证券记录
SMTC
Semtech Corporation · Technology · Semiconductors
138被追踪持有人
+16Δ持有人
67.03M持有股份
$10.70B报告持仓市值
+22新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 +13.1% ·
股份流向 -12.5% ·
净新建仓位 +10.9%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
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 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 9.75M | -31.4% | $1.58B | 0.0% | ▼ Trim | 5 | SEC ↗ ×19 |
| 2 | Vanguard Capital Management Llc | 4.20M | +1.3% | $679.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 3.45M | -53.7% | $559.04M | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 4 | State Street Global Advisors ✦ (被动) | 3.39M | -16.5% | $548.39M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | Jane Street Group, Llc | 3.35M | +333.6% | $542.37M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Capital Research Global Investors | 2.95M | -28.8% | $478.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (被动) | 2.25M | -10.8% | $366.56M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 1.97M | +39.1% | $318.88M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 9 | Wellington Management ✦ | 1.92M | -19.7% | $310.07M | 0.1% | ▼ Trim | 8 | SEC ↗ ×6 |
| 10 | Bank Of America Corp /De/ | 1.86M | +62.7% | $301.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 11 | T. Rowe Price ✦ | 1.35M | +564.5% | $218.17M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 12 | Norges Bank ✦ (被动) | 1.25M | 新增 | $201.96M | 0.0% | New | 1 | SEC ↗ |
| 13 | UBS Group AG | 1.15M | +29.4% | $186.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 14 | Millennium Management ✦ | 1.14M | -41.9% | $184.77M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 15 | Northern Trust Corp | 852.18K | -14.2% | $137.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 16 | Healthcare Of Ontario Pension Plan… | 851.86K | 新增 | $137.87M | 0.2% | New | 1 | SEC ↗ |
| 17 | UBS AM, a distinct business unit of… | 842.12K | +396.3% | $136.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 18 | Two Sigma Investments ✦ | 820.90K | +1578.4% | $132.86M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 833.67K | +2.1% | $130.84M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 20 | Citadel Advisors ✦ | 783.35K | -29.1% | $126.78M | 0.1% | ▼ Trim | 9 | SEC ↗ ×2 |
| 21 | Artisan Partners Limited Partnership | 763.92K | -51.0% | $123.64M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 22 | Invesco Ltd. | 759.75K | -1.5% | $122.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 23 | Alliancebernstein L.P. | 1.57M | -33.8% | $120.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 720.57K | -20.0% | $116.62M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 25 | Nomura Asset Management… | 700.13K | -68.5% | $113.32M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Assenagon Asset Management S.A. | 699.38K | -10.4% | $113.19M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Susquehanna International Group, Llp | 689.33K | +1279.9% | $111.57M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Hrt Financial Lp | 686.38K | 新增 | $111.09M | 0.2% | New | 1 | SEC ↗ ×2 |
| 29 | Charles Schwab Investment… | 684.28K | -31.3% | $110.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Point72 Asset Management ✦ | 681.88K | 新增 | $110.36M | 0.2% | New | 1 | SEC ↗ |
| 31 | Jennison Associates Llc | 667.29K | -10.4% | $108.00M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Squarepoint Ops LLC | 658.53K | +37.6% | $106.58M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 33 | Massachusetts Financial Services Co… | 596.02K | 新增 | $96.46M | 0.0% | New | 1 | SEC ↗ ×6 |
| 34 | Nuveen, LLC | 570.50K | -26.0% | $92.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 35 | Capital International Investors | 552.37K | +2.8% | $89.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 548.77K | +824.2% | $88.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Bank of New York Mellon Corp | 542.01K | +7.2% | $87.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 38 | Neuberger Berman Group LLC | 541.32K | -51.8% | $87.40M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | Franklin Resources Inc | 533.81K | +51.3% | $86.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 40 | Sei Investments Co | 464.87K | +29.9% | $75.24M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Schroder Investment Management Group | 404.06K | -44.7% | $63.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Dimensional Fund Advisors Lp | 355.27K | -4.0% | $57.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 43 | Qube Research & Technologies Ltd | 353.45K | +1585.0% | $57.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Citigroup Inc | 353.08K | -30.8% | $57.15M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Rhumbline Advisers | 329.54K | +33.3% | $53.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Loomis Sayles & Co L P | 312.53K | 新增 | $50.58M | 0.1% | New | 1 | SEC ↗ ×2 |
| 47 | Allspring Global Investments… | 301.81K | +91.7% | $44.37M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | D. E. Shaw & Co. ✦ | 272.36K | 新增 | $44.08M | 0.0% | New | 1 | SEC ↗ |
| 49 | Voya Investment Management Llc | 254.29K | +794.5% | $41.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 50 | Canada Pension Plan Investment Board | 242.90K | 新增 | $39.31M | 0.0% | New | 1 | SEC ↗ |
| 51 | Federated Hermes, Inc. | 232.31K | +73.3% | $37.60M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | New York State Common Retirement… | 226.03K | -30.7% | $36.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | First Trust Advisors Lp | 217.63K | +87.5% | $35.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Principal Financial Group Inc | 210.41K | -53.5% | $34.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Renaissance Technologies ✦ | 207.12K | 新增 | $33.52M | 0.0% | New | 1 | SEC ↗ |
