 833.67K | +2.1% | $130.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 833.67K | +2.1% | $130.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 833.67K | +2.1% | $130.84M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | Citadel Advisors ✦ | 783.35K | -29.1% | $126.78M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 96 | Citadel Advisors ✦ | 783.35K | -29.1% | $126.78M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 97 | Artisan Partners Limited Partnership | 763.92K | -51.0% | $123.64M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 98 | Invesco Ltd. | 759.75K | -1.5% | $122.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Invesco Ltd. | 759.75K | -1.5% | $122.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Invesco Ltd. | 759.75K | -1.5% | $122.97M | 0.0% | ▼ Trim | 3 | 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
| Norges Bank | $201.96M | 0.0% |
| Healthcare Of Ontario Pension… | $137.87M | 0.2% |
Posición cerrada
| Gotham Asset Management | $2.91M | era 0.0% |
| Peak6 Llc | $2.12M | era 0.1% |
| Boston Partners | $1.76M | era 0.0% |
| CIBC Bancorp USA Inc. | $365,842 | era 0.0% |
| Optiver Holding B.V. | $8,227 | era 0.0% |
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.
Frecuentemente cotituladas
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)
Aug 19
Walsh Paul V Jr
Director · 500 acc. · $67,740
Aug 07
HOU HONG Q
Officer, Director · 2.00K acc. · $280,000
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 14
SC 13G/A — AMERIPRISE FINANCIAL INC
Jul 31
SC 13G/A — VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 30
SC 13G/A — BlackRock, Inc.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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