| 56 | Northwestern Mutual Wealth… | 193.63K | +10182.9% | $31.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 191.19K | +68.5% | $30.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 58 | Swiss National Bank | 186.50K | +1.9% | $30.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 182.80K | +89.1% | $29.59M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 60 | Walleye Trading LLC | 165.17K | +64928.7% | $26.73M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 61 | Capital World Investors ✦ | 158.16K | 新增 | $25.60M | 0.0% | New | 1 | SEC ↗ |
| 62 | California Public Employees… | 154.44K | +8.8% | $25.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Victory Capital Management Inc | 153.12K | -21.7% | $24.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Tidal Investments LLC | 140.43K | 新增 | $22.73M | 0.1% | New | 1 | SEC ↗ ×3 |
| 65 | Legal & General Group Plc | 127.84K | -38.8% | $20.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 66 | Arrowstreet Capital ✦ | 120.33K | 新增 | $19.47M | 0.0% | New | 1 | SEC ↗ |
| 67 | Balyasny Asset Management L.P. | 120.19K | +598.8% | $19.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Tudor Investment Corp Et Al | 118.65K | +97.2% | $19.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 69 | Royal Bank Of Canada | 117.72K | +210.3% | $19.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 70 | State Of Wisconsin Investment Board | 116.57K | -11.8% | $18.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Universal- Beteiligungs- und… | 103.28K | -44.0% | $16.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Bank Of Nova Scotia | 101.41K | 新增 | $16.41M | 0.0% | New | 1 | SEC ↗ |
| 73 | Man Group plc | 95.64K | -29.3% | $15.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Nordea Investment Management Ab | 97.54K | -2.1% | $15.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 75 | State Board Of Administration Of… | 78.25K | +298.0% | $12.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Nomura Holdings Inc | 71.81K | 新增 | $11.62M | 0.0% | New | 1 | SEC ↗ |
| 77 | Manufacturers Life Insurance… | 70.58K | +54.7% | $11.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Wcm Investment Management, Llc | 66.12K | -64.6% | $10.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | AQR Capital Management ✦ | 62.16K | -0.3% | $10.06M | 0.0% | ▼ Trim | 9 | SEC ↗ ×4 |
| 80 | Deutsche Bank Ag\ | 59.48K | -59.8% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 81 | Wells Fargo & Company/Mn | 59.40K | -64.2% | $9.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 82 | Mackenzie Financial Corp | 57.96K | +549.3% | $9.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | LPL Financial LLC | 55.68K | +67.4% | $9.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 84 | Creative Planning | 54.03K | +7.9% | $8.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 85 | Swedbank AB | 52.20K | 新增 | $8.45M | 0.0% | New | 1 | SEC ↗ |
| 86 | Credit Agricole S A | 50.00K | +151.6% | $8.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Envestnet Asset Management Inc | 48.60K | -11.8% | $7.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Prudential Financial Inc | 48.46K | -48.9% | $7.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 89 | Marshall Wace ✦ | 42.54K | -95.1% | $6.89M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 90 | Barclays Plc | 36.73K | +10.2% | $5.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 91 | Zurcher Kantonalbank (Zurich… | 35.87K | +2.0% | $5.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Raymond James Financial Inc | 33.10K | +25.5% | $5.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 93 | LMR Partners LLP | 31.98K | -90.3% | $5.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 94 | Stifel Financial Corp | 30.31K | +87.6% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 95 | Connor, Clark & Lunn Investment… | 29.29K | +167.0% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 96 | 1832 Asset Management L.P. | 25.50K | 新增 | $4.13M | 0.0% | New | 1 | SEC ↗ |
| 97 | Alyeska Investment Group, L.P. | 25.43K | 新增 | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 98 | Parallax Volatility Advisers, L.P. | 24.89K | +24.1% | $4.03M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 99 | Fifth Third Bancorp | 22.54K | -1.9% | $3.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Pacer Advisors, Inc. | 21.11K | +83.1% | $3.42M | 0.0% | ▲ Add | 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
| Norges Bank | $201.96M | 0.0% |
| Healthcare Of Ontario Pension… | $137.87M | 0.2% |
| Hrt Financial Lp | $111.09M | 0.2% |
| Point72 Asset Management | $110.36M | 0.2% |
| Massachusetts Financial… | $96.46M | 0.0% |
| Loomis Sayles & Co L P | $50.58M | 0.1% |
| D. E. Shaw & Co. | $44.08M | 0.0% |
| Canada Pension Plan… | $39.31M | 0.0% |
| Renaissance Technologies | $33.52M | 0.0% |
| Capital World Investors | $25.60M | 0.0% |
| Tidal Investments LLC | $22.73M | 0.1% |
| Arrowstreet Capital | $19.47M | 0.0% |
已清仓
| Gotham Asset Management | $2.91M | 曾为 0.0% |
| Peak6 Llc | $2.12M | 曾为 0.1% |
| Boston Partners | $1.76M | 曾为 0.0% |
| Amundi | $1.63M | 曾为 0.0% |
| HighTower Advisors, LLC | $782,125 | 曾为 0.0% |
| CIBC Bancorp USA Inc. | $365,842 | 曾为 0.0% |
| Optiver Holding B.V. | $8,227 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据